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Telecoms

Analyst view: Blackberry unveils the Q5

Blackberry has announced its first smartphone to be targeted at emerging markets. Adam Leach, principal device and platforms analyst at Ovum has the following comment: “The Q5 could be a very significant device for the company, as there is a significant opportunity for high-quality low-cost smartphones. Emerging markets accounted for roughly 17% of the nearly 450 million… Read more

Adam Leach

Analyst view: Facebook’s Q1 2013 results

Facebook’s ability to monetize mobile is critical and the results here were positive with mobile advertising accounting for 30 percent of total advertising revenues, compared to 23 percent in Q4 2012. Eden Zoller, Principal Analyst at Ovum comments: “Mobile users and engagement continues to rise with mobile monthly active users reaching 751m in Q1, compared… Read more

Eden Zoller

Ovum forecasts social messaging apps will cost operators $32.6bn in 2013 growing to over $86.0bn in 2020

As Ovum forecasts social messaging apps will cost operators $32.6bn in 2013 growing to over $86.0bn in 2020, Neha Dharia, consumer analyst at Ovum explains how she believes social messaging will continue its rise in 2013: Operators will partner more with OTT players “The period 2013–15 will be crucial in terms of the relationship between… Read more

Neha Dharia

Analyst view: Telenor to buy Globul

Telenor ASA (TEL), the Nordic region’s largest telecommunications operator, has agreed to buy Hellenic Telecommunications Organization’s (OTE) Bulgarian mobile unit, Globul. Jeremy Green, Principal Analyst in Ovum’s Telco Strategy Practice has the following comments: “Telenor’s acquisition of Globul, Bulgaria’s second-largest mobile operator, represents a continuation of the group’s policy of seizing opportunities without too much… Read more

Jeremy Green

Analyst view: Apple beats financial analysts’ estimates, but is this a good thing in the long term?

Apple released its results for the most recent quarter after market close today. It beat financial analysts’ estimates and its own guidance, and posted solid shipments of iPads and iPhones, its two key product lines. Jan Dawson, chief telecoms analyst at Ovum has the following comments: “In some ways, beating guidance was the worst thing… Read more

Jan Dawson

Analyst view: EE’s Q1 results – it’s all about those LTE numbers

Everything Everywhere (EE) has released its first quarter 2013 results, pointing to its success in the quarter and noting the challenges it faces going forward. Emeka Obiodu, principal telco strategy analyst at Ovum has the following comment: “Revenues, in line with the challenging macroeconomic environment, declined by 0.4% year-on-year (a decline of 5.4% if the… Read more

Emeka Obiodu

Ovum warns telcos not to rush to expand into additional countries

For immediate release London, 22 April 2013 – It is more beneficial for telcos to invest in growing their customer numbers in fewer countries than to expand horizontally across more countries, says Ovum. This delivers an important message to Europe’s telcos and authorities as they consider consolidation, convergence, and the creation of a pan-European network… Read more

Emeka Obiodu

ACHIET-Ovum Observatory: Telecoms industry boosts socio-economic development in Latin America

NUMBER OF JOBS CREATED BY THE TELECOMS INDUSTRY IN LATIN AMERICA HAS GROWN BY 60% SINCE 2008; TELCO CAPITAL INVESTMENT INCREASED BY 28% These insights are from the new AHCIET-Ovum Observatory of Telecoms Indicators in Latin America which launches today. The Observatory aims to track and analyse trends and developments in the digital ecosystem in… Read more

Matthew Howett

Analyst view: EE is doubling speeds and capacity

Following this morning’s announcement from EE, the UK’s first 4G network operator, Matthew Howett, telecoms regulation analyst at Ovum, has the following comment: “Not content with merely being the UK’s first 4G network, EE is also defining itself as one of the boldest. By doubling the amount of spectrum it is using for 4G, it… Read more

Matthew Howett

Analyst view: Facebook’s Android launcher better targets millions of Android users

Facebook today announced a home screen or “launcher” application for Android which will take over the user’s phone home screen on an Android device and provide a Facebook-centric experience and way of interacting with the device. Jan Dawson, chief telecoms analyst at Ovum, has the following initial reaction: “Any broadening of Facebook’s appeal on mobile… Read more

Jan Dawson