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Market

  1. Bond market discounting Nokia's credit rating

    · · Research

    The world’s largest mobile-phone maker’s bonds are trading as if Nokia’s rating has been cut, with spreads over government debt widening as the company strives to develop devices with the same mass appeal as the iPhone,…

  2. HTC: How They Compare

    · · Research

    In the last mobile market update series I wrote of the evolution of market share, the shift in where dollars are spent, the tale of ASP erosion, profitability ratios over time and EBIT share over time. I did not include…

  3. Warner Music slows while iTunes grows

    · · Research

    Revenue from digital sales of recorded music grew just 3.7 percent to $169 million. That’s a slower pace than the 4.5 percent growth posted a year ago and 39 percent growth two years earlier. via Warner Music CEO looks…

  4. RIM's decomposing innovation

    · · Research

    It’s hard to get excited about the new RIM Blackberry Torch. It’s not exciting in a positive way and not exciting in a negative way. It’s just more of the same and the same is not all that bad. Then again, the same is…