H3G’s H2 2006 results were a mixed bag, with the UK’s revenue growth strong but Italy’s weak, churn reduced but unit SACs up, and non-SAC operating costs reduced but capex up sharply

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 advertising has recently been talked up by both mobile operators and media companies, with some analysts estimating that it could be worth more than $11 billion by 2011, or over one third of the current internet advertising market

The new consumer data tariffs from Vodafone and Orange in the UK continue the trend towards dramatically lower data prices for high end users, although they are cunningly structured to involve more moderate increases for low end users

Growth in Q1 2007 for the aggregate non-Vodafone European mobile operations was 4.2%, a slight decline from 4.7% last quarter (Vodafone reports its results next week)

Vodafone achieved its 2006/07 full year targets on revenue and profitability, with solid revenue growth (underlying about 2% in Europe) but dropping margins (by around 2pps in Europe)

Apple has at least revolutionised two aspects of the mobile business: getting customers to queue overnight for a handset, and selling ‘contracts-in-a-box’, neither of which are likely to catch on in Europe

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

Vodafone’s European operations revenue growth dropped, but not as much as various regulatory interventions would have warranted, implying a strong operational performance

The European Commission has backed DVB-H as the common standard for mobile TV in an attempt to boost investment and rollout of services