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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
4G And Smartphones Drive Carrier Markets
Last quarter, we saw how the four leading carriers were placed in the 4G race. Last week, Sprint (NYSE:S) released HTC Evo 4G on its high-speed WiMax network, and its launch day sales were three times that of the Palm Pre and the Samsung Instinct, its previous best sellers. Meanwhile, AT&T (NYSE:T), whose weak 3G
Networking Sector Laggards
According to Infonetics Research, the worldwide service provider switch and router market declined 5% in Q1 to $2.95 billion. Vendors such as Alcatel-Lucent and Ericsson reported revenue declines due to component and supply challenges. However, the North American market was up 29%, and Cisco increased its service provider router revenue by 33% from last year.
CDN Market Overview
Last quarter, we saw how Akamai (NASDAQ:AKAM) has been getting aggressive in its pricing. This strategy is paying off, as Netflix chose Akamai as its primary content delivery network (CDN). Online video has been a strong growth driver for the CDN market. Mobile Web is also a strong growth driver. Let’s take a closer look.
New Markets For Autodesk, Informatica
Jon Peddie Research estimates the CAD software market to have decreased 23% over the year in 2009 to $5 billion. While growth is expected to return in 2010, analysts don’t expect the market to reach its peak 2008 levels of $6.7 billion. The 2010 CAD market is expected to grow 5% to $5.4 billion with
Murdoch’s Paywalls
A recently released study estimates U.S. advertising spending to have grown 5.1% over the year in the first quarter of 2010. This is the first quarterly increase since the first quarter of 2008. Ad spending was driven by spending by the auto, retail, and financial services sectors. Television media saw the greatest growth in ad
Salesforce.com Kicks Off Acquisition Spree
In my most recent post on Salesforce.com (NYSE:CRM) and RightNow (NASDAQ:RNOW), I observed how all the major SaaS companies were growing to become consolidators. It was high time for Salesorce.com, the big daddy of SaaS, to start consolidating. Early this month, Salesforce.com, with annual revenue of $1.3 billion, made its move with the acquisition of
Samsung, Motorola, And Android
According to IDC, the overall mobile phone market grew 21.7% in the first quarter while the smartphone market grew 56.7% with shipment of 54.7 million smartphones. Smartphones accounted for 18.8% of all mobile phones shipped in the first quarter. We have recently covered Apple, RIM, Palm (recently acquired by HP), and Nokia. Let’s now look
As Cloud Computing Grows, So Does Need For Security
Recent reports estimate worldwide revenue for corporate Web security solutions to grow from $1.1 billion in 2010 to over $2.1 billion in 2014. Experts believe that by 2020 there will be nearly 50 billion devices that will be able to connect to the Internet, compared with the 5 billion devices at present.