Archive for October, 2009

Juniper rings bell on new direction

Juniper rang the bell to start off the juniper.gifday at the New York Stock Exchange yesterday and sounded off with a slew of announcements and a grand vision for how its products fit into tomorrow’s networks, including service provider IP core and mobile networks. more

Sprint jumps on open app store bandwagon

Everybody’s doing it and as Sprint (NYSE:S) demonstrated in its earnings yesterday, it really can’t afford to be left behind. The carrier announced today at its Open Developer Conference that it will introduce a new, more open application store in future feature-phones, and it will replace its existing built-in offerings on future BlackBerry and Windows Mobile 6.5 devices. more

Meet the 3GPP’s newest member: the CDMA Development Group

If you needed any final proof the cellular technology wars are over, the CDMA Development Group provided it this week. It has officially joined the 3rd Generation Partnership Project, the central standards body for the GSM community, as a market representation partner. Its job is to help with the transition of CDMA operators to long-term evolution networks. more

Will ‘Google Neutrality’ idea take hold?

The funny thing about the Web and content industry’s haranguing for “network” neutrality is that — despite its “don’t be evil” guiding principle — Google is as well positioned as any company to wield its power in less than neutral ways. more

VoIP app hunt continues…Broadsoft, Metaswitch, Veraz, etc.

The never-ending search to find the right formula to do for apps on voice-over-IP and carrier networks what the iPhone (and maybe now the Droid?) has done on mobile networks continues unabated. In this episode, we hear from Broadsoft, Metaswitch, Veraz and others. … more

Recovery priming carrier M&A, CEOs say

Now that the economy is regaining its footing, mergers and acquisitions in the service provider space should heat up, two carrier CEOs said this week.

Market conditions have become much more favorable to mergers in the last three months, Global Crossing (NASDAQ:GLBC) CEO John Legere said during the company’s third-quarter earnings call today, pointing to its refinancing of $750 million in debt last month as a sign of receptiveness in the capital markets. “I believe we’re in a different environment than even the last time we spoke,” he said. “The biggest change is more

Palm Pre isn’t the iPhone-answer Sprint hoped

The Palm (NASDAQ:PALM) Pre may be winning accolades in the press, but it isn’t winning Sprint (NYSE:S) the subscriber contracts it needs to turn around its declining customer base. Palm sold 823,000 of the touch-screen smartphones in the quarter ending in August, after nearly three full months of Pre sales. Those numbers are nothing to scoff at, and — assuming Sprint sold the majority of those devices — those sales are likely reflected in its Q3 results: Sprint reversed the downward spiral in its quarterly gross customer adds for the first time in more than two years.

Sprint’s pace, however, is nothing compared to that of the AT&T (NYSE:T), which has been enjoying million-plus-iPhone-activation quarters for the last two years and ended Q3 with its best Apple (NASDAQ:AAPL)-driven quarter yet: 3.2 million iPhone activations. What’s worse, analysts are projecting that Pre sales are petering off, and Sprint will soon lose it’s exclusivity on the device. Most significantly, though, Sprint seems to be losing a postpaid customer for every smartphone customer its signs up. Churn is still well over 2%, leading to loss of 500,000 net total subscribers and 800,000 postpaid subscribers. CEO Dan Hesse summed it up at Sprint’s Q3 earnings call: “We’re beginning to turn the corner in gross adds, but we must reduce churn further.”

Motorola looks to turnaround in 2010

Business is starting to pick up for beleaguered handset-maker Motorola (NYSE:MOT) and next year should bring improved financial performance, co-CEO and CEO of mobile devices Sanjay Jha told investors on a conference call today. Jha is anticipating a sequential increase in four-quarter sales, driven by the announced launch of its first two Google (NASDAQ:GOOG) Android-based smartphones, the Cliq on T-Mobile (NYSE:DT) and the Droid on Verizon Wireless (NYSE:VZ, NYSE:VOD). more

Survey: Last walled garden will wither by 2012

The walled garden’s days are numbered. According to a new Deloitte survey of wireless industry executives, the closed business models for delivering mobile content and applications will fade away in the next three years and be replaced by open mobile content business models. In fact, most of those executives feel the future of their service provider businesses depends on completing that transition. more

Google calls the shots with Droid

Verizon Wireless (NYSE:VZ, NYSE:VOD) and Motorola (NYSE:MOT) today took the wraps off their first Google (NASDAQ:GOOG) device and the first to run Android’s 2.0 software. The official Droid unveiling took place in New York City this morning, but Chicago executives held a meet-and-greet with the Droid following announcement of its Nov. 6 release date. My colleague Kevin Fitchard and I had an opportunity to attend and were duly impressed with the device. more


October 2009
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