Predictions

#1 – The EC’s negative view and ruling on market consolidation stalls M&A activity

The EU’s competitions chief Margrethe Vestager, Ofcom and EU’s digital commissioner Andrus Ansip have indicated a harder stance against in-market consolidation and preference for four-player mobile markets. These anti-consolidation views will discourage investment in advanced telecommunication networks and will put European operators into cost-cutting mode. Reduced CAPEX, even more network sharing, streamlining and out-sourcing will […]
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Published December 4, 2015.


Predictions

#2 – Operators take operational efficiency to the next level: transformational change is here

Operational excellence has been high on the operator agenda for some time, but the magnitude of change will reach new proportions, as all quick wins and easy initiatives have already been exploited. We see a clear trend of transformational initiatives coming up, addressing the difficult areas of operator operations – such as BSS – in […]
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Published December 4, 2015.


Predictions

#3 – Chinese smartphone vendors are rising, not as fast as you would think, but don’t be fooled…

Many industry watchers are expecting a strong push into the Western markets from Chinese smartphone vendors like Huawei, Xiaomi, Lenovo and others, who collectively are almost equal the size of Samsung. However we believe that, in the short term, they will still focus on competing against, and marginalizing, the Samsungs and Apples in their domestic […]
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Published December 4, 2015.


Predictions

#4 – Wi-Fi calling sees huge increase in service launches

Native Wi-Fi calling allows operators to enhance voice services in areas with poor indoor coverage, thus improving customer experience, reducing churn and becoming more competitive to OTTs. Wi-Fi calling can offer cost savings through more cost efficient deployment of extended voice coverage compared to solutions such as indoor cellular. It also enables operators to re-farm […]
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Published December 4, 2015.


Predictions

#5 – Cloud giants and mobile operators partner for third party services

The cloud market is dominated by a few strong players that will soon hold more than 50% global market share. Given their heavy R&D and investments, they are gaining distance on other regionalized players and will gain further market share in 2016. Operators’ plans to leverage cloud platforms for third party services will be achieved […]
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Published December 4, 2015.


Predictions

#BONUS – IoT starts walking the talk

Consumer demand for connected devices is gaining momentum and the conditions are now right for creating an explosive increase in user demand. The desire to deliver exciting products and offerings will push the established players into M&A activity, since true disruptive innovation more often than not takes place outside of the big corporates. ***********  As […]
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Published December 4, 2015.