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Articles tagged with: Ovum and Capex
Telco revenue growth skidded to halt in 4Q '08
According to a study from ovum, telecom service providers underlying 4Q08 performance has been surprisingly strong, despite chaos in credit markets, a drop in consumer confidence, and macroeconomic uncertainty. Large write-downs in some markets do not negate this underlying strength. more
Related Tags: huawei, zte, opex
1Q09 results showing greater recession impact on suppliers than operators
Opinion by John Lively, vice president of Forecasting at ovum
Two weeks into the 1Q09 earnings cycle, ovum looked at results to date across a
broad spectrum of industry participants to get a sense of how the recession is
impacting the telecoms industry. Specifically, we looked at results for ten
telecoms operators, seven equipment vendors, six component makers, and two
contract manufacturers. The operators are all based in North America, whereas
the revenues of the other companies represent global operations.
more
Related Tags: alcatel-lucent, 3, backhaul, seven, level-3
Telecoms dealmaking on hold in 4Q '08
According to a new study from ovum, global economic downturn depressed valuations and dealmaking in the telecom sector in 4Q 2008. Based on ovum's report, M&A deal count was 129 in 4Q08, from 192 in 4Q07, with only four deals valued above US$1 billion, from 10 in 4Q07. more
Related Tags: citigroup, zain, verizon, alltel, telenor, lte, sms, oracle, ipo, tax, sun, zain-saudi-arabia, turk-telecom
The case for network sharing gets stronger
Opinion piece by Emeka Obiodu, senior analyst at ovum
With a mature market, declining voice revenues and now the economic
downturn, the argument for European mobile network operators (MNOs) to share
their networks has never been stronger. Although there have been several
network-sharing initiatives, what is needed is a more coherent commercial and
regulatory framework across the EU to make network sharing the norm rather than
the exception.
more
Related Tags: orange, t-mobile, roaming, 3-uk, vodafone, teliasonera, t-mobile-uk, tim, eu, ran, yoigo, 3, tele2, opex
Telcos Planning Ahead for an Economically Troubled 2009
In September 2008, the scale of the financial market meltdown grew by orders of magnitude, and apprehension about its effect on the communications industry reached new heights. Recognizing that many companies are now setting budgets for next year and need to make assumptions on how current events will play out, ovum developed several planning scenarios that put boundaries on the uncertainties in the telecoms industry for 2009. ovum believes the most likely scenario is a generally mild impact on the telecoms industry, with growth and spending slowing but not declining. The scenarios are described in the October edition of ovumÃ's Straight Talk Monthly communication to clients. more
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Telstra Fiscal Year Profit Up 13.5%, Keeps Long-Term Target
SYDNEY -(Dow Jones)- Telstra Corp., Australia's biggest telecommunications company, said Wednesday net profit for the year ended June 30 rose 13.5% from the previous year, boosted by increased mobile and broadband revenues, but slightly below market expectations. more
Related Tags: wind, telstra, sol-trujillo, tax, chief-financial-officer, Australia
Telecoms Shines Amid the Gloom
Independent analyst comment - John Lively, VP Forecasting and Analysis at ovum more
Related Tags: social-networking, avea, teliasonera, verizon, alltel, france-telecom, bell-canada, optical-networking, bell
Anadigics Offers Power Amp for 3G Phones in the GSM900 Bands
Anadigics has announced its new AWT6281 HELP3 WCDMA Linear Power Amplifier (PA) engineered specifically for use in 3G handsets operating in the GSM900 bands. The company said that the new power amplifier extends the operating time of 3G handsets and data cards, which is critical for successful operation using today's High Speed Packet Access (HSPA) networks. AWT6281 has been specified by leading chipset manufacturers for selected reference designs. more
Related Tags: wcdma, gsm-association, mts, hspa, power-amplifiers, anadigics, umts900, umts, chipset
No Slowdown in North Amercian Operator CAPEX in 4Q07
ovum has published its analysis of fourth-quarter 2007 revenue and capital spending by North American network operators. Fixed telecom revenues were largely flat to down among top-tier service providers, although AT&T and Bell Canada eked out small gains. Despite the poor revenue growth, wireline telecom operator capex increased by 12.4% versus the fourth quarter of 2006. Cable MSOs saw revenues increase 13.6%, while holding spending growth to just 8.6%. Mobile revenues remained on trend, growing nearly 10%, while mobile capex fell 11.4%. more
T-Mobile and Three to Merge their 3G Radio Access Networks
Hutchison 3G UK (3) and T-Mobile UK have signed an agreement to combine their 3G access networks in a collaboration which they say will lead to almost complete population coverage for 3G services across Britain by the end of 2008 with significant fill in and improvement to dense urban in-building coverage in 2009. more
Related Tags: hutchison-3g-uk, hutchison-3g, core-network, t-mobile-uk, opex, UK