Uncommon Wisdom:

capex

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January 7, 2010  5:22 PM

Mobile smartphones lead to increased wireless backhaul investment



Posted by: Tom Nolle
capex, capital expense, mobile backhaul, wireless

Mobile operators in the U.S., and in some other wireless-centric geographies, are pushing to deploy faster wireless services and to reduce wireless congestion through increases in cell density and...

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October 27, 2009  3:59 PM

Verizon quarterly financials tell classic telco story



Posted by: Tom Nolle
capex, FiOS, LTE, revenue, Verizon, wireless

Verizon delivered a classic US-telco story in the third quareter: Wireless was doing very well, telco TV was doing better, enterprise services were under price pressure, and wireline losses continued.

For Verizon, the net was better than Street expectations. Most encouraging were


June 15, 2009  1:05 PM

Unresolved: Broadband traffic, profits and investment



Posted by: Tom Nolle
Broadband, capex, content provider, tiered services

BT is apparently throttling some video download traffic to optimize experiences overall, in the words of the company. The news shouldn’t be a surprise given that operators worldwide are facing shrinking margins on broadband, demands for more capacity that would drive the need for incremental...


June 12, 2009  1:42 PM

Networks are essential, but higher-layer services are the focus



Posted by: Tom Nolle
capex, enterprise services, Verizon, wireless

The head of Verizon Business says that the company is battling the perception that it’s a network player, a statement that shows just how much service providers like Verizon are focusing on above-the-network revenue for growth.

Its “strategic services” are growing, according to...


April 30, 2009  1:10 PM

EU telecom profits and spending trends



Posted by: Tom Nolle
capex, Deutsche Telekom, EU, France Telecom, recession, Regulations

France Telecom missed consensus but had decent results, particularly in contrast to Deutsche Telekom's miss earlier in the...


March 23, 2009  3:41 PM

Internet free ride wins “unrealistic” prize



Posted by: Tom Nolle
capex, Cloud computing, Internet, Internet adversiting, over-the-top

The Economist is sounding a warning that we’re resonating with (because we’ve sounded it too). The most recent issue points out that Internet companies and...


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