Vodafone announced its 1Q10 results on Friday and they make very interesting reading. The figures are always a useful guide to how the mobile industry's faring and Vodafone pointed to many areas of its business that are improving after a couple of indifferent years. Turkey, India and South Africa all improved dramatically in the first quarter, a recovering Spain... Read more
I recently attended a round-table event with Kevin Russell, CEO of the 3 network in the UK. If I'm brutally honest I went expecting him to repeat the usual messages. Over the past few years Kevin has been unwavering in his views that spectrum allocation and termination rates have been detrimental to 3's business in the UK. His focus on these areas is understanda... Read more
I've been listening closely to the tone of announcements made by mobile network operators and infrastructure suppliers since the start of the year. They seem to be trying to outdo each other with Doomsday scenarios of where the mobile Internet's headed. It's clear operators are barely coping with huge increases in data traffic, and the situation's only got worse... Read more
The hype about cloud computing services continues relentlessly. Not only could IT architectures revert back to more-centralised systems, but completely new business models may emerge to disrupt the market. Yet I'm sensing the first signs of "cloud fatigue" are creeping in with the clients I'm talking to. I'm sure this is partly caused by the flurry of definition... Read more
In our predictions for 2010, we suggested that mobile data prices may go up in some markets. We discussed this prediction at length before putting it on our list. Many of us have been in the mobile industry a long time and we've never seen prices go up. But the sceptics were convinced and the prediction stayed.
A day after we announced our predictions, Ra... Read more