1. Featured Articles

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    1. Western Europe Mobile Operators Need to Reduce Access Network Investment 50%

      Explore Thoughts on Carrier Evolution (7 hours, 9 min ago)

      With mobile data traffic growing and revenue per gigabyte falling, mobile service providers in Western Europe need to reduce network carriage costs by 50 percent  or they will face an eight-fold increase in the costs of radio access network (RAN) equipment, according to a new report from Analysys Mason.That analysis suggests that if operators in Western Europe simply try to meet the growing demand for data traffic by deploying more base stations, RAN costs ... (Read Full Article)

      Comment Mentions:   Analysys Mason

    2. Simultaneous Theatrical and On-Demand Release Windows No Financial Danger for Studios?

      Explore Thoughts on Carrier Evolution (7 hours, 39 min ago)

      BTIG Research media analyst Rich Greenfield does not think Hollywood revenues would be harmed if studios released new movies simultaneously in theaters and on demand, if the on-demand product cost $20 to $25. Survey bolsters his views.

      In other words, Greenfield believes the 90-day window between theatrical release and on-demand can be compressed to "zero," with no threat of increased piracy. Few in the content business are likely to be persuaded. And theater owners will ...

      (Read Full Article)

      Comment Mentions:   BTIG Research

    3. Google Developing an In-Home Entertainment Device Using Wi-Fi

      Explore Thoughts on Carrier Evolution (Feb 4 2012)

      Google appears to be developing a wireless in-home entertainment device that requires testing outside the laboratory environment, and has asked the U.S. Federal Communications Commission for permission to conduct such testing in the homes of several employees. The device is in the prototyping phase, Google says. Apparently Google wants to test the throughput and stability of home Wi-Fi networks using the entertainment device.  The device will use both Wi-Fi and Bluetooth. The planned testing ... (Read Full Article)

      Comment Mentions:   Google   Bluetooth   U.S. Federal Communications Commission

    4. Mobile and Untethered Devices Create New Platforms for Content Consumption

      Explore Thoughts on Carrier Evolution (Feb 3 2012) Applications , Marketing

      According to the GSMA, there now are nine billion connected devices in the world today. By 2020, there will be 24 billion, and over half of them will be non-mobile devices such as household appliances. But a large number of those devices will be used for content consumption.Tablets and e-readers are primary examples, but smart phones and other devices also increasingly are being used to consumer content of various types. Pandora, Spotify, Rdio and ... (Read Full Article)

      Comment Mentions:   Amazon.com   Sirius

    5. Smart Phone Shipments Exceed PCs for First Time

      Explore IP Carrier (Feb 3 2012) Marketing

      Annual global shipments of smart phones exceeded those of PCs (including tablets) for the first time in the fourth quarter of 2011, says Canalys.  Vendors shipped 158.5 million smart phones in the fourth quarter of 2011, up 57 percent on the 101.2 million units shipped in the fourth quarter of  2010.  For the whole of 2011, smart phone shipments hit 488 million units, up 63 percent on the 299.7 million smart phones ... (Read Full Article)

      Comment Mentions:   Samsung   Nokia   Apple

    6. BT reveals ultra-fast cable blowing plan for homes, biz

      Explore The Register (Feb 3 2012)

      'Fibre-to-the-premise on demand' in 2013 BT is talking up plans to bring its ultra-fast fibre-to-the-premises (FTTP) broadband network to more of its customers in early 2013.… (Read Full Article)

      Comment Mentions:   Fttc   Kelly Fiveash   Fttp

    7. Amazon Bet on Kindle Fire Might Pay Off, Despite Investor Short-Term Focus

      Explore Thoughts on Carrier Evolution (Feb 3 2012)

      Analysts were not so happy with Amazon’s fourth quarter 2011 financial results, in particular the lower profit margins due in large part to spending to support the Kindle Fire effort. But Amazon has been pricing the Kindle Fire at a slight loss, in hopes of spurring more shopping on Amazon.com, including content products. According to a new survey by Changewave, Amazon might have bet right. When Changewave recently asked tablet owners whether they ... (Read Full Article)

      Comment Mentions:   Amazon.com

    8. Amazon Might Win its Bet on Kindle Fire

      Explore tmcnet.com (Feb 3 2012) Marketing

      Amazon Might Win its Bet on Kindle Fire Analysts were not so happy with Amazon's fourth quarter 2011 financial results, in particular the lower profit margins due in large part to spending to support the Kindle Fire effort. But Amazon has been pricing the Kindle Fire at a slight loss in hopes of spurring more shopping on Amazon.com, including content products. (Read Full Article)

      Comment Mentions:   Gary Kim   Amazon.com   RBC Capital

    9. How Long to Make a Return on Fiber to Home?

      Explore Dark Fiber (Feb 3 2012)

      Much has been made recently of the agency agreements signed between Verizon Wireless and Comcast, Time Warner Cable, Cox Communications and Bright House Networks, allowing each of the partners to sell the other parties' products. (Read Full Article)

      Comment Mentions:   Verizon Wireless   Time Warner Cable   Comcast

    10. France Telecom FTTH Payback is 30 Years to 40 Years

      Explore Thoughts on Carrier Evolution (Feb 2 2012) Marketing

      France Telecom will double its investment in fiber to home networks in 2012 to 300 million to 350 million euros, Reuters reports. There’s both good and bad news in that announcement. The good news is that the heavy spending is likely crucial for the survival of France Telecom’s fixed network business. The bad news is the huge risk. France Telecom CEO Stephane Richard said fiber to home investments were key to the firm ... (Read Full Article)

      Comment Mentions:   France Telecom

    11. Can Cloud-Based Voice Apps Cut Churn?

      Explore Thoughts on Carrier Evolution (Feb 2 2012) Marketing

      Since March of 2011, Telefónica has been using fonYou to provide its mobile users access to a second number, visual voicemail, call registers and advanced call screening. The cloud player has developed a range of services that it seeks to white label to carriers as a competitive defence against the rise of over the top players, at least in the area of voice-related services. FonYou does have its own MVNO in Spain, which is hosted ... (Read Full Article)

      Comment Mentions:   Telefonica

    12. Do Devices Rule?

      Explore Thoughts on Carrier Evolution (Feb 2 2012) Marketing , Mobility

      If casual observation is an accurate indicator, consumers make their mobile purchasing decisions based solely on devices available from any particular mobile service provider. This raises the question of whether other service bundle components matter to consumers. The question quite crucial for mobile service providers, globally, for several reasons. First, if the device now drives demand for the service, value has shifted within the ecosystem. Second, if devices are that important, there are devices a ... (Read Full Article)

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    13. How Big is Hosted IP Telephony Business?

      Explore Thoughts on Carrier Evolution (Feb 2 2012)

      Shoretel is acquiring hosted IP telephony provider M5 Networks, allowing Shoretel to offer its potential customers either hosted or premises-based business voice services. The deal will significantly grow Shoretel revenues.  But it might be reasonable to ask what the deal suggests about the volume of revenue hosted IP telephony represents.  A recent report by Gartner shows the IP voice-as-a-service market growing at a 36 percent compound annual growth rate in North America through 2015 to ...

      (Read Full Article)

      Comment Mentions:   Gartner

    14. How Do You Offer Text Messaging Without SS7?

      Explore Thoughts on Carrier Evolution (Feb 1 2012)

      It's just a thought, but since text messaging uses the Signaling System 7 out of band signaling channel, how does a service provider create and support text messaging once POTS and SS7 have been replaced?  Presumably that could be done, somehow, using similar techniques as instant messaging, at least up to a point. Whether it can be done in ways that still preserve current profit margins might be a bigger question. Or, does text ... (Read Full Article)

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    15. Asian economic powerhouses are also broadband slowpokes

      Explore Ars Technica (Feb 1 2012) Applications

      Asian economic powerhouses are also broadband slowpokes The Akamai State of the Internet report for the third quarter of 2011 is out, and as usual, it is full of interesting data about global broadband developments. Many observers read the survey to get updates on the nations with the fastest broadband speeds and greatest high speed Internet penetration. But what caught our eye this time around was the extent to which two of the world's most important nations, India and China, lag ... (Read Full Article)

      Comment Mentions:   Matthew Lasar

    16. How Well Will Industry Handle Huge Product Transitions? How Well Will Industry Handle Huge Product Transitions?

      Explore Razorsight (Feb 1 2012) Applications , Business Models

      How Well Will Industry Handle Huge Product Transitions? How Well Will Industry Handle Huge Product Transitions? Whatever else you might say about the global telecom business, there is no shortage of understanding that fundamental changes are happening and that huge challenges must be overcome. Rapidly evolving mobile Web technologies have introduced a period of hyper-competition in the mobile sector, analysts at Deloitte say. As a result, new entrants are chipping away at incumbent advantages and profits. (Read Full Article)

      Comment Mentions:   Martin Geddes   AT&T   Time Warner Cable

    17. Cable Could Prosper with Messaging Services

      Explore cedmagazine.com (Feb 1 2012) Applications , Unified communications

      Cable Could Prosper with Messaging Services Josh Wigginton, Senior Product Manager for Messaging and Billing at Interop Technologies Never before have consumers had so many communication options. Voice, email, short message service (SMS), multimedia message service (MMS), instant messaging and social networking are nearly ubiquitous. Topics:  Broadband Business Networking Video Voice Wireless (Read Full Article)

      Comment Mentions:   IMS   Google   AT&T

    18. Exec shuffle focuses AT&T on the real prize: mobile

      Explore GigaOM (Jan 31 2012) Mobility

      Exec shuffle focuses AT&T on the real prize: mobile With its executive reshuffling this week AT&T returned to a structure that more accurately reflects where its businesses are heading. The wireless juggernaut that drives most of AT&T’s revenues in now firmly in the hands of former consumer CEO Ralph de la Vega. (Read Full Article)

      Comment Mentions:   LTE   AT&T   BellSouth

    19. Wireless Customer Satisfaction Doesn't Prevent Customer Churn

      Explore IP Carrier (Jan 31 2012) Marketing

      The conventional wisdom for most people, including executives at mobile service provider companies, is that there is a relatively direct relationship between "customer satisfaction" and customer churn. In other words, "happy customers" don't leave. It doesn't appear that is the case. Perhaps perversely, even happy customers will churn (leave a supplier for another), and at surprisingly high rates. Two out of three (66 percent) wireless and cable TV consumers switched companies in 2011 ... (Read Full Article)

      Comment Mentions:   AT&T   Apple

    20. M2M: one network will not rule them all

      Explore GigaOM (Jan 31 2012)

      M2M: one network will not rule them all Machine to machine networks, sometimes called the Internet of things, are the logical extension of today's connected society; but creating such a network will require multiple technologies; telcos to open up their networks; governments to figure out a way to assign unique numbers for each device on the network and new rules to protect security and privacy. (Read Full Article)

      Comment Mentions:   LTE   Oecd

    21. YouTube could introduce a subscription service of its own

      Explore GigaOM (Jan 31 2012) Applications , Business Models , Marketing

      YouTube could introduce a subscription service of its own While much of YouTube's monetization efforts have been based on advertising, CEO Salar Kamangar said the company could potentially create a service that could enable content providers to create their own subscription-based video offerings on the YouTube platform. (Read Full Article)

      Comment Mentions:   YouTube   Ryan Lawler

    22. Value and Power Shifting to App Providers, Execs Believe

      Explore Thoughts on Carrier Evolution (Jan 31 2012) Business Models , Mobility

      Rapidly evolving mobile Web technologies have introduced a period of hypercompetition in the mobile sector, analysts at Deloitte say. As a result, new entrants are chipping away at incumbent advantages and profits.The Deloitte study also suggests the mobile power structure is changing. According to 49 percent of our respondents (70 percent of which are from network carriers), Web companies, rather than network carriers or handset makers will dominate the mobile business in five years ... (Read Full Article)

      Comment Mentions:   Deloitte

    23. "Satisfied" Customers Still Churn: 66% Did So in 2011

      Explore Thoughts on Carrier Evolution (Jan 31 2012) Marketing

      Two out of three (66 percent) wireless and cable TV consumers switched companies in 2011, even as their satisfaction with the services provided by those companies rose, according to Accenture.The paradox is that “customer satisfaction” does not lead to “loyalty.” Also, there are new precursors to churn, especially the growing pattern of consumers adding a second provider of a service, without dropping the original provider. That of course puts a potential full replacement provider ... (Read Full Article)

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    24. Comcast Shores Up $10 Broadband Offer - Bumps Speed to 3 Mbps, Increases Availability by 300,000

      Explore dslreports.com (Jan 31 2012) Applications

      To get the NBC acquisition approved, Comcast last year proposed a condition requiring they offer $10, 1.5 Mbps broadband tier (dubbed "Internet Essentials") to low income homes. As we pointed out last summer, however, actually getting the offer wasn't so simple. Program applicants have to qualify for the National School Lunch Program (NSLP), can't owe Comcast money, can't currently have any Comcast service including basic (common even in low-income homes), and ... (Read Full Article)

      Comment Mentions:   Comcast   Karl Bode

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