China Authorizes 4th Mobile Operator

China has authorized a fourth mobile operator , allowing state-owned China Broadcasting Network–which was created in 2014 to consolidate cable TV and broadcast operations in China–to enter the mobile services market. Two angles are noteworthy. First, CBN marks the entry of the cable TV industry in China into the mobility business. Second, the move illustrates a continuing divide among communications regulatory authorities about the “best” market structure for mobile communications. Given a choice, most seem to believe “four” providers a better structure (at least in terms of competition) than “three.” French regulators are foremost among proponents of a “three supplier” structure, largely to bolster the climate for more-robust investment

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China Authorizes 4th Mobile Operator

Altice Formally Becomes the 3rd-Largest U.S. Cable TV Firm

The Altice purchase of Cablevision Systems Corporation “will serve the public interest, convenience, and necessity,” the U.S. Federal Communications Commission says, and has approved the transaction. The deal makes Altice the third-largest U.S. cable TV provider, after Comcast and Charter Communications

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Altice Formally Becomes the 3rd-Largest U.S. Cable TV Firm

FCC Clears Altice Acquisition of Suddenlink

The Federal Communications Commission has found the acquisition of Suddenlink by Altice “in the public interest,” clearing the way for transaction approval , assuming there is no objection by antitrust authorities. Altice is a holding company incorporated in the Netherlands, providing fixed and mobile voice, video, and broadband services in France, Belgium, Luxembourg, Portugal, Switzerland, Israel, the French Caribbean and Indian Ocean regions, and the Dominican Republic. Altice serves approximately 34.5 million subscribers worldwide. The Suddenlink transaction represents the first major entry into the U.S. cable TV market by an international operator.

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FCC Clears Altice Acquisition of Suddenlink

CWA accuses Alcatel-Lucent of stealing Lucent retirees’ health care funds

The Communications Workers of America union has filed a request with the U.S. District Court in New Jersey to get a temporary restraining order against Alcatel-Lucent over claims that the French company plans to use money for retirees' health care to cover its own pension funding obligations.

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CWA accuses Alcatel-Lucent of stealing Lucent retirees’ health care funds

Western Europe Mobile Market Stabilizing, Still Not Growing

The French telecom market might not be as difficult as the Indian mobile market, but it remains difficult. Though Bouygues now has raised its guidance for 2015 earnings (EBITDA), compared to its May 2015 guidance, the change is driven by performance of the construction unit, not the telecom unit. In 2014, firm earnings were €694 million. The May 3015 forecast called for full-year earnings of about that same amount

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Western Europe Mobile Market Stabilizing, Still Not Growing

Altice to Buy Cablevision Systems Corp.

Cablevision reportedly has agreed to sell itself to Altice , the French communications and cable firm that already owns Suddenlink Communications, the seventh-largest U.S. triple play provider. Were the deal to pass regulatory muster, Altice would become one of the largest U.S. communication providers. Cablevision has about 2.6 million customers while Suddenlink has about 1.1 million, for a total of some 7.7 million subscribers

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Altice to Buy Cablevision Systems Corp.

Iliad Reports Strong Profits, Market Share, Margin

Illustrating the principle that scale matters in the telecom business, Iliad reported consolidated revenues up by seven percent to €2.2 billion in its first half of 2015, with mobile segment revenues up more than 18 percent, while fixed segment revenues climbed half a percent. Iliad says its share of the mobile business rose to 16 percent, after adding a net 820,000 new subscribers in the first half of the year, with earnings (EBITDA) up 16 percent to €725 million. Iliad said its EBITDA margin advanced by 270 basis points to 33.6 percent. “This strong rise in profitability was driven by favorable developments in the Mobile business and the economies of scale achieved in terms of the Group’s fixed cost base.” Iliad now has 10.9 million mobile subscribers, and has exceeded its original expectations for market share, on that metric

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Iliad Reports Strong Profits, Market Share, Margin

Cisco sells off STB unit to Technicolor, realigns IoE, cloud activities

Cisco's new CEO Chuck Robbins is wasting no time making his impression on the company by selling off its set-top box business to French media technology conglomerate Technicolor and realigning the company's Internet of Everything and cloud activities.

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Cisco sells off STB unit to Technicolor, realigns IoE, cloud activities

Cisco invests in 6WIND, furthers focus on NFV and SDN

Cisco has made an investment in 6WIND, a networking software vendor with a focus on network functions virtualization and software defined networking. Coinciding with the visit this week between Cisco CEO John Chambers, his replacement Chuck Robbins, and France's President Francois Hollande, the investment is part of a broader initiative to commit $100 million to help French businesses innovate.

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Cisco invests in 6WIND, furthers focus on NFV and SDN

Orange Targets 5% Annual Revenue Growth in Africa, Middle East

Orange aims to grow revenue from its Africa and Middle East operation by about five percent a year through 2018 and is looking for expansion opportunities in the region, Chief Financial Officer Ramon Fernandez said. That is key since the long-term trend for Orange revenue in France and Europe has been negative since at least 2012. Orange sees Africa and the Middle East as key to the French company’s future . Orange has about 100 million subscribers in Egypt, Morocco, Tunisia, Senegal and Mali among other countries, and they brought in nearly 10 percent of group sales last year.

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Orange Targets 5% Annual Revenue Growth in Africa, Middle East

Bouygues Rejects Altice Acquisition Offer

Bouygues Telecom has rejected a 10 billion euro ($11.3 billion) acquisition bid by Altice, ending, for the moment, both a major consolidation of the French mobile market, a reshuffling of market share leadership, and a decision by regulatory officials to approve or deny the market-reshaping deal. The latest refusal is the third rebuff of an acquisition big by Bouygues over the last 12 months. Altice, owner of mobile operator Numericable-SFR, has bought four companies in the past 18 months. The 10 billion euro price tag valued the telecom business unit as much as the entire Bouygues group before the offer was made public. Also, Bouygues was offered just 5.5 billion by Orange and Iliad, and eight billion euros by Altice itself

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Bouygues Rejects Altice Acquisition Offer

Will Altice Be Able to Jump Two Hurdles?

The big by Altice to buy Bouygues Telecom faces two big hurdles. It isn’t clear the Bouygues board will accept the  10 billion euro ($11.3 billion) bid by Altice. Bouygues already has rejected at least two earlier offers over the last 12 months. On the other hand, as one magnate once said, at the right price, everything is for sale. A 10 billion euro price tag would value the telecom business unit as much as the entire Bouygues group before the offer was made public.

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Will Altice Be Able to Jump Two Hurdles?

Altice Wants to Consolidate and Lead French Mobile Market

Altice, owner of Numericable-SFR, has made a US$11 billion offer to buy Bouygues Telecom, a deal that would combine the second-largest and third-largest French mobile service providers to create a new market leader .   A successful deal also would reduce the number of leading mobile service providers, a move many believe would be helpful for suppliers, as many believe similar consolidation moves in Austria, Germany and Ireland that reduce the number of leading providers are helpful. Regulatory clearance is likely to be a key issue. The French government already has said it opposes the deal

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Altice Wants to Consolidate and Lead French Mobile Market

Altice Pivots Back to France, Bids For Bouygues

After entering the US cable market with the purchase of Suddenlink and feinting toward TW Cable , Altice made its next big move this morning — in France. They’ve submitted a bid for the French telecom Bouygues Telecom , which operates the #3 wireless network there. … [ visit site to read more ]

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Altice Pivots Back to France, Bids For Bouygues

Indian Mobile Providers Reliance Communications, Sistema Explore Merger

Reliance Communications (RCOM) and Russian conglomerate Sistema are in talks to merge their Indian telecom businesses, a move many would guess will occur on a wider scale as the mobile industry in India consolidates to a more sustainable number of providers. The f ragmented Indian mobile market , many would argue, must consolidate to fewer providers to create a sustainable market structure based on actual profits. The Indian mobile market will consolidate from about 10 contestants to six in the wake of the recent spectrum auction, says Fitch Ratings, while consumer prices are likely to rise. “We believe that telcos are likely to raise prices in response to high spectrum prices,” said Fitch Ratings

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Indian Mobile Providers Reliance Communications, Sistema Explore Merger

Altice may be eyeing Verizon’s wireline business as next acquisition target

Fresh off its 70 percent acquisition of cable company Suddenlink Communications, French telecom firm Altice may already be looking at its next U.S. target: Verizon Communications' residential wireline business, including FiOS TV.

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Altice may be eyeing Verizon’s wireline business as next acquisition target

Altice Makes History: Enters U.S. Cable TV Market

For the first time ever, a significant European telecom company is getting into the U.S. cable TV business.   Altice is buying Suddenlink Communications, the fifth-largest U.S. cable TV company, ranked by subscribers, for $9.1 billion deal. Some believe the move is preparatory to a bid for Time Warner Cable as well

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Altice Makes History: Enters U.S. Cable TV Market

Altice Steps Into US Cable M&A Ring

There’s a billionaire buying US Cable MSO assets this month, and it isn’t John Malone this time. The French group Altice SA, controlled by Patrick Drahi, jumped into the fray this morning with a deal to buy Suddenlink for $9.1B . Supposedly they have also been simultaneously  kicking the tires over at TW Cable . …

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Altice Steps Into US Cable M&A Ring

Mobile Attackers Eventually Will Balance Share Gains, Profits

There are some continuing parallels between the U.S. and French mobile markets, with a one perhaps surprising twist. In both markets an attacker is shaking up pricing and perceptions of value, and at least so far making steady market share gains.

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Mobile Attackers Eventually Will Balance Share Gains, Profits

The encryption genie is already out of the bottle

This article was authored by Don Sambandaraksa, and was originally posted on  telecomasia.net . The world has declared open season on encryption and civil liberties. In one week Thailand announced its draft Cyber Security bill, Iran’s highest court banned encrypted messaging apps and now the United Kingdom has announced its own war on privacy in the wake of the French terror attacks. … [ visit site to read more ]

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The encryption genie is already out of the bottle

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