Mobile and Wireless Technology

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    May 12, 2007

    Mobile data pricing in the UK: down but not out

    The new consumer data tariffs from Vodafone and Orange in the UK continue the trend towards dramatically lower data prices for high end users, although they are cunningly structured to involve more moderate increases for low end users

  • April 11, 2007

    Mobile advertising: overhyped?

    Mobile advertising has recently been talked up by both mobile operators and media companies, with some analysts estimating that it could be worth more than $11 billion by 2011, or over one third of the current internet advertising market

  • April 2, 2007

    Mobile termination rates

    Ofcom has reintroduced price cuts to the UK mobile call termination rates, cutting 2G call termination rates by between 9% and 19% over four years and introducing termination regulation for 3G calls that will cut rates by 45%

  • H3G
    H3G
    March 25, 2007

    H3G 2006 results: still burning

    H3G's H2 2006 results were a mixed bag, with the UK's revenue growth strong but Italy's weak, churn reduced but unit SACs up, and non-SAC operating costs reduced but capex up sharply

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    March 16, 2007

    Mobile revenue growth: December 2006 quarter

    Aggregate mobile service revenue growth in the December quarter was stable at 4.2% although, given an easing of termination rate cuts, the underlying growth actually dropped by 0.5 percentage points

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    March 9, 2007

    Mobile handsets: ever slimmer and fewer Gs

    Mobile handset form factors have continued to multiply, but the general trend is for flagship models to be slimmer, sleeker and more metallic

  • March 1, 2007

    Sprint and the mobile WiMAX bubble

    Mobile WiMAX is still being heavily hyped as the future of mobile broadband, with Sprint in the US, with its $3 billion network rollout, being lauded as the pioneer

  • February 9, 2007

    Mobile TV: poor reception to date

    This report sets out the technological, regulatory and consumer demand issues relating to the provision of mobile TV services in the UK. In summary, technology is uncertain, spectrum is scarce and demand is weak but, nonetheless, we expect industry enthusiasm to drive full multi-channel broadcast services before the end of the decade

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    February 1, 2007

    Vodafone Q3 2006/07 KPIs: steady but unspectacular

    Vodafone's underlying service revenue growth in its core European markets again improved, to 3.0% from 2.3% in the previous quarter, although most of this improvement was due to the impact from termination rate cuts being lower

  • H3G
    H3G
    January 23, 2007

    H3G drops roaming charges

    H3G has removed roaming charges for customers roaming onto its own overseas networks. While reducing roaming prices can be partially, or even fully, compensated for by elasticity effects, removing them altogether has far more limited direct compensations, especially when consumers are on bundle tariffs
  • Carphone Warehouse
    Carphone Warehouse
    January 18, 2007

    Carphone Warehouse Q3 trading statement: is no news good news?

    Carphone Warehouse's core distribution business was firm, showing no signs of being harmed by Vodafone withdrawing its new contract business in the UK
  • January 12, 2007

    The Apple iPhone – beautiful, but niche

    Apple has introduced its long-awaited iPhone, with sleek looks and a host of innovative touches, to be launched in the US exclusively with Cingular in June and Europe by the end of 2007

  • December 14, 2006

    Mobile revenue growth – September 2006 quarter

    Aggregate mobile service revenue growth remains reasonably strong, at 4% for the latest quarter for the five largest European countries

  • H3G
    H3G
    November 22, 2006

    H3G’s X-Series and the mobile internet (or lack thereof)

    H3G's X-Series is not quite as innovative as it was presented to be, given that T-Mobile's Web ‘n' Walk is very similar in concept (flat rate data tariffs, 3rd party Internet services) and has been available since June 2005

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    November 16, 2006

    Vodafone H1 2006/07 results: on the mend?

    Vodafone's revenue growth has improved, with core underlying growth rising both relative to the previous quarter and relative to its competitors

  • Orange
    Orange
    November 1, 2006

    Orange UK: struggling to give convergence away for free

    Orange UK's converged mobile and broadband brands and ‘free' broadband offer has not proved a big hit with consumers, with Orange reporting just 25,000 DSL net additions for the September quarter, likely to be below 5% market share

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    October 14, 2006

    Vodafone drops Carphone Warehouse, but who will fall further?

    In a fit of pique over increasing subsidies, Vodafone UK is dropping Carphone Warehouse (CPW) as a distributor, and moving exclusively to Phones4U with lower subsidy levels and volume guarantees, while Orange is reportedly also considering its position with CPW

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    September 26, 2006

    UK termination rate cuts… and increases

    Ofcom has reintroduced price reductions for UK mobile call termination charges, cutting 2G termination rates in real terms by between 6% and 16% over four years and introducing regulation for 3G call termination that will cut rates by almost 50% from current levels
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    November 9, 2005

    3G Datacards

    3G datacards slot into laptops to provide Internet connectivity when on the move. They make good use of the current patchy 3G networks: demand is likely to be concentrated in areas that are currently covered, while GPRS is a good back-up outside these areas and the ‘bursty' nature of their usage does not put an unsustainable load on the 3G networks. However, they are far more expensive and much slower than fixed line broadband, and they are likely to remain so for the foreseeable future, leaving their appeal as a ‘last resort' rather than a genuine alternative.
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    September 18, 2005

    Mobile TV

    Mobile TV is being hailed as the next killer consumer mobile data application, and is already credited with being the most popular 3G service where it is offered. This report examines recent developments in Local Loop Unbundling (LLU) in the UK and their implications for market structure and BT's revenue from residential customers.
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    March 11, 2005

    UK Mobile Spectrum Review

    In January this year, Ofcom published its eagerly-awaited consultation document, “Spectrum Framework Review: Implementation Plan”, containing its plans for the release of new mobile spectrum and the liberalisation of existing mobile spectrum. This report reviews the implications of Ofcom's hesitant moves towards spectrum liberalisation and the vast amount of new mobile spectrum that will be released onto the market. We find that the hype is overblown, with low underlying consumer interest and the potential for a mass market service still several years away due to 3G actually being an inappropriate delivery mechanism. Handset manufacturers are likely to be the only significant winners from mobile TV, able to keep top-end handset prices high with yet another seldom-used feature.

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    November 12, 2004

    Vodafone 3G Launch

    Vodafone this week announced its formal 3G launch to great fanfare, with new handsets, services and pricing. This brief note gives our view on the launch and likely impact in Europe and Japan.

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    September 21, 2004

    Update on 3G in Japan

    This note updates on 3G in Japan [2004-24] after visits to NTT DoCoMo, KDDI and Vodafone Japan, and recent announcements in advance of Vodafone's investor day next week. We conclude that the market's outlook remains poor and, in particular, Vodafone Japan will struggle.

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    September 20, 2004

    UK Mobile Call Charge Trends

    The profitability of the UK 2G mobile networks depends on the continued avoidance of a price war. Are there any signs yet of retail price erosion? This report suggests that mobile prices have in fact risen in the last two years, despite the entry of ‘3', the growth of Virgin Mobile and the regulatory pressure on termination charges.