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Finance Blog : Finance and M&A Commentary on the Communications & Media Industry
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The iPad is not the elusive “second side” of the telco business model. Nevertheless the economics of the deal between Apple and at&t can be used as a primary example of the types of new business models that CFO’s of service providers need to consider experimenting with in order to replace the long, slow decline of their fixed-line businesses. It also can serve as a model of how to work with other device manufacturers in the future. When the iPad was announced on January 27th of this year with...
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According to an article in Business Week, the data traffic over at&t’s network has jumped 5,000% since the iPhone was introduced 3-years ago. While some of the increased traffic is due to the shift away from the smartphone being primarily a business tool and more toward becoming a ubiquitous device for the general public, it is by no means the majority. The majority of that network traffic increase is coming from only 3% of users...or “network hogs.” at&t currently estimates that 3% of its...
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There has been a lot of talk since TM Forum’s MW-Nice 2009 about the telco two-sided business model, or “Telco 2.0.” While there certainly are a lot of people thinking about what a sustainable business model looks like for the communications industry; it appears as if the Ford Motor Company is rolling out its own two-sided business model. It is widely expected that Ford will announce at next month’s Consumer Electronics Show that it is opening the source code for Synch so that developers can create...
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The abfjournal recently listed the top 50 equipment leasing & financing companies by both portfolio size and by volume. I must admit I was a bit surprised to see that alongside the names of GE Capital, Banc of America, and Royal Bank of Scotland, were the names of six (6) of the TM Forum’s 700+ members. The six captive financing arms (which included both US & non-US based firms) had leasing portfolios totaling more than $48 billion USD. Although captive financing arms can provide a boost...
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Last week H-P announced it would buy 3Com for $2.7B and Motorola announced it was seeking to sell off its TV and mobile phone networking gear division. Has the Media & Telecom M&A market returned? Not so fast! Volatile stock markets, limited availability of credit, and the increased cost of borrowing have ground the global M&A market to a halt. Through the first half of 2009 the number of global deals was down 47% according to recently published reports. While many “experts” were predicting...
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