Top articles
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Financial performance - 22/09/08
Nortel announced that its revenues will fall by 2%-4% in 2008, due to lower carrier capex and a global economic downturn. It forecasts now 3Q08 revenues of $2.3bn, vs $2.7bn before. It is now reviewing its business in order to find ways to cut costs and...
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Regulation Corner - 22/09/08
DoT (India) decided to allow foreign telcos to participate in the auction of 3G spectrum, but admitted that it would be impossible for foreign telcos and new players to launch 3G services with a mere 5 MHz of spectrum. The only solution to enter the market...
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People - 22/09/08
HP will slash 25,000 jobs as the merger with EDS proceeds. Most of the jobs would be in the USA. Ericsson plans to cut 200 jobs in Spain, as part of the saving costs program targeting 4000 jobs losses. Telefonica plans to lay off 700 people as part of...
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Market Corner - 15/09/08
A few set of market information released this week: Qualcomm said that the demand for 3G continues to be healthy in the US. Turkmenistan and Azerbaijan plan to lay a portion of the Trans-Asia-Europe (TAE) optical fiber cable line across the Caspian Sea....
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Vendor Corner - 15/09/08
ALU and Datang Mobile announced that they have signed a MoU to facilitate the wide-spread commercial deployment of TD-SCDMA systems in China and overseas. Elsewhere it highlights its leadership in IPTV and Mobile TV at IBC2008. It said it is supporting...
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Awards - 15/09/08
ALU has signed a turnkey equipment and services contract with 3 Italia for to expand and optimize its DVB-H Mobile TV network. It began laying the “Greenland Connect” submarine link in Greenland. It provided Germany's Media Broadcast with its IP/MPLS...
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Operator Corner (1) - 15/09/08
FT downsizes its fiber deployment plan, due to regulatory constraints and low customer responsiveness. But FT assures that the plan is just re-scheduled for 2010. PT has expanded its Meo IPTV services in the Azores archipelago and Madeira. BT is planning...
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Operator Corner (2) - 15/09/08
DoCoMo acquires 11.5% stake in Blue Ocean Wireless, a GSM-based service provider to the maritime industry . KDDI and Rostelecom (Russia) plan two high-speed undersea optical fiber cables for linking their countries. China Mobile is asking bids for the...
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Regulation Corner - 15/09/08
NTRA (National Telecommunications Regulatory Authority (NTRA) in Egypt has decided to delay the auction of its second landline license to next year, due to poor worldwide economy conditions. KCC Korean telecom regulator has granted IPTV licenses to Hanaro...
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People - 15/09/08
Sony Ericsson announced a re-organization plan with the layoff of some 2000 people, or 17% of its workforce. Luca Maestri is joining NSN as CFO, while Michael Matthews is to join as head of Strategy and Business Development. Vodafone announced changes...
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Market Corner - 08/09/08
A few set of market information released this week: F&S found that 60% of all 2008 enterprise telephony revenues would be IP-based in 14 APAC countries, reaching about $1.8bn this year. Total APAC telephony would reach $4.1bn by 2014 (with a CAGR of 6%)....
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Subsciber stats - 08/09/08
Orascom Telecom reached 77m mobile subscriber base at the end of June. Telefonica currently has 150m subscribers in LATAM. China crossed the 600m mobile user line by end-July with 608m subscribers, adding 62m new customers in seven months. France had...
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Vendor Corner - 08/09/08
ALU has hired Philippe Camus, as Chairman, and Ben Verwaayen, as CEO. The news was very well received by the financial community. Motorola will pay a bonus (worth about $5m) to its CEO, Greg Brown, when it is selling off its mobile phone division. In...
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Regulation Corner - 08/09/08
Orange, Tele2 and Blackrock (Ireland) have been shortlisted for Armenia's 3rd mobile operator license. The Chilean government plans to deregulate fixed-line telephone rates. EU plans to cap cross-border text mobile messages to 11 Euro cents, vs 29 Euro...
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GSM technologies in Americas
They are growing in number of subscribers, with a current market share of 67% and 472m GSM/3G users (+31%). More than 115m GSM/3G subscribers were added in twelve months, of which 8.5m were 3G. Most of operators are evolving their networks to HSPA, be...
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Market Corner - 31/08/08
A few set of market information released this week: According to F&S, the eight Asian emerging countries (excluding China) would add some 570m new mobile subscribers by 2012, ringing their customer base to over 1bn. IPTV penetration in the CEI countries...
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Subscriber stats - 31/08/08
India added 9.2m wireless subscribers (GSM+CDMA+ WLL) in July, bringing its total to 296m. India had 335m telephone connections at the end of July, with a teledensity of 29.1%. Total broadband subscribers base reached 4.6m by the end of July. Colombia...
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Vendor Corner - 31/08/08
Nokia has launched in the US market three new smartphones: N96, N85 and N79. They will not be subsidized by carriers. Motorola has released a new Push to Talk (PTT) solution for CDMA EV-DO Rev. A networks. It reached a settlement with Digital Technology...
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Awards - 31/08/08
ZTE, ALU, Huawei and Fujitsu have been awarded a CDMA contract globally worth $1.5bn. ZTE is reportedly given half this contract. Ericsson will expand Siminn' s WCDMA/HSPA network in Iceland. It is helping StarCell (Cambodia) in combining a GSM base station...
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Financial performance - 31/08/08
ZTE reported unaudited 1H08 results. As reported sales amounted to $2.9bn (+30%), of which $1bn (-2%) in China and $1.9bn (+59%) in export. Sales grew 42% in Asia to $819m, 107% in Africa to $556m and 49% in other regions to $461m. Sales were made of...
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Regulation Corner - 31/08/08
EU may legislate further and charge mobile operators that charge for voice calls by the minute rather than seconds. New Zealand has invited applications for its $240m Broadband Investment Fund. The deadline for the applications will be on Sept. 30. Iran...
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Mobile phone market overview
According to Strategy Analytics, there were 297m units shipped in 2Q08, up 15%. So, it is a quite healthy market, contrasting with pessimistic announcements. Growth rate in 2Q08 was higher than any growth rate during 2007. Nokia continues to maintain...
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Top Mobile Infrastructure Vendors
Dell'Oro reported 1Q ranking for mobile infrastructure vendors. The main information from the report is that traditional vendors are all loosing ground to Chinese vendors. Ericsson, NSN, ALU, Nortel and Motorola lost 0.3 to 2.1 points market share, while...
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The new Hype......?
In fact, it is not really new. For the past decade, many analysts forecast a strong increase in mobile data services. Around 2000, some predicted that MNO would have 25% of their revenues in data services in the next three years...... The situation is...
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Financial performance (2) - 23/08/08
Unusual presentation for company results, but there were too many companies in the past month to report their financial performance. So I tried to sum up main indicators in a short sentence for each company. Sprint Nextel reported a net loss of $344m...