Peter Kafka in Mobile on February 10 at 8:45 am PT
The search business becomes a mobile business by 2016. Maybe even earlier.
Arik Hesseldahl in Enterprise on November 1, 2011 at 5:59 am PT
With the drama at Hewlett-Packard now hopefully subsiding, analyst Toni Sacconaghi examined the company’s business units — and likes what he sees.
Arik Hesseldahl in Enterprise on October 17, 2011 at 11:44 am PT
IBM reports quarterlies after the close of markets today. Bernstein Research’s Toni Sacconaghi says it should beat the Street, but expectations for its revenue growth should come down.
Arik Hesseldahl in Enterprise on September 14, 2011 at 3:15 pm PT
A scathing analyst report concerning Hewlett-Packard’s pending purchase of the British software firm Autonomy says investors dislike the deal but have little chance to stop it.
Fifteen years after their initial Comcast investment, Microsoft’s vision of a Windows-based gateway to the television still hasn’t materialized. Now it is Google’s turn to storm the fortress. And, like Microsoft before them, they have decided to do it from the inside.
Bernstein Research’s Craig Moffett, in a note (reg. required) savaging the notion that buying Motorola will allow Google to disrupt the TV business. Moffett does see a role for Google in helping cable operators measure and target TV advertising, though. For a less pithy take, read AllThingsD.
Peter Kafka in Media on July 22, 2011 at 1:06 pm PT
Time to get the cord-cutting headlines out again.
John Paczkowski in News on June 20, 2011 at 3:45 am PT
A theory: Though consumers desire the iPad for the functions it performs, they want it more for what it is. Just as many preferred the iPod to the generic MP3 player, so too do they prefer the iPad to the generic “tablet.”
Ina Fried in Mobile on April 4, 2011 at 4:00 am PT
After all, Europeans pay more for data, but also have better infrastructure. If the carriers had higher profit margins, the analyst firm argues, maybe the U.S. would have better quality too.
Arik Hesseldahl in Enterprise on March 14, 2011 at 4:30 am PT
Hewlett-Packard CEO Léo Apotheker makes his all-important debut before the press and Wall Street analysts today. Much will be said about the new corporate strategy he lays out, but his most important task will be convincing all concerned that he’s the man for the job.
John Paczkowski in News on February 4, 2011 at 8:41 am PT
Some additional perspective on Nokia’s massive mobile R&D spend and a point of comparison for its market return. Extrapolating from Bernstein Research data that estimates Nokia spent $3.9 billion on mobile research and development, Asymco’s Horace Dediu has calculated Apple’s mobile R&D spend, and there’s an astonishingly wide gulf between the two.
