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 addition, neither
service revenue nor revenue realized from products OEM' d from another vendor
are considered. 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 shipments 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 Research is well equipped to spot discrepancies that
may arise in vendor models.
Forecast ing is completed through statistical analysis and a “bottoms
up” approach. The 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 are built into the forecast model. As a sanity check, forecasts
are then compared against a regression analysis.
About Sky Light Research:
Sky Light Research (SLR), a third party research firm, is located in
Scottsdale, Arizona with Emmy Johnson as the Principal Analyst. Areas of focus
are wireless last mile technologies. This includes, but is not limited to,
wireless local loop (WLL), point - to - point radios (PTP), and point - to -
multipoint radios (PMP). The company offers individual reports, a syndicated
annual service, and custom consulting services.
Emmy Johnson is founder of SLR and has been a market analyst for over eight
years with Cahners In-Stat Group and Synergy Research Group where she was the
lead analyst covering a wide range of wireless and data networking. This
diverse background has given her a solid understanding of IP, ATM, and circuit
based networks. Her credentials include being quoted in and writing for
publications such as Wireless Broadband Business, Wireless Week, Business
Communication Review, San Francisco Chronicle, Network World, Electronic News,
and the Wall Street Journal. In addition, she has spoken on technical panels
at various conferences and is actively involved in WCA. Emmy graduated from
the University of Nebraska - Lincoln with a Bachelor of Science Degree and
earned a Masters of Business Administration degree with a focus on statistical
research from Arizona State University.
