Tag: market
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An Excellent Broadband TV Primer
Parks Associates Web Cast, Broadband Video to the TV and Beyond, is an excellent primer for anyone wanting to get the most out of the upcoming Digital Hollywood and TelcoTV conferences. It is not too late to listen, as Parks Associates has the recording online. Kurt Scherf, Vice President, Principal Analyst, combines extensive primary and…
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Wireless Updates from San Jose and Chicago
Update from US Telecom’s Executive Briefing in San Jose At the US Telecom Association’s 2nd Annual Executive Business Forum this week in San Jose, CA, Link Hoewing, Verizon’s VP of Internet and Technology Policy, stated that Verizon Wireless plans to roll out LTE in early 2010 (that’s about 18 months from now!) with, "possibily 75M bit/sec…
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Positive Signs and Positive Cashflow from One Telco
Jeff Gardner, President and CEO of Windstream Communications, opened his keynote speech at U.S. Telecom’s Executive Business Forum with a note of appreciation to US Telecom for getting behind what he termed, “credit stabilization legislation.” These opening comments set the theme for his talk, which was primarily about the financial condition of his company. In…
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FTTP/ FTTH emerges as the winner for Delivery of Triple Play service bundles to the home- GPON gains market traction!
Background The United States is third among the world’s economies in the total number of FTTH households at 3.3 million, and is in 10th position in the global ranking with 2.9 percent market penetration. What’s most encouraging is that the US continues to experience the highest rate of growth of any economy in terms of…
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What is the market for Carrier Ethernet- metropolitan and/or rural areas?
September 25th Update: Carrier Ethernet Thunder from Light Reading + PBT based Backhaul in SPRINT’s Xohm Undoubtedly, this piece is intended to promote Light Reading’s Ethernet Expo next month in NYC. However, it has some useful market share numbers from the leading vendors, e.g. Cisco’s share has dropped to below 50%, while Alcatel-Lucent is in 2nd place. …
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An Unhealthy Industry: Telecom reports indicate continued contraction in revenues and growth
Having just analyzed recent reports from telecom companies, we conclude that the telecom recession/ depression continues. Revenues are falling way short of expectation, growth is limited to mobile data, and profits are minuscule with the exception of Verizon (VZ). But even at VZ, the growth seems to be coming almost entirely from new wireless data…