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iPhone
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“It is just a matter of time before telcos around the world stop offering unlimited data plans.” That was the introduction to a joint press release from Amdocs and Heavy Reading received today, but The Insider is not convinced it will actually be the case, and there are plenty of reasons to support his case. The release stated that the recent rise in new data price plans is being driven by the need for service providers to offer customers an improved data experience and to better monetize... -
Please forgive me, I'm going to talk about Apple again. Yes, you've probably all heard about the iPhone 4 and how it's the thinnest, smartest, most beautiful, well-designed, remarkably constructed consumer device ever produced. And that's only what Steve Jobs had to say about it! If we can look past the hype for just a few moments, the release of the iPhone 4, whether we like it or not, is going to have a profound effect on the telecommunications industry that is potentially greater... -
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... -
Mondays are usually quiet news days but this week it’s definitely ‘bad news day’ with a number of stories highlighting security issues. You can never be sure that it’s because there are more security glitches happening these days or because we are being more open about them. The first was an announcement by European Commission (EC) following a phishing attack which allowed cyber criminals to steal account data, and perform a number of fraudulent transactions. Individual emails were sent to users... -
If service providers aren’t quick to grab onto new business models and start monetizing them, they may get overrun by the over-the-top guys who will find ways of circumventing them and leaving them to pick up the pieces. What a busy industry we work in. The range of hot topics keep surfacing like cloud services, smart phones, net neutrality, mobile app stores and over-the-top services as well as continued buzz from LTE and WiMax keeps on coming. Of course, these are increasingly facets of the same... -
If there is one metric that the mobile industry reveres it is Average Revenue Per User (ARPU). It’s always foxed me why this should be a meaningful measure. After all, mobile markets started with relatively few international business customers at exorbitant tariffs, so as the market moved to more and more of the general population using mobile, ARPU was bound to fall as people paying with their own hard earned cash are likely to be more price conscious. So ARPU is bound to fall where the uptake... -
It’s a little known fact that Verizon Wireless used the Beatles song All Together Now in commercials in 2002. So it was interesting to read the words of a current Verizon executive, Jeannie Diefenderfer, vice president of global network operations (NYSE: VZ) in Telephony Online this week talking about “coopetition” – or cooperation among competitors – as a key attribute for successful telecom operations. “ I believe in today’s world, and more so going forward... -
That last post is looking a little prophetic after this morning’s ROI column in the WSJ. People may not be paying their mortgages any more, but they won’t give up their iPhones or their Starbucks lattes…
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