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Analyst Notes

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Apple’s Controls -06/10/2011 05:00 pm

Discusses reversals in Apple’s in-app subscriptions policy.

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MWC 2011 Research Note - Part 1 -02/28/2011 12:00 pm

Reviews our observations from Mobile World Congress 2011, including major announcements at the conference and their implications. Part 1 discusses our overall impressions from the conference, the Nokia/Microsoft partnership, and small cell base stations.

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MWC 2011 Research Note - Part 2 -02/28/2011 12:00 pm

In continuation of our Part 1 coverage of Mobile World Congress 2011, Part 2 discusses our observations on near-field communications (NFC), the tablet market, and the "device spec race" occurring around dual-core/quad-core semiconductors.

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MWC 2011 Research Note - Part 3 -02/28/2011 12:00 pm

In continuation of our Part 1 and Part 2 coverage of Mobile World Congress 2011, Part 3 discusses the future of carrier business models, the machine-to-machine market (M2M) and proximity communications.

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Soft SIM -12/09/2010 05:00 pm

Discusses events and implications surrounding possible soft SIM implementations.

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Network Outsourcing -12/09/2010 05:00 pm

Discusses recent conversations with wireless carrier executives on the importance and challenges of network outsourcing.

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Android in the Enterprise -12/09/2010 05:00 pm

Discusses the opportunity for Android devices in the enterprise.

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Mobile Payments Consortium: Isis -12/09/2010 05:00 pm

Discusses the U.S. carrier consortium Isis and the opportunity for NFC-based mobile payments.

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Microsoft Windows Phone 7 -11/09/2010 05:00 pm

Discusses initial feedback on Windows Phone 7 and implications to the mobile operating system landscape.

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Connected devices -11/09/2010 05:00 pm

Discusses industry and M&A trends in the connected devices/machine-to-machine subsector.

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