59% Willing to Cut the Cord?

A new poll conducted by Los Angeles Business found 59 percent saying it was indeed an option.

The other 41 percent said that it was not an option, and might be considered "hard core" wireless substitution resisters.

That's not especially good news for providers of landline voice service, if respondents are at all serious.

Verizon Introducing Wireless-Broadband, Wireless-TV Bundles

Verizon Communications is introducing new dual-play packages based on wireless and broadband service, or wireless plus TV service. If a customer is eligible for FiOS TV, a triple play package can be built.

The Flex Double Play bundle will provide discounts ranging from $8 to $12 a month for those who combine a Verizon Wireless plan with broadband or FiOS TV. Adding FiOS TV, Verizon's cable-TV service, on top of wireless and broadband yields another $8 a month in savings.

The move is a step beyond the old requirement that customers buy a landline voice line to get the best price on a DSL service.

The discount applies to DSL service with downloads at 3 Mbps or 20 Mbps FiOS service.
The package is not available for the 7 Mbps DSL or the 50 Mbps FiOS services, though.

Verizon Growth Profile Has Changed

The business climate for tier one providers is quite a bit better than it was just several years ago, when some analysts feared the best tier one telcos could do was hold steady in terms of revenue and profit. "In the past 18 months, we talked a lot about growth for Verizon," says Greg Miller, Deutsche Bank Securities analyst.

"Only two to three years ago, it was something that many people didn't think was going to happen, considering what was going on with the competitive dynamic in cable."

"Clearly, we've started to see some fairly significant growth within the business," he says. Also, the growth is "not just confined to one segment in the business."

Global Facebook Traffic Catches MySpace

April 2008 was the first time Facebook traffic officially caught up to MySpace in terms of unique monthly worldwide visitors, according to data released by Comscore. Both services are attracting around 115 million people to their respective sites each month.

But there are clear regional differences. It looks like MySpace continues to hold a steady lead over Facebook in the U.S. market. That being the case, most of Facebook’s growth has come in international markets.

Facebook added 75 million monthly uniques over the last twelve month, but just 13 million of those visitors are located in the United States.

7.8 Million Business VoIP Lines by 2012

Business VoIP lines to Total 7.8 million by 2012, say analysts at Pike & Fischer. If one assumes there are something on the order of 110 million business lines now in service, that's about seven percent. Some of us think business VoIP "lines" will be higher, but disguised in the form of IP trunks. It will be very hard to count them, since no regulatory agency records such things. Nor is it clear many IP trunking providers will release figures relating to "lines" rather than "IP trunks" in service.

If you ask me, 7.8 million is a low forecast.

Carphone Warehouse Blames Wireless for Fixed Broadband Sales Dip

You might not be surprised if a broadband access provider blames either housing or economic sluggishness for lower than expected unit growth, in the U.K. or U.S. markets. So it's probably no big deal that Carphone Warehouse blames a housing slowdown for lower take-up of additional broadband lines.

But note this tidbit: Carphone Warehouse also says "mobile broadband sales" are partly to blame for lower fixed broadband sales, warning it expects lower revenue next year if the trend continues.

So the question logically arises: are some U.K. consumers substituting wireless broadband connections for fixed connections?

Execs Know Change is Coming; Just 30% Claim Insight

There's no question global telecom service provider executives know big changes are coming. There's universal agreement that new revenue sources will displace voice as the industry mainstay.

There's wide agreement that traditional voice revenues will shrink for a variety of reasons. A shift of some usage to Web-mediated or IM-mediated providers and applications is one factor. But so are other IP-based and enhanced versions of voice communications that will substitute for legacy voice. Higher-fidelity voice is one example, say researchers at Telco 2.0.

What also remains clear is that just 30 percent of executives claim to know "quite well" the additional needs users may have for new voice and messaging products. At this point, that's refreshing. The industry has been surprised by the biggest innovations in demand on a fairly regular basis.

Mobile wasn't thought to be such a big deal. But mobile accounts now surpass landlines in many countries. Text messaging emerged from nowhere. So executives thought multimedia messaging would be big as well. It hasn't worked out that way.

Global executives were certain 3G would create huge new revenue streams. So far it hasn't. So there's nothing wrong with an attitude of openness to innovations that might develop, for demand that could exist, and for applications with revenue potential one might not suspect.

If history teaches us anything, it is to anticipate the unexpected.