Articles List

Articles List

Brazil's Oi and Portugal Telecom merger in turmoil

BMI View: Oi's planned merger with Portugal Telecom will go ahead despite being thrown into turmoil by news that Altice wants to acquire the Portuguese incumbent. The distraction of a merger and a counter offer, while the company is also without a permanent CEO, does not bode well for Oi as the Brazilian market gears up for further change.

Telecoms & Pharma spotlight: a pandemic of Telecare opportunities

BMI View: As communication technology for healthcare improves and telecoms usage grows generally, the telecare sector is coming to life. The combination of growth in the number of mobile phone users and wireless subscribers alongside these innovative advances in communication technology has the potential to transform the delivery of healthcare across the world. This growing trend promises significant opportunities to companies looking to invest in the telecare sector.

Tigo's 4G mobile launch won't mobilise market in Honduras

News that Tigo plans to offer 4G LTE services in Q115 has not caused us to upgrade our 3G/4G forecasts, as we see very little growth prospects for the technology over our 5-year forecast period due to low spending power and a still maturing 3G market.

Nigeria's enterprise telecoms boosted by Vodacom's voice telephony

BMI View: Nigeria's underserved enterprise communications sector provides a good opportunity for Vodacom to expand its services in the country. The launch of fixed voice telephony services will advance the operator's efforts as businesses adopt new communication solutions to boost productivity levels and improve operational efficiency.

Bright future for Viettel's venture in Tanzania

BMI View: Tanzania's fragmented market presents a different kind of competitive environment for Viettel in Sub-Saharan Africa. The operator must define and implement the right strategies to gain a foothold in the mobile market and to ensure it captures growth opportunities and mitigates inherent risks.

New Dutch joint venture has potential to transform mobile market

In developing its own wireless network, a new Dutch smart metering joint venture has the potential to disrupt the traditional M2M market. This innovative business model will appeal to utilities and governments alike across the world and sets a new challenge for mobile operators in this nascent market.

EE TV won't make UK prime time

EE's belated foray into the TV market will, at best, provide only modest upsides to the outlook for its wireline broadband business and for the UK pay-TV market. The relatively high cost and shallow breadth of the content on offer will limit the service's appeal at this all-important stage of development.

Success spreading for Middle Eastern company Ooredoo's mobile financial services

Ooredoo will gain important first-mover advantages in mobile financial services (MFS) in its key markets, as it rapidly expands its range of services and into new markets within its global footprint. Its aggressive MFS strategy will see these services become an important driver of non-voice revenue growth, especially in markets where 3G has yet to take off.

Developing data vital for Middle East telecoms

BMI View: Telecoms operators in the Middle East and North Africa need to play catch up with their data services. Companies will have to devise new strategies to boost the take-up of high-value services – otherwise they risk market saturation and the decline of voice tariffs weighing on their top- and bottom-line figures.

Profitability prospects: Etisala exiting Sri Lankan mobile market

BMI View: Etisalat's withdrawal from the Sri Lankan mobile market will improve the sector's profitability in the long term. Price competition will recede and surviving companies will focus more on the quality and breadth of services. We also do not rule out the possibility of further consolidation, in line with our long held views.