Welcome to our Monday column, Analyst Angle. Every Monday, the industry’s leading analysts give their outlook on the hot topics in the wireless industry, from carriers to content to handsets to infrastructure.
March 2 2009 - 5:59 am ET | William Ho, Research Director – Consumer Services, Current Analysis
The wireless industry has consolidated with regional carriers absorbed by larger national giants. Many decry that as a result, there is less incentive for these national carriers to compete (e.g., by lowering pricing) and ... Read More »
February 27 2009 - 11:11 am ET | Peggy Anne Salz, chief analyst and publisher, MSearchGroove
Is mobile advertising broken? Or is it just early days? The jury is still out on that one. But there is no ignoring the gap between the amount of effort companies invest in mobile advertising campaigns and the actual results they ... Read More »
February 16 2009 - 5:59 am ET | Bill Hughes, analyst
Since March 2007, the good folks at RCR Wireless have been very patient with my quest to shame and otherwise motivate employers to provide cellular service for employees that make more than an occasional call related to business. ... Read More »
February 9 2009 - 5:59 am ET | Nizar Assanie, VP of research, IE Market Research Corp.
When it comes to the wireless sector, I would just like to say what everybody else in the wireless ecosystem knows — the carrier is king! Now, I am not just saying this because most of our customers are carriers, but because ... Read More »
February 2 2009 - 8:21 am ET | William Ho, Research Director – Consumer Services, Current Analysis
With the advent of the new Boost national $50 Monthly Unlimited plan, many consumers and industry watchers were hoping that the prevailing national $99.99 monthly unlimited calling price point would drop and a price war would ... Read More »
January 19 2009 - 5:59 am ET | Bill Hughes, principal analyst, In-Stat
A critical question for wireless operators in the US is whether prospective customers of wide-area mobile data will treat the service as an undifferentiated service, as many do with their Internet service provider (ISP), or will ... Read More »
January 12 2009 - 5:59 am ET | Nizar Assanie, VP of research, IE Market Research Corp.
It was a year most of us would like to forget, but one we’re certain to remember. Much changed in the past year, with the world’s financial system crumbling and markets worldwide slumping by half. ... Read More »
December 15 2008 - 5:59 am ET | Frank Dickson, co-founder and chief research officer, MultiMedia Intelligence
The migration to mobile messaging and data was the story of the first half of the decade. The story of the second half of the decade is the paradigm shift to open OS handsets. Granted, paradigm shift is an overused word, but the ... Read More »
December 8 2008 - 5:59 am ET | Ben Kwan, Analyst, Dell'Oro Group Inc.
The macroeconomic weakness and increased uncertainty has spurred enterprises to reduce capital budgets and increasingly pressured IT managers to reevaluate their services and cut spending where appropriate. Despite these factors, ... Read More »
December 1 2008 - 12:09 pm ET | Doug Williams, analyst, Forrester Research
Cable operators are market leaders for pay TV and broadband services, and have done very well stealing fixed voice lines from traditional telephone carriers. Yet they are woefully behind when it comes to wireless service. ... Read More »
November 24 2008 - 12:25 pm ET | Michael W. Thelander, CEO, Signals Research Group
Conventional wisdom suggests that the spectral efficiency of a wireless technology has a meaningful impact on an operator’s network economics. ... Read More »
November 17 2008 - 12:47 pm ET | Frank Dickson, co-founder and chief research officer, MultiMedia Intelligence
When Apple launched the iPhone a little over a year ago, they disrupted the industry forever. Apple went beyond simply replacing the keyboard with a huge touch-screen display. ... Read More »
November 10 2008 - 11:51 am ET | Ben Kwan, Analyst, Dell'Oro Group Inc.
Enterprise spending on WLAN equipment has outpaced the growth rate of both the Layer 2+3 Ethernet switching and the IP telephony markets for the past five consecutive years. We believe this trend will continue through 2012 ... Read More »
November 3 2008 - 5:59 am ET | Seth Fowler and Julie Ask, Forrester Research
Data usage is an important component for future revenue growth as it becomes an ever greater percentage of ARPU (average revenue per user) and is currently the fastest growing source of revenue for carriers — a fact that has ... Read More »
October 20 2008 - 5:59 am ET | Frank Dickson, co-founder, chief research officer, MultiMedia Intelligence
The last few years have seen significant growth in the U.S. teen market, a market that MultiMedia Intelligence defines as the age group of 12- to 17-year-old individuals. In 2007, the market grew 12% to surpass 16 million ... Read More »
October 13 2008 - 5:59 am ET | Scott Siegler, Analyst, Dell'Oro Group
Happy belated birthday to you, GSM. Last month, GSM technology celebrated its 21st birthday — quite remarkable considering that the average life cycle in the technology world is only about five years. ... Read More »
October 6 2008 - 12:04 pm ET | Julie Ask, Jupiter Research
Maybe you should buy your mother one, too. My mother (age 66) already packs a Nintendo DS and a cellphone. She’s considering an iPhone. A number of catalysts inspired me to write this piece and led me to believe that this is a ... Read More »
September 29 2008 - 5:59 am ET | Michael W. Thelander, CEO, Signals Research Group
During the past 18 months there has been a groundswell movement in the U.S. to have mobile operators adopt an open-device policy. It is hard to say with any certainty who gets credit for starting this movement, but by all ... Read More »
September 22 2008 - 4:17 pm ET | Frank Dickson, co-founder, chief research officer, MultiMedia Intelligence
Another CTIA show has come and gone. There was plenty of talk of new applications and wireless spectrum. The discussion continued regarding what “opening a network” means, and if we truly want that. ... Read More »
September 15 2008 - 5:59 am ET | Ben Kwan, Analyst, Dell'Oro Group Inc.
To adapt the words of famed chaos theorist Edward Lorenz who coined the term “butterfly effect”, 802.11n is the “butterfly” in the WLAN market. ... Read More »
September 8 2008 - 5:59 am ET | Seth Fowler and Julie Ask, Jupiter Research
Cellphones, with their index of personal contacts, knowledge of a user’s location, ubiquity, and hallowed place in nearly everyone’s pocket, are the perfect devices to transform online social networking to truly mobile social ... Read More »
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