Wireless analyst Chetan Sharma sees no sign yet of any weakening of mobile data revenues from the AT&T and Verizon wireless reporting of the third quarter.
Since the fourth quarter is seasonally strong, we might not see any slowdown in the fourth quarter, either, he suggests. In all likelihood, we'll have to wait for first-quarter 2009 results to see whether economic stringency has negatively affected mobile data.
Personally, I would bet against a dip.
Tuesday, October 28, 2008
Subscribe to:
Post Comments (Atom)
AI Impact on Processes Likely Matters More than "Jobs"
Anthropic’s list of the jobs most affected by generative artificial intelligence won’t come as a surprise. It has been expected that artif...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
No comments:
Post a Comment