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September 2011
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The Insider -
Whilst the world’s leading journalists pontificate on the damage Amazon’s Kindle Fire will cause Apple, Google, Android, RIM, et al, The Insider is more worried about the damage it could do to the telecoms industry. For those of you that have managed to avoid all the press on the subject let me summarize that Amazon has just released a veritable arsenal of color Kindles, one thinly disguised as a tablet, set to blow the market apart. With the Kindle Touch (starting at $99), a regular... -
The market dynamics in the communications space is changing rapidly and only the most agile of CSPs will be able to keep pace, remain profitable or, in some cases, even survive. Just how they will achieve this has been the subject of vigorous debate lately with everyone weighing in with their theories. For the most part, The Insider has been relatively conservative when discussing the options surrounding those operating in mature markets, but news channels now appear to be taking quite an interest... -
It seems to be widely agreed that the telecoms industry, once the bastion of innovation, appears to have lost its mojo. The insider has been attending the Management World Africa event in Johannesburg this week and the question of innovation, or lack of it, was raised in number of sessions. Almost indicative of the issues was the difficulty to even define what innovation is. Whilst there is no question that forms of innovation are occurring within the IT and marketing departments, the fact remains... -
“Over-the-top (OTT) providers could capture as much as 16 per cent of mobile voice revenue in the next five years.” This fascinating headline caught The Insider’s eye and made him wonder if anyone really cared. It was linked to a press release from Analysys Mason promoting one of their reports , but with voice revenues declining steadily for CSPs you’d wonder why they would be concerned with losing percentage of what is fast becoming a commodity item. Another article sighted... -
Hot on the heels of TM Forum’s Smart Grid Quick Insights report is the news that US utilities could spend at least US$3.2 billion on telecommunications equipment and services this year. TelecomPaper reports that according to a study by the Utilities Telecom Council (UTC), this level of communications spending represents a 21 percent increase over the estimated US$2.64 billion utilities spent in 2009 and at least a 3 percent rise over the US$3.1 billion spent in 2010. Maybe these figures will... -
“Consumer complaint levels in the telecommunications industry are far too high and poor customer care (both directly and indirectly) drives many consumers to complain. Poor performance in these areas imposes real and significant costs on consumers. It also imposes unnecessary costs on industry. In contrast to their dissatisfaction with customer service, consumers are generally satisfied with the quality and service reliability of the communications services themselves. They are increasingly... -
Are you ready to hear some good news around the explosive growth of data usage on mobile networks? After months of reporting CSP concerns about the cost of providing data services, stagnant revenues and falling margins comes some very refreshing news from an operator in one of the world’s most competitive markets. Hong Kong’s SmarTone Telecommunications more than doubled its profit for the year ending in June, on the back of strong subscriber growth, smartphone sales and a dramatic increase...
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