Analyst Notes

For a look at what our industry-leading Analysts are saying about the main events and trends impacting the telecommunications industry and its players, please review our Analyst Notes section.

  • Iliad's entry into the Italian mobile market is likely to be less disruptive than its entry into the French mobile market 07 July 2016 If the European Commission approves the remedy package proposed by Hutchison and VimpelCom, Iliad will become the fourth mobile network operator in Italy. The operator may likely offer discounted prepaid offerings and 1-month rolling subscriptions to gain market share in the low-end market. However, it may struggle to replicate the fast and strong success it has had in France.  Iliad signed an agr…
  • Brexit will likely have minor implications on the UK telecoms market over the next five years 24 June 2016 Brexit will likely have minor implications on the UK telecoms market over the next five years   24 June 2016 The decision to leave the EU will open a period of discussions and negotiations between the UK and the EU which could last up to two years. The exit model and the framework of the new relationships between the UK and the EU are far from clear, and so is the impact on the UK economy. Pyramid…
  • Telefónica announced the evolution of its IoT Portal for SMEs that promises to accelerate the adoption of IoT solutions among SMEs 15 March 2016 Telefónica announced at the Mobile World Congress (MWC) 2016 the evolution of its IoT Portal aimed at the SME segment, based on its existing IoT Partner Programme (IPP) portal. The IoT Portal will provide access to an ecosystem of more than 700 IoT partners and bundled IoT connectivity solutions. It also offers information about news and events related to the IoT arena. Registered SMEs will be abl…
  • Operators are leveraging technological partnerships to have a much broader role in the IoT smart home value chain 15 March 2016 Multiple Internet-of-Things (IoT) solutions for the residential market were presented by leading telcos at the Mobile World Congress (MWC) this year, each boasting partnerships that enable telcos to develop local ecosystems to fulfill all of the components of the value chain. Telefonica announced its partnership with Huawei to leverage its Smart Home cloud-based platform to deploy an end-to-end s…
  • Pyramid Research Perspectives on Mobile World Congress 2016: Key Developments and Analyst Takeaways 15 March 2016 This year’s Mobile World Congress in Barcelona had an unprecedented power to bring together top executives and influential leaders from an increasing variety of industries, from transportation and logistics, financial services and hospitality to healthcare, automotive and agriculture and food. Digital business transformation was a predominant theme, as virtually every vertical pursues digitalizati…
  • Key Insights from the Latest Consumer Survey and Demand Outlook for Digital Services 12 February 2016 Pyramid Research has just launched Digital Consumer Insight Packs that combine comprehensive, end-user survey driven Digital Consumer Analyzer reports published in December 2015 with granular, county-level demand market sizing forecasts for communications and media sectors and  in-depth country reports.  The Digital Consumer Insight Packs are focused on key countries including Germany, the Netherl…
  • Regulatory hurdles loom large in the way of a potential Telefonica-DirecTV Latin America deal 29 January 2016 The full acquisition of DirecTV Latin America would bump Telefonica ahead of long-time rival America Movil in the region’s pay-TV space. However, the deal would most certainly face regulatory hurdles due to competition concerns. Recently AT&T’s CEO said that the company may consider selling its recently-acquired DirecTV assets in Latin American markets. The executive expressed that, although …
  • ICT Predictions 20 January 2016 According to Pyramid’s ICT Predictions report, telcos will see a significant upside in smart home, insurance, automotive and security sectors, and greater usage of cloud services, M2M/IoT solutions, and mCommerce solutions in enterprise markets in 2016 worldwide.  Internet giants  including Google, Amazon, Facebook and Apple will give telcos a run for their money in these greenfield domains howeve…
  • MVNOs, OTT and IoT/M2M Insights to Support Year-end Budgeting & Planning Efforts 16 November 2015 Pyramid Research’s 2015 edition of Insight Packs are now available and provide an examination of disruptive business models challenging established business models, pushing the boundaries of innovation and driving new growth opportunities. For more information, download the Insight Packs 2015.
  • Mobile broadband will gain momentum in Ukraine, offering significant growth opportunities 30 October 2015 The recently granted 3G spectrum bands and a 4G auction planned for 2017 will drive the development and adoption of mobile data services in Ukraine over the next five years. In February 2015, the National Commission for the State Regulation of Communications and Informatization (NCCIR) issued 3G spectrum bands to MTS Ukraine, Kyivstar and life:). Prior to that, Ukrtelecom’s mobile division, TriMo…