by Pivot
Category: Business Models
Sprint Reports Success, Has Some Issues in 4th Quarter
Sprint Nextel Corp. says wireless service revenues for the fourth quarter of 2011 increased more than seven percent year-over-year, driven by Sprint platform postpaid average revenue per user growth of $3.69. But Sprint also saw…
Value and Power Shifting to App Providers, Execs Believe
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…
BSkyB Faces Slowing Growth
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,…
Global Service Provider Capex Will Grow about 3% Through 2017
To a growing extent, capital investment in the global telecom business is mobile network investment. Mobile share of total capex will grow from 56 percent in 2011 to 62 per cent in 2017, according to…
Is the Industry Past it’s Peak?
Most executives are familiar with the notion of a “product life cycle.” What might be a more provocative idea is the notion that collectively, the global communications industry might be entering a period where communications…
Verizon Earnings: Wireless Leads, Wired Treads Water
Verizon earnings and revenue growth during the fourth quarter of 2011 were strong. Verizon had revenue of $28.4 billion, an increase of 7.7 percent from the same quarter of 2010. After adjustments for a strike,…
KPN Customers Keep Substituting Social Networks for Voice and Texting
Some observers believe Royal KPN NV (KPN), the largest Dutch telecom company, is the proverbial “canary in the coal mine,” providing early and advanced warning of trends that could surface in other markets. In particular,…
Big Changes in Video Business: Technology is Not Enough
“Silicon Valley” and “Hollywood” have had a complicated relationship for years. The recent battle over the Stop Online Piracy Act (SOPA) is just the latest example. Leading media concerns pushed the legislation, while most of…
Why “Cloud Computing” is So Confusing
“Cloud computing” is one of those “hyped” concepts the telecom industry runs into from time to time that is confusing both for customers and service providers alike. To make matters worse suppliers often try to…
Fixed Line Service Providers: “Lay Down and Die,” Some Warn
No matter how optimistic and positive one wishes to be about business prospects for fixed line service providers, there are disquieting signs. “If you are in the desktop business or the fixed line business, lie…
Business Model Innovation is Essential; Only Question is How Much Innovation is Required
Capacity providers and broadband Internet service providers have enabled quite a few businesses and created substantial equity value over the last decade, says Bill Barney, Pacnet CEO. The problem is that third party application and…
How Fast Could Voice and Messaging Revenue Decline?
According to a recent survey of industry executives, telecom service providers fear declining revenues in the messaging segment of their business. To be specific, the fear is that losses of 20 percent to 35 percent…