I have just read the press release and the correpsonding BBC article on Ofcom’s broadband speed report, published today. The research itself is worthy and interesting, but: Read the rest of this entry »
Two days of presentations and panel discussions at SaudiCom clearly demonstrated that there are lots of great ideas about how the world (or the telecoms market in KSA) could be a better place. Black Swan theories, co-opetition, partnership, new business models and all that highly worthy jazz abounded. But I think anybody could be forgiven for taking it all with a large pinch of salt. Read the rest of this entry »
Portugal crept into the world’s elite group of broadband connected nations at the end of 2009. With 41,500 FTTH subscribers, just under 2% of Portugal’s broadband homes used FTTH at the end of last year and the measure of eliteness used by the FTTH Council Europe, is that more than 1% of connected homes must use FTTH/B.
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Ian Livingstone must have an autotext key on his laptop. This morning’s news release reads:
These results show that we are making progress. There is still a lot more to be done but our commitment to improved customer service and cost transformation is starting to deliver results
The news release on 12th November reads:
We have had another quarter of progress but there remains a lot more to do. With total cost reductions of over £900m in the first half, we have made significant headway towards our previous target of well over £1bn for the full year. We now expect to generate at least £1.6bn of free cash flow this year
Gone are the days when the tabloid press could proclaim with not a little veiled snarling, that BT was announcing super-profits equating to x million pounds a second. Today results showed that it amounted to about 70 quid a second over the first six months of BT’s financial year. I did a brief slot on BBC Breakfast this morning before the results were announced and I was asked if I thought BT’s problems are now behind them. I said that I thought they were and on the whole, and on the evidence of these results, they are. Read the rest of this entry »
The BBC picked up on the publication of the annual broadband ranking report from Cisco and the Said Business School. It ranked the UK 25th out of 66 nations, relative to average download and upload speed and availability.
I haven’t seen the report, but the interesting thing is that it ranks according to readiness for the future, rather than adequacy for the present. So, nations like Latvia and Bulgaria where FTTx has high market share, rank higher than the UK.It masks the fact that twice as many UK homes have broadband as Bulgaria. It’s about 50% more than Latvia. Read the rest of this entry »
I’ve been in Munich for the last couple of days, listening to Nokia Siemens Networks executives tell us industry analysts all about the new company strategy. Bearing in mind who the parents of this joint venture are, old skool bastions of Northern European communications engineering, renowned for delivering solid products with solid performance, the company at first seemed to have gone all soft and fluffy.
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As ever, BT’s annual results gave rise to a swathe of coverage in the UK media today. This led mainly with the news of deeper job cuts and the woes at BT Global Services, but some reports flagged the modest success of BT Retail and of consumer broadband within that. The fact is that broadband overall (Retail + Wholesale + openreach) accounts for a shrinking percentage (10.42% vs 10.72% in 07/08) of a revenue base which grew overall by 3%.
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After nearly three years on the market, though some might say the slab, Tiscali’s UK assets are to be acquired by Carphone Warehouse for £236m: less than half the value of Tiscali’s overall debt. Snapping up the UK broadband market’s number four player for a bargain basement price, looks like a good move to boost the valuation of TalkTalk in advance of its possible divestiture later this year. Read the rest of this entry »
According to research completed ahead of the IPTV World Forum, which opens at Olympia, London on Wednesday, Informa Telecoms & Media announces that global IPTV subscriptions reached the 20 million mark at the end of 2008. The 90 networks which have disclosed numbers to Informa Telecoms & Media account for 19.98 million subscriptions, and estimates for a further 20 networks take the total to 20.12 million. IPTV is now active in nearly 60 countries. Read the rest of this entry »
Julian Herbert
Julian is Principal Analyst for Broadband at Informa Telecoms & Media