Analyst -- Engadget Mobile

analyst posts

Rumors of a Pre-less Verizon "off base" according to analysts

by Laura June posted Sep 25th 2009 @ 11:01AM

A dubious rumor from The Street floating around about how Verizon was snubbing the Pre due to lackluster sales and no outlet for its VCast Store (which was a bit too thin to make it onto these virtual pages, in fact) has been questioned by a couple of analysts today. According to Deutsche Bank's Jonathan Goldberg and Morgan Keegan & Co's Tavis McCourt, a combination of supply chain orders and Palm's own 2010 financial projections -- not to mention Verizon's long history with Palm -- all point to a Pre launch on Verizon early next year, as previously rumored by the WSJ and confirmed by Verizon itself in July. Jonathan specifically called the new rumor "off base" and "incorrect," while Tavis says that "We do not have insight as to the marketing support Palm will get from Verizon, but we see little risk in not getting a placement at this carrier." Analyst fight!

Read - Analyst debunk on AllThingsD
Read - Original story on The Street

HTC sees revenue falling due to "delays in product launches"

by Darren Murph posted Aug 3rd 2009 @ 2:28AM

HTC's been on somewhat of a hot streak here lately, but word on the street has it that the aforesaid outfit may not be able to ship all of its forthcoming handsets on time. A new Wall Street Journal report on falling revenue in the HTC camp notes that an undisclosed amount of delays, a larger-than-anticipated drop in contract orders and lower-than-expected sales in China could lead to drooping income in the short term, and some analysts are pointing out that the company's average selling price per phone is sliding due to looming Android competition from the likes of Motorola and Sony Ericsson. Aside from the Touch Pro2 that'll probably never, ever land on Sprint, HTC has about a gazillion other rumored handsets on the horizon, but it's hard to know for sure which "product launches" are expected to be stalled. So, is HTC secretly retooling a smattering of its handsets in order to stay one step ahead of SE and Moto? Or are old fashioned supply chain inefficiencies to blame?

Palm App Catalog sees 1 million downloads to 150,000 Pre owners

by Thomas Ricker posted Jun 25th 2009 @ 5:50AM

A million downloads, impressive. Even more so when you consider that fewer than 30 applications were available for download from the App Catalog to a single device (the Pre) available only on the number 3 carrier (Sprint) in the US. Unfortunately, Palm's not offering any official numbers -- the figure comes via industry analysts who suggest 150,000 Pre devices shipped since the June 6th retail introduction for an average of about seven apps downloaded per phone. Imagine the numbers had Palm's SDK been ready prior to launch.

[Via NY Times Blog]

Palm moves 50,000 Pre smartphones in opening weekend

by Darren Murph posted Jun 8th 2009 @ 10:43AM

We've yet to see Palm or Sprint confirm these numbers, but a quote from JPMorgan found in a Wall Street Journal roundup this morning asserts that "sales [of the Pre] in the first two days probably exceeded 50,000." The report continues by mentioning that said figure was "aligned with expectations, but probably fell short of the 146,000 reported first-gen iPhone sales" during its opening weekend due to "capacity constraints in manufacturing." By and large, most analysts are deeming the Pre launch a success, though it's hard to say whether the suits at Palm and Sprint agree or disagree. No matter how you slice it, 50,000 units in a single weekend ain't nothing to scoff at, but we'd say next weekend's sales could be even more telling. You know, if anything goes down today at 1:00PM ET.

[Via ZDNet]

Update: A new WSJ report now says analyst ranges are between 50,000 and 100,000. Heck, maybe Palm sold eleventy billion.

Samsung: OLED screens on half of mobile phones within 5 years

by Darren Murph posted Apr 20th 2009 @ 10:47AM

Truthfully, we wouldn't put too much stock in that headline considering that Samsung Mobile Display, a company that makes its ends off of selling active-matrix OLEDs, is the source. But on the other hand, we can definitely see it coming to fruition. According to a new report, said outfit has stated that OLED screens of some sort will be on over half of all mobile phones (not just smartphones, mind you) within the next five years, and that these same power-sipping displays will be on 20 percent of digital cameras and 30 percent of portable game players (PSP2, anyone?) within the same window of time. While it may seem a bit far-fetched now, we actually have good reason to believe that OLED adoption will indeed skyrocket on the small scale; it's those big screen TVs that we're worried only our grandchildren will truly enjoy.

[Via OLED-Info]

Dell's first cellphone prototypes said to "lack differentiation"

by Darren Murph posted Mar 21st 2009 @ 10:33AM

Remember when AT&T's Ralph de la Vega got caught up in the middle of mixed words over a supposed Dell smartphone at MWC? Turns out, maybe that cat has seen a cellular prototype from the labs of Round Rock, but given his displeasure with it, he brushed it off as no huge deal. A fresh report from Barron's asserts that Dell actually has shown off both WinMo and Android-powered handsets to an undisclosed amount of mobile carriers, but essentially, everyone met them with a gigantic "meh" and simply stated that the attempts "lacked differentiation." That said, it seems that Dell's not being deterred by the naysayers, and it has even led some analysts to guess that the company may pick up one of those other struggling cellphone makers in order to get some of that "differentiating" juice. It strikes us sort of funny, though -- since when did differentiation really matter to carriers?

[Via mocoNews]

Motorola blasting out ten smartphones in 2H 2009?

by Darren Murph posted Mar 18th 2009 @ 8:43AM

We knew Motorola had a few tricks up its sleeve somewhere, but ten? According to the apparently well informed (or well inebriated) Oppenheimer & Co. analyst Ittai Kidron, the struggling handset maker is gearing up to launch "as many as ten new smartphone models" in 2H 2009, which is in stark contrast to the sole release in the first half of this year. Of course, this could be (and probably is) pure speculation, with Kidron also noting that "with sentiment at an all-time low and investors' attention lost, we believe Motorola warrants another look." Truthfully, we'd be impressed with ten new handsets from Moto in the latter half of '09, but if it seriously dumps nearly a dozen smartphones on us, you can tickle us pink and call us Shirley.

[Via phoneArena]

Analyst predicts "significant" job cuts in January, possible price drops for Sprint

by Darren Murph posted Dec 9th 2008 @ 4:59PM

Not even a month after Sprint began offering voluntary buyout packages to an unspecified number of employees and just weeks after John Garcia decided it best to extend his Thanksgiving holiday into forever, in flies an analyst report asserting that sweeping layoffs are just around the bend. Pali Research's Walter Piecyk also expects the carrier to reduce prices to pick up lost ground to rivals AT&T and Verizon Wireless. A company spokesman proclaimed that "nothing was off of the table" and that "every option" would be scrutinized, but as of now, no decisions have been nailed down around the 2009 budget plan. Better get on that, wouldn't you say?

[Via CellPhonesMarket]

Analyst sez iPhone 3G production could fall 40% in Q4

by Darren Murph posted Nov 4th 2008 @ 8:02PM

No clue if you've been paying attention the past few months, but quite a bit of belt tightening has been going on. Granted, Apple's been making out just fine, but a fresh report from the doors of FBR Research asserts that it may be cutting its Q4 iPhone 3G production in the wake of a global spending slowdown. It should be noted that a 10% cut was already on the table, making this 30% larger than anticipated. According to the report, the firm's reported decision to scale back production "suggests that the global macroeconomic weakness is impacting even high-end consumers, those that are more likely to buy Apple's expensive gadgets." As we restrain ourselves from thanking Captain Obvious, we should also point out that this may not be nearly as big a deal as the numbers make it seem -- maybe it overshot Q3 production in order to guarantee 100% service levels in all markets, for instance. How's that for analysis?

[Via Silicon Alley Insider]

Guts of BlackBerry Bold found to cost $170

by Darren Murph posted Oct 16th 2008 @ 11:10PM

Not that it really matters to consumers one way or another -- after all, if you want a Bold, you'll pay the asking price -- but recent analysis by research firm iSuppli has found that parts and materials used to make the device "cost $158.16, and that assembly and testing add another $11.25, for a total cost of $169.41." Just for comparison, the Curve costs a cool $103 to build, and assuming RIM can sell the Bold to carriers at around $350, it'll net a gross margin of around 45% before R&D costs, software, marketing, shipping and freebies given to obscenely wealthy celebs are taken into account. The report (er, the part about the nice margins) should come as welcome news to shareholders, who have recently been worried that the current economic situation may keep individuals from snatching up new 'Berrys at a breakneck pace. Now, if only RIM / AT&T would let the thing get through testing, we'd be all set to contribute to those margins here in the US. Ahem.

Analyst takes new line with Motorola after decent quarter

by Chris Ziegler posted Aug 20th 2008 @ 11:05AM

It's amazing the kinds of neat things that can happen once you manage to turn lemons into even just a drop or two of bittersweet lemonade. Take Motorola, for example: a manufacturer that's fallen on hard times by even the loosest definitions manages to turn a sliver of profit for itself, and boom, suddenly you've got yourself a shiny new CEO and a smiling analyst or two. Jim Suva of Citi Investments seems to be going to bat for Moto at a time when everyone was just about ready to abandon ship, saying that the most recent earnings announcement represented the "early innings a gradual steady improvement", expressing confidence that new CEO Jha's hiring was a good thing, and hooking up the company's stock with a "buy" rating. 'Round here, we judge a company's success mainly by the greatness of its hardware, but you need solid financials to fund the R&D to make said hardware happen -- so we suppose this really could be a solid start to a genuine turnaround.

Motorola clings to number one spot in US sales, RIM still rocking

by Darren Murph posted Aug 11th 2008 @ 11:15AM

Uh oh, Moto. Go 'head with your bad self. Just days after posting a meager profit (but a profit nonetheless) and maintaining your position in third in worldwide mobile market share, along comes a report claiming that you're still numero uno in the United States. While handset sales overall shot up 5.3% here in Q2, Motorola maintained a 26% share and managed to stare down at least a few naysayers. In related news, LG held tight to the silver with 22%, while RIM gained a double-digit market share increase thanks to sales of its oh-so-hot BlackBerry handset. Number nerds, feel free to tap the read link for even more fractions and decimals.

[Via RCRWireless]

Analyst says Android and Symbian to merge, Nokia and Google to get matching tattoos

by Joshua Topolsky posted Jul 25th 2008 @ 11:00AM

According to the oracle-like superbrains at J. Gold Associates, Google's Android OS and Nokia's Symbian will "combine to provide a single open source OS," sometime in the very near future... say, three to six months. Sure, Android is just about to launch on devices in late 2008, and Nokia just announced in June that it will be moving Symbian towards open source -- and of course the two companies have no formal relationship that would come close to permitting such a collaboration. Still, J. Gold assures us this is happening, stating, "A combination of the Android and Symbian efforts would be good for the industry, good for Google and good for Symbian." In related news, we understand a handful of similar mergers are in the offing: Linksys and Belkin, Red Hat and Ubuntu, Engadget and Gizmodo, and the inevitable one-two punch of Coke and Pepsi.

Update: Craziest thing, it turns out that Google, Nokia, and Symbian are all dismissing the platform merger talk as utter nonsense. And for once, we believe those trusty souls; who knows, maybe it's the complete lack of technical synergy between them?

Study expects 32 million LTE subscribers in three years after launch

by Darren Murph posted Jun 20th 2008 @ 12:39AM

With Planet Earth's wireless juggernauts jumping on the LTE train while there's still room, we suppose the latest report from ABI Research isn't all that shocking. According to it, there will be some 32 million LTE network subscribers by 2013, and with the commercial launch not expected to go down before 2010, our abacus suggests that we're talking about 32 million over just 3 years. The firm asserts that the Asia-Pacific region will account for most of those folks (around 12 million), while the rest get split 60% / 40% between Western Europe and North America. You think we're just going to let you make this outlandish claim and then fuhgetaboutit, don't you ABI? Nah, we're creating a Google Calendar reminder for this day in 2013 right now to check back and see just how accurate you really were.

[Via SlashPhone]

Analyst: Motorola may exit handset business

by Thomas Ricker posted Jan 29th 2008 @ 6:32AM

Hey, that's what Nomura International analyst, Richard Windsor, told his clients in a note published this morning. Instead of handsets, Moto may choose to refocus on becoming an "enterprise and government company." While on a roll, Richard also raised speculation that a Chinese company might scoop up the troubled Moto before calling it "unlikely as those vendors don't have much of an idea how to fix Motorola's problems." Problems he attributes to the platform and software, not hardware. Man Moto, what a long hard fall it's been since your 2005 RAZR heyday.