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Customer financing – the Achilles heel

February 12, 2007

Analysis of:Nortel cuts costs | www.ericsson.com

The major infrastructure manufacturers are all suffering from the expectation of the networks for financing of their capital expenditure.

Telefónica – the most aggressive European telco?

February 5, 2007

Analysis of:Telefonica Q3 reports | www.telefonica.es

All European telcos have pushed for overseas expansion out of their home markets to fuel their revenue growth.

During the period 2000 to 2006 the most effective at this geographical expansion is surprisingly Telefónica from Spain.

Can ARPU be sustained without data growth?

January 31, 2007

Analysis of:Perspectives | www.chetansharma.com

Maintaining ARPU is critical to drive the profitability for mobile companies.

The conventional wisdom is that this can only be done by bringing in additional ARPU from data business as voice usage declines.

Vodafone strategy. What strategy?

January 31, 2007

Analysis of:Press release | www.vodafone.com

Arun Sarin states “These KPIs are very much in line with our expectations and show that we are continuing to make progress in executing our strategy.”

The problem is that no one is very clear what is the strategy.

Vodafone Q3 2006 results

January 31, 2007

Analysis of:Press release | www.vodafone.com

The results of the world’s largest mobile operator reveal future trends expected for voice and data growth internationally.

The figures for emerging markets are showing dramatic growth, those for the more mature European markets virtually no growth

The traps of Tax-Efficient Cross-Border M&A

January 29, 2007

Analysis of:Tax-Efficient Cross-Border M&A | www.businessfinancemag.com

If cross border mergers are driven by the creation of non trading structures designed to minimize current tax liabilities there are potentially serious negative consequences to the success of these mergers.

Data Growth the key to future profitabiity?

January 29, 2007

Analysis of:Worldwide Wireless Data Trends | www.chetansharma.com

The future of profitability in mobile telecoms will be driven by data and implicitly by data ARPU according to many analysts including Chetan Sharma.

http://www.chetansharma.com/worldwide%20Data%20trends.doc

If the ambition of reaching “80 % of revenue by 2010 as stated by NTT Docomo” is unachieved will this prevent mobile companies from maintaining ARPU?

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