Track the companies that matter to you. It's FREE! Click one of these fan favorites to get started: Apple; Google; Ford.



Big Boom: The Mobile Data Explosion (Fool TV)

If you happen to be reading this on your BlackBerry or iPhone, or watching the video below on your Droid Incredible, then you're contributing to what Motley Fool analyst Eric Bleeker calls the mobile data "explosion."

Every time we press send on our mobile devices, we're pushing data out into the wild blue yonder -- data that's getting carried, sorted, managed, and delivered by a long list of technology and communications companies. While it probably won't come as a surprise to hear that the mobile data market has grown by leaps and bounds over the last decade, it may blow your Bluetooth to learn that the industry is expected to become 39 times bigger than it is today in just four years. If you're a growth investor, that should be music to your earbuds.

So who wins and who loses in that kind of explosion? Well, even though carriers Verizon (NYSE: VZ  ) and AT&T (NYSE: T  ) are bound to bring in millions of new data customers in the coming years, their landline operations will surely become a liability, and pricing pressures on their cellular voice and texting services are sure to keep margins slim.

On the other hand, Qualcomm (Nasdaq: QCOM  ) , which established standards for wireless cellular communications and holds a number of critical patents in 3G technology, will benefit from widespread adoption because it picks up a generous licensing fee every time a 3G mobile device is sold -- by any major U.S. telecom! It also has licensing strengths abroad which should power the company's bottom-line as developing countries build out faster networks.

Talk about a big boom. And you know what's adding fuel to the explosion? Video ... like this one:

For more from Fool TV:

Eric Bleeker does not own shares of any companies mentioned. The Motley Fool has a disclosure policy.

Read/Post Comments (0) | Recommend This Article (12)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

Compare Brokers

Fool Disclosure

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 1181525, ~/Articles/ArticleHandler.aspx, 10/25/2016 5:29:38 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...

Today's Market

updated Moments ago Sponsored by:
DOW 18,169.27 -53.76 -0.30%
S&P 500 2,143.16 -8.17 -0.38%
NASD 5,283.40 -26.43 -0.50%

Create My Watchlist

Go to My Watchlist

You don't seem to be following any stocks yet!

Better investing starts with a watchlist. Now you can create a personalized watchlist and get immediate access to the personalized information you need to make successful investing decisions.

Data delayed up to 5 minutes

Related Tickers

10/25/2016 4:00 PM
QCOM $67.71 Down -0.35 -0.51%
Qualcomm CAPS Rating: ****
T $36.70 Down -0.16 -0.43%
AT and T CAPS Rating: ****
VZ $47.84 Down -0.37 -0.77%
Verizon Communicat… CAPS Rating: ****