Features: Analyst Angle

Welcome to our Wednesday column, Analyst Angle. Every Wednesday, the industry's leading analysts give their outlook on the hot topics in the wireless industry, from carriers to content to handsets to infrastructure.




Analyst Angle: Handsets are becoming commoditized

March 17 2010 - 6:00 am ET | Derek Kerton, The Kerton Group

-Derek Kerton, The Kerton Group-

As I review the new crop of phones being launched, one thing strikes me about the different flagship phones being promoted by the various handset makers – “these phones are all the same!” ... Read More »

Analyst Angle: Cable MSOs could enjoy a nice piece of mobile backhaul pie

March 17 2010 - 6:00 am ET | Larry Swasey and Andy Fuertes, Visant Strategies

-Larry Swasey, Visant Strategies-

During the recent capacity crisis suffered by AT&T Wireless it was expected the carrier would upgrade, as it was announced, in tough capacity urban markets such as New York and Los Angeles. ... Read More »

Analyst Angle: Roaming rate rage

February 24 2010 - 11:26 am ET | Derek Kerton, The Kerton Group

-Derek Kerton, The Kerton Group-

Just back from the Mobile World Congress event in Barcelona, where almost 50,000 of us wireless industry people gathered for perhaps the most expensive week of business in our industry. ... Read More »

Analyst Angle: The challenges of mobile termination rates

February 24 2010 - 6:00 am ET | Jeffrey Bernstein, Senior Business and Policy Analyst; Michael Minges, Senior Market Analyst, Telecommunications Management Group Inc.

-Michael Minges, Senior Market Analyst, Telecommunications Management Group Inc.-

Mobile termination rates, the price a mobile operator charges to complete calls on its network, have been gradually decreasing over the last several years. ... Read More »

Analyst Angle: Let the bidding begin – spectrum auction updates around the globe

January 28 2010 - 6:00 am ET | Karen Wrege and Brett Tarnutzer, KB Enterprises L.L.C.

-Karen Wrege and Brett Tarnutzer, KB Enterprises L.L.C.-

While the wireless carriers in the U.S. try to wrestle spectrum from the hands of the government and the broadcasters, many other countries are preparing to auction their digital dividend and other spectrum bands. ... Read More »

Analyst Angle: Spectrum feast in Latin America

January 27 2010 - 6:00 am ET | Jeffrey Bernstein, Senior Business and Policy Analyst, Telecommunications Management Group Inc.

-Jeffrey Bernstein, Senior Business and Policy Analyst, Telecommunications Management Group Inc.-

There is much talk these days about the need for additional spectrum to facilitate the deployment of new technologies. ... Read More »

Analyst Angle: How low can unlimited voice prices go?

January 27 2010 - 6:00 am ET | Derek Kerton, The Kerton Group

-Derek Kerton, The Kerton Group-

Over the past two weeks, RCR Wireless covered the dropping rates of unlimited voice cellular plans. ... Read More »

Analyst Angle: HSPA+ will solve those handset headaches

January 20 2010 - 10:08 am ET | Larry Swasey and Andy Fuertes, Visant Strategies

-Larry Swasey, Visant Strategies-

For those WCDMA carriers that are facing a capacity crunch due to the success of the Apple iPhone and other smartphones, help is as easy as HSPA+. ... Read More »

Analyst Angle: The emerging role of wireless broadband

December 30 2009 - 6:00 am ET | Jeffrey Bernstein, Senior Business and Policy Analyst, Telecommunications Management Group Inc.

-Jeffrey Bernstein, Senior Business and Policy Analyst, Telecommunications Management Group Inc.-

With all the talk of 4G technologies and the U.S. national broadband plan, it seems like a good time to step back and take a look at the broader role that wireless technologies can play in extending broadband services and their ... Read More »

Analyst Angle: Backhaul capacity in middle of network big business

December 30 2009 - 6:00 am ET | Larry Swasey and Andy Fuertes, Visant Strategies

-Larry Swasey, Visant Strategies-

As wireless operators utilize 3G and march toward 3.5G and 4G, collectively they face a large hurdle to broadband-on-the-go at reasonable prices. ... Read More »

Analyst Angle: Making the most of Holiday 2009

December 16 2009 - 6:00 am ET | Karen Parker, Managing Director Telecom & Media, TNS Compete

-Karen Parker, Managing Director Telecom & Media, TNS Compete-

Do you remember back in 2005 when the term Cyber Monday was coined? Retailers noticed a large spike in online purchasing the Monday following Thanksgiving. ... Read More »

Analyst Angle: Netbooks will win the battle and lose the war

December 16 2009 - 6:00 am ET | Josh Holbrook, Director Enterprise Research, Yankee Group

-Josh Holbrook, Director Enterprise Research, Yankee Group-

Editor's Note: Welcome to our weekly feature, Analyst Angle. We've collected a group of the industry's leading analysts to give their outlook on the hot topics in the wireless industry. ... Read More »

Analyst Angle: “Show me the Cellfax” – turning mobile experience upside down!

December 9 2009 - 6:00 am ET | Sanjay Ambekar, Co-founder and Partner, NGN Consulting L.L.C.

-Sanjay Ambekar, Co-founder and Partner, NGN Consulting L.L.C.-

For those that have been around the Wireless industry for some time, think back to the dated and present practices that operators and service companies have employed to validate the quality of the network or benchmark the quality ... Read More »

Analyst Angle: The hyper-competitive Indian cellular market

December 9 2009 - 6:00 am ET | Derek Kerton, The Kerton Group

-Derek Kerton, The Kerton Group-

I just returned from a very enlightening trip to India, where I sampled some of the cellular phone offerings in that part of the world. ... Read More »

Analyst Angle: African mobile payment market: Opportunities, drivers, issues and future trends

December 2 2009 - 6:00 am ET | Julien Blin, Principal Analysts and CEO, JBB Research

-Julien Blin, Principal Analysts and CEO, JBB Research-

Over the past few years, mobile payment solutions have experienced strong adoption in emerging markets like Africa as they perfectly fit the needs of many Africans who have limited resources or don't have a bank account. ... Read More »

Analyst Angle: AT&T disrupting SiriusXM – monetizing wireless

December 2 2009 - 6:00 am ET | Sanjay Ambekar, Co-founder and Partner, NGN Consulting L.L.C.

-Sanjay Ambekar, Co-founder and Partner, NGN Consulting L.L.C.-

As I was driving to daycare this morning, listening to CNBC on Sirius, a few thoughts crossed my mind; I was paying a $12 fee per month to Sirius and yet I could not listen to some of the Indian or South African radio programming ... Read More »

Analyst Angle: Wireless shoppers and social networking

November 18 2009 - 6:00 am ET | Becky Bitzenhofer, Senior Associate in Consumer Technologies, TNS Compete

-Becky Bitzenhofer, Senior Associate in Consumer Technologies, TNS Compete-

Those of us that spend hours a day, minutes a day, or even seconds a day online are almost certainly familiar with at least one social networking site and the volume of word-of-mouth marketing that occurs on them. ... Read More »

Analyst Angle: The wireless operator of tomorrow

November 11 2009 - 6:00 am ET | Sanjay Ambekar, Co-founder and Partner, NGN Consulting L.L.C.

-Sanjay Ambekar, Co-founder and Partner, NGN Consulting L.L.C.-

With my background working for a major wireless original equipment manufacturer and spending most of my career consulting with wireless operators, I started thinking about how this space would evolve in the future. ... Read More »

Analyst Angle: Is FMC dead or just resting?

November 11 2009 - 6:00 am ET | Josh Holbrook, Director Enterprise Research, Yankee Group

-Josh Holbrook, Director Enterprise Research, Yankee Group-

It’s official — fixed-mobile convergence (FMC) has proved to be a failure in the enterprise. The technology works beautifully and the capabilities are compelling. Ask an IT executive if the functionality enabled by ... Read More »

Analyst Angle: Evolution of wireless infrastructure OEMs

November 4 2009 - 6:00 am ET | Sanjay Ambekar, Co-founder and Partner, NGN Consulting L.L.C.

-Sanjay Ambekar, Co-founder and Partner, NGN Consulting L.L.C.-

Wireless infrastructure OEMs such as the likes of Ericsson, Nokia Siemens Networks, Alcatel-Lucent, Huawei, etc., face new challenges in the era of increased competition, shorter technology cycles and eroding margins. ... Read More »

Analyst Angle: App Stores: How many apps is enough?

November 4 2009 - 10:34 am ET | Derek Kerton, The Kerton Group

-Derek Kerton, The Kerton Group-

Editor's Note: Welcome to our weekly feature, Analyst Angle. We've collected a group of the industry's leading analysts to give their outlook on the hot topics in the wireless industry. ... Read More »

Analyst Angle: Brazilian mobile content/services market set to take advantage of the 4G revolution

October 28 2009 - 6:00 am ET | Julien Blin, Principal Analysts and CEO, JBB Research

-Julien Blin, Principal Analysts and CEO, JBB Research-

With 150+ million wireless subscribers today, Brazil has become one of the largest wireless markets in the world. While the market remains in its early stage, there is a growing appetite for mobile content and services. ... Read More »

Analyst Angle: The economy helps boost the prepaid market

October 21 2009 - 6:00 am ET | Danielle Nohe, Director of Consumer Technologies, TNS Compete

-Danielle Nohe, Director of Consumer Technologies, TNS Compete-

Interest in prepaid providers continues to boom. TNS Compete's behavioral panel tracks the online behavior of millions of consumers across the U.S. ... Read More »

Analyst Angle: Contracts are the barrier to adoption

October 21 2009 - 1:03 pm ET | Derek Kerton, The Kerton Group

-Derek Kerton, The Kerton Group-

Cheap phones attract new subscribers. Many consumers just would not pay $200 - $500 for a phone. But spread those payments over two years, and everyone will shove a phone in their pocket. ... Read More »

Analyst Angle: Defining mobile broadband

October 14 2009 - 6:00 am ET | Chetan Sharma, President, Chetan Sharma Consulting

--Photo Courtesy of Chetan Sharma Consulting

Mobile broadband is the network connectivity environment, where networks of different shapes and sizes collaborate to provide users unfettered access to the information they seek, the content they want to engage in, connect ... Read More »

Analyst Angle: Dell's smartphone is poised for success

October 14 2009 - 6:00 am ET | Josh Holbrook, Director Enterprise Research, Yankee Group

-Holbrook-

The wireless market is littered with companies failing to extend their strong brand into the potentially lucrative U.S. smartphone market. Compaq, Hewlett-Packard, Motorola and Nokia, to name a few, all tried and failed to become ... Read More »

Analyst Angle: Verizon Wireless takes the lead, offering the best depth and variety of parental controls

September 30 2009 - 10:00 am ET | Julien Blin, Principal Analysts and CEO, JBB Research

-Julien Blin-

Today, while the U.S. mobile adult content market remains in a very early stage as there is no “pure” mobile adult content available on the carrier's deck, no “robust” age verification, classification or ... Read More »

Analyst Angle: Do carrier-subsidized netbooks show promise?

September 30 2009 - 1:50 pm ET | Derek Kerton, Principal Analyst and head of Wireless Practice, Kerton Group

-Derek Kerton-

The growth of the netbook sector has been an anomaly in an otherwise tired PC market. Netbooks are sub 3-pound ( ... Read More »

Analyst Angle: How netbooks can sink an operator’s brand

September 16 2009 - 6:00 am ET | Josh Holbrook, Director Enterprise Research, Yankee Group

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For wireless carriers, the white knight in the tale of declining voice ARPUs is wireless data services. They have been employing various techniques over the years to drive adoption. ... Read More »

Analyst Angle: Mobile convergence good for USA

September 9 2009 - 9:55 am ET | Derek Kerton, Principal Analyst and head of Wireless Practice, Kerton Group

-Derek Kerton-

Cellular phones are, as you well know, ubiquitous these days. And for the past decade, the dominant players in the industry have been well distributed around the globe. There is strong representation from Korea, Japan, ... Read More »

Analyst Angle: China Set To Boost Apple's Global iPhone Sales, But Competition Likely To Be Strong

September 2 2009 - 6:00 am ET | Julien Blin, JBB Research

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After months of speculations, Apple iPhone 3G S is about to make its “official” entry in the Chinese market, following China Unicom's announcement of a three-year deal with Apple to sell the watershed device in China ... Read More »