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Analyst Insight
iPhone Onslaught: Operators brace for the unknown
By Pyramid Research
With the debut of Apple’s iPhone only two weeks away, the computer giant intends to “reinvent the mobile phone.” Never has the release of a new mobile device received more buzz than that around the iPhone. Once the device was announced in January, operators stood by waiting to see whom Apple would decide to partner with. In the US, Apple chose to lock itself in with AT&T Mobility for five years. This means that no other operator can sell the iPhone for five years, and the device is compatible only with GSM operators until then. It appears that by choosing to collaborate with AT&T alone, Apple will have more control over the marketing of the product. Significantly, an email ad sent to iPod customers contains a picture of the iPhone with a long description of it features, and AT&T is not mentioned even once. Read more |
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Product Excerpts
Growing at breakneck speed, Bharti Airtel puts Capex pedal to the metal
In June 2007, Pyramid Research released a new report titled The Global Mobile Capex Index: Analyzing the Big MNO Spenders. In the report, analyst Dan Locke created a Capex Index comprising 15 of the world’s leading MNOs from a mix of emerging and mature markets, which together account for 63% of the world’s total MNO Capex, by our estimates. The report tracks Capex and revenue figures on an annual and a quarterly basis, and analyzes capital expenditure levels, trends, and drivers for the Index as well as the US market. In addition, the report includes top-level Capex profiles for each MNO. Read more
Pyramid Prediction: Here we provide a snapshot of Bharti Airtel, the fastest-growing MNO in our Index by both revenue and Capex: since the beginning of 2004, the New Delhi-based mobile operator has spent more than half its revenue on Capex.
Why RCS & RDS Romania Has a Chance in 3G
RCS & RDS is planning to launch commercial 3G service by the end of 2007. The Romanian mobile market is already well-established with four mobile network operators: Orange, Vodafone, Telemobil Zapp, and Cosmote. The first three of these already offer 3G. RCS & RDS is a well-positioned and diversified fixed operator with more than a million cable subscribers, a nationwide fiber-optic network, and a strong brand, but does it have what is takes to succeed in the highly competitive world of mobile telecommunications? Read more
Pyramid Prediction: Although the Romanian mobile market is very tough, we believe RCS & RDS has several competitive advantages, which combined with a sound entrance strategy will help it be successful in the mobile sector.
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Research Update:
The following is a list of some of our most recent research. Please click on the following for more information:
Reports:
The Global Mobile Capex Index (June 2007)
The WiMax Value Proposition (May 2007)
Perspectives:
Amp'd Stumbles, but the MVNO model will survive (June 2007)
Vivo GSM: It's Showtime (June 2007)
Forecasts:
China Fixed-Mobile Convergence Forecast
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Pyramid Telecom Roundup - Powered by ITI Digest!*
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Deutsche Telekom to acquire Orange Netherlands... maybe
Europe's press are reporting that Deutsche Telekom is negotiating to acquire Orange Netherlands from France Telecom-owned Orange SA for approximately €1,300 million (US$1,760 million). Although none of the companies involved has yet issued a formal statement regarding the status of the negotiations, France Telecom has admitted that Orange Netherlands has asked its workers council to assess the possibility that the company will be sold in the near future. Due to regulatory and employment laws, Orange Netherlands cannot formally comment on the news until it has sought the opinion of workers' councils. Read the full article in ITI Digest
Tele2 partners with Nokia Siemens Networks to enhance European fibre-optic backbone
Nokia Siemens Networks has agreed to work with Tele2 AB to build a new pan-European dense wavelength division multiplexing (DWDM) network that can support 40Gbit/s and wavelength on every link. The new network will bolster Tele2’s IP backbone network, and link major European telecommunications nodes. The new core transport network will enable Tele2 to cost-efficiently offer its customers new IP services and enhance its transmission capacity. Read the full article in ITI Digest
Ericsson acquires service delivery platforms provider Drutt Corporation
Ericsson AB has signed an agreement to acquire 100% of the shares of Drutt Corporation, a provider of service delivery platform (SDP) solutions. This deal represents yet another step in Ericsson's ambition to become the leader in multimedia. Read the full article in ITI Digest
Telecom New Zealand selects Alcatel-Lucent as technology partner for W-CDMA upgrade
Alcatel-Lucent has been selected by Telecom Corporation of New Zealand (TCNZ, or Telecom) as its technology partner for the deployment of a new 3G Wideband-CDMA (W-CDMA)/High Speed Packet Access (HSPA) network deployment.
Read the full article in ITI Digest
Ericsson to deliver 3G/HSPA network to Personal in Argentina
Ericsson AB is building an HSPA-enabled 3G network for Argentinean operator, Telecom Personal, a subsidiary of Telecom Argentina. Ericsson will also expand and modernise Personal's existing network with its Mobile Softswitch solution.
Read the full article in ITI Digest
Telefónica del Perú and Alcatel-Lucent announce partnership
Ericsson AB is building an HSPA-enabled 3G network for Argentinean operator, Telecom Personal, a subsidiary of Telecom Argentina. Ericsson will also expand and modernise Personal's existing network with its Mobile Softswitch solution.
Read the full article in ITI Digest
France Telecom announces acquisition of Ya.com in Spain
France Telecom SA has announced the acquisition of a 100% stake in the Spanish company, Ya.com, for an enterprise value of €320 million, consolidating Orange SA’s position as number two on the Spanish ADSL market with more than one million subscribers, offering Spanish consumers a genuine alternative to the historical operator. Read the full article in ITI Digest
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About Analyst Insight Weekly |
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Analyst Insight Weekly reaches more than 25,000 telecommunications and media professionals each week. We differentiate ourselves from newsletters which simply recycle news by analyzing news and events against our own primary research and providing predictions based upon our views.
* Pyramid has also partnered with International Telecoms Intelligence (www.itireports.com) to bring to our readers a weekly telecom round-up in addition to our analytical content.
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