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This blog is dedicated to most recent telecommunications news, derived from sources we believed to be reliable and accurate. Information contained here is focused on service providers (fixed and mobile operators, ISPs, carriers' carriers, ...) and telecom vendors. Content is split in five main categories: top stories of the week, market-related information, vendor corner, operator corner, and people. It constitutes my own understanding of the telecom market place, and is part of my own business intelligence process. Hope it will be helpful to you too.

As a veteran in the telecom arena, I can bring more than 33 years experience in the domain, and about 15 years in business intelligence.

 

 

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Dimanche 11 mai 2008


Things are moving. Apple started selling its iPhone through exclusive deals, high priced devices and (high) revenue-sharing (numbers between 20% and 30% were rumored). The model seems working well in the US where ATT has sold some 10m units and gained new customers. In Europe, success is less impressive and exclusive rights are in conflict with the European law (remember Germany case). In addition, most operators have lowered iPhone price in an unexpected manner, to maintain interest in an EDGE product. Nevertheless, iPhone is a hot topic and most service providers are eying to sell the product and related services. Most recent deals are from Vodafone (in 10 markets), Telecom Italy, America Movil, Ft again in additional countries, etc... But these deals reveal three major changes: the first is that several vendors are allowed in one market, meaning that exclusivity is no more warranted; the second change is rumored to be with lower or no royalties. The revenue-sharing business model has gone. The third is that recent deals include demand for a 3G devices that could be announced in June for shipment by the end of the year. What can be said also is that Apple is very reactive and customer driven.

par Jean Arnal publié dans : Top stories
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Dimanche 11 mai 2008


DT said its 1Q08 adjusted net profit rose 33% to €750m, with EBITDA at €4.7bn (almost flat) and revenues down 3% to €15bn. Revenues and EBITDA fell short of expectations, but net profit was better than expected. DT lost 120k fixed line users in the quarter, but won €10bn in its mobile unit. Free cash flow amounted to €1.6bn. DT confirmed its outlook for 2008, with €19.4bn in EBITDA and €6.6bn in cash flow. Its T-Mobile USA reported €1bn in OIBDA (+18%). DT has agreed to buy 20% in Greek incumbent OTE in the quarter and is rumored to make a bid for Sprint Nextel. But the value to buy Sprint would be around $22bn, about 25% of DT' s market value. The operation would mean either an increase in debt, or selling some assets to finance the deal. In addition, DT would have to pass antitrust approval, as the number of operators in the US market decreases. But it is surely an opportunity for DT, given the weak dollar, Sprint' s problems, and the possibility for DT to become the largest mobile operator in the USA. The deal is not yet done.

par Jean Arnal publié dans : Top stories
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Dimanche 11 mai 2008


FT reported pretty good results, both in revenues and margins. 1Q08 revenues amounted to €13bn, up 1.4%, while EBITDA grew 3% to €4.8bn with an EBITDA margin of 36.8% (+0.5pp). Most items were reported above forecasts. Growth was driven by good results in the mobile business in Europe and Africa, and cost control. With the results, FT is on track achieving 2008 goals of cash flow over €7.8bn and a stable EBITDA margin. The possible bid for Teliasonera marked the quarter, and FT reiterated its interest in the Nordic markets and more generally in consolidation in Europe and emerging markets.

par Jean Arnal publié dans : Top stories
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