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Applications »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 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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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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Payments as Strategic Asset in Mobile -11/09/2010 05:00 pm

Discusses the importance of payment mechanisms as a strategic asset in mobile.

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Indoor mapping -11/09/2010 05:00 pm

Discusses emerging opportunities in indoor mapping.

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Geosocial networks -10/12/2010 05:00 pm

Discusses investment thesis and risks for the geosocial networks subsector.

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Mobile app abandonment rates -10/12/2010 05:00 pm

Discusses abandonment rates for mobile applications.

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Smartphone and tablet preloaded apps -09/09/2010 05:00 pm

Discusses battleground for preloaded apps on smartphones and tablets.

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U.S. operator consortium on payments -08/12/2010 05:00 pm

Discusses thesis for cross-carrier collaboration in new ecosystems.

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Cross-platform media and advertising -06/10/2010 04:00 pm

Reviews recent conversations with senior media executives on cross-platform content and advertising.

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