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David Astle

Nokia Swings to Loss as Smartphone Sales Dive - Ina Fried - Mobile - AllThingsD - 0 views

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    Nokia Swings to Loss as Both Smartphone and Not-So-Smartphone Sales Dive
Alex Street

FT.com / Telecoms - Nokia Siemens wins $7bn Harbinger deal - 0 views

  • SN, which is jointly owned by Finland’s Nokia and Germany’s Siemens, announced that it would strengthen its position in the US by buying most of Motorola’s network infrastructure unit for $1.2bn.Harbinger’s $7bn contract award to NSN underlines the h
  • $7bn contrac
  • ightSquared, w
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  • business model is based on securing wholesale rather than retail customers
  • 40,000 base stations that will cover 92 per cent of the US population by 2015.
  • eight-year contract w
  • Nokia Siemens Networks to build a high-speed mobile phone network in the US.
  • nfrastructure will combine an orthodox mobile network with a satellite-based phone and data service
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    design, build and maintain the new network.
Alex Street

Nokia - Q2 2010 - 0 views

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    NSN margin numbers 
Alex Street

Huawei, ZTE and Ericsson to Dominate Telecom Infrastructure Equipment Market - or not? ... - 0 views

  • Cisco has pretty much exited the telecom transmission business
  • Motorola Networks is being sold to NSN, but that’s being contested by Huawei
  • big three of Alcatel-Lucent, Nokia-Siemens and Ericsso
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  • Telecom Infrastructure Equipment Marke
  • Huawei
  • Serving 45 of the top 50 global telecom operators,
  • f you look at Alcatel Lucent or Nokia Siemens Networks, their growth rate is flat or shrinking, and even market leader Ericsson has a slow growth
  • world's leading telecom infrastructure vendor,
  • ricsson is in a better position than its European- American and Japanese rivals to resist the Chinese led onslaught, as its economies of scale give it higher sales and better profit margins.
  • hey must compete on technology, product quality and innovation.
  • ly three players- Ericsson, Huawei and ZTE- will be the only dominant telecom
  • iggest blow to Huawei (IMHO) is that they didn't win the Sprint infrastructure upgrade contract.
  • U.S. concerns about Huawei go back several years, and focus on the opacity of its books (finances are not transparent) and ownership structure (Chinese government?) 
Alex Street

China's Huawei: Margins, Market Share and Cisco's Router Business - Seeking Alpha - 0 views

  • Huawei also competes with Ericsson, Nokia (NOK) and Siemens
  • Huawei is currently the second largest telecom equipment supplier globally with a share of 20% as of Q3 2009, an increase from the 11% share in Q4 2008
  • global core router market share from nearly 11% in 2008 to about 12% in 2009
Alex Street

In-Stat - LTE & Cellular Infrastructure Catalog - 0 views

  • LTE Infrastructure Rankings, by Vendor, by Mobile Operator or Service Provider, 2009-2015
  • Cellular Contracts, Deployments, and Subscriptions
  • cellular wireless technologies being deployed
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  • data by bandwidth, technology
  • data on contract awards for upcoming networks and new network deployments
  • targeted views by country, service provider, and infrastructure vendor
  • Five-year subscriptions forecasts by wireless technology
  • Contract awards and deployments by wireless technology
  • $3,495 U.S. Dollars
  • LTE RAN infrastructure CAPEX for macro base stations, re-purposed base stations, IP Packet Backhaul, and the Evolved Packet Core
  • Identify which cellular infrastructure vendor has won,
  • which operators are likely to deploy commercial LTE services first.
  • Infrastructure vendors covered include: Ericsson, Huawei, Nokia Siemens, Alcatel-Lucent, ZTE, Samsung, NEC, Cisco, Juniper, and Tellabs.
  • Macro Base Station Deployments by Technology and 23 Countries, 2010–2014
Alex Street

Smartphone users demand best voice and data quality - and are at the highest risk for c... - 0 views

  • Smartphone users
  • ghest risk for churn
  • price is becoming less critical as a churn trigger
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  • mobile broadband and smartphones have recently taken off, customer loyalty is lowest
  • Close to 40% of smartphone and data card users likely to churn within a yea
Alex Street

Mobile Sales Fall While Smartphone Sales Rise, says Informa | - 0 views

  • How will device vendors differentiate themselves? What is User Experience? What are the most suitable Open Source licensing models for mobile handset software? How to succeed in an Open Source world How to make money with Open Source The challenges and risks of Open Source What are the major trends in mobile handset OS? Which OS platforms will be the most popular in 2009 and in 2013? What strategies are being adopted by the leading handset vendors? What does this mean? What is the future for proprietary OS? What mobile OS strategies are operators adopting?
  • n 2008, there were almost 162 million Smartphones sold, surpassing notebook sales for the first time. Just over 49% of Smartphones sold in 2008 were based on Symbian OS, a significant drop from a near 65% share it enjoyed one year earlier. While this is in large part due to the relatively poor performance of Nokias Smartphone range, it is also an indication of the popularity enjoyed by competing platforms including Linux, BlackBerry OS, Microsoft Windows Mobile, OS X iPhone and new entrant Android.
  • Openness is a key criterion, says Informa, while all in the mobile telecoms space now see the revenue potential of applications and services.
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  • Informa notes also that as more and more value moves from device hardware to software, and also to content, developers are becoming increasingly central to the mobile handset value chain
  • open source components and approaches
Alex Street

The Truth about Mobile Application Stores - 0 views

  • iTunes App Store, BlackBerry App World, Google Android Market, Nokia Ovi Store, Palm App Catalog and Windows Marketplace
  • size, store growth, the most popular applications
  • Free Vs. Paid Apps
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  • which application stores have the highest percentage of free apps
  • Android Market was the winner here. In
  • Google attracts the sort of developers that enjoy giving away their works and the open nature of the application- approval process (that is, no review board middleman exists between app creation and public release)
  • ' dissatisfaction with Google Checkout - paid Android apps are required to implement this payment method for purchase
  • U.S. market only
  • okia has the most paid (85% paid)
  • prices for the paid applications
  • RIM and Microsoft were more than twice as high
  • didn't necessarily have to do with the different types of applications
  • Android is now the second-largest application store
  • Windows has 693.
  • Apple is also the fastest growing store with a shocking 13,865 new applications added per mont
  • popularity of applications by category
  • over 1245" Windows Mobile
  • surprising was the popularity of games on Blackberry, the platform often used more by enterprise
  • 9% popularity to only 18% for utilities.
  • absence of any form of review process has led to new forms of store flooding and other variety of spams in the form of applications that are just gateways to websites
Alex Street

Apple takes the lead in the US smart phone market with a 26% share (Canalys research re... - 0 views

  • Nokia held a 65% share of the smart phone market, and grew its shipments 208% year-on-year to 1.1 million units
Alex Street

Strong crown, N.America boom lift Ericsson Q2 share | Reuters - 0 views

  • Nokia Siemens Networks [NOKI.UL] and Huawei Technologies [HWT.UL] saw their market shares slip to 20 percent and 18 percent, respectively.
  • mobile network equipment
  • wireless carriers' ca
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  • 40 pct 33 pct NSN 20 pct 21 pct Huawei 18 pct 20 ct Source: Dell'Oro
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    mobile network equipment
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