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Verizon Communications (VZ)

  • Dec. 20, 2010, 10:34 AM
    Sources claim Nokia (NOK -0.6%) is in talks with Microsoft (MSFT -0.1%) to port Windows Phone 7 to a new line of its smartphones. Skeptics may point out that down-sizing Nokia will have a hard enough time making good on its Symbian commitments, and Windows Phone 7 has apparently had a not-so-stellar launch.
    | Dec. 20, 2010, 10:34 AM | Comment!
  • Dec. 17, 2010, 3:06 PM
    This is day one of trading for the "when issued" shares of Motorola (MOT -0.1%), which splits next month. But buyers can get the shares of both the new Motorola Mobility and of Motorola Solutions by just buying MOT now. They'll receive the "value that will be unlocked" when the new shares start regular-way trading.
    | Dec. 17, 2010, 3:06 PM | 1 Comment
  • Dec. 17, 2010, 1:51 PM
    Research in Motion's (RIMM +2.5%) Q3 leaves Wall Street a house divided between bears and bulls. "RIM gets no respect," opines Needham & Co., and noting the stock's low valuation, says Buy. But Bernstein Research sees "a long list of clear signs of weaknesses," and keeps an Underperform rating.
    | Dec. 17, 2010, 1:51 PM | Comment!
  • Dec. 17, 2010, 10:14 AM
    The upcoming PlayBook (RIMM +2.3%) 'redefines what a tablet should do,' says Research in Motion CEO Jim Balsillie. He predicts a shift from proprietary toolkits and unnecessary apps, but towards web fidelity, high performance, and CIO 'friendliness,' and we are 'way ahead.'
    | Dec. 17, 2010, 10:14 AM | 2 Comments
  • Dec. 16, 2010, 12:09 PM
    The new Nexus S is proof Google (GOOG +0.4%) learned from the failed Nexus One. Besides the capabilities to support mobile commerce, the most important Nexus S feature may be the software. It's pure chaotic Android, the "way Google intended it," giving the vendor more direct control of the customer.
    | Dec. 16, 2010, 12:09 PM | Comment!
  • Dec. 15, 2010, 10:53 AM
    In a conservative scenario, Piper Jaffray estimates Verizon (VZ) will sell 9M iPhones (AAPL) in 2011. Verizon will cannibalize AT&T's (T) sales so that it will move 11M iPhones, down 4.6M from 2010. Overall, Verizon will activate roughly 25M smartphones next year.
    | Dec. 15, 2010, 10:53 AM | Comment!
  • Dec. 14, 2010, 2:58 PM
    Nomura Securities launches telecom coverage with a Buy for AT&T (T +1.4%). AT&T faces "meaningful attrition" when it loses iPhone (AAPL) exclusivity in 2011, and a possible subscriber drop to 65.8M from 68M. But with fewer iPhone promotions, the better AT&T's margins, and the board will soon probably approve a 2-year, $10B share repurchase plan.
    | Dec. 14, 2010, 2:58 PM | 1 Comment
  • Dec. 14, 2010, 10:25 AM
    Comcast (CMSCA +4.1%) is piloting a combined TV-web service that may let it block the cord-cutting threats from rivals like Google (GOOG) and Netflix (NFLX). The new service relies on a set-top box that mixes DVR and web capabilities and allows viewers to access on-demand content through their TVs.
    | Dec. 14, 2010, 10:25 AM | Comment!
  • Dec. 13, 2010, 3:55 PM
    Credit Suisse remains bullish on Research in Motion (RIMM -2.1%). Strong sales of the BlackBerry Torch smartphone will contribute to Q3 revenue of $5.3B, with earnings/share of $1.65. But the introduction of the iPhone (AAPL) to Verizon's (VZ, VOD) lineup will drop unit sales and cause pressure on RIM in Q4.
    | Dec. 13, 2010, 3:55 PM | Comment!
  • Dec. 10, 2010, 4:48 PM
    T-Mobile (DTEGY.PK) and Sprint (S) will both offer a tablet computer next year that will be 4G speed enabled. Details are scarce on both devices, but Sprint said yesterday it planned to expand its tablet offering beyond the Galaxy Tab (SSNLF.PK) to keep up with surging demand.
    | Dec. 10, 2010, 4:48 PM | 1 Comment
  • Dec. 10, 2010, 1:38 PM
    Brokerage and investment firm CLSA gets on the Apple (AAPL)-to-$400 wagon by raising their price target from $365: A survey "suggests our iPhone unit estimates are too low," especially considering the upcoming Verizon Wireless (VZ, VOD) version, and the firm bumps up unit projections for iPad as well. AAPL now +0.3% to $320.72.
    | Dec. 10, 2010, 1:38 PM | 1 Comment
  • Dec. 10, 2010, 1:31 PM
    Android (GOOG) now comprises 80% of Verizon Wireless' (VZ, VOD) smartphone sales, at the expense of the BlackBerry (RIMM), says ITG Investment Research. In Oct. 2009, RIM represented 93% of Verizon's smartphone sales, but with Android's advance, it dropped down to about 19% as of last month, with little hope of a rebound.
    | Dec. 10, 2010, 1:31 PM | Comment!
  • Dec. 10, 2010, 9:51 AM
    Sources say HTC informed suppliers that it will manufacture up to 60M handsets in 2011, up from 20M in 2010. This goal reflects the ambitious higher-growth strategy of newly appointed COO Matthew Costello and other top executives.
    | Dec. 10, 2010, 9:51 AM | Comment!
  • Dec. 9, 2010, 3:33 PM
    The new Windows Phone 7 (MSFT -0.7%) devices appear to be receiving more than just seasonal discounts. With Amazon (AMZN) offering 3 AT&T (T) models for 1 cent, it doesn't seem as if the Phone 7 is exactly going gangbusters, or the price would be higher. But Microsoft may be willing to cut profits to boost volume.
    | Dec. 9, 2010, 3:33 PM | 1 Comment
  • Dec. 8, 2010, 10:45 AM
    "Perception lags reality," says an AT&T (T) executive after customers ranked it the worst cellular provider in the U.S. AT&T has spent $18B this year to let its network handle the data traffic surges from the iPhone (AAPL) and other devices, he says. “We’ve already seen the wave, and we know what to do."
    | Dec. 8, 2010, 10:45 AM | Comment!
  • Dec. 8, 2010, 9:36 AM
    Android (GOOG) smartphone owners are bigger bandwidth hogs than users of rival devices, as they run lots of video over the networks. Smartphones overall are burdening wireless carrier capacity, and the problem will only increase until the carriers start rationing their services or build out the networks.
    | Dec. 8, 2010, 9:36 AM | Comment!
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Company Description
Verizon Communications Incis a provider of communications, information and entertainment products and services to consumers, businesses and governmental agencies. Its two segments are Wireless and Wireline.