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Shaw Prepares for TV Everywhere – Analyst Blog

Zacks Market Commentaries (December 22nd, 2009) Writes:
Shaw Communications Inc. (SJR), a leading Canadian cable MSO is trying hard to deploy on-demand online video services, popularly known as TV Everywhere service. The company has decided to purchase Verivue Inc’s flash-centric video switch to be used in its legacy video-on-demand platform. Verivue’s MDX 9000 Series Media Distribution Switch is a network-centric platform designed to pipe video in formats that enable viewing on TVs, PCs, and mobile devices. This pretends to a TV Everywhere service which basically offers broadband video service that will enable pay-TV subscribers to watch premium cable programming online over broadband networks.   At present, Shaw is using Arris Group Inc’s (ARRS) servers and back-office systems for its existing video-on-demand platform. In Jan 2009, Arris entered into an agreement with Verivue to provide a converged video service network. Arris plans to standardize a large part of its next-generation video-on-demand and interactive video platform ...

Verizon Boosts FiOS TV Service – Analyst Blog

Zacks Market Commentaries (December 15th, 2009) Writes:
Verizon (VZ) has announced enhancements to its FiOS TV service by adding photo sharing functionality and expanded Video-on-Demand (“VOD") content. The company’s FiOS TV customers can now share and view millions of photos on their TV. This is enabled by services such as Media Manager (enables media sharing between PC and TV), Kodak Gallery Widget (provides registered users instant access to online digital photo gallery) and Facebook Widget (users can view photos from their Facebook account).  Besides photo sharing, Verizon has also expanded its industry leading high-definition (HD) VOD services with the addition of HDNet and HDNet Movies. HDNet is a leader in offering HD TV services in the US. Verizon has now joined DirecTV (DTV) and Dish Network (DISH) in offering HDNet VOD content. The new HD services are available to all existing FiOS TV customers without any extra charge.  Customers can access ...

DT To Unlock Broadband Network – Analyst Blog

Zacks Market Commentaries (December 8th, 2009) Writes:
German telecom giant Deutsche Telekom (DT) has to open its broadband Internet network to rival operators. The german telecom regulator Bundesnetzagentur has reportedly ordered the country’s incumbent telecom carrier to grant its competitors access to its broadband network infrastructure.  As such, rival operators such as Vodafone (VOD) and Telefonica (TEF) will be able to connect into Deutsche Telekom’s street cabinets (that host copper cables and switching equipments) or access dark fiber facilities. This will provide last mile connectivity (from street cabinets to customer premises) to these competitors.  The new regulatory mandate aimed at invoking more competition in the domestic broadband market by providing Deutsche Telekom’s competitors the opportunity to offer similar network speeds (bandwidth) as offered by the company. Deutsche Telekom is trying to offset declining fixed-line voice revenue with broadband Internet and video services.  The company continues its successful initiative in the ...

AT&T Beats on Skyrocketing iPhone – Analyst Blog

Zacks Market Commentaries (October 22nd, 2009) Writes:
AT&T Inc. (T) announced third-quarter 2009 results, with reported earnings per share of 54 cents beating the Zacks Consensus Estimate of 50 cents while declining from 55 cents reported a year ago. Net income fell 1.2% year over year to $3.2 billion on account of lower revenue. The results were highlighted by growth across wireless and U-verse video businesses. The second largest wireless carrier reported consolidated revenue of $30.9 billion for the quarter, down 1.6% year over year, largely due to lower wireline voice, legacy data and print advertising revenue, which offset growth in wireless and wireline data services. AT&T registered a net gain of 2 million wireless subscribers in the third quarter to reach 81.6 million total subscribers in service, up 9% year over year, driven by strong iPhone activations. This represents the largest third quarter addition in the company’s history. Retail postpaid additions for ...

Qwest Updates CapEx Plan – Analyst Blog

Zacks Market Commentaries (October 21st, 2009) Writes:
Qwest Communications (Q) has released its capital expenditure (CapEx) guidance for 2010. The local and long-distance telephone service provider expects its CapEX to remain at par with the estimated 2009 level of $1.7 billion.      Qwest continues to invest in building necessary infrastructure to boost network capacity and availability. Historically, the company has allocated a major portion of the overall CapEx in deploying additional fiber-to-the-node (“FTTN") capacity to increase the performance of its broadband network. Moving forward, Qwest plans to increase spending on deployment of fiber optic cable to support wireless services.   The company recently introduced a new fiber-based Ethernet backhaul wholesale service for wireless operators. The service (called Qwest Mobile Ethernet Backhaul) leverages Qwest’s FTTN network to extend fiber connections to cellular sites. This will enable wireless operators to upgrade their existing copper-based wireless backhaul networks to faster fiber optic connections, which will expand capacity ...

Polycom Keeps Innovating – Analyst Blog

Zacks Market Commentaries (October 13th, 2009) Writes:
Recently, Polycom Inc (PLCM) introduced two new infrastructure platforms for visual communication network solutions that will enable large organizations, government agencies, educational institutions, and healthcare companies to deliver enterprise-wide and business-to-business video services with state-of-the-art quality, scalability and reliability.  These products are (1) RMX 4000, a multipoint conferencing platform that simultaneously supports hundreds of HD video calls and more than a thousand video and audio conference calls (2) RSS 4000, a high-capacity recording and streaming server through which users will be able to easily and cost-effectively create and stream HD video and content using any telepresence and video conferencing systems.  Polycom is a leading solutions provider for video conferencing, with an estimated 30%-40% share of the market. Prompted by the severe economic downturn, business enterprises on a global basis are restricting travel budgets to control costs. This makes Polycom’s high-definition telepresence solutions a cost-effective alternative in ...

Qwest Unveils New Ethernet Service – Analyst Blog

Zacks Market Commentaries (September 18th, 2009) Writes:
Qwest Communications (Q) introduced a new fiber-based Ethernet backhaul wholesale service for wireless operators. The service is called Qwest Mobile Ethernet Backhaul, which leverages the company’s fiber-to-the-node (“FTTN") network (currently used for residential broadband service) to extend fiber connections to cellular sites. This will offer the wireless operators a major upgrade from their existing copper-based wireless backhaul networks.   Cellular operators across North America are aggressively investing to replace their copper connections to faster fiber optic connections. Approximately 75% of backhaul connections are on copper in North America, thereby creating a significant bottleneck in supporting increasing data traffic on next-generation wireless networks. Tier-1 carriers such as AT&T (T) and Verizon (VZ) have started to upgrade their cell sites to fiber as they prepare for 4G wireless service deployments.           Mobile Ethernet Backhaul service is tailor made to fit the requirements of the wireless service ...

DoCoMo Pursues Global Ambition – Analyst Blog

Zacks Market Commentaries (September 15th, 2009) Writes:
NTT DoCoMo (DCM) has decided to focus strongly on mobile content offerings, a new avenue to increase revenue. In order to become a powerful mobile content delivery player internationally, the company has decided to acquire German wireless value-added services specialist Net Mobile AG for a consideration of approximately $60.8 million. The deal is expected to be completed by the end of this month. DoCoMo will start implementing LTE (Long Term Evolution) networks in Japan from 2010. The main purpose of deploying the LTE network is to offer mobile content services in Japan and then systematically in the international markets.  Net Mobile is a leading mobile content specialist in Europe offering mobile content distribution and mobile payments services to more than 500 telecom operator and corporate clients. Its major customers include Coca-Cola (KO), RTL2, Vodafone Group Plc (VOD), E-Plus Mobilfunk GmbH, Telefonica O2 Europe Plc, and ...

PennyOmega.com Stock Report! 9/08/09, GMT, CCUR, NVE, AGX, NEOP, TSYS

Penny Omega (September 8th, 2009) Writes:

 

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GATX Corporation (NYSE:GMT) today announced that Rhonda S. Johnson, director of investor relations, will present at the Longbow Research Second Annual Industrial Products Conference in New York on Thursday, September 10, 2009. The presentation will include an overview of GATX’s operations.

Concurrent (Nasdaq: CCUR), a worldwide leader in video and

Qwest Boosts Network Speed – Analyst Blog

Zacks Market Commentaries (September 3rd, 2009) Writes:
Qwest Communications (Q) is reportedly accelerating its network throughput to offer top Internet speed of 100 gigabits per second (Gbps) for its premium enterprise and government customers. The third-largest US regional carrier has already started to upgrade its fiber-based long-haul network infrastructure, which is expected to continue through 2010. Existing long-haul networks deliver top speeds of approximately 40 Gbps. To implement this network enhancement, Qwest is leveraging the technology of Alcatel-Lucent (ALU), which will provide the 100 Gbps Ethernet service routing capabilities. The company aims to be the first carrier to commercially launch 100 Gbps services in the US. However, Verizon (VZ) is also in the race with its 100 Gbps network deployment planned in 2010. Leading carriers across the globe are increasingly focused on accelerating Internet network speeds given rapidly growing demand for greater bandwidth capacity. Qwest has reported that total bandwidth consumption ...

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