Uncommon Wisdom:


January 28, 2009  4:10 PM

On Verizon’s and Tier One revenue…concerns beyond the economy

Posted by: Tom Nolle
Broadband, FiOS, FMC, network monitization, Verizon, VoIP, wireless

Verizon wasn’t able to match analyst estimates for growth in Q1, but the company’s wireless unit increased revenues by 12%, even while subscriber growth slowed and losses increased slightly.

In the wireline area, Verizon continued to lose both business and residential fixed lines to...

January 26, 2009  5:11 PM

Sprint layoffs are cautionary ARPU tale

Posted by: Tom Nolle
ARPU, AT&T, Mobile, Sprint, Verizon, wireless

Sprint is a poster child for the...

January 26, 2009  2:08 PM

Verizon “Hub” VoIP to be FMC flagship

Posted by: Tom Nolle
femtocells, Fixed-mobile convergence, service delivery platforms, Verizon, VoIP, wireless

Verizon will be launching a VoIP product, “the Hub”, that will also be the flagship of its FMC and likely femtocell position. The new product is designed to deal with the end-of-life issues facing TDM voice and to provide a lower-cost way of offering voice services without risking loss of...

January 8, 2009  8:52 PM

Slower U.S. service provider revenue expected; unclear on spending

Posted by: Tom Nolle
AT&T, Broadband, Obama Administration, Verizon

Wall Street is now expecting the U.S. telcos to face much slower growth in 2009, with revenues barely up over 2008, and has thus revised the stock price targets for giants AT&T and Verizon. We agree that at the revenue level, there will be few bright spots for service...

November 19, 2008  1:18 PM

Verizon is latest tier 1 to launch CDN

Posted by: Tom Nolle
Cloud computing, content delivery networks, Verizon

Verizon will be launching its own CDN for its FiOS network and other network properties, building it based on equipment from Velocix. The move is the latest in a round of CDN and cloud computing announcements by Tier One carriers, and we believe that most Tier Ones will be launching both these...

October 16, 2008  2:19 PM

Verizon reveals SMS monitization plan

Posted by: Tom Nolle
network monetization, SMS, Verizon

Verizon has shown some of the teeth behind the monetization frenzy among operators, revealing a plan to reassess the charges levied on bulk SMS generators such as the companies who send phone alerts and market messages.

The decision is linked to a general view that SMS will become...

September 26, 2008  2:32 PM

Using DPI: Behavioral targeting and privacy

Posted by: Tom Nolle
AT&T, DPI, Verizon

AT&T and Verizon have pledged not to track online users for behavioral targeting unless the user opts in, a move that we believe is being taken to help position both companies for later use of DPI for more direct user surveillance. In fact, without DPI it is difficult for someone other than...

August 1, 2008  1:24 PM

Siemens telecom purchase: Signal of strength?

Posted by: Tom Nolle
Routers, Switches, Verizon

The decision by billionaire Alec Gores to buy the Siemens telecom business may be a signal that the longer-term fundamentals of telecom are stronger than many expect, or it may be an indication that Gores has taken one gamble to many. We have reservations about the space for the next two to...

July 31, 2008  12:46 PM

Comcast financials improve – in some ways

Posted by: Tom Nolle
AT&T, Broadband, Cabling, Comcast, Verizon

Comcast turned in a better-than-expected quarter (at least better in some ways), showing good growth in its triple-play and Internet offerings, but a decline in growth for digital cable. ARPU increased slightly, also a good sign. The success appears linked to the fact that AT&T and Verizon...

June 23, 2008  2:21 PM

Cox cable considers FTTH model

Posted by: Tom Nolle
Cabling, Cox Cable, FTTH, Verizon

Cox Cable has issued an RFI that includes requests for PON/RF distribution with high-speed broadband, very similar to the FiOS model of Verizon. The RFI leaked last week at NXTcomm but had been rumored even before that show.  It is apparently a true RFI, meaning that there is no immediate...

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