Top articles
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Smart mobile devices shipments booming
Smart mobile devices include smart phones and handhelds. According to Canalys, the smart mobile devices market was booming in 1Q06 with about 55% more units shipped than a year ago. Almost 17m units were shipped worldwide, with Nokia leading the pack...
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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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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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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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France Telecom results
France Telecom posted solid results in line with objectives and ahead of expectations. On a proforma basis, earnings were almost flat due to competition and regulation. EBITDA reached €4.7bn (+7%, but mainly due to acquisitions), but EBITDA margin fell...
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Sprint Nextel results
Sprint Nextel reported mixed results in 1Q06 net income of $419m, down 11%, but revenues rising 9% proforma to $11.5bn. Proforma mobile revenues reached $8.5bn (+13%). Mobile ARPU was $62, of which $7 for data revenues. Sprint added 1.3m new mobile subscribers,...
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Siemens results
Siemens reports net income of €887m, up 14%, on sales growing 21% to €21.5bn. Orders rose 22% to €24.4bn. The COM division reported sales of €3.3bn, up 6%, and a profit of €27m, down 75%. Com’ s Carrier Networks business delivered most of the Group’ s...
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Alcatel results
Alcatel announced 1Q06 net profit of €104m, down 16%, on revenues of €3.1bn, up 18%. The operating profit is up 85% to €198m, while gross margin was at 35% and operational margin at 6.5%. The wireline unit reported a 29% increase in revenues to €1273m...
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Interoperability program launched, finally!
More than 20 telecom industry vendors have create a new industry trade association focused on creating an interoperability testing and certification program – the Communications Platforms Trade Association (CP-TA). The well-known problems facing CP-TA...
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R&D: a camera incorporated into the screen
Apple has filed a US patent (n°20060007222) for a project to include a film camera into a LCD screen. Sensors will be spread over the screen panel to capture light information that will be used to create images. The more sensors, the best image. Will...
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TV franchise in the USA
Easier TV service deployment in sight, but priority content delivery yet debated In the US, telcos would not need any more local authorities approval to roll out TV services. The House Energy and Commerce Committee has condemned, with a large majority,...
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Mobile penetration in Asia
According to BMI, Asia had 820m mobile subscribers in 2005 (+20%), of which 59m were 3G users. On a population estimated at 3.5bn people in 2010, BMI forecasts that Asia would have 1.75bn mobile users, or a mobile penetration of 50%, of which about 300m...
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Earnings Parade (continued)
This week was also rich in financial announcements. The basic lesson is the confirmation of an healthy telecom market. On the services side, revenues growth range from 0% to 20% . It seems that the bigger, the lower revenue growth rate (-2% for DoCoMo,...
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Verizon 1Q06 results
Verizon reported a profit of $1.6bn, down 12%, on revenues of $22.7bn, up 3% proforma and +25% as reported. Verizon Wireless accounted for $8.8bn in sales (up 19%), and added 1.7m mobile subscribers in the quarter to a total of 53m. Verizon Wireless is...
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Triple play infrastructure momentum
Triple play infrastructure momentum While reporting that quadruple play is gaining momentum and could be the next mid- term step for operators, some analysts are predicting rosy days for the triple play infrastructure market. A new study from Infonetics...
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How to sell broadband?
How to sell broadband? At the beginning, Internet access was narrowband or dial-up, then gradually, with the help of technological advances, people have migrated to broadband. Speed was relatively low (starting at 128- 256kbit/s), then incrementally increased...
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Internet users
Internet users Internet users number reached 694m worldwide, or a global penetration of 14%, according to comScore Networks. The largest country with Internet users still is the US with some 152m users, or about 22% of the total, followed by China with...
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AOL dismantled?
The Brisitsh press launched rumors of AOL selling its European branch. The rumor is not really new, but some new information makes it more credible. The Citigroup bank should have been mandated to sell the French and German subsidiaries. AOL is a loss-maker...
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Microsoft teaming with Qualcomm
Microsoft is gradually picking at the mobile OS market with its Windows Mobile 5, and harvesting the fruits of its strategy. More and more handset makers are using its OS. Now, Qualcomm has developed chipsets complying with Windows Mobile 5 under a strategic...
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Internet in Africa
Current internet penetration in Africa is weak, ca. 2.5%, with about 23m users, according to CIA' s World Factbook. Growth, however is impressive with a CAGR of about 38% since 2000.But the way is yet long to catch up with the rest of the world (average...
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Cisco 1Q06 results
Cisco reported a slightly lower FY3Q net earnings of $1.4bn (down 1%), while sales rose 18% to $7.3bn, helped by the acquisition of Scientific-Atlanta. Proforma, sales grew 12%. Cisco healthy results come mostly from the U.S. and from its advanced technologies,...
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Alcatel- Lucent organization
Alcatel- Lucent organization Alcatel and Lucent have organized their steering committee and working groups. The steering committee is made of an Integration project team and a steering council. The steering council comprises Mike Quigley, Alcatel''s president...
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European handset replacement market
In a saturated market, it is vital for vendors to investigate the replacement market. According to Telephia, 25% of European mobile users are replacing their handsets every year, and 60% are replacing their mobile phones within two years. On average,...
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DT 1Q06 results
DT announced 1Q06 net profit rose 10% to €1.1bn, on sales up 4% to €14.8bn. The mobile unit was the growth driver again, outpacing declines in its traditional fixed-line business. According to this results, DT changed its sales forecast for T-Mobile and...
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Telefonica 1Q06 results
Telefonica announced strong 1Q06 results with net income growing 40% to €1.3bn, on revenues soaring 45% to €12bn, as reported. Telefonica added in the fiscal year two companies: Cesky Telecom (Czech Rep.) and O2 (UK). Its OIBDA jumped 37% to €4.7bn. Revenues...