Insights, Predictions

#1 – Apple Pay pushes mobile payments over the tipping point

Summary: Following the launch of Apple Pay, user acceptance and user behaviour relating to mobile payments are expected to improve, thanks in large part to the active participation of stakeholders (financial institutions, retailers, and consumers) and the PR power behind them. Although Apple could be credited for making mobile payments mainstream, Apple’s competitors stand to […]
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Published November 28, 2014.


Insights, Predictions

#2 – Centre of gravity – Europe had it, and then the US, now it’s China’s turn

Summary: The Chinese mobile communication industry is now experiencing an almost perfect environment for new ideas to prosper. An already enormous market, China is now undergoing unparalleled growth in infrastructure and other enablers, which attract the big investors’ focus. Northstream predicts that it is here, in the new industry centre of gravity, that the next […]
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Published November 28, 2014.


Insights, Predictions

#3 – The ‘things’ that will make IoT grow are the things in our hands and on our bodies

Summary: IoT is a very promising market with significant growth potential. However, Northstream believes that the sizing forecasts in general are too aggressive and optimistic, but at the same time too conservative when it comes to the total number of devices in the licensed spectrum. This is due to the growing consumer market for wearables, […]
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Published November 28, 2014.


Insights, Predictions

#4 – What Neelie started, VoWi-Fi will finish up

Summary: In 2015, the US operators will benefit from VoWi-Fi, ironically at the same time the technology will disrupt European telecom operator business. While the US operators can benefit from improved coverage and customer satisfaction combined with CAPEX savings thanks to intuitive VoWi-Fi in devices (and networks) – the European operators will suffer from accelerated […]
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Published November 28, 2014.


Insights, Predictions

#5 – European pay-TV market goes 3C – Consolidation, Convergence and Collaboration

Summary: Northstream believes that in light of pressures from content cost and availability, new competition and changing end user behavior, the next step for the pay TV market in Europe will be to consolidate, converge and collaborate. Consolidation and convergence will increase user numbers and reduce churn and SAC pressure through bundling with fixed and/or […]
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Published November 28, 2014.


Insights, Predictions

#BONUS – The old days are gone, let the SIM cards out

Summary: Northstream has historically been very outspoken about the need for operators to reduce legacy, and SIM cards are no exception. We believe that 2015 will be the year when the pressure to reinvent the SIM cards, as well as the high costs associated with handling them, creates a very strong business case to move […]
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Published November 28, 2014.