Comments for Consultant Value Added

Comment on Offloading data traffic: femto strategies by Carlos Valdecantos

Carlos Valdecantos — Thu, 03 May 2012 10:28:16 +0000

Michael, the chart should be read like this: assuming a 30% offload could increase the sector’s long term OpFCF by 4%, or to put things the other way around, the sector could cope with 50% more data traffic for the same amount of capex

Comment on Will “Data” blow up in the hands of the operators? by Michael Elling (@Infostack)

Michael Elling (@Infostack) — Mon, 30 Apr 2012 14:42:24 +0000

Doesn’t the revenue/traffic equilibrium graph indicate that there is a fundamental pricing problem (not capcity) in the industry? Perhaps the shift from (analog-priced) voice (and sms) to pure (digital) data is a chasm the monopoly carriers are loathe to cross? Is the retail price of bandwidth 20x the economic cost? Isn’t that the real wifi-offload issue and potential disruption for the carriers? Please note that none of this would be discussed today if Jobs had not insisted on a Wifi offload capability in the iPhone and AT&T (unwillingly?) acquiesced.

Comment on Offloading data traffic: femto strategies by Michael Elling (@Infostack)

Michael Elling (@Infostack) — Mon, 30 Apr 2012 14:23:18 +0000

The chart implies that ALL increased consumption leads to a decline in OFCF. Is the implication or assumption that carriers are NOT able to collect revenues on incremental usage? That doesn’t make sense.

Comment on Is there a business case for IPTV in Middle East? – Case Study. by ‘Over the Top’ services, or how telecom is threatening TV « Consultant Value Added

Wed, 01 Feb 2012 12:29:13 +0000

[...] ‘Over the Top’ services, or how telecom is threatening TV UPDATE 01/02/2012: Another post related to OTT has recently been published. Please check it here: Is there a business case for IPTV in ME? [...]

Comment on Mobile as a trillion-dollar industry? Check this… by Mobile as a trillion-dollar industry? « Consultant Value Added | CNY Mobile Marketing

Wed, 25 Jan 2012 22:02:45 +0000

[...] industry? « Consultant Value Added 25 January 2012 0 Comments Mobile as a trillion-dollar industry? Check this… « Consultant Value Added. “Amazing article taken from “Communities dominate brands” where you’ll find, as they [...]

Comment on Apple’s quarter earnings results and its impact on telecom by Carlos Valdecantos

Carlos Valdecantos — Wed, 25 Jan 2012 17:52:03 +0000

Update: Q1 2012 Unaudited Summary Data here: http://images.apple.com/pr/pdf/q1fy12datasum.pdf

Comment on Will “Data” blow up in the hands of the operators? by Apple’s quarter earnings results and its impact on telecom « Consultant Value Added

Wed, 25 Jan 2012 16:12:34 +0000

[...] delivering the coming tsunami of Megabytes forecasted (please check our posts about this here and here) a high uptake of iPhones/iPads could only be good news for them. The problem comes when the [...]

Comment on Offloading data traffic: femto strategies by Apple’s quarter earnings results and its impact on telecom « Consultant Value Added

Wed, 25 Jan 2012 16:12:32 +0000

[...] task of delivering the coming tsunami of Megabytes forecasted (please check our posts about this here and here) a high uptake of iPhones/iPads could only be good news for them. The problem comes when [...]

Comment on Predictions on mobile telecommunications for 2012 by List of Trends, Ideas, Predictions for 2012 | Experiences

List of Trends, Ideas, Predictions for 2012 | Experiences — Mon, 23 Jan 2012 05:29:36 +0000

[...] Predictions on mobile telecommunications for 2012 [...]

Comment on Who’s wining the telecom batttle in India? (ii) by Mobile data traffic to grow 10-fold by 2016 « Consultant Value Added

Mobile data traffic to grow 10-fold by 2016 « Consultant Value Added — Sun, 22 Jan 2012 06:02:45 +0000

[...] number of mobile subscriptions is at around 5.8 billion. Growth is particularly rapid in China and India, where 50 million new subscriptions were added in Q3 of this year [...]

Comment on Will “Data” blow up in the hands of the operators? by Mobile data traffic to grow 10-fold by 2016 « Consultant Value Added

Mobile data traffic to grow 10-fold by 2016 « Consultant Value Added — Sun, 22 Jan 2012 06:02:41 +0000

[...] in our previous blogs referred to “Offloading data traffic strategies” and “Data growth risks for telecom operators“, more subscribers are accessing more applications on more devices than ever, so the demand [...]

Comment on Offloading data traffic: femto strategies by Mobile data traffic to grow 10-fold by 2016 « Consultant Value Added

Mobile data traffic to grow 10-fold by 2016 « Consultant Value Added — Sun, 22 Jan 2012 06:02:38 +0000

[...] of the industry is in the provision of data. As posted in our previous blogs referred to “Offloading data traffic strategies” and “Data growth risks for telecom operators“, more subscribers are accessing [...]

Comment on Mobile as a trillion-dollar industry? Check this… by Matternet: Using The Internet To Build Essential Services | Article-27

Matternet: Using The Internet To Build Essential Services | Article-27 — Sat, 17 Dec 2011 13:33:22 +0000

[...] are increasingly connected via technology – approximately 75% of the world has mobile phones (that’s 5.2 billion handsets), creating an extensive and global information network. The rapid growth of cellular technology has [...]

Comment on 100 KPI’s for Mobile Telecom Operators by Avishek Roy

Avishek Roy — Sun, 04 Dec 2011 12:25:05 +0000

sales guys in telecom should know this terminology

Comment on How to start a customer behavior analysis (part ii)? by How to start a customer behaviour analysis? « Consultant Value Added

How to start a customer behaviour analysis? « Consultant Value Added — Tue, 29 Nov 2011 10:48:22 +0000

[...] How to start a customer behaviour analysis? UPDATE: A new blog related to how to conduct a customer behaviour analysis has been posted in the following link: http://consultantvalueadded.com/2010/05/18/how-to-start-a-customer-behavior-analysis-part-ii/ [...]