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  1. Category: Business Models

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    1. Mobile Data Pricing, Packaging is Key to Profitability

      View all 2 articles » Explore IP Carrier (Feb 3 2012) Business Models , Marketing , Mobility

      Vodafone's recent experience with mobile data traffic has lessons for other global operators. Among other key trends is the growing role played by smart phone users and the ways traffic shaping can improve experience. Also, smart phones are proving to be a key revenue driver, so plans tailored for the different behaviors various consumers have, can lift mobile Internet access demand.  The focus for Vodafone’s price innovation is squarely on smart phones because ...

      Wi-Fi Offload Causing Price Hikes? - IP Carrier   View article

      Comment Mentions:   Vodafone

    2. Facebook is Mobile First, Revenue Isn't, Yet

      Explore IP Carrier (Feb 2 2012) Applications , Business Models , Marketing , Mobility

      From the Facebook S1 document: "Although the substantial majority of our mobile users also access and engage with Facebook on personal computers where we display advertising, our users could decide to increasingly access our products primarily through mobile devices." "We do not currently directly generate any meaningful revenue from the use of Facebook mobile products, and our ability to do so successfully is unproven."  The problem is that Facebook, though now a leader in display ...

      Comment Mentions:   Facebook

    3. ShoreTel acquires M5 Networks for $160M as it looks to develop cloud business

      Explore fierceenterprisecommunications.com (Feb 2 2012) Applications , Business Models , Marketing

      ShoreTel (Nasdaq: SHOR) has agreed to acquire M5 Networks in a deal valued as much as $160 million, giving it a major entrée to the booming cloud services business in the form of a strong hosted VoIP and UC operation. M5 shareholders will receive approximately $84 million in cash and 9.5 million shares of ShoreTel stock, which equates to a total of $146.3 million in initial consideration based on a ShoreTel's average ...

      Comment Mentions:   Plantronics   Gartner   Dan Hoffman

    4. Here's Why "Mobile First" is a Foundational Element of Business Strategy

      View all 2 articles » Explore IP Carrier (Feb 2 2012) Applications , Business Models , Mobility

      Mobile revenue is about 4.5 times bigger than fixed network revenue, and it has been that way for several years. In a literal sense, the global telecommunications business has become a largely mobile business, with some important fixed line applications and revenue sources.  "Mobile first" therefore has become the important element of strategy for a growing number of application providers better known for their PC-based features and use cases. 

      Yahoo Goes "Mobile First" - IP Carrier   View article

      Comment

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

      View all 2 articles » 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.

      Value and Power Shifting to App Providers, Execs Believe - Thoughts on Carrier Evolution   View article

      Comment Mentions:   Martin Geddes   AT&T   Time Warner Cable

    6. Review: Republic Wireless and its $19/month cell service

      Explore Ars Technica (Feb 1 2012) Business Models

      Review: Republic Wireless and its $19/month cell service Republic Wireless is an upstart taking on some of the biggest behemoths in American industry—the major cell carriers—armed with WiFi as its main weapon. Republic keeps costs low by encouraging the use of WiFi on cell phones, though customers can still access 3G voice and data services, if needed. Though the service has some drawbacks, including a high startup cost, the previously limited service no longer has formal limits on usage, and it ...

      Comment Mentions:   AT&T   Apple App Store   Sprint Nextel

    7. Gartner Says Platform as a Service Is On the Cusp of Several Years of Strategic Growth

      Explore gartner.com (Jan 31 2012) Business Models , Marketing

      Platform as a service (PaaS) is a core layer of the cloud computing architecture, and its evolution will affect the future of most users and vendors in enterprise software markets, according to Gartner, Inc.

      Comment Mentions:   Gartner

    8. 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.

      Comment Mentions:   YouTube   Ryan Lawler

    9. Global Telco "Meltdown" Coming? Or Just Normal Product Substitution?

      View all 2 articles » Explore IP Carrier (Jan 31 2012) Business Models , Marketing

      BSkyB has been a major player in the United Kingdom subscription TV market for decades. But BSkyB faces a maturation of its base business, as do all other video entertainment and communications providers in Europe, North America and elsewhere.  “The company made a number of announcements which confirm that, beyond the near term slowdown, structural issues are looming,” Bernstein analyst Claudio Aspesi argues. “While we believe the pay TV business is inherently more defensive than ...

      Is the Industry Past it's Peak? - Thoughts on Carrier Evolution   View article

      Comment Mentions:   Martin Geddes   Cagr   BSkyB

    10. 80 Percent of AT&T Wireless Backhaul Now on Ethernet Facilities

      View all 2 articles » Explore Wireless Backhaul (Jan 31 2012) Business Models , Unified communications

      80 Percent of AT&T Wireless Backhaul Now on Ethernet Facilities There's an interesting tidbit in AT&T's most-recent quarterly earnings report. CEO Randall Stephenson pointed out that AT&T now has "80 percent of our total mobile data traffic on Ethernet backhaul."

      Over Time, Broadband Access Profit Margins Will Fall - Wireless Backhaul   View article

      Comment Mentions:   AT&T   In-Stat   Analysys Mason

    11. BSkyB Faces Slowing Growth

      View all 3 articles » Explore Thoughts on Carrier Evolution (Jan 31 2012) Business Models , Marketing

      BSkyB has been a major player in the United Kingdom subscription TV market for decades. But BSkyB faces a maturation of its base business, as do all other video entertainment and communications providers in Europe, North America and elsewhere.     “The company made a number of announcements which confirm that, beyond the near term slowdown, structural issues are looming,” Bernstein analyst Claudio Aspesi argues.   “While we believe the pay TV business is inherently more defensive than ...

      Global Service Provider Capex Will Grow about 3% Through 2017 - Thoughts on Carrier Evolution   View article
      The Device is the Disruption - IP Carrier   View article

      Comment Mentions:   Cagr   BSkyB

    12. No Surprise: Internet Value is at App Layer

      View all 5 articles » Explore IP Carrier (Jan 31 2012) Applications , Business Models

      A new Boston Consulting Group perspective piece about the inescapable role of the Internet in economic life raises obvious questions about where value now lies, as “every business needs to “go digital.” By 2016, there will be three billion Internet users globally, and the Internet economy will reach $4.2 trillion in the G-20 nations, BCG argues.“No company or country can afford to ignore this phenomenon,” BCG says. But that doesn’t mean every ...

      All Legacy Services Now Face Decline - tmcnet.com   View article
      AT&T Q4 2011 wireline growth driven by ongoing video, broadband gains - FierceTelecom   View article

      Comment Mentions:   Martin Geddes   Google   AT&T

    13. Dutch ISPs Refuse to Filter Pirate Bay - Prepare to Face BREIN in Court

      Explore dslreports.com (Jan 30 2012) Business Models

      Dutch ISPs Refuse to Filter Pirate Bay - Prepare to Face BREIN in Court Earlier this month the Court of The Hague, responding to a demand from Dutch anti-piracy outfit BREIN, ordered that Dutch ISPs had to filter access to the Pirate Bay. The ruling came despite arguments by leading ISPs in the country that the filters could compromise the security of their networks, threaten freedom of speech, and ultimately wouldn't work anyway. Now two large ISPs in the Netherlands, T-Mobile and KPN, have refused to block access ...

      Comment Mentions:   Pirate Bay   KPN   Karl Bode

    14. Dish Eyeing LightSquared Business Model?

      Explore IP Carrier (Jan 26 2012) Business Models

      Dish Network recently stirred speculation about whether it now wants to expedite its construction of a national Long Term Evolution network, simply by indicating in a yet-private communication to the Federal Communications Commission that Dish wants to "revise" its plans. Revised plan?Some have speculated that the request is to accelerate the proposed construction timetable, but that isn't clear. It might make sense, if Dish believes it now has a chance to supplant LightSquared ...

      Comment Mentions:   GPS   Dish Network   Federal Communication Commission

    15. Are Device Subsidies Bad for Consumers?

      Explore IP Carrier (Jan 22 2012) Business Models , Marketing

      Are Device Subsidies Bad for Consumers? Some would argue that mobile device subsidies, which require end user contracts, represent unfair competition in a market where some larger providers can afford to make the offers, while others cannot. Those subsidies are substantial. In some cases, the subsidy can run as high as $500 on some devices. Others would argue that contracts and subsidies also are anti-competitive to the extent that use of contracts hinders consumer choice, as the contracts lock users into ...

      Comment Mentions:   Apple

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