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.

  • Etisalat UAE expands its IoT service offering 10 August 2015 Although IoT is sometimes used interchangeably with Machine-to-Machine (M2M), Pyramid identifies cellular M2M services as a subset of the Internet of Things (IoT) model. Within this context, IoT refers to the holistic interconnection of services, processes, applications, domains, protocols and devices, going beyond a specific network technology or service provider type. This integrated and connect…
  • The merger Wind-3 Italia may unlock convergence opportunities 07 August 2015 Quadruple play is not the only way; Fixed-mobile bundles without pay-TV have been successful in some Western Europe markets On 6 August 2015, CK Hutchison Holdings Limited, parent company of 3 Italia, and VimpelCom Limited, parent company of WIND, entered into an agreement to form a 50/50 joint venture that will become the second-largest telecoms operator by revenue in the Italian market, overtak…
  • LTE competition intensifies in Bolivia with Viva’s commercial LTE launch. 03 August 2015 With three LTE networks already in commercial service in Bolivia, Pyramid Research expects LTE subscriptions to reach 1.4m by 2020. Trilogy’s Viva, the third-largest operator in Bolivia in terms of mobile subscriptions, recently announced the commercial launch of its LTE network in the AWS band. With the announcement, Viva became the third, and last, carrier in Bolivia to offer LTE services, foll…
  • The commercial arrival of VoLTE services to Latin America to occur in 2015 28 July 2015 Avantel in Colombia is gearing up to become Latin America’s first operator to offer VoLTE services, with commercial launch announced for late 2015. Mobile operators around the globe are unequivocally headed towards VoLTE as they seek to leverage their LTE and IMS investments, and to unlock new revenue streams. However, the drivers and sense of urgency vary with each market. So far, VoLTE has been…
  • Cellular M2M Market Positioning and Opportunity for Mobile Operators 22 June 2015 Pyramid Research expects the true growth in the M2M market to come both through the inclusion of new M2M devices in MNO networks and through the upselling of additional value-added services to existing M2M SIMs through a data aggregation model. Indeed, M2M VAS can boost MNO revenue and yield attractive margins. While profit margins for the provision of connectivity alone are in the order of 10%, m…
  • Musings from the Streaming Media East 2015 Conference 05 June 2015 TV Everyone: the rise of smartphone producers and niche consumers leads to difficult decisions for pay-TV operators. In recent years the industry has used the acronym TVE, or television everywhere, to describe OTT services offered by cable, satellite and IPTV providers that let customers view VoD and linear content everywhere, or at least everywhere they have a compatible device and an Internet c…
  • LTE on track to account for 4.2% of Latin America’s total mobile subscriptions at year-end 2015 07 May 2015 The deployment of LTE networks is in full swing in most major Latin American markets; however, adoption remains low. As of March 2015, 49 LTE networks have been commercially launched in Latin America, and more LTE launches are expected in 2015 in Argentina, Ecuador, Central America, Peru and Venezuela. The deployment of LTE networks is in full swing in most major Latin American markets; however, …
  • Anatel will auction up to four satellite orbital slots, but will there be any local companies among the winners? 06 May 2015 On March 24, 2015, Brazil’s National Telecommunication Agency, Anatel, announced the auction of up to four satellite orbital positions. The auction will take place in May and the minimum price of each orbital position is $9m (approximately R$27m) for 15 years of exploration rights. There are currently over 70 satellites orbiting over Brazil, and most are managed by foreign companies such as Echos…
  • Telecom Italia launches quad-play in partnership with Sky TV 06 May 2015 On April 16, 2015, Telecom Italia (TIM) became the latest European operator to launch a quadruple-play offer, in cooperation with Sky TV, accelerating the convergence trend in Italy. As part of a special promotion, users can get TIM’s SMART quadruple-play plan for €39 ($47.58) per month during the first year, after which the monthly charge will climb to its normal price of €58.90 ($71.86). The pla…
  • Claro Honduras and Movistar Panama launch LTE in Central America 08 April 2015 As of March 2015, LTE services are available in four out of six markets in Central America. Claro Honduras and Movistar Panama are the most recent operators to launch LTE in Central America, raising the total to seven.  EXHIBIT 1: OPERATORS OFFERING LTE SERVICES IN CENTRAL AMERICA, MARCH 2015 Source: 4G Americas, Pyramid Research   Claro joins Tigo as an LTE provider in Honduras Tigo was th…