Capitalizing on globalizing
There is no question that SingTel should be overjoyed by the performance of its Australian property, Optus. It’s like the good old days for Australia’s number two telecommunications company which posted a 19 percent increase in fourth-quarter net profit from a rise in operating revenues of only 4.1 percent, underpinned by a rise in mobile [...]
Mobile advertising’s money myth
During a webinar I presented on ‘monetizing bandwidth’ on Tuesday I played down the potential revenues mobile operators would see from mobile advertising. This was picked up during the Q&A session by a few attendees asking why, with all the press on the growing value of mobile advertising, I did not see its worth. My [...]
The Storm Reaches the Shore
Frost & Sullivan’s Jayesh Easwaraomony outlines how operator spending patterns are changing, consumer patterns are changing, revenues are changing – and how CSPs are coping?
Capex up, revenues improving – what’s the catch?
Everybody in the telecommunications sector gets excited at predictions of increased spending in capital expenditure (capex), all except shareholders that is. They always seem to respond negatively to any signs of increased costs, especially in the wake of lowering or flattening revenues. If a report released today by Ovum is on target then we can [...]
Resilience to recession real, but expect reduced revenues in recovery
The telecoms industry may have shown resilience during the recession but the focus on driving efficiencies and reducing costs looks set to continue, according to Ovum.
Inside the week that was
Big drop in fixed-line revenues Australians are dumping their fixed-lines at an alarming rate, 10% in the last six months to be exact. Local call volumes are down 13% for the same period and total PSTN revenues dropped by 6.9%. The decline was far greater than that forecast by CEO, David Thodey, only six months [...]
iPad or iHammer – another nail in the CSP coffin?
Apple’s worst kept secret in years has been officially revealed and has received a mixture of ‘wows’ and ‘ho-hums’ from every conceivable quarter but for the service provider world it could be yet another nail in the revenue coffin.
Predictions and sobre thoughts for a new year and new decade.
Last year at this time I wrote that I was not one for predicting the future, but I didn’t mind attempting to influence it, within my reasonable means. Every new year we seem to be overwhelmed with what some people believe will occur in the coming twelve months, some of it so obvious ‘blind Freddy’ would [...]