Google reported its numbers, and by any measure it had a stellar quarter. Revenues were up 32% and they beat Street estimates across the board. While the dark side of success will likely be greater anti-trust scrutiny for Google, it’s better than turning in bad numbers and seeing shares fall. But for me, two non-financial…
In yet another price change that angers customers, VMware announced a new pricing strategy for its vSphere 5 and the new pricing could create significant increases in license costs for some customers—as much as nearly 4x. Our model suggests that the typical user will pay less than 20% more, but it’s pretty likely that the…
Netflix may be showing us something about the streaming video market with its decision to raise the prices for “combination packages” of mail and streamed video services. The new policy is to price the two independently rather than to discount the combination, a move that raises the monthly price by about 50% and impacts nearly…
The EU is a focus of a lot of things these days, and we can now add net neutrality to the list. The EC hearings on the issue, launched late in June, produced the predictable results—people are alarmed at the risk of loss of innovation and privacy and competitiveness, but they have no practical contributions…
As some things change, others stay the same. That’s about how I see things fresh from two weeks in Brazil, a place on which I’ll also comment here. We’re seeing changes in the networking business space as Google vies anew with Facebook and Twitter, and yet the moves raise the same issues we’ve faced all…
Alcatel-Lucent did its own ballyhoo this week, with the announcement that the company had promised would make the Internet faster. I’m not big on ballyhoo, and I have to admit that I have mixed feelings on the Alcatel-Lucent announcement. I want to be fair, and so I want to start with the perspective I bring…
The fate of NSN is now even more unclear than usual as the WSJ reports that talks to sell a stake in the venture to private equity firms has failed. Nokia and Siemens are said to be looking to restructure the deal, but Nokia has said publicly that several options for the venture remain open. …
Google looks like it’s facing more anti-trust angst; the FTC is reported to be launching an investigation into Google’s advertising and search business, and former and current CEOs Schmidt and Page have decided they don’t want to appear before a Senate Committee hearing on roughly the same topic. All of this comes as Google, the…
Sometimes I get frustrated by surveys and research because they never seem to make the distinction between things that are correlated and things that are causal. The example today is some new research on teen mobile behavior. It lists all the usual things; they watch the least TV, they use mobile video the most, the…
Today’s market is rife with rumor about new mobile devices; the new model of the iPhone and the first true Amazon Kindle tablet. The aficionados will revel over details like processor and resolution, but the big point here is that the future of mobile services is getting decided by mobile devices and not by mobile…