Articles List

Articles List

Highlighting the risks and rewards in Latin America's mobile market

With most markets in Latin America having surpassed 100% penetration of mobile services and approaching saturation points, our expectations are for minimal growth in 2019 across the board. This outlook is reflected in the Industry Rewards category in our Risk/Reward Index, which has seen a general trend of decline in our Q215 update.

Google sets sights on US wireless market

Launching a wireless service would be Google's first step towards becoming a network provider, building on the foundations of several earlier projects. It may take several years for the strategy to take effect, but its success or failure will have an impact in terms of leadership in the telecoms market.

Sub-Saharan African mobile companies investing in incubation centres

We have a positive long term outlook for mobile operators that invest in incubation centres to support content developers. The investments will help protect their data revenues from being cannibalised by third-party content providers, ensuring their ability to justify ongoing investments in network infrastructure and improve customer loyalty in a region where multiple-SIM ownership is the norm.

Top trends in Central and Eastern Europe's mobile market

Consumption of non-voice services on mobile devices continues to grow rapidly. This is facilitated by the wide availability of low-cost devices and wireless broadband platforms, an ever-broadening choice of browser- and app-driven value-added services, the ubiquity of very attractive content and the relatively low cost of mobile data services, particularly within multi-service packages. Although mobile network operators are noting steady increases in non-voice as a proportion of overall service revenues, non-voice revenues and non-voice ARPUs are not rising fast enough to offset rapid declines in income from core voice, interconnection and subscription revenues.

Enterprise provides lifeline in Saudi Arabia's stagnating mobile market

Weak Q414 financial results for Saudi Arabia's three mobile operators highlight the challenge of building value in a fully saturated and increasingly competitive mobile market. Although Mobily's financial woes continue, we reiterate our view that its diversification strategy will enable it to capture greater growth opportunities in the enterprise sector.

Telecoms giant Ericsson's new Asia deals boost growth forecasts

Ericsson's long-standing relationships with many of Asia's telecommunications operators have helped the company continue securing network upgrade and managed services contracts. Nevertheless, revenues from key markets such as China are in retreat as nimbler local players prove more adept at undercutting global vendors and as the embattled international equipment providers respond by rationalising product lines and chasing niche customer segments.

Low oil prices boost opportunity for Marcellus gas prospects in the US

A prolonged period of below-USD50/bbl oil prices will negatively impact production in major shale basins, dragging down production of associated gas. This will provide an opportunity for low-cost dry gas producers, primarily those in the Marcellus, to step in and increase market share.

Germany's telecoms company Deutsche Telekom highlights convergence is key

Deutsche Telekom's focus on network investment highlights that convergence is the operator's core strategy, as the introduction of seamless offers can provide greater scale in content negotiations. These investments are expensive, and this is why Deutsche Telekom and other European operators are looking to rationalise their assets.

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