Between 2003 and 2015, Revenue Per Sub for 15 Biggest Telcos Dropped 69%

Globally, average revenue per subscriber for the largest 15 service providers has declined since 2003 to 2013 by about 69 percent, according to IBM. Globally, average profit margins for the largest 15 service providers–operating in at least 10 countries each–has declined by four percent in the 2003 to 2013 period. For single-country operators, margin has declined 22 percent. source: IBM source: IBM Telecom 2020:Preparing for a very different tomorrow from Rob Van Den Dam

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Between 2003 and 2015, Revenue Per Sub for 15 Biggest Telcos Dropped 69%

Sprint Layoffs Illustrate Fundamental Telco Problem

Sprint Corporation has announced a workforce reduction plan ( layoffs ) that might mean the loss of 1400 jobs at Sprint. Sprint says the cuts will cost $160 million in Sprint’s second quarter. Such cuts always are disruptive for the affected employees. But the downsizing is not unusual for service providers these days, as difficult as the process might be. “Costs are going up and revenue is flat,” says Anup Changaroth, Ciena director, portfolio marketing.

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Sprint Layoffs Illustrate Fundamental Telco Problem

So Now Cable Likes Netflix?

A few years ago, there was a bit of a cold war going on between Netflix and the larger cable MSOs that flared up with that interconnection dispute between Level 3 and Comcast. That particular argument was resolved publicly a few months back , but now  reports over the weekend have Netflix in negotiations with cable MSOs of a very different sort that suggests a rapidly shifting terrain. … [ visit site to read more ]

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So Now Cable Likes Netflix?

So Now Cable Likes Netflix?

A few years ago, there was a bit of a cold war going on between Netflix and the larger cable MSOs that flared up with that interconnection dispute between Level 3 and Comcast. That particular argument was resolved publicly a few months back , but now  reports over the weekend have Netflix in negotiations with cable MSOs of a very different sort that suggests a rapidly shifting terrain. … [ visit site to read more ]

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So Now Cable Likes Netflix?

So Now Cable Likes Netflix?

A few years ago, there was a bit of a cold war going on between Netflix and the larger cable MSOs that flared up with that interconnection dispute between Level 3 and Comcast. That particular argument was resolved publicly a few months back , but now  reports over the weekend have Netflix in negotiations with cable MSOs of a very different sort that suggests a rapidly shifting terrain. … [ visit site to read more ]

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So Now Cable Likes Netflix?

Earnings Preview: Steady Progress for tw telecom, Cogent

Two very different competitive fiber operators will report earnings later this week.  Both tw telecom and Cogent have scheduled their conference calls for Thursday morning, although usually that means tw telecom will have their release out the night before.  Both seem to have cracked the code of profitability in this space, although from very different approaches. … [ visit site to read more ]

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Earnings Preview: Steady Progress for tw telecom, Cogent

The Contenders: wireline companies challenging the status quo and poised for success

By Samantha Bookman What providers are challenging the status quo in the wireline segment of the telecom industry? In this first installment of The Contenders, we look at providers that are either giving the leaders in their segment a run for their money, are setting the pace for a segment or are driving innovation forward. (Image source: iStockPhoto) Deciding what makes a company a contender can be difficult. The companies profiled here vary in size and strength, operate in very different segments–equipment manufacturing, network infrastructure, telecom services and so on–and on the surface appear to be unrelated. But if there's one idea that drives the growth of and migration to IP infrastructure, it's interconnectedness.

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The Contenders: wireline companies challenging the status quo and poised for success

The Contenders: wireline companies challenging the status quo and poised for success

By Samantha Bookman What providers are challenging the status quo in the wireline segment of the telecom industry? In this first installment of The Contenders, we look at providers that are either giving the leaders in their segment a run for their money, are setting the pace for a segment or are driving innovation forward. (Image source: iStockPhoto) Deciding what makes a company a contender can be difficult. The companies profiled here vary in size and strength, operate in very different segments–equipment manufacturing, network infrastructure, telecom services and so on–and on the surface appear to be unrelated. But if there's one idea that drives the growth of and migration to IP infrastructure, it's interconnectedness.

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The Contenders: wireline companies challenging the status quo and poised for success

Should all Internet Device User Interfaces be the Same?

Ask yourself whether it is especially helpful for all your digital devices to use a similar look and feel. How important is it that your PC, your tablet, your smart phone and possibly other devices have a similar user interface? Microsoft is about to find out, it appears, with the launch of Microsoft 8.

Samsung Resale Prices Drop, Apple Patent Win Seen as Cause

Significantly more customers of Samsung are putting their smart phones up for sale on Gazelle.com. Gazelle.com

Twitter Really Does Break News

Twitter isn’t a very good “search engine,” many would argue, but there are reasons for that.Twitter really is becoming a place where real-time news breaks. But that also means a high degree of content churn.

A tale of two Sprints: What if Sprint severs ties with Clearwire?

A two-part series: Sprint with Clearwire is a very different company than Sprint without Clearwire. In Part II: Sprint with Clearwire’s assets would become a 4G juggernaut, capable of maintaining its unlimited data policies and assured of its mobile broadband future

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A tale of two Sprints: What if Sprint severs ties with Clearwire?

A tale of two Sprints: Can Sprint really go it alone?

A two part-series: Sprint with Clearwire is a very different company than Sprint without Clearwire. In part one: If Sprint cuts its ties with its 4G provider it likely will have to overhaul its mobile broadband business model, starting with its treasured unlimited data pans. Come back for part two tomorrow.

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A tale of two Sprints: Can Sprint really go it alone?

Google+ Crosses the Chasm in 6 Weeks

In just over six weeks, we’ve moved from innovators to early adopters to early mainstream users visiting Google+. Click on image for a larger view. That’s rapid adoption by any measure, and perhaps an oddity among technology products. The widely-accepted view is that a new technology product initially appeals to enthusiasts who are very different from the early ranks of mainstream users.

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Google+ Crosses the Chasm in 6 Weeks

Different Paths to Mobile Payments

There are many different angles to take in the mobile payments, mobile wallet and mobile money transfer segments of the mobile banking market. They are, in fact, often functionally distinct businesses. All of them share one thing: the use of mobile devices to exchange money. But that’s just about where the similarities end. Here are a couple different services seeking roles in distinct parts of the larger ecosystem.

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Different Paths to Mobile Payments

Prime Time for iPad is Different from PC

An analysis suggests that iPads get used differently than PCs and notebooks or netbooks. Tweets from the iPad app peak in the morning (around the 7:00 and 8:00 am) and again in the evening (around 8:00, 9:00, and 10:00 pm). The non-iPad app tweets follow a very different pattern: They match up with the work day, highest from 9-to-5 and peaking just before and after lunch.

On the Implications of Verizon’s Terremark Buy

Rich Tehrani has an interesting piece on the the implications of the NAP of the Americas falling into the hands of one carrier (Verizon), following yesterday’s surprise M&A announcement .  It’s not about net neutrality though, but about carrier neutrality which is a very different thing.  The purchase stands to change the landscape of interconnection for a large chunk of the internet in ways that cannot be … [ visit site to read more ]

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On the Implications of Verizon’s Terremark Buy

EBITDA Margin and Cash Flow Trends for Competitive Telecoms – Q2/2010

In the previous post, we looked at relative revenue growth and capex trends , updating my competitive telecom trend charts for the second quarter.  But while revenue growth is important, profit is obviously moreso.  Comparing profit directly doesn’t tell us much because it has too many pieces, not the least of which are very different levels of debt and amortization.  In telecom, the common metric to measure the performance of the operations independent of the balance sheet is EBITDA – which has its own warts but gives us a commonality with which we can do comparisons after normalizing by revenue to get EBITDA margins.  As always, EBITDA margin varies greatly depending on business model, with fiber-heavy companies having high EBITDA margin and high capex, and fiber-light companies the opposite.  Here is the latest graph showing EBITDA margin trends across the sector since the beginning of 2008: … [ visit site to read more ]

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EBITDA Margin and Cash Flow Trends for Competitive Telecoms – Q2/2010

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