For AT&T users, FaceTime over cellular Mobile Share plans online; the 10 top startups from YCombinator's Demo Day.
PayPal trumps Square's deal with Starbucks by partnering with Discover [ALL THINGS D]
Under a new partnership being announced with Discover, PayPal is super-sizing the number of U.S. merchant locations it will be accepted at — more than seven million. ... Just two weeks ago, Square made a huge splash after announcing that Starbucks would use the MOREJP Mangalindan, Writer - Aug 22, 2012 2:09 PM ET
Activations were down -- 14% -- from Q1, but that's less than most analysts expected
FORTUNE -- Last April, when AT&T (T) reported that it had activated 4.3 million iPhones in Q1 -- down from 7.6 million in the Christmas quarter -- Wall Street looked at Verizon's (VZ) iPhone activations (3.2 million, down from 4.2 million), assumed the bloom was off the iPhone rose, and knocked another $10 off Apple's (AAPL) MOREPhilip Elmer-DeWitt - Jul 24, 2012 12:08 PM ET
AT&T's new shared data plans just won't work; why the DOJ should drop its e-books suit against Apple.
JC Penney CEO: It may get worse before it gets better [FORTUNE]
Johnson also highlighted some of the improvements he is making in the stores. He announced that JC Penney had scrapped an outdated technology infrastructure and replaced it with an Oracle-based system. The new technology will allow the company to improve the in-store MOREJP Mangalindan, Writer - Jul 19, 2012 5:00 AM ET
A massive surge in subscribers is slowing, and users are gobbling up more costly data. But that hasn't meant withering performance by mobile carriers like AT&T and Verizon.
By Kevin Kelleher, contributor
FORTUNE -- You might think life for mobile carriers these days is tough. After all, subsidizing the cost of smartphones to the tune of $400 or so per device is a drag on profits. There are also signs that MOREJun 14, 2012 6:49 AM ET
Having missed the boat last quarter, Wall Street is taking a second look at China
FORTUNE -- I can count on one hand the number of Wall Street analysts whose estimates of Apple's (AAPL) iPhone sales last quarter came within 2 million units of the correct answer (35.1 million).
Most of them were so distracted by the predictable fall-off in Verizon (VZ) and AT&T (T) activations after Christmas that they missed the significance of MOREPhilip Elmer-DeWitt - Apr 30, 2012 11:00 AM ET
Having fallen nearly 13% since April 10, the stock popped 7.44% on the news
FORTUNE -- After losing more than $70 billion in market value in two weeks, Apple (AAPL) capped one of the strangest earnings walkups in memory by handily beating all but the most optimistic estimates, reporting record March quarter earnings of $12.30 per share on sales of $39.2 billion.
Shares reversed course as soon as the news broke, climbing more MOREPhilip Elmer-DeWitt - Apr 24, 2012 5:04 PM ET
Why is the market so freaked by the activation numbers from Verizon and AT&T?
FORTUNE -- Just when it was supposed to start its pre-earnings rebound, Apple (AAPL) headed south again, opened down $8.79 (1.5%) Tuesday morning in reaction -- according to the talking heads on CNBC -- to the news that AT&T (T) activated only 4.3 million iPhones last quarter, down from 7.6 millon in the Christmas quarter.
On top of MOREPhilip Elmer-DeWitt - Apr 24, 2012 11:06 AM ET
A new app makes it easy (and fun!) to compare download speeds, but can it be trusted?
According to the snapshot at right, AT&T's (T) cellular service in Park Slope Brooklyn is nearly 5 times faster than Verizon's (VZ) and more than 7 times faster than Sprint's (S).
At least that's the reading I get on my iPhone from my favorite armchair on a new app called CarrierCompare from SwayMarkets.
On my iPad running MOREPhilip Elmer-DeWitt - Apr 15, 2012 8:34 AM ET
Predicts the carriers will "stunt the pace of phone upgrades" in 2012, starting this quarter
BTIG's Walter Piecyk sent his clients some deeply mixed signals Monday, two weeks before Apple (AAPL) is scheduled to report its second fiscal quarter earnings.
On the one hand, he's taken a new look at estimates he published in January and revised them sharply upward -- nearly 39% in EPS alone (see table at right).
On the other, MOREPhilip Elmer-DeWitt - Apr 9, 2012 1:19 PM ET
With the world's mobile phone market at stake, what were Nokia and Microsoft thinking?
On Monday morning, the day after the U.S. launch of the Lumia 900 -- the device with which Nokia (NOK) and Microsoft (MSFT) hope to challenge Apple's (AAPL) and Google (GOOG) Android's growing dominance of the global smartphone market -- I searched the Internet for photographs or videos of customers lining up to buy it.
I needn't have MOREPhilip Elmer-DeWitt - Apr 9, 2012 7:19 AM ET
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