Mobile revenue growth: December 2006 quarter
Aggregate mobile service revenue growth in the December quarter was stable at 4.2% although, given an easing of termination rate cuts, the underlying growth actually dropped by 0.5 percentage points |
Mobile, Telecoms |
March 2007 Access this report
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Mobile revenue growth: December 2007 quarter and outlook
Reported revenue growth among operators in the top 5 European markets continues to be adversely affected by the regulatory ‘triple whammy’ of regulation (termination, roaming and Bersani), with reported growth of 1.3% comparing to underlying growth of 5.6% |
Mobile, Non-UK Telecoms, Telecoms |
March 2008 Access this report
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Mobile revenue growth: June 2007 quarter and outlook
Aggregate mobile service revenue growth in the June quarter was 2.7%, down almost 1%, although this is mostly explicable by regulated price cuts |
Mobile, Telecoms |
October 2007 Access this report
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Mobile revenue growth: March 2007 quarter and outlook
Mobile service revenue growth in the top five European markets was 3.6%, a decline of 0.5pps from the previous quarter, although this was substantially driven by the Bersani Decree in Italy outlawing mobile top-up charges from the beginning of March |
Mobile, Non-UK Telecoms, Telecoms |
July 2007 Access this report
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Mobile revenue growth: March 2008 quarter and outlook
European revenue growth improved by a whole percentage point this quarter, jumping to 2.2% from 1.2% last quarter. Most of this (0.7 percentage points) was due to a reduced regulatory impact, and this should continue to improve throughout this year, with the impact due to drop from about 4% to less than 1% by early next year |
Mobile, Non-UK Telecoms, Telecoms |
June 2008 Access this report
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Mobile revenue growth: September 2007 quarter and outlook
European mobile revenue growth dropped again to 1.4% from 2.8% last quarter, although the roaming cuts mandated by the EU do approximately explain the drop |
Mobile, Non-UK Telecoms, Telecoms |
November 2007 Access this report
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Mobile revenue growth: September 2008 quarter and outlook
European mobile revenue growth has declined again, from 1.4% to 0.5%, despite favourable movements in regulatory factors, which imply an underlying drop in growth of about 2 percentage points |
Mobile, Telecoms |
November 2008 Access this report
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Mobile Termination Charges
This note looks at the likely extent of regulatory pressures on reducing termination charges for off-net calls to the 2G networks of mobile network operators (MNOs) in the UK, Italy and Germany. These charges are well above cost – mainly because each MNO acts as a monopolist for termination of calls on its network - and are therefore important contributors to revenues as well as profits of MNOs. In the UK, off-net interconnection charges contribute one-quarter of revenues of the four MNOs.
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Mobile, Telecoms |
June 2002 Access this report
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Mobile termination rates
Ofcom has reintroduced price cuts to the UK mobile call termination rates, cutting 2G call termination rates by between 9% and 19% over four years and introducing termination regulation for 3G calls that will cut rates by 45% |
Mobile, Telecoms |
April 2007 Access this report
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Mobile TV
Mobile TV is being hailed as the next killer consumer mobile data application, and is already credited with being the most popular 3G service where it is offered.
This report examines recent developments in Local Loop Unbundling (LLU) in the UK and their implications for market structure and BT’s revenue from residential customers.
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Mobile, Telecoms |
September 2005 Access this report
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Mobile TV: Brussels gets bossy
The European Commission has backed DVB-H as the common standard for mobile TV in an attempt to boost investment and rollout of services |
Mobile, Telecoms |
July 2007 Access this report
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Mobile TV: poor reception to date
This report sets out the technological, regulatory and consumer demand issues relating to the provision of mobile TV services in the UK. In summary, technology is uncertain, spectrum is scarce and demand is weak but, nonetheless, we expect industry enthusiasm to drive full multi-channel broadcast services before the end of the decade |
Mobile, Telecoms |
February 2007 Access this report
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Mobile user survey 2010 - the rise and rise of smartphones
UK reported mobile subscriber growth has returned to stronger growth over the past few quarters as the UK economy slowly recovers
O2 is still the leading operator in terms of both its own customer loyalty and share of other operators’ customers who intend to switch, though its lead has narrowed considerably on last year
UK handset sales are likely to continue to rise, with intention to replace in the next 12 months rising from 32% in 2009 to 35% in 2010, which is albeit still some way short of the 40% pre-recession figure |
Mobile, Telecoms |
July 2010 Access this report
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Mobile user survey 2011: More smartphones, more usage of smartphones
The most dramatic observation from our survey is the surge in mobile data service usage: 48% of UK mobile users now use a data service at least once a month, up from just 30% last year. This increase is substantially all from the increased number of internet-centric smartphones (i.e. iPhone, BlackBerry and Android handsets) in the base |
Mobile, Telecoms |
June 2011 Access this report
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Nexus One: the Googlephone arises
Google this week launched the Nexus One, a high spec handset equipped with the latest Android software, customised by Google, branded with Google and sold exclusively through Google (but made by HTC)
In contrast to its usual cooperative self as regards mobile, the Google go-it-alone approach of the Nexus One is likely to irritate handset manufacturers, handset distributers and mobile operators alike |
Mobile, Telecoms |
January 2010 Access this report
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Nokia 3G Handset Launch
Last week Nokia launched its first 3G handset, the 6650. Or did it? Although the size, weight and price initially looked impressive, the handset has not really been launched (not until H1 2003), and technically it is not really 3G (the data rates are too slow). By the time the handset is actually widely available to consumers, GSM-only handsets will have a much better feature/price combination, with a 3G handset only appealing to laptop users who would probably prefer a data card anyway. |
Mobile, Telecoms |
October 2002 Access this report
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Nokia brings a new ball to the game
Nokia has launched its comeback with two very solid Windows Phone devices at €420 and €270. Next year Nokia, like Apple, will have handsets with uniquely appealing industrial design. However, Nokia will not launch in the USA until 2012 and needs to add cheaper smartphones to the portfolio
Nokia and Microsoft face a hard struggle in establishing a third mobile app ecosystem. However, it is not impossible (Google has managed it in 18 months) and given more devices and the right execution they could manage it |
Mobile, Technology, Telecoms |
November 2011 Access this report
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Nokia Comes With Music: one hit wonder?
The Nokia Comes With Music (CWM) service bundles a music-centric handset with an unlimited music downloads service, allowing consumers to easily take advantage of their handsets’ music functionality, and have no need for a separate iPod
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Media, Mobile, Music and Radio, Telecoms |
October 2008 Access this report
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Numericable back into growth
In the past two quarters the French cable operator has seen its retail segment resuming growth after years of decline.
The improvement strengthens Numericable’s attractiveness as a consolidation partner. |
Media, Mobile, TV, Fixed line, Telecoms |
May 2013 Access this report
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O2 announces home phone offers
O2’s plan to launch competitively-priced ‘home phone’ offers in March should help sustain its current growth in fixed broadband, but is unlikely on its own to transform O2 into a significant player in UK fixed telecoms
The company’s fixed line foray is unlikely to reduce its mobile churn significantly, but nor does it look likely to increase it, with any residual net effect muted by the relatively small scale of O2’s fixed business |
Mobile, Fixed line, Telecoms |
January 2010 Access this report
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