Abstract
Methodology:
The data contained in this report is measured by commercial unit shipments and
manufacturer revenue. Manufacturing revenue does not take into account added
margins when sold through indirect sales channels. In a addition, neither
service revenue Shipment information is gathered and scrutinized via surveying
and talking with radio manufacturers, operators, integrators, and component
partners every 90 days.
The gathered statistics are verified against the following:
- SEC documents and other public financial data.
- Formal comments made on quarterly earnings calls by company executives,
including commentary in the Q&A.
- Conference calls with company representatives to verify accuracy of data
and provide further clarity on data
- Comparing vendor performance with competitors and overall market
performance.
- Comparing vendor's shipemtns against historical quarter-to-quarter trends for the company.
- Regional spectrum allocations.
- Conference calls with operators, service providers, VC's, investment analysts, and component and integration partners.
- Manufacturers and operators press releases and other formal public
announcements.
From the above information, Sky Light Research builds detailed product models
for each company.These models feed into the quarterly model, which breaks down
the market into various segments. By looking at the market at a very detailed
level, Sky Light ht Research is well equipped to spot discrepancies that may
arise in vendor models. annual forecasts are based on the quarterly Forecasts,
licensing opportunities, historical trends, and competing technologies.In
addition, comments from operators, component manufacturers, and radio
manufacturers a rebuilt into the Forecast model. As a sanity check, Forecasts
are then compared against a regression analysis.
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