Telecommunication Insight

Telecoms Insight brings you analysis of regional trends, regulatory changes, projects and investments plus competitive intelligence on the growth strategies of leading companies in the sector

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Key stories from this month's issue...

Company Trend Analysis - Webpass Deal About Technology, Not Footprint - SEPT 2016

Americas July 2016 / United States / Companies

Google Fiber's acquisition of Webpass is more about the latter's use of millimetre wave technology than the former looking to expand its footprint. While still a long-term bet, millimetre wave can become a viable and cheaper alternative to fixed broadband networks, allowing Alphabet and other content providers to combine their services with connectivity on a national and even a global level.

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Industry Trend Analysis - Alibaba To Capitalise On IoT Demand In Asia - AUG 2016

Asia July 2016 / Asia / Industry

Alibaba's cloud expansion into Japan and South Korea will leverage Chinese companies' demand for cloud computing services as they invest abroad. We believe Alibaba's cloud computing business will be looking to exploit the growing demand from the Internet of Things (IoT), and its partnerships with operators could make it a key contender in the international cloud computing space.

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Company Trend Analysis - O2 Valuation, Economic Headwinds Are Investment Hurdles - AUG 2016

Emerging Europe July 2016 / Czech Republic / Industry

The potential sale of PPF's investments in the Czech telecoms sector is in line with our long-held expectations. Service provider O2 is highly attractive with robust growth prospects, but finding new investors will be tricky, given the size of O2 and the weak economic outlook.

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Industry Trend Analysis - Currency Weakness Drags On Consumer Electronics Demand - SEPT 2016

Middle East & Africa July 2016 / Africa / Companies

Analysis of trade data for South Africa, Nigeria, Kenya and Ghana's Consumer Electronics (CE) markets show that the former still dominates regional demand by a long way. South Africa is emerging as a TV manufacturing hub for the wider region, as vendors respond to strong local demand for these higher-ticket devices. Between the other countries, Nigeria is decisively more attractive than Kenya and Ghana, owing to a much larger population and higher consumer purchasing power.

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Industry Trend Analysis - Consumer Response Key To Data-Driven Regulation - SEPT 2016

Western Europe July 2016 / France / Industry

Arcep's data-driven approach to regulation recognises the need to highlight investments and better networks, in order to drive the development of the most advanced infrastructure. If this influences consumers to switch networks, it will have positive repercussions beyond France, but it remains to be seen whether this will be sufficient to convince consumers to move from a 'good-enough' to a premium paradigm.

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