Seeking Alpha
Why Class Action Against Apple and AT&T Is a Big Deal
Seeeking Alpha
This is an issue of whether a purchaser of iPhones has purchased all the ownership rights to the device or whether Apple somehow has reserved a parcel of ownership. If the courts rule Apple and AT&T may exert special control over iPhones after a customer has purchased the device, it [...]
How Rackspace Saved the Managed Hosting Industry
Seeking Alpha
Since the USinternetworking bankruptcy in 2001, there has been a lot of skepticism about the managed hosting business. It squeezes in between the more asset heavy collocation industry, and the more people heavy Software-as-a-Service industry. This requires that managed hosters walk a financial tightrope between wrecking the balance sheet with too many fixed asset [...]
Some Dumb Pipes Worth More Than Others
Seeking Alpha
A longstanding concern of telecommunications carriers is that they will be reduced to the providers of “dumb pipes.” While demand for the Internet — and particularly the mobile Internet — continues to grow, they may find profit margins squeezed to commodity levels if they are merely providing commodity services.
Topics: Europe, carrier, mobile operators, Vodafone, [...]
AT&T: What Apple’s iPhone 4 Means for Its Business
Seeking Alpha
Apple’s iPhone 4 is likely to spur a strong upgrade cycle for AT&T’s third and fourth quarters, but raises questions about what happens when exclusivity ends, say analysts. Steve Jobs unveiled iPhone 4 and offered no hints about moving beyond AT&T as a carrier. Meanwhile, AT&T’s “incredible generous upgrade offer” is [...]
Understanding AT&T’s New Financial Model
SeekingAlpha
AT&T (T) has ended its unlimited wireless data plan. Should you care? What does it mean? Does it make sense? All good questions, let’s try to sort it out.
Topics: Palm, wireless, telecommunications, telecom, AT&T
Can Sprint’s Price Cuts Lure Subscribers Back?
Seeking Alpha
The wireless carrier has been struggling with subscriber losses for multiple quarters. The trends have been improving, but Sprint still can’t add customers—the company lost 75,000 net subscribers in the first quarter. At the same time, Sprint has been betting big on prepaid phone service with brands like Virgin Mobile [...]
Alcatel-Lucent Reports Loss Related to Component Shortages
Seeking Alpha
By operating segments, Networks saw a double-digit decline in revenue, partly attributable to a shortage of components in supply chain. This has been particularly true in wireless access and terrestrial optics.
Topics: wireless, telecom, telecommunications, Alcatel-Lucent
Qwest Beats, Net Hit by Charges
Seeking Alpha
Third-largest US local-phone service operator Qwest Communications announced first-quarter 2010 earnings with adjusted earnings per share of 10 cents, beating the Zacks Consensus Estimate by a penny while falling from the year-ago quarter adjusted EPS of 13 cents.
Topics: telecommunications, Qwest, telecom
How U-Verse Is Saving AT&T’s Wireline Business
Seeking Alpha
AT&T (T), which competes with Verizon (VZ) and Sprint (S), reported a sharp growth in consumer IP data revenues, driven by increased adoption of its fiber optic network U-Verse. AT&T provides services like TV, digital voice and broadband through U-Verse, and the use of these services has increased IP data consumption. We estimate that [...]
CenturyTel and Qwest Merger Off to a Rocky Start
Seeking Alpha
Wall Street has begun to raise concerns that CenturyTel is growing too aggressively, as it just recently completed another large acquisition of Embarq less than a year ago. CenturyTel is well known for growth through acquisition, but after the completion of the deal, CenturyTel will claim 17 million local landline customers which is [...]
Is Sprint Out of the Doghouse?
Seeking Alpha
Ahh Sprint (S), was there ever a more vilified telecom company that survived the telecom bust? After years of dodgy customer service, dodgy cellular service, dodgy acquisitions, and a dodgy capital spending culture – the ugly duckling of the US wireless industry is showing signs of stability and maximizes its value today to possibly [...]
AT&T to Invest $1 Billion in Cloud Computing
Seeking Alpha
AT&T (T) said Tuesday it will allocate $1 billion of its capital spending budget to focus on its cloud computing services for companies and expand small business services. The 2010 enterprise investment (statement), which is part of the $18 billion to $19 billion, includes the following:
Topics: HSPA, telecommunications, AT&T, telecom
What to Expect From Comcast’s XFINITY
Seeking Alpha
On February 12th, 2010 Comcast (CMCSA) launched a new brand name for its consumer wireline products- which includes high-speed internet, television and landline phone service – dubbed: XFINITY. Promoting “More Entertainment”, “More Choices”, “More Control”, ”More Speed”, “More HD” and the promise to “transform your TV”, XFINITY premiered in 11 markets where Comcast [...]
Sprint Ups Focus on Machine-to-Machine Wireless Connections
Seeking Alpha
Sprint (S) on Monday touted the number of partners for machine-to-machine connections signaling the importance of connecting devices as the U.S. mobile market becomes saturated. Sprint talked up its emerging solutions unit, which is focused on forging so called “machine-to-machine” (M2M) partnerships. The idea from carriers such as Sprint is to also connect devices [...]
Fibre, U-verse and AT&T’s Stock Price
Seeking Alpha
We believe AT&T’s U-verse fiber-optic services will be an increasingly important part of the company’s internet and TV business. We estimate that there could be a greater than 5% downside to the $37 Trefis price estimate for AT&T’s stock if our growth forecast for U-verse does not materialize. Internet & TV is 19% [...]
