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Operator results - 27/01/07

Yahoo reports 4Q06 earnings of $269m, operating profit of $308m, down 6%, on revenues of $1.7bn, up 13%, exceeding expectations. SK Telecom reports worse-than-expected 4Q06 earnings of $297m, down 38%, on sales of $2.9bn, up 5%. The operating profit went...

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Alcatel-Lucent preliminary results

Alcatel-Lucent announced unaudited 4Q06 results and full year results. It expects 4Q06 revenues to be worth €3.9bn and operating income to be approx €120m. Full year revenues should be worth €12.3bn and operating income at €710m. Adjusted pro-forma 4Q06...

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Low-cost handsets strategy is risky

As seen in the Telcoflash Issue 143, the mobile future is seen in the emerging markets with more and more low-income subscribers. To address these markets, the natural answer is, of course, to offer low-cost handsets. The dilemma here for vendors is:...

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Nortel/Alcatel-Lucent asset swap?

The latest rumor that circulates suggests an asset swap between GSM infra business from Nortel vs enterprise PBX business from Alcatel-Lucent. The deal would make sense, based on the following rationale: Nortel said it will exit markets where it cannot...

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US MSOs launch mobile service

The year-ago JV between Sprint Nextel and three major US MSOs (Comcast, Time Warner and Cox) begins to bring fruits. Comcast, Time Warner and Cox have begun launching mobile services to their cable subscribers. All are offering almost the same wireless...

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Market Researches - 23/01/07

A few set of market information released this week: According to Parks Associates, broadband over power lines subscribers would be 400k in the US in 2007 and would grow to 2.5m in 2011. According to ABI Research, China would have more than 23m IPTV subscribers...

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Global vendor strategies - 23/01/07

Actelis , a start-up in the carrier Ethernet market, raised $22m in its five round of funding. Founded in 1998, Actelis, which now employs 100, has amassed $119m of funding. Stoke , a start-up in access gateway, has raised $20m in new funding, bringing...

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