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Infrastructure »Analyst Notes

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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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Mobile analytics exits -09/09/2010 05:00 pm

Discusses exit opportunities and business models for mobile analytics startups.

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Mobile advertising -08/12/2010 05:00 pm

Discusses mobile advertising market momentum and investment thesis.

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Cloud computing for enterprises -08/12/2010 05:00 pm

Discusses opportunity for telecom carriers in enterprise cloud computing.

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iAd -06/10/2010 04:00 pm

Discusses recent conversations with premium publishers on Apple’s iAd platform.

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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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Mobile analytics -05/12/2010 09:00 am

Discusses continued investment activity and our positive thesis for the mobile analytics subsector.

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The Use of Wi-Fi for Offload of Wireless Network Capacity -12/15/2009 12:00 pm

Discusses the estimates and trends of Wi-Fi use as data offload for wireless carrier networks.

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Wireless Infrastructure M&A -11/08/2009 12:00 pm

Examines the implications of the Cisco acquisition of Starent Networks and Tellabs acquisition of WiChorus for the mobile industry and the venture capital community.

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The Prospects for Private Companies in Mobile Advertising -10/08/2009 12:00 pm

Examines the prospects for private companies in the mobile advertising subsector.

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