The recent decisions by HBO and CBS to launch their own branded over the top video streaming services naturally have refocused questions about when OTT services will start to challenge the linear video business model in a significant way. Opinions…
By: Gary Kim
Uncertain Demand for Gigabit Driven by Uncertain Cost to Supply
In some ways, gigabit Internet access is a “tomorrow” issue for many of the world’s Internet service providers, as it might well be for many providers of Internet access in rural areas of the United States. Global average connection speeds…
OTT Video Adoption: Why the Inflection Point Matters
As a rule, major transitions in technology and revenue models are slower to develop than most predict. In other words, when looking at the transition from linear TV to online TV, or the business impact of any major new technology,…
Connected Car Revenue Models and Forecasts
Connected cars have recently become a key AT&T new product initiative, for perhaps obvious reasons: AT&T wants to fuel growth (revenue and subscriptions) for its mobile business. AT&T expects meaningful subscriber growth for its connected car services in the next…
CAF Speed Target Could Create New Winners and Losers
Even as some urban Internet service providers are boosting high speed access speeds to a gigabit, while many competitors are raising speeds to 50 Mbps to 100 Mbps, rural ISPs might face a similar challenge in the near future, if…
Mobile Vs. Wired Broadband Speeds: A Reversal Ahead?
Mobile substitution has been a nightmare for fixed network service providers, the chief case in point being consumer purchases of “voice services.” In many markets, including the United States, consumers simply are abandoning use of fixed network voice, in favor…
Cable Operator Revenues Approach Historic Shift
Leichtman Research Group (LRG) says the largest U.S. cable TV operators now have more high speed access customers than they do video customers, according to Bruce Leichtman, LRG president and principal analyst. And, sometime in 2015, it is possible AT&T…
Benchmarking, While Valuable, Has Disruptive Implications
Benchmarking–the practice of comparing one’s performance against other firms in the same industry–is widely practiced. Typically, such measures provide an indication of how well a firm is doing, compared to its competitors. Benchmarking across industries likewise can be quite useful,…
Wireless M&A and U.S. Mobile Market Stability
If the Federal Communications Commission will not allow Sprint and T-Mobile US to bid jointly on spectrum, what are the odds the FCC will allow Sprint to buy T-Mobile US? “We must make sure that the biggest providers are not…
Mobile Operators and IoT: Why the Big Interest?
Any way one looks at the matter, telecom service providers have to invent or create big new revenue sources to replace dwindling voice revenues that historically have driven revenue and profits. In 2001, about 65 percent of total consumer end…
Is There a VoLTE Business Case?
VoLTE rollouts are taking off, but “there is no business case,” at least yet, for voice over Long Term Evolution, says Stéphane Téral, Infonetics Research principal analyst. The reason is simply that the initial rollouts have been relatively small, in…
AT&T Revenue Mix Would Change Dramatically, Post-DirecTV
How soon will AT&T and Verizon, whose revenues once were driven by voice products, find they both generate more fixed network revenue from video and high speed access than from voice? Answer: AT&T will likely get there sooner than Verizon….
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