Onsip barge add3/23/2023 ![]() ![]() TelecomTV notes that the new version of OS X is free, and wonders if and when a telecoms operator will try to be “the Apple of connectivity”. Ars Technica does a review, although not with that much SSD. ZDNet provides some detail on the latest lot of MacBook Pro computers, which you can get with a 1TB solid-state disk! and 16GB of RAM. Apple Q4 coming, the 1TB SSD laptop is with us, Microsoft sells masses of cloud and terrible power consumptionĪpple’s Q4 is going to land this evening, and AllThingsD discusses what we can expect. And Numericable’s IPO is go for launch, at about €650m for between 20 and 40% of the company. Perhaps more worrying is service revenue, which fell 0.9% during the quarter.ĭeutsche Telekom, meanwhile, says it wants to be a software-defined operator. Verizon Wireless, meanwhile, adds more features to its telco-OTT Verizon Messages product.Īmerica Movil reports rather poor Q3 results - net profit is off 46% year on year, although a lot of this is down to foreign exchange movements and financing costs, to say nothing of chasing KPN around Europe. RCR Wireless reckons that AT&T and Verizon aren’t doing so well with price-sensitive customers and that the explanation of both AT&T and T-Mobile gaining subscribers is that they’re still leaking out of Sprint.Ī slightly enigmatic story has private-equity fund KKR putting $100 million into something called “Associated Partners” that’s going to “build wireless infrastructure in rural areas”. Indian media, meanwhile, claim Vodafone has set a range of 40-60 billion rupees of CAPEX, about $650m-$1bn, annually.ĪT&T Mobility, meanwhile, had a more than decent quarter, adding both revenue and subscribers. China Mobile remains by far the biggest operator, as well as being the biggest 3G operator and the fastest growing 3G operator.Ĭhina Telecom’s net profits for the first 9 months were up quite impressively, while Bharti Infratel said its net profits were up 12% in its Q2 because it managed to get more carriers’ equipment onto its towers. Subscribers in China were up 0.9% in September, according to the latest MII stats. MTN Irancell is losing subscribers, and South Africa is described as “challenging”, while operations like Ghana and Cameroon are both adding subscribers and deepening the market with data and mobile money services. ![]() ![]() There’s a distinct difference between its developing markets and its middle-income ones, which start to look much like Europe or North America, with pressure on prices and voice-data transition. Price pressure is a theme everywhere - Orange’s enterprise and wholesale business saw its revenues drop 7.2% although they didn’t lose customers, implying they had to slash prices to get contracts renewed.Īt MTN, they were able to increase data revenues by 34% and mobile money subscribers by 10%, while overall subscribers were up 1% quarter on quarter at 203 million. Interestingly, Orange managed to add almost 300,000 subscribers in France but their revenues there still fell almost five per cent - the Free disruption continues. Orange’s EBITDA for Q3 was down 7.7% (they don’t give a quarterly net income) after revenue fell 4%. Etisalat’s net profits for Q3 were down 18 per cent at $498m, with capital spending up 39% year on year. We start off today’s news with a wedge of telco results. Telco results roundup: Etisalat, Orange, MTN, China Mobile, China Telecom, Bharti Infratel, AT&T Mobility, America Movil Telco 2.0 Themes: M2M enablers Korean night buses and big data Telco OTT, but using Twilio’s APIĭigital Arabia 2013 is just two weeks away.Valley Roundup: A succession of really bad ideas.Also, if they give you an encrypted mobile, use it Privacy & Security: Snowden to EU: NSA got all the CDRs.Regulation: EU: any more complaints? Telekom Austria owns all the spectrum Feld vs.Broadband Connectivity: T-Mobile UK sells data at half the price T-Mobile USA does “superfast” “broadband” reaches “75%” of UK Ericsson Q3.Cloud & Distribution: Netflix’s CDN - meet “Chaos Kong” Amazon results Terremark outage Google Boat.Content & Devices: Chinese ODM seeks content-device integration like Amazon’s, might be more like smart TV.Apple & Microsoft: Apple Q4 coming, the 1TB SSD laptop is with us, Microsoft sells masses of cloud and terrible power consumption.Strategy & Finance: Telco results roundup: Etisalat, Orange, MTN, China Mobile, China Telecom, Bharti Infratel, AT&T Mobility, America Movil. ![]()
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