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Quadruple play momentum

Following the recent post (Telcoflash N107) on “Triple play is not enough”, I continue to review the different moves of service providers towards quadruple play services. For memory, quadruple play reports to the ability to offer fast internet, fixed...

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Broadcasters' point of view on IPTV

IPTV is at the center of service providers and vendors strategies for a while, but up to now very comments were issued from the broadcasting industry. NAB 2006 was the occasion to understand a little bit more their strategies on the matter. Schematically,...

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Home DSL/mobile gateway

It is currently assumed that a high proportion of mobile voice calls are made at home, let say around 35%. What is also clearly accepted it that mobile users are generating more and more mobile data traffic while at home. A situation that mobile operators...

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Lucent results

Lucent posts 1Q06 net income of $181m (down32% ) on revenues of $2.1bn (down 8%). While US revenues was almost flat (+3%) but accounted for 70% of total revenues, non-US revenues were down 28%. Most critical regional revenues were in APAC where sales...

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ATT results

ATT results ATT reports strong 1Q06 results. Net income was $1,45bn on sales of $15.8bn. It was the first reported period with combined results from SBC and ATT. The traditional wireline business reported sales of $14.7bn, down 5.5%, and the company lost...

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Earnings season is back

Several lessons can be drawn from vendors and operators announcements this week. The telecom market is still healthy, be it on the services side with growth ranging from +5% to +20%, or on the solution side with growth ranging from 20% to 35%. On the...

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Global mobile phone market

According to Strategy Analytics, the mobile phone market can exceed previous record this year. First, the market increased 31% in 1Q06, and it is the first time 1Q shipments exceed 200m (229m according to Strategy Analytics). So the new trend is to reach...

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Siemens' Comm business

Siemens' Comm business Siemens is discussing the possible sale of its main communications unit, Communications or Comm. The unit is the largest unit in Siemens, with about €13bn in annual turnover, and employing some 55,000 people. In 1Q06, the unit reported...

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Nokia 1Q06 results

Nokia reported strong increase in 1Q06 net income with a 21% increase to €1bn, and sales rose 29% to €9.5bn, driven by mobile phones and multimedia sales. Its Enterprise unit reported a fall of 39% in sales; its Network unit sales rose 19% to €1.7bn (mainly...

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