Worldwide enterprise router revenue totaled $859 mln in Q3 2005, up 8% over Q2 2005 and 3% over Q3 2004. Unit shipments are up 3% sequentially and 27% annually. Secure router revenue jumped 21% between Q2 2005 and Q3 2005, and has more than doubled since Q3 2004. Cisco dominates...
Worldwide service provider router and switch revenue hit $1.86 bln in Q3 2005, up 3% from Q2 2005, led by strong IP core and edge router growth, both of which grew 7%. Cisco leads in worldwide total service provider router and switch revenue, with 41%, followed by Juniper, and Alcatel...
According to IDC, factory revenue in the EMEA server market grew by 2.5% in Q3 2005 over Q3 2004. This equates to $3.7 bln and represents 31.7% of total worldwide server revenue for Q3 2005. A euro view of the Q3 2005 market is marginally more positive, with 2.8% growth...
An HR Soap Opera This month hasn’t been a good one for Taleo. Here’s the timeline of events and an analysis of the lawsuits that are originating from recent events. On 11/3/2008, the company announced its Q3 earnings and they didn’t delight Wall...
E-commerce revenue has grown from $7.4 bln at the middle of 2000 to $34.7 bln in Q3 2007, up from $29.1 bln in Q3 2006, and $24.1 bln Q3 2005, according to Pew Internet. In 2007 e-commerce accounts for 3.4% of total retail sales in the US, up from 0.8%...
Reminds me of an ancient folk song that went, "green, green, it's green they say, on the far side of the hill." Now Morgan Stanley puts the top of the hill about 22 years away, but they also predict a lot of green along the way. S'pose MS...
GOOG passed the symbolic $500 mark on November 21, 2006 (see “GOOG @ $510: Do you buy or sell?”). One month later, GOOG closed 10% down off of its all-time high, but at still more than a 400% appreciation from its IPO price of $85 a share in 2004. Digital...
Internet advertising revenues reached an estimated new record of $4.2 billion for the third quarter of 2006, representing a 33 percent increase over $3.1 billion in Q3 2005 and a 2 percent increase over the Q2 2006 total of nearly $4.1 billion, according to a joint announcement of the Interactive...
Google CEO Eric Schmidt asserted at the company’s Q2 conference “our goal at Google is to have the strongest advertising network and all the world’s information.”Google is dominant online but, as I discuss in “Google failing to snag $116 billion print, radio, television ad markets,” and “Why Google can’t make...
Yahoo CEO Terry Semel latched on for dear Wall Street life to “Social Media” in his Q3 disappointing earnings conference call last week. I projected Yahoo’s call to Social Media arms in “Yahoo vs. Facebook, MySpace, Digg, YouTube”:The Yahoo – Facebook story of most significance is not if/when/how Yahoo may...
Apple yesterday reported a fiscal third-quarter profit that rose 47.5 percent from the same quarter last year on increased iPod and Macintosh sales.Apple experienced the second highest quarterly earnings and revenue in Apple's history in the third quarter with US$4.37 billion in revenue and 24 percent year over year growth....
IDC reports that EMEA WLAN customer revenue increased by 33% to $665.8 mln during Q4 2005, compared to $499.5 mln in Q3 2005. The total EMEA market revenue reached $2 bln in 2005, representing a growth of 52% compared to 2004. Revenue for WLAN infrastructure increased by 46.6%, while revenue...
IDC says that in Q4 2005 the EMEA router market grew strongly by 12.3% to $1.3 bln compared to $1.2 mln in Q3 2005. The small SOHO segment, the largest segment measured in revenue in Q4 2005 and which includes wireless routers, increased a whopping 53.2% from $360.5 mln in...
In Q4 2005 the LAN switch market in EMEA continued to grow in terms of both port shipments and revenues. Port shipments increased by 10.6% from 18.5 mln ports in Q3 2005 to 20.5 mln ports in Q4 2005, and revenues increased slightly by 0.8% to $1,267.5 mln in Q4...
The Interactive Advertising Bureau and PricewaterhouseCoopers announced that Internet advertising revenues for 2005 are estimated to exceed $12.5 bln, a 30% increase over the previous revenue record of $9.6 bln in 2004. Q4 2005 revenues totaled a record $3.6 bln; making it the second consecutive quarter to surpass the $3...
The number of US VOIP subscribers grew to 4.5 mln and industry revenue surpassed $1 bln in 2005. At the beginning of 2005, there were 1.3 mln subscribers of VOIP services, according to TeleGeography. In Q3 2005, 900,000 people signed up for VoIP services. Cable companies are now the largest...
Macworld takes issue with Mac Duo versus Dell Duo shootoutWhat more can you say?I all really just comes down to, like you said, the value of the software involved. There's little point in arguing about cost of hardware since that's rarely the main point of debate between them (well,...
Another study out today reports that spyware was on the rise in 2005. Security company Webroot, makers of SpySweeper, released the State of Spyware Report for 2005:Consumers, small businesses and enterprises across the globe all experienced a record number of infection rates for the worst types of spyware in...
Google yesterday reported an 82 percent increase in profits for the most recent quarter, which disappointed investors and drove the stock lower in after-hours trading. Google shares opened below $400 this morning (and are off 8.94 percent at this writing). Is this the end of the party, as CNNMoney.com...
The NPD Group does not yet have figures on the market for iPod accessory sales alone, but during Q1-Q3 2005, total portable digital player accessory revenue reached $412 mln in the United States. It's a 370% increase from the same period in 2004, with accessory sales generating nearly 26c for...
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