iPad3 Yesterday we read a really interesting article by Jameson Berkow iPad 3 has tablet owners wanting to upgrade in then FP TECH DESK. The article points to a survey saying that 42% of current iPad 2 owners plan to upgrade once the device is released. We think this is an incredible situation. Gone are
Unlimited plans From a marketing perspective it is always very attractive to have unlimited, but delivering unlimited is always difficult when the resource itself if not unlimited. Have you ever heard of an unlimited gas plan or unlimited electricity? We have not; in fact it looks like the only thing that we do not pay
Cutting the cord Recently much has been written about cutting the cord. This phrase can refer to a number of situations, but the two most obvious in today’s parlance are either dropping your home phone or your cable TV. At home, we have done both and it has been amazing, liberating and has had the
Phone In Q4 we had some interesting activities in Canada. TELUS had some exceptional results, but otherwise all trends stayed the same. Firstly wireline phone: Overall nets for cablecos were lower than Q3 2011 but higher than Q4 2010. The real cableco winner was Cogeco, which has 24k nets vs. last year where they added
Wireless wholesale networks So far wholesale networks have not worked in the USA and as far as we can see in Europe, the winners in wholesale deals have been the MVNOs, not the wholesale providers which are usually the national provider turned national enemy with a regulator hell bent on creating competition by constraining the
Wireless network quality myths: In the past companies like Verizon in the USA and Rogers in Canada built their brand and customer base on the back of superior networks, but shortly after Virgin Mobile launched the first MNVO on T-Mobile’s UK network, a third party customer satisfaction survey revealed some startling results: Virgin was rated
e=mc2 ? Does this mean that e-Commerce is equal to m-Commerce squared? For that to be true, mobile operators and banks had better starting getting their stuff together and provide something that just works, or else someone else will rewrite their equations. It seems that operators have not learned any lessons from past mistakes: When
This is a different way of looking at things: First he says if Bell cannot compete on a fair basis for spectrum, that they will be forced to concentrate their resources on urban to compete. Then in the next sentence he says they have the resources to bring the best of global wireless to every
Outlook for T-Mobile down, port results at Telecom Italia, reduced dividends at Telekom Austria, Telefonica and warning of lower dividends at France Telecom. So why are Rogers, Bell and Telus all raising their dividends? European telecoms woes grow – FT.com.
MetroPCS has produced over 1 million net new subscribers for 6 years in a row – well done. Note that the MetroPCS EBITDA margin was 31.9% for 2011, compared with Telus at 39.7%, Bell at 34.8% and Rogers at 42.2% MetroPCS – Investor Relations – Press Release.