Rod Hall

Verizon Communications Inc. (NYSE: VZ) on Tuesday stated that it will be transforming its network by implementing a "software defined network architecture." In a report published Wednesday, MKM Partners analyst Michael Genovese stated that Verizon's "important but underplayed" SDN announcement is...

In a report published Monday, JP Morgan analyst Rod Hall previewed Apple Inc. (NASDAQ: AAPL)'s upcoming second quarter results, noting that a low foreign exchange exposure, continued iPhone momentum and hype over the Apple Watch will result in above consensus earnings growth. Hall...

In a report published Friday, JP Morgan analyst Rod Hall commented that Amazon.com, Inc. (NASDAQ: AMZN)'s disclosure of its AWS (Amazon Web Services) revenue and profitability for the first time in its first quarter print represents a risk to Cisco Systems, Inc. (NASDAQ: CSCO). Amazon...

Nokia Corporation (ADR) (NYSE: NOK) may authorize additional share repurchases next year after the completion of its $16.6 billion acquisition of Alcatel Lucent SA (NYSE: ALU), an analyst said Tuesday. JP Morgan's Rod Hall said that following completion of the all-stock deal next year, Nokia will...

In a report published Tuesday, JPMorgan analyst Rod Hall maintained that the constant currency revenue reported by International Business Machines Corp (NYSE: IBM) was flat y/y, which bodes well for "our other large enterprise tech names." IBM reported revenues of $19.59bn, in-line with consensus...

JP Morgan on Wednesday issued a report on Nokia Corporation (ADR) (NYSE: NOK) and Alcatel Lucent SA(ADR) (NYSE: ALU) amid news of a possible merger. Analsyts Rod Hall and Ashwin Kennedy wrote, "We believe the reason Nokia has decided to discuss buying all of ALU, not only the wireless...

Nokia Corporation (ADR) (NYSE: NOK) extended its gains Monday on news that it's exploring the sale of its HERE maps business to focus on growth at its wireless network unit and boosting its debt rating. Nokia shares have gained nearly 5 percent since the news was first reported Friday by Bloomberg...

Infinera Corp. (NASDAQ: INFN)'s $350 million plan to acquire Swedish optical network equipment maker Transmode AB (STO: TRMO) is aimed at expanding its market into metro areas, an analyst said Thursday. JP Morgan's Rod Hall expects a merger would boost Infinera's 2016 earnings per share by between...

JP Morgan issued an industry report highlighting Apple Inc. (NASDAQ: AAPL) amid concerns over regulators in the European Union. Analysts Rod Hall and Ashwin Kesireddy wrote, "European Union antitrust regulators are investigating Apple's deals with record labels and online music streaming services...

In a report published Thursday, JP Morgan analyst Rod Hall commented on Apple Inc. (NASDAQ: AAPL)'s decision to ask TV programmers to supply their own streams and handle the responsibility and cost of the streaming infrastructure for an Apple TV service. "HBO articles report that 60 percent of...

In a report published Tuesday, JP Morgan analyst Rod Hall commented on Microsoft Corporation (NASDAQ: MSFT)'s move to add MDM capabilities to Office 365. Hall noted that Microsoft announced the general availability of MDM capabilities for Office 365, which is designed to give administrators the...

In a report published Thursday, JP Morgan analyst Rod Hall explained why he thinks BlackBerry Ltd (NASDAQ: BBRY) will post another sequential decline in services revenue when it reports its fourth quarter results on Friday before market open. Hall cited the company's CFO James Yersh who...

Ciena Corporation's (NYSE: CIEN) results will see a slight gain from its recently announced supply contract with Verizon Communications Inc. (NYSE: VZ), an analyst said Wednesday. JP Morgan's Rod Hall called the deal "incrementally positive" for Ciena and neutral for Cisco Systems Inc. (NASDAQ:...