Top articles
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Ericsson 1Q08 results
Despite the recent warning of lower growth rate, Ericsson reported better-than-expected numbers. Net income fell 55% to €284m in the quarter, but includes a restructuring charge of €86m. Sales rose almost 5% to €4.7bn, with growth driven by the Americas,...
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Motorola 1Q08 results
Motorola is still struggling with its mobile devices business. Global 1Q08 sales amounted to $7.5bn, down 20%, with an operating loss of $269m and at the end a net loss of $194m. Gross margin was below 29%, not enough to offset SG&A and R&D expenses,...
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ATT 1Q08 results
It has reported steady growth in 1Q08 results, with revenues growing 6% to $30.7bn, operating income up 28% to $6bn and net income up 22%to $3.5bn. Capex increased 27% to $4.2bn, but free cash flow dropped 46% to $0.7bn. Mobile business accounted for...
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Market corner - 27/04/08
A few set of market information released this week: According to Compete Inc., US consumers are willing quad-play offerings, bundling mobile, fixed line, internet and TV. According to Strategy Analytics, more than 90% of mobile operator EBITDA growth...
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Subscriber stats - 27/04/08
The Philippine ' s mobile subscriber base reached 55m with a penetration rate of 60% and is planned to reach 73m by 2010. China Mobile added 22.8m new customers in 1Q08, of which 7.8m in March, boosting its total to 392.1m. China Unicom added 3.7m mobile...
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Vendor corner - 27/04/08
Ericsson and two Gulf Arab telecom have applied for information to bid for Egypt' second fixed-line telecom license. They joined nine other companies interested in the auction. NSN will team with Huawei for next round of TD-SCDMA equipment procurement...
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Awards - 27/04/08
ip.access (UK) would have received a $500m order for 7m femtocell units from ATT Mobility. ALU has signed a $56m contract with LTT (Lybia) for a WiMAX network that could cover 300,000 customers. It will deploy an IMS-based VOIP solution for SureWest (California)....
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Operator corner - 27/04/08
Bad time for Sprint Nextel: the Pivot partnership, formed in 2007 by Sprint Nextel and many cable operators to launch quad play offerings is dead. Main cable operators (Comcast, Cox, Time Warner) quit the boat and stop selling wireless services. The main...
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Financial performance (2) - 27/04/08
Samsung ’ s telecom business reported $5.6bn in revenues (+21%) in 1Q08, of which $4.7bn in handsets. The operating profit grew 53% to $924m. Samsung delivered 46.3m handsets in the quarter. Ericsson reported better than expected results after its profit...
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Regulation corner - 27/04/08
A EU court has ruled that historical costs have to be taken into account for pricing telecom services. It is a big change as all new competitive access providers (and regulators) argued that prices have to be based on current costs of providing the service....
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People - 27/04/08
Leap Wireless International appointed Colin Holland to senior VP of engineering and technical operations, Jeff Nachbor to senior VP of financial operations, and Greg Post to senior VP of field sales and field operations. Teliasonera will cut around 2,900...
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The right step
This first step is the right one. Excessive 3G IPR licensing and the dominant position of very few patent holders have hampered and delayed the development of the 3G technology. So vendors do not want to duplicate the same situation with 4G. Seven vendors...
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FT / Teliasonera €34bn deal
FT announced this week a bid worth €34bn to takeover Teliasonera, one of the largest takeover bid in Europe. Up to now, FT permanently repeated its strategy was to grow in emerging markets, and it has recently bought assets in Middle East and Africa....
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Nokia 1Q08 results
Nokia reported 1Q08 revenues of €12.7bn in the quarter, up 28%, and a net profit of €1.2bn, up 25%, but below expectations by €150m. The operating margin increased over 1p to 14.7%, but down sequentially 1.2p. With such numbers, most companies would be...
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EU Top 10 MNOs
At the end of 4Q07, there were almost 710m mobile users in Europe (including Ukraine and Turkey). The top ten MNOs accounted for almost 40% of this total with about 280m mobile subscribers. The top 10 ranking is made by decreasing size with TIM in Italy...
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PC sales: healthy!
Worldwide PC sales amounted to almost 70m units in 1Q08, up 14.5%, and the growth was driven by laptops. But sales began to be impacted by the economical weakness in the North American market that lost two points in market share to 23% and only grew by...
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Market Corner - 20/04/08
A few set of market information released this week: According to Nokia, recycled mobile phones are still several years away. But 40%-60% of the metal components within Nokia' s phones are already recycled materials. Infonetics predicts that the worldwide...
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Awards - 20/04/08
NSN is providing BH Telecom (Bosnia – Herzegovina) with a new fiber optic backbone network. Proxim will provide its WiMAX portfolio to MSS Povolzhie in Russia, a Megafon subsidiary. Aptilo Networks has been selected to deploy a national WiMAX network...
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Operator Corner - 20/04/08
China Mobile said it is mulling buying minority stakes in foreign telecom companies in emerging markets. It also plans to provide 15,000 3G TD-SCDMA handsets to the Beijing Olympics organization committee during the Games. It plans to create a new unit...
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Financial Performance - 20/04/08
KDDI (Japan) lowered its annual operating profit by over 3% to $3.9bn, due to higher than expected customer gain costs in a saturated market. Digitel (Philippines) reports higher (+48%) 2007 revenues to $403m. FON raises almost $10m in a new funding round....
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Regulation Corner - 20/04/08
The Brazilian government supports the merger between Oi and Brazil Telecom, as a strong challenger to Telefonica and America Movil. India : two state owned telcos (BSNL and MTNL) may get 3G spectrum before the private companies if they agree to pay the...
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People - 20/04/08
Gregoire Dallemagne , ex KPN and Tele2 Belgium, will become Belgacom ' s executive VP for strategy. Ericsson cuts 290 jobs in two Swedish towns. Carl De Wilde , Tellabs ' Sales & Strategy Executive, will retire and leave the company. FT plans to lay off...
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Market corner - 13/04/08
A few set of market information released this week: ABI Research warns that the worldwide GSM subscriber base growth rate would reduce to 14% in 2008/2009 (vs 22% in 2006/2007), but still the dominant technology with a 70% market share in 2013. According...
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Subscriber stats - 13/04/08
DoCoMo ' share in the Japanese mobile market sinks below 50% for the first time with 53.4m subscribers. Middle-East and Africa 3G subscribers pass 13m mark, of which 12m are WCDMA. Mobile : 3G Americas and Informa announce that there are 3bn GSM-based...
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Awards - 13/04/08
ALU has signed contracts to upgrade/ expand the optical backbone network of OTE (Greece), and of TelePacific (California) . It will also deliver a very high-speed network to connect France’s leading higher education institutions and research centers....