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Handset Sales and the Replacement Cycle

20 July 2010
Access report

In developed markets, the crucial determinant of the level of mobile handset sales is the speed of replacement, not the volume of new subscribers. But data on when customers expect to replace their existing phone, and what will prompt them to make the change, is extremely hard to find. In order to rectify this deficiency, we commissioned a telephone survey of customers in the UK.

Wanadoo also looks set to achieve its target of 2 million new subscribers in 2002 once the acquisition of the Spanish ISP eresMas is finalised in October. Organic growth of the Internet subscriber base has been poor in France and at a virtual standstill at Freeserve in the UK in the context of slow-growing Internet markets.

 

 

Recent reports

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TikTok has been dealt a devastating blow as a US bill has been signed into law forcing owner ByteDance to sell within a year or face its removal from app stores. 

The stakes are higher than in 2020—China's opposition to a divestment will make an optimal sale harder to conclude, so all sides must be prepared for a ban.   

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Access report

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Access report

AI, press and licensing: Deals for the chosen few

22 April 2024

Big news publishers are pursuing licensing deals with AI companies, chiefly OpenAI. Not all publishers will see a substantial return; while some news may be important for training AI models, not all publisher content will be.

Litigation is a threat point when negotiations stall (see the New York Times), but the copyright status of Large Language Models (LLMs) is uncertain. In the UK, there has been no government intervention (on copyright or otherwise) that could facilitate licensing.

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Access report