Annual revenue growth of about 1.6 percent is the average, says TeleGeography.
Verizon grew revenue by 10 percent. Vodafone, China Mobile and Deutsche Telekom were the other stand-outs.
Friday, November 13, 2009
Verizon Grows Annual Revenue 5x More Than Average
Annual revenue growth of about 1.6 percent is the average, says TeleGeography.
Verizon grew revenue by 10 percent. Vodafone, China Mobile and Deutsche Telekom were the other stand-outs.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Thursday, November 12, 2009
Despite Shocking Unemployment, Consumer Demand for Communications Holds Up
There's a sobering statistic in the latest research from Centris about consumer spending on communications and video service consumption: 27 percent of households reporting at least one member who lost their job in the last six months.
Most of the other findings seem consistent with other surveys taken over the last two years, though. The issue now is whether recession-induced behaviors will change as we exit the recession.
About eight percent of U.S. households said they were likely to cancel their Pay TV service in the third quarter of 2009, unchanged from the second quarter of 2009. Keep in mind that a typical churn rate for video services is about two percent a month, so those findings are relatively consistent with typical disconnect plans, and most churners simply sign up with alternate providers.
Some 18 percent of households said they were likely to cancel their home phone service and replace it with a currently-used cell phone. That is an underlying trend that might have accelerated during the recession, but was in place already.
Fully 75 percent of respondents said they would not likely downgrade their Internet access service. Virtually all other studies show high resistance to cutting back, or cutting off, Internet access services.
Nearly half of all households have contacted their current TV service providers shopping for discounts and lower-priced packages, though.
If past patterns show themselves, consumers should start spending more on enhanced services of all sorts, including premium video entertainment and mobile services, as the economic recovery takes hold. The wild card are services such as wired voice, which have been under pressure for other reasons unrelated directly to the recession.
Most of the other findings seem consistent with other surveys taken over the last two years, though. The issue now is whether recession-induced behaviors will change as we exit the recession.
About eight percent of U.S. households said they were likely to cancel their Pay TV service in the third quarter of 2009, unchanged from the second quarter of 2009. Keep in mind that a typical churn rate for video services is about two percent a month, so those findings are relatively consistent with typical disconnect plans, and most churners simply sign up with alternate providers.
Some 18 percent of households said they were likely to cancel their home phone service and replace it with a currently-used cell phone. That is an underlying trend that might have accelerated during the recession, but was in place already.
Fully 75 percent of respondents said they would not likely downgrade their Internet access service. Virtually all other studies show high resistance to cutting back, or cutting off, Internet access services.
Nearly half of all households have contacted their current TV service providers shopping for discounts and lower-priced packages, though.
If past patterns show themselves, consumers should start spending more on enhanced services of all sorts, including premium video entertainment and mobile services, as the economic recovery takes hold. The wild card are services such as wired voice, which have been under pressure for other reasons unrelated directly to the recession.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Video Now Driving Bigger Access Bandwidth Packages, says Compete.com
"If Hulu.com continued this growth trajectory for another year, we could see it break into Compete.com’s top 50, surpassing unique visitor traffic to sites like the NYtimes.com and Netflix.com," says Matt McGlinn, Compete.com writer.
From September 2008 to September 2009, Netflix.com’s volume of unique visitors viewing movies and other content online increased 163 percent, says Compete.com.
The good news for Internet service providers is that these trends will keep driving end users to buy access packages featuring higher amounts of bandwidth, says McGlinn.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Will Click-to-Connect applications Replace IVR?
Yes, says Sorell Slaymaker, Unified IT Systems VP. The reason is that most consumers initiate their contact to a business using the web and then switch to some other channel only if the web does not solve whatever need, issue or problem needs to be solved.
Compared to using a phone for initial contact, "web with click to call" can store information, so it does not have to be rekeyed. The equivalent of cookies is not available when initiating a session using phone methods, he argues.
The other advantage is the ability to push content while talking, he says. Visual communication is richer and quicker than audio communication, and putting the two together optimizes the efficiency and effectiveness of communication.
Compared to using a phone for initial contact, "web with click to call" can store information, so it does not have to be rekeyed. The equivalent of cookies is not available when initiating a session using phone methods, he argues.
The other advantage is the ability to push content while talking, he says. Visual communication is richer and quicker than audio communication, and putting the two together optimizes the efficiency and effectiveness of communication.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Does "Open Access" Lead to More or Less Consumption of Broadband?
Samuel Clemens famously quipped that there are "dies, damned lies and statistics." Something like that seems to be at the heart of conflicting analyses of the impact of widespread open access requirements on consumer buying of broadband access services.
The Berkman Center for Internet & Society suggests robust open access regulation increases consumer buying of broadband while analysts at the Phoenix Center says the opposite is true.
The interpretation matters. Good public policy requires decisions that are based on facts, as difficult as it may be to determine precisely what the "facts" are. The wrong "fact base" will lead to policies that could harm the intended public policy goal.
http://www.fcc.gov/stage/pdf/Berkman_Center_Broadband_Study_13Oct09.pdf
http://www.phoenix-center.org/perspectives/Perspective09-05Final.pdf
The Berkman Center for Internet & Society suggests robust open access regulation increases consumer buying of broadband while analysts at the Phoenix Center says the opposite is true.
The interpretation matters. Good public policy requires decisions that are based on facts, as difficult as it may be to determine precisely what the "facts" are. The wrong "fact base" will lead to policies that could harm the intended public policy goal.
http://www.fcc.gov/stage/pdf/Berkman_Center_Broadband_Study_13Oct09.pdf
http://www.phoenix-center.org/perspectives/Perspective09-05Final.pdf
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Hardware Sales Flat, Software up 4.8%, Telecom up 2.3% in 2010, Says Gartner
Providers of information technology solutions likely will have to emphasize customer retention more than customer acquisition in 2010 and 2011 because of a sales environment that will remain challenging, says Richard Gordon, Gartner Research VP. That said, sales of IT hardware and software will grow about 3.3 percent in 2010, about in line with telecom service provider revenue growth of 3.2 percent.
Enterprise hardware sales, for example, will show zero growth in 2010, compared to 2009, Gartner forecasts, in part because hardware lifecycles have lengthened.
Software sales, on the other hand, should grow 4.8 percent, says Gartner.
Enterprise hardware sales, for example, will show zero growth in 2010, compared to 2009, Gartner forecasts, in part because hardware lifecycles have lengthened.
Software sales, on the other hand, should grow 4.8 percent, says Gartner.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Wednesday, November 11, 2009
Motorola Seeks to Sell Set-Top Unit
Motorola is looking for buyers for the part of its business that makes cable television set-top boxes, and is seeking about $4.5 billion, the Wall Street Journal reports.
For anybody who has been in the cable TV industry any length of time, the potential sale brings back memories of a company headquarters in Hatboro, Penn. and known as "Jerrold." Few companies have roots in the U.S. cable industry as deep as Jerrold did, in its later incarnation as General Instrument representing one of the two big names in the old cable TV business, in addition to Scientific Atlanta, whose assets now are part of Cisco.
The big attraction for any buyer is the chance to become a major player in the cable TV infrastructure business overnight.
Logical potential buyers would include the ranks of any number of major electronics companies who want major exposure to the U.S. cable TV industry.
It makes you realize just how long it has been since you were in the cable business.
For anybody who has been in the cable TV industry any length of time, the potential sale brings back memories of a company headquarters in Hatboro, Penn. and known as "Jerrold." Few companies have roots in the U.S. cable industry as deep as Jerrold did, in its later incarnation as General Instrument representing one of the two big names in the old cable TV business, in addition to Scientific Atlanta, whose assets now are part of Cisco.
The big attraction for any buyer is the chance to become a major player in the cable TV infrastructure business overnight.
Logical potential buyers would include the ranks of any number of major electronics companies who want major exposure to the U.S. cable TV industry.
It makes you realize just how long it has been since you were in the cable business.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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