GLG News by Cable Services Experts

Matt StandishPrincipalInteractive Mobile Media

The US Wireless MNOs must consolidate

March 21, 2011

Analysis of:AT&T to Buy T-Mobile USA | online.wsj.com

Economies of scale is king in the Mobile Industry.  The At&t acquisition is overpriced considering that T-Mobile churned over 14.5 million of its 32 million customers last year.

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.

Matt StandishPrincipalInteractive Mobile Media

Google takes on foursquare with Latitude check-ins

February 3, 2011

Analysis of:Google takes on foursquare with Latitude check-ins | www.fiercemobilecontent.com

I guess it is of little surprise that Google is launching its Latitude mobile friend-finder service with the addition of new check-in features rivaling similar location-specific solutions from startups like foursquare, Yelp, Gowalla and Loopt. 

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?

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics' Hardball: What Market Recovery?

June 27, 2010

While both AT&T and Verizon have indicated that their CAPEX budgets are flexible (translate that to mean cuts) they have tried to remain active in building out wireline networks, according to Telecom Pragmatics.   However, it has become increasingly clear that the recovery forecasted for this year is not happening in any substantial manner.  The latest blow to both companies came with the announcement that the secondary housing market lost ground in the last month.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Infinera’s Choice

June 12, 2010

To continue to pursue 40G on a PIC would not allow Infinera to make the statement that “this change is neutral to OpEx in 2010, and we intend to continue to bring R&D as a percent of revenue down year over year assuming moderate revenue growth.”  At the same time, there will be a price to pay in terms of customers’ confidence in the future development of the chip.   On the positive side, Infinera continues to offer novel solutions for problems from the engineers’ perspective.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Intel $ Directly Tied to Clearwire City Turn-Ups?

June 4, 2010

It seems that how much money Clearwire gets from Intel depends on how many cities it turns up at a particular time, according to Telecom Pragmatics.   Evidently, the wireless carrier has a clear incentive to penetrate more cities rather than fewer. Therefore, there could be an increased chance of Clearwire overextending itself in the market.

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.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Follow FiOS Map for Bulk of VZ LTE Cities

May 30, 2010

The first 25 to 30 4G cities are expected to be operating by second quarter of 2011 for Verizon Wireless, according to Telecom Pragmatics.  Mainly the FiOS cities, including those outside of its incumbent landline territory, will be targeted.   In the past, we have written about the long-term strategic importance of Verizon ultimately tying its LTE network with FiOS. 

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