Category Archives: Uncategorized

Game Over – Insert Coin: The End of the “Free Handsets For Everyone” Era

Posted on May 8, 2012 by Santi Jansa

Two months ago, during the 2012 Mobile World Congress in Barcelona, Movistar Spain (Telefonica) announced that they would stop subsidizing devices, effective March 1st. According to Telefonica, the current subsidy model was “too costly” for the operator. That piece of … Read more

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Chinese handsets: the underrated force

Posted on May 7, 2012 by Le Tu Duc

Everyone knows Android and is excited about the AppStores. Thousands of people camp in front of Apple stores every time a new model is unveiled. Given these pictures and news, you might be forgiven for believing that the entire world … Read more

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The cloud beneath your feet: why Vodafone bought C&W

Posted on May 7, 2012 by Joao Sousa and Beltran Simo

Global mobile giant Vodafone has announced plans to buy Cable & Wireless (C&W) for just over £1 billion. Whilst C&W has a significant international presence, we believe Vodafone’s interest lies primarily in C&W’s assets and capabilities in the UK. The … Read more

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Tethering: Opportunity or threat?

Posted on April 11, 2012 by Vincent Stevens and Maxime Bayen

1. An introduction to tethering Mobile data pricing has witnessed an interesting journey over the past few years. In the early days, mobile data was typically offered in an ‘all you can eat’ format in the USA and UK. Then … Read more

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The day(s) the earth stood still at RIM headquarters

Posted on April 10, 2012 by Roman Izquierdo and Beltran Simo

Before reading this article I suggest you do the following experiment: Take your smartphone and if you still haven’t installed Whatsapp (one of the most popular Instant Messaging (IM) applications) go to the app store and download it. Now check … Read more

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OSN Play – Plaything or serious business?

Posted on March 29, 2012 by Kostadin Atanasov and Tareq Masarweh

Last week OSN, the biggest pay-TV operator in the MENA region, launched OSN Play, an online service through which OSN subscribers can stream movies and TV series from the OSN lineup at no additional charge. Push Pause: why did OSN … Read more

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Will 2012 be the year of mobile for facebook?

Posted on March 8, 2012 by Mar Pages

Around May this year the most awaited tech IPO will finally materialize: facebook will go public. All eyes are on the USD 3.7Bn in revenues and the decent 47% EBITDA margin1 resulting in a valuation between USD 75-100Bn or five … Read more

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France Telecom’s in-house movie studio triumphs at the Oscars

Posted on March 4, 2012 by Pavel Duzhnikov

Development and distribution of proprietary content has met lukewarm success in the past but a recent success of France Telecom’s Studio 37 might trigger a new zest for operators to seriously delve into content development as part of their content … Read more

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More than meets the eye

Posted on January 14, 2012 by Juan Jose Rio

On the 6th of December 2011, approx 1 month ago, a top investment bank published “Pan-Asia Telecoms – The Risky Side of Data”. A very interesting report with useful data points, certainly worth reading. In this report, this bank basically … Read more

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Monetising mobile data with personalised traffic management : a balancing act

Posted on November 22, 2011 by Rick Zhen

One of the biggest headaches for mobile operators these days is how to deal with the paradox of monetising mobile data: the demand for data is enormous, with traffic growing at ~160% per year, yet revenues are growing at a … Read more

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