Hope For TiVo; Garmin’s Flawed Strategy

Last quarter, we saw how Garmin (NASDAQ:GRMN) and TiVo (NASDAQ:TIVO) declined in the face of increasing competition in their core businesses. While the integration of navigation applications in smartphones is eating into Garmin’s personal navigation devices (PND) business, TiVo is losing subscribers with the advent of broadband and competing services such as Hulu, Netflix, and iTunes. But its recent performance provides a glimmer of hope. >>>

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News Corp’s Gangbuster Quarter

The New York Times announced recently that it will adopt a metered model of charging viewers for online content from next year. News Corp ((NASDAQ:NWSA) is already successfully monetizing content with its WSJ.com site. The company’s recent results reflect its ability to charge for superior online content. >>>

Changing Dynamics Of Enterprise Storage Market

Solid-state drives (SSDs), with faster access times and lower power consumption, are replacing or complementing hard disk drives (HDDs) in communications and consumer electronics equipment. Will they eventually render HDDs obsolete in the enterprise market? Let’s take a closer look. >>>

Wireless Carriers In The 4G Race

The 4G race should pick up steam this year with Sprint (NYSE:S) and Verizon (NYSE:VZ) accelerating their handset development efforts. Sprint and its joint venture Clearwire are betting on WiMax while Verizon, AT&T (NYSE:T), and T-Mobile are investing in the Long-Term Evolution (LTE) technology for 4G. Let’s take a closer look. >>>

Newspapers Down, But Not Out

Even as newspapers fold and circulation numbers shrink, a recent study by the Pew Research Center shows that Americans are not completely abandoning the print medium in favor of digital formats, which is not surprising considering that radio did not totally replace newspapers nor TV totally replace radio. According to the study, 92% of the population surveyed accesses news using more than one source and 59% of users access news both online and offline. >>>

Marvell And Infineon Target New Markets

The growing market for mobile devices is proving to be beneficial for the smartphone ecosystem component makers like ARM and Marvell (NASDAQ:MRVL) that specialize in chips optimized for longer battery power. We covered ARM last week, and in this post we will look at Marvell and Infineon (OTC: IFNNY.PK). >>>

Semiconductor IP: lntel vs. ARM and Tessera’s Expiring Patent

The Intel–ARM rivalry is getting interesting. Last year, ARM (NASDAQ:ARMH) unveiled its processor for netbooks and was perceived as a threat to Intel. And this year, Intel responded with an LG smartphone built on its Atom Moorestown platform. Let’s take a closer look at ARM and the other semiconductor IP players, Tessera (NASDAQ:TSRA) and InterDigital (NASDAQ:IDCC). >>>

Online Travel Industry Growing Nicely

The World Travel & Tourism Council (WTTC) estimated the global travel and tourism industry to have generated $1.87 trillion in direct global revenues in 2009, registering a drop of 3.5% over the previous year. The council expects overall travel industry revenue to grow at 3.6% to $3.39 trillion by 2019. Business is already improving: in January, Orbitz noted that business class fares for tickets booked on its site had grown 4% over the year. Much of the travel growth is coming from international segments. >>>

SaaS Also Rules In Security

An IDC report published in October of last year projects that the Web security market will grow at a 12% compounded rate to reach $2.5 billion in 2013, up from $1.4 billion in 2008. The biggest growth for the industry is expected to come from the SaaS segment, which is projected to grow at a compounded annual rate of 46%. Compare that with projected growth of 4% for software and 20% for applications. >>>

Major SaaS Players Become Consolidators

According to Gartner, the content, communications, and collaboration segments are the largest SaaS revenue generators, followed by customer relationship management (CRM) with a total of $2.3 billion in revenue in 2009. SaaS has continued to represent a key driver of growth in the CRM market over the past four years, from 8% of the market in 2005 to 15% in 2007 and 20% in 2008, with about $1.9 billion in revenue. By 2011, SaaS is expected to account for 25% of the CRM market. >>>