Vonage Holdings Corporation (NYSE: VG) is seeing a surge in shares this morning after the VoIP telephony company announced a quarterly profit. Yep, a profit. This was a $5 million gain or $0.03 EPS…
Verizon (VZ) and AT&T (T) are in a race to see whether the growth in their cellular and broadband businesses can accelerate faster than their residential landline businesses are shrinking. The fate of their…
Sprint (S) keeps getting smaller and smaller and its two larger competitors Verizon Wireless (VZ)(VOD) and AT&T (T) keep getting larger. For the most recent quarter, Sprint’s revenue fell 12% to $8.2 billion. The…
The evidence keeps mounting that competing with the Apple (AAPL) iPhone is a losing game. According to the new JD Power survey of customer satisfaction among smartphone owners, the iPhone beat competition from LG,…
Motorola (MOT), the cult stock of losers and former target of Carl Icahn’s wrath, posted poor earnings yet again. For the first quarter, revenue at the handset and telecom equipment company was $5.371 billion…
Microsoft (MSFT) has never had much success in the businesses of creating and marketing hardware. Why should it? Microsoft is the world’s largest software company. The firm has tried to become the GE of…
Yesterday, there were a number of rumors in the press that Verizon Wireless (VZ) (VOD) was talking with Apple (AAPL) to get a franchise to sell the iPhone after AT&T’s (T) exclusivity runs out…
AT&T (T) has made it clear, very clear that the Apple (AAPL) iPhone is critical to its strategy to increase cellular revenue as its residential landline business shrinks. The iPhone helps AT&T get new customers…
Google’s (GOOG) push in the US to sell handsets using its Android operating system is being hurt by the fact that its cellular partner is T-Mobile, a distant fourth in market share the America. Android is about to get…
Research in Motion Ltd. (NASDAQ: RIMM) is getting a boost this morning from an analyst upgrade. The maker of the notorious Blackberry was raised at Citigroup with a new “Buy” rating rather than the…
As the executives at Apple (AAPL) were passing around the Dom Perignon, their counterparts at other companies which design and manufacture smartphones were putting all sharp objects out of reach. In a recession, there…
AT&T (T) earnings were within the range of Wall St. forecasts. That is not saying much. The results were modest and pushed the stock up about 3%. AT&T’s first quarter revenue totaled $30.6 billion, net…
The recent earnings numbers from China’s big telecom firms illuminated more than their profitability. One of the assumptions about the health of the global handset makers and companies that build hardware for 3G systems…
SBA Communications Corp. (SBAC) has made two announcements this morning which could have an impact on shareholders. First, it reaffirmed its March quarter revenue targets of $132.0 million to $136.0 million, and Thomson Reuters…
It won’t be a nice day to go to work at Motorola (MOT), Samsung, or Sony Ericsson. Their larger competitor, Nokia (NOK) said it sold 19% fewer phones in the first quarter than it…