Tag archive: European communications

In the news, Insights

European Communications – Opinion: Under-The-Top disruption has arrived, but it doesn’t have to be a threat to telcos

By Bengt Nordstrom, Co-Founder and CEO of independent telecoms business consultancy Northstream Over the past decade, telcos have faced tough competition and disruption from OTT players who’ve launched cloud-based voice and messaging services to rival the telcos’ own. While these services have eroded telcos’ traditional voice and messaging revenues, they’ve also bolstered the telcos’ primary […]
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Published November 23, 2017 in , , , , , , .


In the news, Insights

European Communications Magazine – IoT business models continue to challenge industry thinking

Bengt Nordström, CEO at consultancy Northstream, chimes with Mackenzie on revenue share from connectivity – setting it at 10-15 percent of the total – but suggests the opportunity for operators, in general, may have been over-stated, or misread. Even the largest and most advanced can look forward to taking only five percent of their revenues, […]
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In the news, Insights

European Communications – Placeholder CEO or master of detail? Börje Ekholm needs to show he’s the right man to save Ericsson

Ericsson’s largest shareholders are family-controlled investment house Investor AB and asset manager AB Industrivärden. Both make a virtue of the fact they are long-term stewards of their investments. But Bengt Nordstrom, CEO at Northstream Consulting, thinks that Ekholm could be “the right person at the right time.” He believes that Ekholm is intelligent and analytical, […]
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Published January 31, 2017 in , , , .


In the news, Insights

European Communications – 2017: Good news in store for content, G.fast, bad for Ericsson, security

Infrastructure vendors had a tough 2016. Ericsson in particular had a year to forget, with profit warnings, job cuts and the departure of CEO Hans Vestberg among the headlines. John Strand, CEO of Strand Consult, does not see it getting any better over the next 12 months. “Ericsson’s crisis is greater, deeper, and more extensive […]
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Published January 12, 2017 in , , , .