Chris Hogg
@TelecomAnalysis
MBA Strategy consultant serving the mobile communications industry.
You might like
Big opportunities for firms if they can solve the EV charge at home problem in cities. bbc.in/3hAxiVZ Challenges ahead for automotive firms as we move to fully electric. What does this mean for your business?
Interesting. @VodafoneGroup talking about (low) return on capital and how to increase. tinyurl.com/y79eqtbx. No mention of using IoT revenues to move the needle. Likely due being a very small proportion of business. Covered this in Jan20. See tinyurl.com/y7javwja
Good article regarding state of UK mobile retail market + shift to buying phones and subs online and separately. goo.gl/ATvCAY
ft.com
Dixons Carphone rings alarm on UK smartphone market
Retailer blames warning on lack of handsets but analysts point to structural shift
Will be interesting to see if they can sustain the growth particularly in light of unbundling and price competition. goo.gl/dPWumH
ft.com
Telecoms groups outperform growth expectations
Orange, Telefónica and Verizon all add customers through better offers and services
Will be interesting to see how this patent dispute develops. goo.gl/b9UpxB
ft.com
Apple uses Supreme Court decision to attack Qualcomm
Lexmark ink case shows chipmaker should not be ‘double-dipping’, iPhone maker argues
With mobiles, FaceTime, Skype, WhatsApp I wonder how many people still use their landline phone? I don't use it. goo.gl/4ePL1G
ft.com
Britain’s broadband capital considers cutting off phone lines
Hull plans to be one of first places in Europe to ditch old network
Interesting analysis of the winners and losers from the end of mobile roaming charges in Europe. goo.gl/YxC7H8
ft.com
European telecoms brace for losses as roaming charges end
But dozens of operators have already applied to be exempt
"A strategy premised primarily on cost-cutting is not sustainable over the long run" - Moody's. goo.gl/IihOHp. Will 5G help E///?
ft.com
Ericsson cut to junk at Moody’s on weaker outlook
Ericsson cut to junk at Moody’s on weaker outlook
Given similarities in services/offers it's no wonder that price + next wave of tech are main areas of competition. goo.gl/baV4BP
ft.com
Price war expected to hit Verizon and AT&T profits
Groups will ‘take a hit’ this quarter as they hunt for market share, analysts say
I think the bigger question here is what can the Indian brands do themselves to better compete with their rivals? goo.gl/97GPmJ
It will be interesting to see how these competitive dynamics develop over the next few years. #Tesla #Ford goo.gl/M29ED4.
A Regulator stops banks negotiating as one re #ApplePay. goo.gl/zXhd1W. Shows power of big tech v others. But regulator is right.
bbc.co.uk
Apple wins Australia ruling to retain Apple Pay dominance
Banks are not allowed to collectively negotiate for their own apps to compete with Apple Pay.
Interesting article about mobile markets. What is best for consumers and economies? goo.gl/rn0DBr
ft.com
Mobile mavericks innovate faster than incumbents
Upstarts such as Jio in India and Iliad in France offer more to consumers than oligopolies
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