Telcoflash: Telecom Market News

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...

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...

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,...

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...

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...

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,...

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...

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...

A few set of market information released this week: In-Stat forecasts that online gamers in China should grow to 61m by 2010 from 25.5m in 2005. iLocus reports that NetCentrex delivered 29% of VoIP local call over broadband platforms. VoBB accounts for...

A few set of market information released this week: In-Stat forecasts that online gamers in China should grow to 61m by 2010 from 25.5m in 2005. iLocus reports that NetCentrex delivered 29% of VoIP local call over broadband platforms. VoBB accounts for...