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October.28.2011
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Dear Indiana,
This week the news was dominated by numbers in the form of earnings and significant
research reports.
The first round of third quarter earnings reports came in, and despite some strong
earnings and revenue, it was subscriber metrics from Verizon, Time Warner, Sprint,
and Netflix that caused their respective stocks to move the most. On the research
side, Sandvine's Global Internet Phenomena Report highlighted the massive demand
for video services, while new Nielsen research revealed US consumers aren't as
concerned with video platforms as they are the content itself.
In other OSS news, Oracle continued its acquisitions spree with another billion-dollar
purchase, and Pipeline attended 4GWorld in Chicago this past week--be sure to check
out our news coverage [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifjMCVenwV7mwXAL-D5-M3r_-guNnRNCj3Ovxl9ZRAIIYFYNoYug9176V5fFkTXQ-VwOfWJwDeEuWGqRoDr-gqwWOsD_HvX750ZF8b0R3LpB6k7q8m17kqI-3rb73id0S8g=]
of the event.
Best,
Jesse Cryderman
Senior Editor
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NEWS HEADLINES
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10/27/2011 Sandvine Report Ushers in New "Post-PC Era" [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifj0pFJapw6QwD82S_wTWkKcWhv3cAbIu4e46gtqLMsKYKEif5JoqBf71_7C8hNmuycWRoYmCgs2TFl5AEYD_Er6xYAfELantG58fkRJIq7dw5lGCXmD3_g-7-vBuEcxbLMJXZ5GnYRjCeE7YMik66vCAgRX-x59kDZKblar9vI8vm3jKb7vN99n]
Connected devices shoulder past PCs to become the dominant real-time entertainment
traffic venue.
Click here for the full story [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifj0pFJapw6QwD82S_wTWkKcWhv3cAbIu4e46gtqLMsKYKEif5JoqBf71_7C8hNmuycWRoYmCgs2TFl5AEYD_Er6xYAfELantG58fkRJIq7dw5lGCXmD3_g-7-vBuEcxbLMJXZ5GnYRjCeE7YMik66vCAgRX-x59kDZKblar9vI8vm3jKb7vN99n]
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10/27/2011 TWC Sees Business Service Revs Up 34.8% in Otherwise Disappointing Q3
[http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifgD4z5LMyEtSJxQdyG9vEjAmFid899agSIne7RnGEcZgh3zvuViyiMQsPBbDE6WlffAK2jq43773P4ylUGlre1t9MXDfu9Tb-xggvWJiYqWpuo6AHFQQx3pbTQSg8lBD5UNEg9LpdJAc-0-GOfixzEuq5BKm43wK6uVVvs1mRgFNw8RjctCIE6s]
Time Warner posted a big increase in business revenue; residential services gains
on the modest side.
Click here for the full story [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifgD4z5LMyEtSJxQdyG9vEjAmFid899agSIne7RnGEcZgh3zvuViyiMQsPBbDE6WlffAK2jq43773P4ylUGlre1t9MXDfu9Tb-xggvWJiYqWpuo6AHFQQx3pbTQSg8lBD5UNEg9LpdJAc-0-GOfixzEuq5BKm43wK6uVVvs1mRgFNw8RjctCIE6s]
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10/26/2011 AlcaLu Motive Software to Support Verizon 4G Connected Device Users
[http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifiWCa8sWQCnHoZpDH05V3vy0cRBSoGNvQKtmSYBom3z5az0m6IIvCa0QyRePLkg6tp44xp2M3SKfQbXwyaq-gjfNKSA_LTcq4Q47fwI5Dx90SRRswKnYBAK0bKZpEMt9XOyBz8emkmy8Zk2bkgkJiR7Nb9UCaK1k4Iueb-QhWBGy3k2bT4DRHpl]
From 4G World Chicago: Motive MDM to allow Verizon customers to set up, update,
and upgrade connected devices.
Click here for the full story [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifiWCa8sWQCnHoZpDH05V3vy0cRBSoGNvQKtmSYBom3z5az0m6IIvCa0QyRePLkg6tp44xp2M3SKfQbXwyaq-gjfNKSA_LTcq4Q47fwI5Dx90SRRswKnYBAK0bKZpEMt9XOyBz8emkmy8Zk2bkgkJiR7Nb9UCaK1k4Iueb-QhWBGy3k2bT4DRHpl]
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10/25/2011 Strong Earnings from Netflix Overshadowed by Continued Concerns Over
Subscriber Exodus [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifhU2J1YnQfUQ6eRzCdc6F-i5mxJneScKJ0kqA68lbN8EG2w8Uo5zWoPVak9RCj6Ryf-SKIygJ7hMV4pOY6LpI6UihNuanEr8h8emWbNDvzLWvU4wB88C-tyMoh0bz1rFAYmVrW8T6JHaBgyso-xf6aEK5WwPutK9BWR6AMKXQ5lKEyDDtjQ2TNV]
Why even good news is bad news for Netflix.
Click here for the full story [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifhU2J1YnQfUQ6eRzCdc6F-i5mxJneScKJ0kqA68lbN8EG2w8Uo5zWoPVak9RCj6Ryf-SKIygJ7hMV4pOY6LpI6UihNuanEr8h8emWbNDvzLWvU4wB88C-tyMoh0bz1rFAYmVrW8T6JHaBgyso-xf6aEK5WwPutK9BWR6AMKXQ5lKEyDDtjQ2TNV]
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10/25/2011 Pegasystems Demos Business-Process-Centric CRM Solution at 4G World [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifjO9FQTq_Y_XB_L0lmqa6E19t5jnbjk-H9-FviCPNjf4Q3JMYxt75n11wRHVvdC6LBcADPV2HH-An1CCuoO3wQrl2gW9SlooDvU-8Vi_DIbYCDqROGHjxqT7K9k_qVuWGaBcJcVHWdHjOzvO3_h9rinvQNLJj49j5Tkg_ujh-SvK1u1zVxaXwR3]
Unified Desktop solution fits round peg into a square hole.
Click here for the full story [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifjO9FQTq_Y_XB_L0lmqa6E19t5jnbjk-H9-FviCPNjf4Q3JMYxt75n11wRHVvdC6LBcADPV2HH-An1CCuoO3wQrl2gW9SlooDvU-8Vi_DIbYCDqROGHjxqT7K9k_qVuWGaBcJcVHWdHjOzvO3_h9rinvQNLJj49j5Tkg_ujh-SvK1u1zVxaXwR3]
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10/24/2011 Oracle's $1.5B Purchase of RightNow a Preemptive Cloud Strike [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifgmWvtY1jiV_uhRpmHRo_AZ-HO3AvpUw4pQX2tSCJBmB2MFOQE9LIEiVBUBSNg0_O_JL9rifLAFcUDJenX-swkr6K4Nd2Kzbus5QuBpLknNqWaF8gBzAxHOwQjWIhU-6m1iN5c19psyr7pMhGocWXedszAX7LrlYZlPFdcBUXM8cVXJlIx7LRPm]
Is Oracle buying into the cloud to keep CEM competitor at bay?
Click here for the full story [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifgmWvtY1jiV_uhRpmHRo_AZ-HO3AvpUw4pQX2tSCJBmB2MFOQE9LIEiVBUBSNg0_O_JL9rifLAFcUDJenX-swkr6K4Nd2Kzbus5QuBpLknNqWaF8gBzAxHOwQjWIhU-6m1iN5c19psyr7pMhGocWXedszAX7LrlYZlPFdcBUXM8cVXJlIx7LRPm]
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10/24/2011 Amdocs Customer Management 8.1 to Redefine CSR Agent Experience [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifj8G5vM5jMWnqXjIojQC3q9Ik6t-PBHy0J0C9qbxwC9PX9ankg34JEeZk5LXA9Nj78JV1AmH_DZVWZM1QudW54CxEzabokMp0c78KKIoqcDdhG_iFj1ioePgFEPemz5HdD-gtMZIAO2cZmfPWrNhdi57tHJCOjekmy1rHIHewpj_qocuurRMsH6]
Dox's CM update features simpler UI, better smartphone support and automated order
taking to improve agent efficiency.
Click here for the full story [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifj8G5vM5jMWnqXjIojQC3q9Ik6t-PBHy0J0C9qbxwC9PX9ankg34JEeZk5LXA9Nj78JV1AmH_DZVWZM1QudW54CxEzabokMp0c78KKIoqcDdhG_iFj1ioePgFEPemz5HdD-gtMZIAO2cZmfPWrNhdi57tHJCOjekmy1rHIHewpj_qocuurRMsH6]
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10/21/2011 New Nielsen US Research Sees Timeshifted and Broadband Video on the Rise
[http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifh8qCCIWCbVuh03nxR1orCJmZEVjQY8DZe_VnTlgT_fG-4lZN9fxuj2Ze58kykfY9wySvVC8_7Ukl1o0EQOy6kEe8nUGXfoknFqC6Y_TpOJs2YE1GqcXHcUk3nP2nWdo5bIAnnvOW_T6R1pXE9fh5Y0GYvXj3K458j6HB7JKj0_WO6szpV2-fMJ]
Pay TV providers will need to remain cognizant of a new platform-agnostic and content-centric
television landscape.
Click here for the full story [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifh8qCCIWCbVuh03nxR1orCJmZEVjQY8DZe_VnTlgT_fG-4lZN9fxuj2Ze58kykfY9wySvVC8_7Ukl1o0EQOy6kEe8nUGXfoknFqC6Y_TpOJs2YE1GqcXHcUk3nP2nWdo5bIAnnvOW_T6R1pXE9fh5Y0GYvXj3K458j6HB7JKj0_WO6szpV2-fMJ]
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10/21/2011 Verizon Q3 Earnings Beat Street; Subscriber Growth Disappoints [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifi331aVkT3-3xyr0KOeWsUnMvGvtTuUIFLVxEx59grA_pPgCvEs0q5bO2-8v17nKGtVW2SCh8W_lOJZw9z8k5s4sZ0aj8W1wrsOaZ7uTid3JyMkjjUZurlZ5LIHRfVyzYzGpLW3xwOurnUDEiXtlKR_47u8ncY9xNeFFYFNBQHjtEoKz_Q5moYJ]
In the third quarter, Verizon barely surpassed earnings expectations, but missed
the mark on post-paid subscriptions.
Click here for the full story [http://r20.rs6.net/tn.jsp?llr=5rzivmbab&et=1108355551181&s=48809&e=001WxkMBu3wifi331aVkT3-3xyr0KOeWsUnMvGvtTuUIFLVxEx59grA_pPgCvEs0q5bO2-8v17nKGtVW2SCh8W_lOJZw9z8k5s4sZ0aj8W1wrsOaZ7uTid3JyMkjjUZurlZ5LIHRfVyzYzGpLW3xwOurnUDEiXtlKR_47u8ncY9xNeFFYFNBQHjtEoKz_Q5moYJ]
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