Analyst -- Engadget

analyst posts

Rumors of a Pre-less Verizon "off base" according to analysts

by Paul Miller posted Sep 25th 2009 at 11:01AM

A dubious rumor from The Street floating around about how Verizon was snubbing the Pre due to lackluster sales and no outlet for its VCast Store (which was a bit too thin to make it onto these virtual pages, in fact) has been questioned by a couple of analysts today. According to Deutsche Bank's Jonathan Goldberg and Morgan Keegan & Co's Tavis McCourt, a combination of supply chain orders and Palm's own 2010 financial projections -- not to mention Verizon's long history with Palm -- all point to a Pre launch on Verizon early next year, as previously rumored by the WSJ and confirmed by Verizon itself in July. Jonathan specifically called the new rumor "off base" and "incorrect," while Tavis says that "We do not have insight as to the marketing support Palm will get from Verizon, but we see little risk in not getting a placement at this carrier." Analyst fight!

Read - Analyst debunk on AllThingsD
Read - Original story on The Street

HTC sees revenue falling due to "delays in product launches"

by Darren Murph posted Aug 3rd 2009 at 2:28AM

HTC's been on somewhat of a hot streak here lately, but word on the street has it that the aforesaid outfit may not be able to ship all of its forthcoming handsets on time. A new Wall Street Journal report on falling revenue in the HTC camp notes that an undisclosed amount of delays, a larger-than-anticipated drop in contract orders and lower-than-expected sales in China could lead to drooping income in the short term, and some analysts are pointing out that the company's average selling price per phone is sliding due to looming Android competition from the likes of Motorola and Sony Ericsson. Aside from the Touch Pro2 that'll probably never, ever land on Sprint, HTC has about a gazillion other rumored handsets on the horizon, but it's hard to know for sure which "product launches" are expected to be stalled. So, is HTC secretly retooling a smattering of its handsets in order to stay one step ahead of SE and Moto? Or are old fashioned supply chain inefficiencies to blame?

Palm App Catalog sees 1 million downloads to 150,000 Pre owners

by Thomas Ricker posted Jun 25th 2009 at 5:50AM

A million downloads, impressive. Even more so when you consider that fewer than 30 applications were available for download from the App Catalog to a single device (the Pre) available only on the number 3 carrier (Sprint) in the US. Unfortunately, Palm's not offering any official numbers -- the figure comes via industry analysts who suggest 150,000 Pre devices shipped since the June 6th retail introduction for an average of about seven apps downloaded per phone. Imagine the numbers had Palm's SDK been ready prior to launch.

[Via NY Times Blog]

Sony timing its PS3 price cut to roll with Madden, homework?

by Tim Stevens posted Jun 9th 2009 at 7:23AM

Sony showed us a lot of things at this year's E3 -- some expected, some rather less-so -- but they didn't show us the primary thing shareholders and fans were hoping for: a price cut. That most expensive of gaming consoles still retains its lead in the brutal MSRP wars, but a Sterne Agee analyst indicates that Sony is just biding its time. According to the always accurate "industry sources," the PS3 will receive a $100 drop sometime in the middle of August, just in time for the launch of Madden NFL 10. That would also coincide with back to school shopping, apparently a popular time for buying consoles by parents who want to give their kids every chance in the world to fail thanks to spending too much time robbing graves in Uncharted.

Palm moves 50,000 Pre smartphones in opening weekend

by Darren Murph posted Jun 8th 2009 at 10:43AM

We've yet to see Palm or Sprint confirm these numbers, but a quote from JPMorgan found in a Wall Street Journal roundup this morning asserts that "sales [of the Pre] in the first two days probably exceeded 50,000." The report continues by mentioning that said figure was "aligned with expectations, but probably fell short of the 146,000 reported first-gen iPhone sales" during its opening weekend due to "capacity constraints in manufacturing." By and large, most analysts are deeming the Pre launch a success, though it's hard to say whether the suits at Palm and Sprint agree or disagree. No matter how you slice it, 50,000 units in a single weekend ain't nothing to scoff at, but we'd say next weekend's sales could be even more telling. You know, if anything goes down today at 1:00PM ET.

[Via ZDNet]

Update: A new WSJ report now says analyst ranges are between 50,000 and 100,000. Heck, maybe Palm sold eleventy billion.

Lenovo gazes into its netbook crystal ball, predicts Windows 7, 3G, blue skies with a chance of rain

by Tim Stevens posted May 12th 2009 at 9:38AM

Lenovo gazes into its netbook crystal ball, predicts Windows 7, touchscreens, blue skies with a chance of rain

Wonder what the future of the netbook is -- or at least what's coming after Intel's roadmap runs out of paper? Lenovo's in-house analyst Matt Kohut may have the answer, chatting with TECH.BLORGE to make some entirely sensible predictions about the next netbooks. He indicates that touchscreens and the like will become increasingly popular, helping to drive the popularity of Windows 7 and its top-notch touch support, and continuing the move away from Linux that Lenovo identified back in 2007. He also thinks netbooks will start to get bigger, pushing the 12- to 14-inch range, a trend we're already seeing the beginnings of with rumors of ASUS and its supposed 11.6-inch Eee PC. Finally, he figures machines will get even cheaper than they already are, and that 3G will be more or less standard soon. It's challenging stuff, this prediction business, but feel free to try your hand at it below.

[Via Slashdot]

Samsung: OLED screens on half of mobile phones within 5 years

by Darren Murph posted Apr 20th 2009 at 10:47AM

Truthfully, we wouldn't put too much stock in that headline considering that Samsung Mobile Display, a company that makes its ends off of selling active-matrix OLEDs, is the source. But on the other hand, we can definitely see it coming to fruition. According to a new report, said outfit has stated that OLED screens of some sort will be on over half of all mobile phones (not just smartphones, mind you) within the next five years, and that these same power-sipping displays will be on 20 percent of digital cameras and 30 percent of portable game players (PSP2, anyone?) within the same window of time. While it may seem a bit far-fetched now, we actually have good reason to believe that OLED adoption will indeed skyrocket on the small scale; it's those big screen TVs that we're worried only our grandchildren will truly enjoy.

[Via OLED-Info]

Dell's first cellphone prototypes said to "lack differentiation"

by Darren Murph posted Mar 21st 2009 at 10:33AM

Remember when AT&T's Ralph de la Vega got caught up in the middle of mixed words over a supposed Dell smartphone at MWC? Turns out, maybe that cat has seen a cellular prototype from the labs of Round Rock, but given his displeasure with it, he brushed it off as no huge deal. A fresh report from Barron's asserts that Dell actually has shown off both WinMo and Android-powered handsets to an undisclosed amount of mobile carriers, but essentially, everyone met them with a gigantic "meh" and simply stated that the attempts "lacked differentiation." That said, it seems that Dell's not being deterred by the naysayers, and it has even led some analysts to guess that the company may pick up one of those other struggling cellphone makers in order to get some of that "differentiating" juice. It strikes us sort of funny, though -- since when did differentiation really matter to carriers?

[Via mocoNews]

PS3 price cut may be on the way very soon, says analyst

by Laura June posted Feb 25th 2009 at 2:24PM

Mike Hickey, an analyst with Janco, says that a major price cut on the Playstation 3 could be on the way in the near, near future (like, in the next few days). Hickey claims that the price slash needs to be at least $100 to get the retail juice moving again, and that, failing that, Sony should expect to see its sales on the console continue to decline. We've heard predictions of a coming price reduction already (sure, they were from Microsoft, but whatever), and this wouldn't be a huge surprise, though we'll just have to wait and see. Hickey also speculates that Sony could hack the Blu-ray out of the PS3 in order to make that price cut doable, but that seems slightly wild to us. Then again, stranger things have happened.

[Via Joystiq]

Wii Fit set to outpace Grand Theft Auto IV -- gamer geeks weep, gnash teeth

by Samuel Axon posted Oct 21st 2008 at 10:34PM

Unafraid to incite elitist gamer geek unrest, respected video game industry analyst Michael Pachter has supported a prediction by GigaOM that Wii Fit will outsell Grand Theft Auto IV this year. Yeah, you read right: the latest entry into what is arguably the biggest hardcore video game franchise around is gonna get whooped by an exercise tool -- we're not shocked, we're just laughing. GTA4 was dominating at first, but with time interest has waned while Wii Fit and its included Balance Board peripheral have stayed hot despite supply shortages. Nintendo's hardware-focused strategy seems to be working; the Balance Board install base is approaching 12 million, or roughly 30% of all Wii owners. You can bet it'll be put to good use in future games and other, less mainstream applications even after folks have given up on losing weight and resigned themselves once more to lifelong loneliness.

Guts of BlackBerry Bold found to cost $170

by Darren Murph posted Oct 16th 2008 at 11:10PM

Not that it really matters to consumers one way or another -- after all, if you want a Bold, you'll pay the asking price -- but recent analysis by research firm iSuppli has found that parts and materials used to make the device "cost $158.16, and that assembly and testing add another $11.25, for a total cost of $169.41." Just for comparison, the Curve costs a cool $103 to build, and assuming RIM can sell the Bold to carriers at around $350, it'll net a gross margin of around 45% before R&D costs, software, marketing, shipping and freebies given to obscenely wealthy celebs are taken into account. The report (er, the part about the nice margins) should come as welcome news to shareholders, who have recently been worried that the current economic situation may keep individuals from snatching up new 'Berrys at a breakneck pace. Now, if only RIM / AT&T would let the thing get through testing, we'd be all set to contribute to those margins here in the US. Ahem.

Analysts say HDTV sales could decline in current economy, snow could fall in Montana

by Darren Murph posted Oct 14th 2008 at 11:26AM

Hey, the analysts have to find something to talk about, right? As the Blue Chips rise and fall like the tides, so have bobbed the reports regarding how this economy will affect HDTV sales. Just a week ago, one survey found that 73% of non-HDTV owners were still forging ahead with plans to pick up an HDTV within the next 12 months, and given the record low prices we're apt to see on Black Friday, we don't half blame 'em. Merely 24 hours later, out popped another report backing the claim. Now, however, Craig Moffett, an analyst at Sanford C. Bernstein & Co., is suggesting that the current credit crunch could already be eating away at TV sales. Or, you know, maybe all these intelligent souls out there understand that massive sales are just over a month away. How's that for analysis?

[Image courtesy of StarTribune]

New MacBooks already shipping, hitting stores September 23rd?

by Joshua Topolsky posted Sep 15th 2008 at 3:59PM

If we're to believe a report out today from Citigroup analyst Richard Gardner, Steve Jobs may be taking his "one more thing" to its logical -- and lengthy -- conclusion. According to Gardner (via Barron's) "field checks" on Apple's movements have "confirmed shipments" of "new MacBooks." Gardner goes on to detail stand-out features of the new laptops, saying the currently-en-route devices boast a "very thin aluminum casing, an LED backlit display and an aggressive entry-level price point." Sure, this crazy talk does happen to fall somewhat in line with recent tips we've received suggesting that a new MacBook Pro will be headed onto store shelves come September 23rd, but that doesn't change the fact that all of this information is being reported by lone sources (Citigroup affiliation notwithstanding) with absolutely no evidence to back up their claims. We won't argue that it would be great to see a much-needed update to MacBooks and / or Pros in the very near future, but we don't recommend placing any bets... not until we see some more of those juicy Apple leaks.

[Via Electronista]

Motorola clings to number one spot in US sales, RIM still rocking

by Darren Murph posted Aug 11th 2008 at 11:15AM

Uh oh, Moto. Go 'head with your bad self. Just days after posting a meager profit (but a profit nonetheless) and maintaining your position in third in worldwide mobile market share, along comes a report claiming that you're still numero uno in the United States. While handset sales overall shot up 5.3% here in Q2, Motorola maintained a 26% share and managed to stare down at least a few naysayers. In related news, LG held tight to the silver with 22%, while RIM gained a double-digit market share increase thanks to sales of its oh-so-hot BlackBerry handset. Number nerds, feel free to tap the read link for even more fractions and decimals.

[Via RCRWireless]

Analyst says Android and Symbian to merge, Nokia and Google to get matching tattoos

by Joshua Topolsky posted Jul 25th 2008 at 11:00AM

According to the oracle-like superbrains at J. Gold Associates, Google's Android OS and Nokia's Symbian will "combine to provide a single open source OS," sometime in the very near future... say, three to six months. Sure, Android is just about to launch on devices in late 2008, and Nokia just announced in June that it will be moving Symbian towards open source -- and of course the two companies have no formal relationship that would come close to permitting such a collaboration. Still, J. Gold assures us this is happening, stating, "A combination of the Android and Symbian efforts would be good for the industry, good for Google and good for Symbian." In related news, we understand a handful of similar mergers are in the offing: Linksys and Belkin, Red Hat and Ubuntu, Engadget and Gizmodo, and the inevitable one-two punch of Coke and Pepsi.

Update: Craziest thing, it turns out that Google, Nokia, and Symbian are all dismissing the platform merger talk as utter nonsense. And for once, we believe those trusty souls; who knows, maybe it's the complete lack of technical synergy between them?