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  • Analysts need to polish their crystal balls

    A news story from Reuters today states that mobile data revenue is expected to jump 23 percent this year thanks to increased usage of smartphones and tablets, as the number of global mobile connections reaches 5.6 billion this year. Quoting research firm Gartner, it says that mobile data services revenue will total $314.7 billion this year, a 22.5 per cent increase from 2010, and added that, in four years, mobile data sales will reach $552 billion. In another stroke of reporting genius, the article...
  • Resilience to recession real, but expect reduced revenues in recovery

    The telecoms industry may have shown resilience during the recession but the focus on driving efficiencies and reducing costs looks set to continue, according to Ovum. A new report, entitled Telco Strategies for Recession and Recovery (March 2010) , examines how the economic downturn has impacted service providers and how they are shaping up for recovery. Ovum warns that although the economic downturn hasn’t resulted in the downward pressure on telco top lines that many expected, revenue growth is...
  • Inside the week that was

    Big drop in fixed-line revenues Australians are dumping their fixed-lines at an alarming rate, 10% in the last six months to be exact. Local call volumes are down 13% for the same period and total PSTN revenues dropped by 6.9%. The decline was far greater than that forecast by CEO, David Thodey, only six months ago and could be indicative of what is certainly becoming a trend in most developed markets. Pure fixed-line service providers are likely to be hardest hit as customers consolidate on mobile...
  • Predictions and sobre thoughts for a new year and new decade.

    Last year at this time I wrote that I was not one for predicting the future , but I didn’t mind attempting to influence it, within my reasonable means. Every new year we seem to be overwhelmed with what some people believe will occur in the coming twelve months, some of it so obvious ‘blind Freddy’ would see it coming, and others so way out we discard them immediately as the ravings of a mad prophet. And at this time last year, most predictions were downright depressing. They all revolved around...

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