Ronald Gruia - Analyst Profile
Principal Telecom Analyst
Information & Communication Technologies
- Areas of expertise
- CORPORATE DEVELOPMENT
Recent items from Ronald GruiaIf CES is a bit of precursor of what’s to come at MWC, then we should expect even more phablet launches later in February. First, a quick definition by what the term “phablet”: it is a crossover between a smartphone and a tablet. The original definition was simple: any smartphone having a display between 4.6 “ and 5.5”. However, since screen sizes...
27 Jan 2013 Blog postJuniper and Polycom were among some companies reporting their Q2 results yesterday. The results were in both cases better than Wall Street's consensus but both companies leaned towards caution (perhaps Polycom a bit more so than Juniper, which was more optimistic in the long term). My quick comments follow below: Juniper: Q2 results for Juniper... 25 Jul 2012 Blog postIn arriving at its UBB decision today, the CRTC had quite a few policy options at its disposal: - Bell's revised proposal that independent ISPs be charged 17.8 cents per gigabyte of usage (instead of the overage fee of up to $2 per GB which was its initial proposal that met a lot of opposition) - the Canadian Network Operators Consortium (whic... 15 Nov 2011 Blog postThe first three quarters of 2011 were strong for Verizon from a capital spend perspective, so it came as no surprise the fact that 4Q CAPEX will probably increase less sequentially than in past years, following a similar dynamic to AT&T. Typically, in years past, the Verizon 4Q CAPEX would rise in the 11-13% range, however we believe CAPEX will onl... 25 Oct 2011 Blog postGoogle (GOOG) today announced it was acquiring Motorola Mobility (MMI) for $12.5B (or $40/share, a 63% premium over Motorola’s Friday close) in a deal that will cause a substantial impact on the mobile OS and smartphone industries. The transaction is expected to close by the end of 2011 or early 2012, subject to regulatory approval in the US, the E... 15 Aug 2011 Blog postDigesting Verizon's and AT&T's results from last week one can clearly notice a downward pattern for the second half of 2011. AT&T guided its total CAPEX down YoY 14% for 2H11, while Verizon followed suit, down 16%. A softer spend in the second half of the year is a bit rare, given the usual trend of back-end loaded CAPEX for AT&T and Verizon and... 26 Jul 2011 Blog postMicrosoft just released its Q4FY11 results after the bell. Net income rose to $5.87 billion, or 69 cents a share, from $4.52 billion, or 51 cents a share in the same period last year – and that was ahead of most estimates. The call this afternoon should give us a few clues about some catalysts for the company in the Fall, including Win 8 timing (co... 21 Jul 2011 Blog postWhat We Expect to Hear on the Call Today 1- Update on the T-Mobile Merger All analysts will be looking for some clues on the progress of the T-Mobile USA acquisition. In all likelihood, through the 2012 presidential elections period the government/regulators will take a mostly hands-off approach to the industry as the Obama administration attempt... 21 Jul 2011 Blog postHere's a prank from some Belgian hackers who wanted one of their operators to experience "great customer service". Enjoy! http://www.youtube.com/watch?v=mxXlDyTD7wo&feature=player_embedded ... 19 Jul 2011 Blog postA consortium led by Apple, EMC, Ericsson, Microsoft, RIM and Sony won the Nortel IP portfolio auction with a bid of $4.5B The announcement certainly surprised some who expected the proceeds to be more in the range of $1.5B. Moreover, the final price tag reflects a 5x multiple on the initial stalking horse bid made by Google. While companies will be... 01 Jul 2011 Blog post