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
LightSquared CEO quits In a letter to the board Sanjiv Ahuja has resigned as CEO of LightSquared. We find it interesting that he gave no reason other than his contract had expired. It seems he may continue to serve on the board. Sanjiv is a smart guy and must have many options globally but we
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 article suggests that Verizon is already considering VoLTE. Very exciting. US rollout of LTE phone networks accelerates – FT.com.
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
$800bn needed in next four years for LTE networks! More mobile connections than people in the world. Smartphone growth sparks investment call – 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.
This is interesting. We believe that one of the reasons for Rogers’ recent decline in data ARPU growth was lost revenue through alternative messaging (whatsapp & iMessage), SMS bundling and unlimited messaging packages. Is it too late for the operators to react? Operators fight back against free messages – FT.com.