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Telco-OTT Battle Is Looming In India As Net Neutrality Policy Is Reviewed

Posted by Matt Walker  on December 14, 2017

Globally, operators are experiencing a rough patch, with sliding core revenues combined with an ongoing need to invest and maintain their networks. The wide usage of apps and services provided by OTTs, purchased easily from a smartphone or other device (e.g. Apple TV, R... READ MORE

Tag(s): Regulations & policy, Mobile broadband, Over the top (OTT), Telcos, Content/video

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Early Telco Reporters Verizon & Rogers Provide Mixed Signals For Vendors

Posted by Matt Walker  on October 19, 2017

The first sizable telcos reported 3Q17 earnings this morning: Verizon and Rogers. Both can point to reassuring bottom line results. For the 9 months ended September, operating & net margins improved year-over-year, as did earnings per share. Rogers’ EPS throug... READ MORE

Tag(s): Capex, Earnings, M&A, Telcos, Content/video, Infrastructure sharing, Cable TV

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Third Quarter Earnings Season Around The Corner (And Yes, It’s Cloudy)

Posted by Matt Walker  on October 6, 2017

Over the next 3 weeks, companies across the communications sector will begin reporting third quarter (3Q17) results. Watch for telco progress The world has never been so reliant on secure communications, but the underlying market is in a bit of turmoil. The cloud and ... READ MORE

Tag(s): Cloud, Data centers, Earnings, M&A, R&D, Telcos, Content/video

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