Word: analysts
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...light of the Kraft bid. After all, if Kraft ups its ante and succeeds in acquiring Cadbury, it would create a combined company that would rival Mars in size and reduce Hershey to a distant fourth in the confectionary market with only a 4% stake, estimates Stifel Nicolaus analyst Christopher Growe...
...more than they take new breaths. The average U.S. mobile teen now sends or receives an average of 2,899 text messages per month, according to Nielsen Mobile. "With teens, the act of picking up a phone and calling someone is dropping away," notes Christopher Collins, a senior analyst with Yankee Group. (Read "Texting and Walking: Dangerous...
...have to be a Wall Street analyst to do the quick math: with a carrier cost of one-third of a penny, when a customer pays 15 cents to send a message, 98% of that 15 cents is pure profit. (Of course, you already knew that in your gut; that's why your stomach turns every time you examine your cell-phone bill...
...Texting is a major contributor to the industry's profitability," says David Barden, a senior research analyst at Bank of America Merrill Lynch. Among the Big Four national players, texting brings in an average of $8 per month per customer in revenue, he estimates, and generates about 25% of raw operating profit (excluding equipment subsidies...
...carriers are very concerned that messaging isn't generating the revenue it has in the past," remarks IDC analyst Richard Murphy. "Consumers are becoming more savvy, buying just the buckets they need. Many are signing up for unlimited plans, which will only drive down revenues more...