Posts tagged ‘analyst’

Press release: Informa Telecoms & Media’s top predictions for 2014

Mark_Newman

Mark Newman is Chief Research Officer for Informa Telecoms & Media

Informa Telecoms & Media has revealed its predictions and trends for 2014 for the telecoms and media sectors.

Telecoms operator consolidation will be a recurring theme throughout 2014. In addition to in-market consolidation – Informa Telecoms & Media is seeing a slow but steady transition to three-operator mobile markets – we expect to see regional and global telecoms operator groups entering into discussions and potential deals. One potential move in particular would significantly change the telecoms landscape. AT&T’s reported interest in Vodafone has echoes of US telcos’ expansion into European cable TV and mobile markets in the 1990s. Those European forays brought mixed success.

The telecoms business generally will see a further refinement of operator strategy towards OTT players and diversification. Rather than trying to build separate digital businesses for the consumer market, telecoms operators will increasingly focus on bundling digital content, communications services and publications with their core services. New revenue opportunities will be around selling connectivity – both on a retail and wholesale basis – to devices such as tablets and in cars.

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Altel: the one and only operator offering LTE in Kazakhstan… for now

This post is by Alla Shabelnikova, Research analyst for Informa Telecoms & Media with a focus on telecoms in Russia and CIS.

Alla ShabelnikovaKazakhtelecom was the only operator in Kazakhstan to obtain a permission to use LTE frequencies in 2011. And until 2015 its fully-owned subsidiary Altel will have a monopoly on LTE. Other operators took the news with a bit of resentment, given that in 2010 Kcell and Beeline successfully tested LTE in Kazakhstan. But for Altel, being the smallest player on Kazakhstan’s mobile market, working on less and less popular in the country CDMA standard, this was probably the only way to survive.

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Senior Analyst, Wireless Operator Strategies, Strategy Analytics: “The latest EU roaming regulation is potentially a game changer for roaming business in Europe.”

Guang Yang is a Senior Analyst in wireless operator strategies for Strategy Analytics

Guang Yang is a Senior Analyst in wireless operator strategies for Strategy Analytics

Guang Yang is a Senior Analyst in wireless operator strategies for Strategy Analytics and is moderating the panel session entitled, “How Can a Converged, Dual Mode FD and TD Network Most Effectively Work?”, taking place on Day One of the TD-LTE Summit, taking place on the 8th-9th April 2014 at the Fairmont Singapore Hotel, Singapore. Click here to download a brochure.

In this interview we catch up with him to get a insightful overview into TD-LTE and 4G in general in 2014. He explains how ending roaming charges could be a game changer for Europe, discussed the introduction of LTE Broadcast and the effects of China’s 4G roll-out could have on the TD-LTE eco-system.

Roaming, especially within Europe is a high on the EU digital agenda. Is the lowering of roaming pricing through regulation a threat or an opportunity for operators?

The latest EU roaming regulation is potentially a game changer for roaming business in Europe. Many options for technical and commercial models may rise with the regulatory update. Although there are a lot of uncertainties and challenges in the roaming market, the data roaming should be an opportunity for mobile operators. Regulation has turned Europe into an innovative market for roaming products, in many cases with pricing already significantly below the regulated ceiling. Currently, 90 per cent of data roaming traffic in the EU is on Wi-Fi rather than cellular networks, so there is a real opportunity there for operators to grow, despite the pressure on pricing.

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LTE and Beyond: CTOs expect 5G launch and content partnerships in near future

This post is by Francesco Radicati, Research Analyst with Informa Telecoms & Media, He is part of the Europe team, focusing on the key markets of Germany, the UK and the Netherlands, as well as Sweden and Denmark.

This post is by Francesco Radicati, Research Analyst with Informa Telecoms & Media, He is part of the Europe team, focusing on the key markets of Germany, the UK and the Netherlands, as well as Sweden and Denmark.

CTOs of leading mobile operators expect to be promoting a “5G” network within five years, and to be partnering with OTT and content providers even sooner. Speaking at the LTE World Summit in Amsterdam, the CTOs of four top-tier mobile operators discussed the future of LTE networks and beyond, as well as the challenges facing operators as network capacity increases and user demand for data grows. However, while the operators expect to be promoting 5G in the next few years, they were divided on the questions of whether their backhaul networks were ready for 5G, and on whether LTE-Advanced will present a significant boost in user experience compared to LTE.

One of the most interesting points to emerge from the session was that the operators mostly didn’t expect to turn off their 2G networks within the next five years. The CTO of a Tier 1 player from the Middle East was the only panellist who said unequivocally that he expected 2G would be switched off – the others noted that while they would be actively moving customers onto the 3G and 4G networks, the 2G network would still be needed for roaming and voice customers in the long term.LTE-and-Beyond-Table-for-Francesco-smaller

On the subject of partnerships with OTT players and content providers, the panellists agreed that MNOs would have to work with the likes of Google to remain a part of the value chain. However, they had differing opinions on what the best tactics were – one panellist from Malaysia, for example, stressed that for the more mature parts of the business, where customers have had access to mobile networks for a long time, the operators need to partner with content providers. He also noted that customers are increasingly coming to the internet for the first time using mobile products, presenting an opportunity for MNOs to create their own digital brands to distribute content similar to Netflix.

On the other hand, a speaker based in southern Africa questioned whether operators should really be producing content themselves, arguing that it is outside of their expertise. Yet he acknowledged that the content exists and users will access it, regardless of whether doing so takes revenue from operators. The key issue, for him, is the difficulty for smaller operators in negotiating with a company like Google, although he said operators have an opportunity to make deals with newer, smaller OTT players, bringing them into the value chain rather than attempting to compete with them.

Finally, the panellists were divided on whether LTE-Advanced would significantly boost user experience, compared to LTE. A CTO from a Netherlands-based operator questioned what benefits 5G could offer over 4G, beyond faster download and upload speeds. On the other hand, one of his fellow speakers pointed out that traffic will continue to increase, meaning that networks that don’t introduce LTE-A will lose out.

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