That is not the case for the cable TV, mobile and fixed network service providers, all of whom are seeing increased capital spending. Cable is seeing a one percent increase in revenue, but telcos and mobile service providers are seeing negative four percent to five percent revenue trends.
Friday, September 25, 2015
In Europe, Higher Capex, Lower Revenue is a Trend
It might not be the case in every market, but in Europe, legacy carrier revenue is down, capital investment is up. Revenue gains are being made by attackers, including some that find they are earning more revenue on less capital investment.
Gary Kim has been a communications industry analyst and journalist for more than 30 years, covering the business impact of technology. These days he especially studies changing business models and strategies.He speaks frequently at conferences and spends quite a lot of time organizing conferences and content as well.
Subscribe to:
Post Comments (Atom)
"Tokens" are the New "FLOPS," "MIPS" or "Gbps"
Modern computing has some virtually-universal reference metrics. For Gemini 1.5 and other large language models, tokens are a basic measure...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Who gets to use spectrum, and concerns about interference from other users, now appears to be an issue for Google’s Project Loon in India. ...
No comments:
Post a Comment