Top articles
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FT 1Q08 results
FT reported pretty good results, both in revenues and margins. 1Q08 revenues amounted to €13bn, up 1.4%, while EBITDA grew 3% to €4.8bn with an EBITDA margin of 36.8% (+0.5pp). Most items were reported above forecasts. Growth was driven by good results...
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Telecom Italia 1Q08 results
Its 1Q08 net profit fell 35% to €501m on revenues of €7.3bn, down 2.5%. TI was hit by stiffening competition in Italy's broadband market and regulatory changes in fixed line. Its performance in emerging markets was also lowered by wider loss in its TIM...
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“New Clearwire”
“ New Clearwire” : Sprint, and Clearwire will finally combine their WiMAX businesses and launch a nationwide network. Investors are also part of the deal, with Intel, Google, Time Warner Cable, Comcast and Bright House Networks, bringing $3.2bn in the...
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Market Corner - 11/05/08
A few set of market information released this week: According to ITU, Africa had more than 250m mobile subscribers at the end of 2007, adding some 65m new users in 2007. Carphone (UK) plans to sell a 50% stake in its retail business (2,400 stores across...
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Subscriber stats - 11/05/08
T-Mobile USA had almost 31m mobile subs at the end of March, adding over 980k new users during the quarter. Orange doubled its mobile broadband subscribers to 14.8m, of which 8.2m in France. France had 55.8m mobile subscribers at the end of March, adding...
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Vendor Corner - 11/05/08
Huawei would plan to sell stake in its mobile handset division in order to help enter the NA market. In addition, it targets to double its handset production to 50m units in 2008, outsourcing production from Flextronics and Cal-Comp, but also recently...
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Awards - 11/05/08
Ericsson will deliver a $146m mobile network to Telkom Kenya. It has been selected by Telcel (Mexico) to provide field maintenance activities for its GSM, TDMA and transmission networks. NSN will modernize Telkomsel network in Indonesia, deploying latest...
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Operator Corner 3 - 11/05/08
DT is rumored to be to be mulling a bid for Sprint Nextel, in spite of this latter' s current difficulties. In a separate announcement, DT and the Greek government are expected to be close to reaching an agreement for the acquisition of a stake in OTE...
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Operator Corner 2 - 11/05/08
Verizon Business targets Middle East in opening an office in Dubai Internet City. T-Mobile USA has officially launched its first 3G network in New York City. Sprint Nextel is considering selling or spinning off its Nextel unit. Qwest has switched to Verizon...
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Operator Corner 1 - 11/05/08
China Mobile confirms it is interested in the African mobile market, but has not bid for MTN (S. Africa. China's SARFT will debut mobile TV trial on May 10, using CMMB-based standard. It plans to deploy CMMB networks in 37 cities in China before August....
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Financial Performance - 11/05/08
Softbank (Japan) reports FY07 net profit of $1bn (+260%) on revenues of $26.6bn (+9%), with an operating profit of $3.1bn (+20%). Bell Canada (Canada) said its 1Q08 operating income fell by 34% to $ 470m, on revenues of $3.7bn, up 2%. Virgin Mobile USA...
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Regulation Corner - 11/05/08
Panama plans selling its 49% stake in C&W Panama SA. Bolivia has nationalized its telecom incumbent Entel, currently a Telecom Italia affiliate. Ecuador will renew the mobile license to America Movil, after this latter agrees to pay $480m. PTS (Swedish...
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Verizon 1Q08 results: solid
VZ reports a 10% rise in 1Q08 net income to $1.6bn, on revenues of $24bn (+5.5%). Mobile revenues amounted to $11.7bn (+13%) very close to rival ATT Mobile revenues ($11.8bn), and operating income grew 20% to $3.3bn. 2/3 of the revenue growth is owed...
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ALU 1Q08 results: improvement, but ...
ALU reported revenues of €3.9bn (+6.3% at constant rate, but flat at current rate) with services revenues (+8.3% to €627m) and Enterprise sector (+3% to €371m) offsetting decline in the Carrier segment (-5% to €2.8bn). ALU was impacted by adverse euro/dollar...
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Top emerging mobile markets
In 2007, the top 10 emerging mobile markets added a combined total of 320m new subscribers to reach a total subscriber base of 1.4bn users. China and India combined added more than half of this total with respectively 86m (+14%) and 84m (+56%) new users...
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Market Corner - 04/05/08
A few set of market information released this week: According to Infonetics, service providers spent $57bn on outsourced services in 2007. ATT Mobility unveils its iPhone subscribers spend more than $100 a month, the double of a regular 2G user. ABI Research...
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Subscriber stats - 04/05/08
China has 574m mobile users or a mobile penetration rate of 44%, and 361m fixed lines (loss of 4.4m lines in 1Q08). America Movil ended March with 159m subscribers (+5.7m in 1Q08). Vivo (Brazil) had 34.4m users (+18%) at the end of 1Q08. India added 10.2m...
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Vendor Corner - 04/05/08
Sony Ericsson announces plans to bridge the Adobe Flash Lite and Java ME development platforms, a way to mix internet (primarily Flash Lite-based) and the cellular world (mainly Java ME-based). Samsung introduces in Europe the first slider format DVB-H...
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Awards - 04/05/08
Ciena has been selected by Embarq to supply its CN 4200FlexSelect platform. Nokia won T-Mobil International account for a combined package of T-Mobil' s web’n’walk mobile Internet service with Nokia’ s Ovi offering. Motorola is testing WiMAX in Thailand...
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Operator Corner - 04/05/08
Telenor is considering challenging FT' s bid on Teliasonera. Telenor already tried in1999 to takeover Teliasonera, but failed. Telecom Italia postponed the deadline for bids for Alice, its business in France, by 10 days. Freenet (Germany) has completed...
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Financial performance - 04/05/08
Sprint Nextel has been downgraded by S&P Ratings Services from BBB- to BB for high risk profile and deteriorating financial performance. Verizon ' s 2008 EPS target has been lowered by Lehman Brothers (-$0.01) to $3.12 and RW. Baird. ATT ' s 2008 EPS...
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Regulation Corner - 04/05/08
FCC and a court decision force Sprint Nextel to vacate 800 MHz frequencies by June 26, to eliminate interference to various public-safety radio systems. FCC has also voted in favor of capping the Universal Service Fund (USF) that is used to help fund...
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Top 10 U.S. MNOs
At the end of 2007, the top 10 US MNOs served a total of about 250m subscribers, but with operator' subscriber base ranging from less than 1m to over 70m. This gives an idea of the relatively strong concentration in the US mobile marketplace. The top...
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Top 10 MNOs in APAC
Time is changing: DoCoMo, the mobile pioneer is out of the podium. Unsurprisingly, the two main Chinese mobile operators (China Mobile and China Unicom) are the clear top leaders with respectively 368m users and almost 163m. But we were used to see DoCoMo...
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Mobile handset 1Q08 market
According to IDC and crosschecked with vendor results, there were about 291.6m units shipped in the quarter. This is about a 14% increase over 2007, but down 12% from 4Q07 sales. As reported by most vendors, ASP was down in the quarter, with differences...