HP reported their numbers, and they were somewhat par for the tech earnings course this season, meaning they missed in revenue, met guidance on profits, and were tepid in their expectations for the coming year. The Street has been all over the place on HP stock since the call, but I guess the trend is…
HP is scheduled to report earnings tonight after the US markets close, and in keeping with my practice with Cisco, I’m going to focus today on what HP should be doing, uncluttered by the way the numbers fall. Again as with Cisco, I may blog a bit about what actually happened. HP is an IT…
Some of the latest data on TV providers seems to reinforce the notion that the video world is changing, and of course that’s true. The problem for TV delivery strategists is that it’s hard to tell just what factors are driving the changes, and without that key insight you can’t easily address the problems that…
Carol Wilson raised an interesting point in an article in Light Reading on SDN and NFV—that of collaboration. I’m happy that she found the approach CloudNFV has taken to collaboration and openness credible, but I think some more general comments on the topic would be helpful to those who want to assess how “open” a…
It should be clear to everyone in networking this week that the industry is moving to a very different place. There was a time when the limiting factor in entertainment, communications, and empowerment was delivery. We spent like sailors (as they say) to get better delivery because we had a business case for what we…
Well, if you thought that a telecom spending spree or an enterprise market flush with unexpected cash were going to drive Cisco and the industry to unprecedented growth, Cisco’s call likely disabused you of that notion. While Cisco beat most estimates very slightly, its guidance was considered tepid and certainly the continued references to “challenging…
Cisco reports its earnings tonight, so you might wonder why I’d blog about Cisco before the Big Event. The answer is that I’m not blogging about what Cisco did in the last quarter, but what it’s facing in 2014 (I may get to that last quarter on my blog on Thursday!) Chambers has been very…
We have a bit of an interesting counterpoint story this morning, involving the future of networking and how we navigate transitions. Let’s open with Blackberry, who has announced they will be forming an activity to seek bids for JVs, acquisitions, or whatever. Blackberry was the darling of the mobile phone space prior to the iPhone,…
T-Mobile has been shaking up the mobile industry with its no-contract-and-phone-upgrades plans, and they’ve worked to gain post-pay customers for the carrier, not a first but certainly a recent first. The problem is that this “good news” really isn’t more than a “transient good” because this model isn’t sustainable. Suppose you’re in the milk business. …
NSN has changed ownership but not its name, it’s simply changed what the acronym decodes to. “Nokia Solutions and Networks” is actually kind of appropriate at two levels. First, obviously, it conveys Nokia’s sole ownership of the venture. Second, it conveys that what NSN has been turning into is a “solutions” or professional services player. …