Huawei, who has been gaining influence by leaps and bounds simply because it’s the network industry price leader, showed real gains in strategic insight in our most recent survey. Now, Huawei is demonstrating that it intends to keep up its “build-a-strategy” trend by naming a kind of “Chief Security Officer”. The mainstream thought is that…
Financial analysts and investors seem to have decided that networking as a sector is in trouble, but most seem to have missed the point on why that’s the case. Yesterday, the markets sent Alcatel-Lucent down about the same 20% that Juniper fell on the day before, suggesting that they believed both companies faced identical headwinds. …
Alcatel-Lucent announced its numbers this morning, and while their results met expectations on the revenue side they fell short of Street estimates on the profit line. That sent their shares skidding pre-market, making them another telecom equipment casualty. The financial analysts are calling this a second-half market weakness, but of course it’s more than that. …
Well, Juniper reported its numbers yesterday after the markets closed, and they booted their quarter and their guidance in a performance reminiscent of Cisco’s last quarterly call. Nothing matched Street expectations, and the stock was down by 17% in the after-market. Part of the issue may have been that the stock was actually up during…
Netflix has become the face of OTT video in terms of the opportunities and problems it presents, but the company now obviously has some challenges of its own to face. The latest quarterly numbers for Netflix were actually very good; they beat analyst estimates handily. The problem is the price hike they initiated recently, a…
Financial analysts have noted that US carrier capex was soft in the first half, a trend that’s somewhat consistent globally, and also that there appears to be a shift of focus toward projects that are perceived as being direct revenue generators. This information backs up our survey results, which have shown that monetization projects are…
And we thought Wednesday’s business-level announcements created tumult in the market! Thursday was even more complicated, exciting, and potentially disruptive, and in addition may present even more widespread impact. The story that Apple may buy Hulu is certainly the most disruptive of all. Apple has been the major disruptor of the broadband market, by being…
Tech earnings continue to give us some interesting data points, and possible contradictions, in the overall tech space and in the networking space. We also had some M&A, so let’s get to it. Intel beat Street estimates in both revenue and profit, largely on the strength of business purchases of PCs and servers. It’s Atom…
Apple reported truly astounding numbers for the quarter, with revenues up 82% and profits effectively doubling. The numbers beat the Street handily and sent Apple stocks trading after hours at over $400 per share. Apple’s upside was almost totally due to its iPhone/iPad products, with the Mac and iPod both underperforming estimates. Given the economic…
A tale of two companies, and possibly an example of unfortunate timing as well. Cisco yesterday announced it was laying off 6,500 workers, and IBM announced it was raising its guidance after having beat the revenue numbers expected by the Street. Both companies ended the session yesterday off slightly, but the contrast here is interesting….