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Did you know? Did you consider? (from March 2008)

In 2007 the European average mobile revenue per user (ARPU per month) was €28+/-€6; a drop of ca. 4% compared to 2006 (the EU inflation level in 2007 was ca. 2.3%). of the €28 ARPU, ca. 16% could be...

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Wireless Broadband Access (BWA) Greenfield Ambition… (from March 2008)

In case you are contemplating starting a wireless broadband, maybe even mobile broadband, greenfield operation in Europe there will be plenty of opportunity the next 1 to 2 years.Will it be a great...

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Mobile Data Consumption, the Average Truth? the Average Lie?

“Figures often beguile me” leading to the statement that “There are three kinds of lies: lies, damned lies, and statistics.” (Mark Twain, 1906). We are so used to averages … Read any blog or newspaper...

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Social Media Valuation …. a walk on the wild side.

Lately I have wondered about Social Media Companies and their Financial Valuations. Is it hot air in a balloon that can blow up any day? Or are the hundred of millions and billions of US Dollars tied...

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Mobile Data Growth … The Perfect Storm? (PART 1)

The Perfect Mobile Data Storm … Smartphone Challenge and by that the Signalling Storm … Mobile Operators hit by the Mobile Data Tsunami … tumbling over mobile networks … leading to Spectrum Exhaustion...

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Facebook Values … Has the little boy spoken?

Facebook has lost ca. 450+ Million US$ per day since its IPO … or about 40 Billion US$ … in a little under 90 days (i.e., reference date 17-08-2012). This is like loosing an Economy such as the...

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The Thousand Times Challenge: PART 1 … The answer to everything about mobile...

This is not PART 2 of “Mobile Data Growth…The Perfect Storm” … This is the story of the Thousand Times Challenge! It is not unthinkable that some mobile operators will face very substantial problems...

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The Thousand Times Challenge: PART 2 … How to provide cellular data capacity?

CELLULAR DATA CAPACITY … A THOUSAND TIMES CHALLENGE? It should be obvious that I am somewhat skeptical about all the excitement around cellular data growth rates and whether its a 1,000x or 250x or 42x...

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The Economics of the Thousand Times Challenge: Spectrum, Efficiency and Small...

By now the biggest challenge of the “1,000x challenge” is to read yet another story about the “1,000x challenge”. This said, Qualcomm has made many beautiful presentations on The Challenge. It leaves...

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SMS – Assimilation is inevitable, Resistance is Futile!

Short Message Service or SMS for short, one of the corner stones of mobile services, just turned 20 years old in 2012. Talk about “Live Fast, Die Young” and the chances are that you are talking about...

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GSM – Gone So Much … or is it?

A Billion GSM subscriptions & almost $200 Billion GSM revenue will have gone within the next 5 years. GSM earns a lot less than its “fair” share of the top-line, a trend that will further worsened...

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Time Value of Money, Real Options, Uncertainty & Risk in Technology...

“We have met the Enemy … and he is us” is how the Kauffman Foundations starts their extensive report on investments in Venture Capital Funds and their abysmal poor performance over the last 20 years....

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The ABC of Network Sharing – The Fundamentals (Part I).

Up-to 50% of Sites in Mobile Networks captures no more than 10% of Mobile Service Revenues. The “Ugly” (cost) Tail of Cellular Networks can only be remedied by either removing sites (and thus low- or...

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Profitability of the Mobile Business Model … The Rise! & Inevitable Fall?

A Mature & Emerging Market Profitability Analysis … From Past, through Present & to the Future. I dedicate this Blog to David Haszeldine whom has been (and will remain) a true partner when it...

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The Unbearable Lightness of Mobile Voice.

Mobile data adaption can be (and usually is) very un-healthy for the mobile voice revenues. A Mega Byte of Mobile Voice is 6 times more expensive than a Mega Byte of Mobile Data (i.e., global average)...

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Facebook Seasson 3 – Face/Off

1000 Days & a bit … As of January 2015 a Facebook share was around Double the price of their initial public offering (IPO) back in May 2012. That increase in share price & value correspond to...

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Mobile Data-centric Price Plans – An illustration of the De-composed.

How much money would it take for you to give up internet? …for the rest of your life? … and maybe much more important; How much do you want to pay for internet? The following cool video URL “Would you...

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SMS – Assimilation is inevitable, Resistance is Futile!

Short Message Service or SMS for short, one of the corner stones of mobile services, just turned 20 years old in 2012. Talk about “Live Fast, Die Young” and the chances are that you are talking about...

View Article

Image may be NSFW.
Clik here to view.

GSM – Gone So Much … or is it?

A Billion GSM subscriptions & almost $200 Billion GSM revenue will have gone within the next 5 years. GSM earns a lot less than its “fair” share of the top-line, a trend that will further worsened...

View Article

Image may be NSFW.
Clik here to view.

The ABC of Network Sharing – The Fundamentals (Part I).

Up-to 50% of Sites in Mobile Networks captures no more than 10% of Mobile Service Revenues. The “Ugly” (cost) Tail of Cellular Networks can only be remedied by either removing sites (and thus low- or...

View Article
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