Friday, February 18, 2011
Clearwire Adds 1.4 Million Wholesale, 0.13 Million Retail Customers
Clearwire says it added 1.4 million wholesale customers in the latest quarter, and 126,000 retail customers. That should tell you much about why Sprint has argued Clearwire needs to finish building its network, not squander resources on its retail business. Assuming Clearwire and Sprint can end their dispute about revenues Sprint pays to Clearwire in areas where the 4G network is not even available, Clearwire might have a shot at boosting its gross revenue.
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.
6% Annual Telecom Revenue Growth to 2014
The worldwide telecoms market will grow from $1.8 trillion in 2009 to $2.4 trillion in 2014, at a six-percent compound annual growth rate, says Analysys Mason.
Mobile data services will continue be the main engine of growth, offsetting the continued rapid decline of wireline voice revenues. Mobile voice revenue is forecast to grow at a six-percent CAGR, but the revenue from non-messaging data will grow at 21 percent, while messaging revenue will grow at 12 percent.
Mobile data services will continue be the main engine of growth, offsetting the continued rapid decline of wireline voice revenues. Mobile voice revenue is forecast to grow at a six-percent CAGR, but the revenue from non-messaging data will grow at 21 percent, while messaging revenue will grow at 12 percent.
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.
Durbin Amendment Hearing Appears to Lean Industry's Way
The Dodd-Frank Wall Street Reform and Consumer Protection Act contains an amendment appended by
Senator Richard Durbin, D-IL that sharply limits the fees debit card issuers can charge to retailers for use of those cards. Some have estimated losses of about $12 billion annually to card issuers, with the logical consequence that those institutions will raise fees and charges for other services to recoup the lost revenue.
Senator Durbin’s language, in its final form, directs the Federal Reserve to issue rules limiting the revenue that large financial institutions can receive in connection with debit transactions and governing how debit transactions get routed from merchants to financial institutions and back again.
Senator Richard Durbin, D-IL that sharply limits the fees debit card issuers can charge to retailers for use of those cards. Some have estimated losses of about $12 billion annually to card issuers, with the logical consequence that those institutions will raise fees and charges for other services to recoup the lost revenue.
Senator Durbin’s language, in its final form, directs the Federal Reserve to issue rules limiting the revenue that large financial institutions can receive in connection with debit transactions and governing how debit transactions get routed from merchants to financial institutions and back again.
Although Senator Durbin managed to append his language to the Dodd-Frank Act without a single hearing, on Thursday, “Durbin” came up in hearings in both chambers of Congress. Some think the hearings are part of building pressure to limit the damage.
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.
Get Paid Where You Are, Intuit Says
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, February 17, 2011
National Broadband Map is Released
One instructive bit of data is the typical downstream bandwidth of fixed networks compared to wireless networks.
At lower speeds one can make the argument that wireless is a substitute product, compared to fixed-line service, at speeds up to about 3 Mbps.
After that, fixed line service has a huge advantage. Of course, mobile bandwidth is increasing, with fourth generation networks. But fixed-line keeps growing as well, so the gap will remain.
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.
Apple, Google Ramp Up Tablet Content Efforts
Apple and Google have stepped up their tablet content efforts. Google's new One Pass service allows consumers to use one account to pay for access to multiple publications on the Web and across a range of mobile devices.
The move comes one day after Apple laid out a subscription service for content sold through its iPhone and iPad devices, an offering that some publishers greeted skeptically. Apple would take a 30% cut on sales of subscriptions in its iTunes App Store.
http://online.wsj.com/public/page/news-tech-technology.html?mod=WSJ_topnav_tech_main#
The move comes one day after Apple laid out a subscription service for content sold through its iPhone and iPad devices, an offering that some publishers greeted skeptically. Apple would take a 30% cut on sales of subscriptions in its iTunes App Store.
http://online.wsj.com/public/page/news-tech-technology.html?mod=WSJ_topnav_tech_main#
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.
U.S. is Now the 4G Laboratory
The rapid deployment of WiMAX, HSPA and LTE networks by six carriers makes the United States the most competitive 4G market in the world. This competition will drive innovative pricing plans, content and service policies, as well as provide a testing arena for the rest of the world.
The biggest questions revolve around the matter of new applications enabled by 4G. Mobile operators faced the same sorts of questions when they launched 3G services, and it took what in retrospect looks like an inordinately long time before the question was answered. Mobile web access has proven to be the big revenue difference between 3G and 2G. It might take a while before we can answer the same question about 4G.
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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