GLG News by Cable Networks Experts (Central and South America)

James MeyersChief Executive Officer Alpha Media

The Multichannel Cord Cutting Mystery

February 8, 2011

Analysis of:Hulu Reworks Its Script as Digital Change Hits TV - Hulu Online Cable Move? | online.wsj.com

1. To what extent does the "cord-cutting" phenomenon present a credible threat to the pay TV industry; or has the trend been oversimplified, overhyped and overstated.2. The digital terrestrial transition of 2009 drew many former over-the-air only viewers into the pay TV fold as the multichannel players, such as Comcast, Time Warner Cable and DISH, offered great incentives.

Lucy GreenManaging DirectorLarato

UK Public Sector Telecoms, BT and C&W - is the future bleak or not?

November 3, 2010

On July 20th, C& W issued an interim statement stating that the UK's Public Sector cuts would adversely impact its business. On October 15th, BT announced that it had "struck a deal" with the UK Government and sought to reassure investors about its exposure to government spending cuts.This short analysis provides an independent insight into the dynamics behind the announcements.

Lucy GreenManaging DirectorLarato

Is Virgin Media Business strengthening its market position?

August 31, 2010

Analysis of:Virgin Media Group's second quarter results presentation | media.corporate-ir.net

July's Virgin Media Group's results presentation showed a 26% rise in business data revenues over the year. The latest annual report refers to the division's leadership in Ethernet, underlining the network's ability to deliver capacity that meets the demands of media-rich applications like HD Video Conferencing. The new Business Partner Programme aims to provide quality capacity to resellers needing to meet demand for rich communications. How does this strengthen the division's market position?

Lucy GreenManaging DirectorLarato

The high speed broadband race - will the telco or cable co network win out?

June 4, 2010

As Ultra High Speed Broadband services gain more market traction, this analysis looks at the pros and cons of a typical cable operator's HFC network and the fibre networks being rolled out by telcos. The bottom line is that both types of infrastructure can support delivery of Ultra High Speed Broadband to consumers and businesses but the underpinning financial models are very different. Fibre wins in the long term.

Lucy GreenManaging DirectorLarato

Will COLT's market repositioning deliver the growth it seeks?

May 24, 2010

COLT has clearly made significant investment in its rebrand and market repositioning. The rebrand to an ICT provider rather than a Telco is key to COLT attaining the market share it seeks. Yet, this is the 3rd rebrand for COLT within the last 6-7 years and so what is going to make the difference this time? The answer lies in execution not strategy. This article takes a look at the issues and challenges involved for COLT to succeed.

Lucy GreenManaging DirectorLarato

Why is Virgin Media Business' rebrand not working?

May 19, 2010

Analysis of:Why is Virgin Media Business' rebrand not working? | www.larato.co.uk

The tone of the first quarter results presented by Virgin Media was interesting. Having made the growth of the Business Division a group strategic priority for this year, the results contained 1 statement about progress - that data revenues were up 7%. This increase is against a market backdrop of double growth. Why isn't Virgin Media Business doing better?

Lucy GreenManaging DirectorLarato

New and developing risks to the telecoms infrastructure investor

April 13, 2010

Businesses and consumers are changing the way they buy communications. There is a shift towards communications applications like Skype for consumers, Microsoft’s OCS for smaller businesses and Avaya/ Alcatel etc for larger Enterprises.These market developments present risks to the infrastructure investor.

Lucy GreenManaging DirectorLarato

What opportunities and risks do unified communications offer the investor?

April 9, 2010

The inexorable migration to Unified Communications presents opportunities and risks to the investor communities. This analysis explores the key pluses and minuses of these advanced communications technology from the perspective of the investor.

Lucy GreenManaging DirectorLarato

Why demand still outstrips supply for converged communications.

April 9, 2010

Telecoms Service Providers are still unable to meet Enterprise demands for converged communications. This analysis explains why.

Lucy GreenManaging DirectorLarato

C&W WORLDWIDE - what's in store?

March 25, 2010

As the C&W demerger happens, I consider some of the opportunities and challenges for C&W Worldwide. Top line revenue growth will be challenging to achieve. Margin growth will be slightly easier

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