Pyramid Points

  • 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 t…
  • 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, TriMob…
  • Five factors impacting the Saudi enterprise ICT market 01 October 2015 Saudi Arabia has the largest telecommunications market and the largest IT market within the Middle East. A significant component of this ICT market is the enterprise segment. Towards 2020, Pyramid Research has identified five overarching factors which can impact the growth of the enterprise ICT service market in the country.    1. Public sector spend The public sector constitutes a significant sha…
  • The UK enters consolidation phase with healthy trends across the fixed, pay-TV and mobile markets. 10 September 2015 Q2 2015 operator results confirmed the positive momentum of the UK market, which is one of the healthiest in Europe in terms of customer and ARPU trends.  The ongoing consolidation and possible regulatory remedies will change competitive dynamics over the next few years and will likely reinforce a household-centric proposition. However, Pyramid Research expects the focus to remain predominantly on…
  • Banking the unbanked: Mobile operators are key to fostering financial inclusion in Latin American countries with underdeveloped financial systems 25 August 2015 While some countries are prepared for emerging mobile payment solutions from device makers and online companies, others rely on mobile operators.  Several Latin American countries have the elements in place to drive the adoption of mobile payment (m-payment) solutions: a vast population still underserved by formal financial services, high penetration rates of mobile subscriptions and an increasing…
  • From m-money to m-banking: The evolution of mobile financial services in Africa 25 August 2015 On a continent where few have access to a physical bank and millions are unbanked, m-money has proven transformative in the way it has democratized access to financial services. At the end of 2014, 255 m-money services were operating in 89 different countries worldwide according to the GSMA. Among them 53%, or 135 of the services, were in sub-Saharan Africa. In the region, 81% of countries have m-…
  • Social commerce in Asia-Pacific driven by mobile-first users 25 August 2015 Mobile-centric consumers have transformed the region’s e-commerce landscape, evolving new business models based on m-payments, OTT & social media.  Asia-Pacific is increasingly a mobile-first region, and this is evidenced in e-commerce trends across the region. Coupang, one of Korea’s premier online shopping destinations, saw 71% of traffic come from mobile devices in 2014, translating to $1.…
  • Anatel is assessing changes to an outdated and rigid concession model that will ultimately help Brazil’s fixed incumbents 20 August 2015 Revenue from fixed circuit-switched voice has been declining, triggering a discussion on whether the concession model should remain intact.   Brazil’s telecom regulator, Anatel, is analyzing whether the current concession model for the fixed circuit-switched services market in Brazil is still viable. The current concession model, in effect since 2006 and valid through 2025, established mandatory g…
  • Assessing the possible events of Orange’s New AME Organizational Structure 14 August 2015 Orange announced in late 2014 the creation of a dedicated holding company bringing together all of its African operations. This puts Africa and the Middle East (AME) in a central position in the group’s strategy, and grants it with the unique status of being a separate regional company within Orange. Marc Rennard, Executive Vice President Africa Middle East & Asia, explained this move during O…
  • 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…