by Pivot
Author: Gary Kim
Reasons for Video Cord Cutting May Be Different Than for “Cord-Nevers”
Reasons for video cord cutting may be different for older people than for younger “cord-nevers” who have never subscribed to a pay TV offering.
Uncertain Demand for Gigabit Driven by Uncertain Cost to Supply
The demand for gigabit hinges largely on price, considering that slower lower-cost offerings are good enough for many people.
OTT Video Adoption: Why the Inflection Point Matters
When OTT video adoption reaches an inflection point, only companies already in the market will have a chance at success.
Connected Car Revenue Models and Forecasts
As the connected car trend heats up, connected car revenue models are beginning to emerge. AT&T sees a big future in this emerging application….
CAF Speed Target Could Create New Winners and Losers
Raising the CAF speed target from 4 Mbps downstream to 10 Mbps or more could change market dynamics, creating winners and losers in a competitive marketplace
Mobile Vs. Wired Broadband Speeds: A Reversal Ahead?
When comparing mobile vs. wired broadband speeds, wired has always been ahead. But that’s set to change as wireless companies deploy mobile speeds up to 150 Mbps
Cable Operator Revenues Approach Historic Shift
Cable operator revenues are shifting from video to broadband as the number of broadband subscribers exceeds the number of video subscribers for the first time.
Benchmarking, While Valuable, Has Disruptive Implications
The science of benchmarking reveals important competitive observations, but can also leave firms open to disruptive attack
Wireless M&A and U.S. Mobile Market Stability
The U.S. mobile may be more stable than it appeared a month ago. Will wireless M&A fix that — or make it worse?
Mobile Operators and IoT: Why the Big Interest?
Are mobile operators and IoT (Internet of Things) the next big growth opportunity?
Is There a VoLTE Business Case?
Currently the VoLTE business case rests on indirect benefits like more loyal customers. But as voice over LTE becomes more ubiquitous, revenue opportunities may arise,
AT&T Revenue Mix Would Change Dramatically, Post-DirecTV
The AT&T revenue mix would change dramatically with the completion of the company’s planned purchase of DirecTV, with voice representing only . . .
Regardless of Mobile Telecom M&A, Market May Have Four to Five Key Players
Regardless of mobile telecom M&A, the market in the mid-term may have four to five key players. Offering bundled wireless/ landline services will be critical
Telecom Strategy Could See Big Changes From Modern Computing
Telecom strategy by major carriers could change dramatically — for good or bad — as a result of modern computing initiatives such as cloud computing and network function virtualization.
Cable vs Telecom Operating Costs: Who’s Really Better?
Research into cable vs telecom operating costs challenges the conventional wisdom that says cable’s costs are lower.
When Will Cable Start Shifting Bandwidth Away from Video and to Internet Access?
If an ISP’s highest-margin product is projected to have demand growth of an order of magnitude growth, or more, while other products with lower profit…
In the Coming Gigabit Era, Not All ISPs Can Win
With gigabit networks proliferating, Internet service providers should look at what it would take for them to also offer ultra-high-speed broadband. The results of that exploration could be . . .
Google Fiber for Austin, Texas?
By April 9, 2013, we should know whether Austin, Texas will become the second U.S. city to get Google Fiber. And observers still will ask whether Google…
Is Fixed Broadband Access More Important Than Mobility?
U.K. consumers would ditch video (49 percent) or mobile (30 percent) before their fixed network broadband connection
How Much Change Might “Unlocked Phones” Bring?
Would mandatory rules on sale of “unlocked” phones enhance consumer welfare and competition in the U.S. mobile communications business? Some argue that…
Can Wi-Fi Really Compete with Mobile Networks?
For which applications can a Wi-Fi network be a viable substitute for a mobile network? The answer depends on
Diminishing Use Predicts Churn: Will that Happen to Access Networks?
In the mobile service provider business, one of the classic signs of potential customer churn is a pattern of diminishing use. What does that mean for landline broadband as customers shift some activities to mobile devices?
Changing “Definitions” Reflect a Changing TV Industry
Nielsen’s exploration of new definition of “TV household” reminds us how much the business is changing. When traditional and basic metrics lose their power to describe financial performance or end user behavior, it’s clear that
Apple Has to be Working on a Lower-Cost iPhone
Is Apple working on a lower-cost iPhone? Yes, some say. No, others say. The answer is simple if we consider the prices Apple can charge in developing markets.