While RIM's competitors (with the exception of Apple) have been especially weak in recent years, Motorola and HTC are making great strides with their high-end Android phones and are already giving RIM a run for its money.RIM's biggest selling point--its secure, always-on e-mail targeted at
We think Earthlink's profitability will falter with industry woes over the long term.
Syniverse faces significant pricing pressure from powerful telecom customers.
Termination rates are falling in Italy at an accelerated rate. This will not only lower revenues, but also could open the door for other competitors to steal market share.To fund its massive debt (about EUR 34 billion) the firm was forced to cut its dividend per share by 40% in 2009.Wireless
Investments in new business initiatives that stray from the company's core competencies are not in the best long-term interest of shareholders. Investors would be best served if Crown Castle allocated capital solely to its traditional tower leasing business and returned all remaining cash to
The firm's emerging-markets exposure, while exciting, adds risk and uncertainty to the firm's profile.Approximately two thirds of revenues are driven from the top four U.S. carriers. A major disruption in spending for one of its top clients could be problematic.Wireless carrier consolidation could
Hughes' HUGH revenues were light during the third quarter as hardware sales, which tend to be lumpy and are difficult to forecast, fell well short of year-ago levels. The firm's services business, its primary focus, continued to perform well, however. Services revenue grew 12% year over year during
Syniverse Holdings SVR announced third-quarter results that were within the range of our expectations. We are leaving our fair value estimate unchanged. For the quarter, revenue of $117 million declined 15% compared with the year-ago period. As expected, the decline was largely caused by weak ...
NeuStar's NSR third-quarter results were within the range of our expectations. We are leaving our fair value estimate unchanged. For the quarter, total revenue of $117 million declined 5% compared with the prior-year period largely as a result of the firm's new pricing strategy implemented early ...
Earthlink's ELNK third-quarter financial results reflected the declining nature of the firm's dialup Internet access business. Total net revenue came in at $175 million, a 24% decrease from the third quarter of last year, while operating income decreased 15% to $52 million. We are maintaining our