Telcoflash: Telecom Market News

[ VOIP: four new studies on the IP Telephony Carrier Equipment market. One from Dell Oro is reporting 2004 revenues of $1.6bn, up 26%. 3.5m ports were shipped in 4Q04. Nortel, Sonus and Tekelec are leaders. The second from Infonetics Research found 2004...

A few set of market information released this week: [ Dell Oro reports that sales of IP telephony carrier equipment, including softswitches, media gateways, and hybrid media gateway softswitches, grew 26% to $1.6bn in 2004. Infonetics is in the same range...

If you want to download Telcoflash newsletter issues from number 45 (3rd January 2005) to 53 (28th February 2005), click on the desired link: N53 N52 N 51 N50 N49 N48 N47 N46 N45 To open the file, you need Acrobat Reader.

Alert : According to an A.T. Kearney recent survey, 2/3 of US telecom companies do not track and assess their competitors around the world. Wouah!! Let them know Telcoflash, just to start!!

Market consolidation : In the US , the consolidation serial story continues. After some MCI shareholders have complained about the (low) price Verizon should pay the MCI purchase and tried to block the $6.7bn takeover, Qwest submitted a revised bid. Without...

Alcatel and Microsoft are developing a joint IPTV management and service delivery platform (cross adaptation of hardware from Alcatel and software from Microsoft). After months of fierce competition, the two powerhouses decided to join efforts. What does...

Mobile TV : a hot topic in the past few weeks that led to many confusing comments. I will try to explain the situation, and avoid throwing the baby with the water. The Mobile TV label seems wrongly used when indifferently used for streaming or broadcasting....

Jeff Rosen, from Tellabs and former key figure of AFC, has resigned. Telekom Malaysia offers staff voluntary layoff plans for up to 10% of its workforce. UTStarcom will axe about 15% of its workforce or 900 jobs. Siemens will cut some 950 jobs in its...

Japan : DoCoMo announced 10m 3G FOMA users; main growth drivers are videophone functions and a wider range of 3G handsets. Brazil : mobile customers reached 66m at the end of January, up 42% yoy. China : China Mobile added 3.2m new subscribers in January,...

Telefonica Moviles reported 4Q04 net income of 277m, down 21%, an operating profit of 666m, down 11%, and an EBITDA of 1.17bn, up 7%. 4Q04 revenues rose 30% to 3.6bn. TEM ended 2004 with some 78.2m subscribers, of which 56.5m are in Latam. Telesp ( Brazil...