The challenges facing global MNOs’ voice businesses are well documented: competition, lower termination rates (the charges levied for landing traffic on an operator’s network), and the threat of mobile VoIP are all conspiring to bring down voice revenues in virtually all markets.
And so, after the conference calls, the analysis. Apple and Samsung – now firmly established as the main players in smart device shipments – have just released their respective results for the three months ended September 30, and both can take at least some comfort from the figures that have emerged.
Operators including Vodafone, Telefonica, Verizon and AT&T are putting significant resources into developing M2M (Machine to Machine) business units.
In the wake of the great app revolution, when operators became dimly aware that the scale of downloads from the App Store was, shall we say, a little bit higher than those from their own portals, their initial response in many cases was to dig out a paintbrush, cross out the word “portal” and next it daub the word “store” in slightly shaky letters.
The introduction of smartphones that offer ubiquitous Internet access allied to a host of other Internet capable devices (including tablets) has driven a dramatic growth in data usage over the past four years.