Ovum's analysts are frequently asked to comment on industry issues in the press. Below are just a few examples of where Ovum have been asked to give their expert opinion.
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December 2007
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| Seattle Post Intelligencer |
Dwight Davis, Ovum Summit Vice President, told the Seattle Post Intelligencer, of Bill Gates' impending departure from his executive role at Microsoft, "I don't think the departure will be too disruptive - it's not like it's a complete severing of the relationship. But nonetheless, that's going to be a notable milestone in the coming year for Microsoft - one that will alter the company's profile in a fairly significant way." 30 December 2007
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| CIO Magazine |
Discussing global telco spending in 3Q07 with CIO Magazine, Matt Walker, Senior Analyst for Ovum's Network Infrastructure research, said NTT's long-anticipated next-generation network buildout is largely still on hold, so vendors heavily reliant on this market are struggling. "APAC's big emerging markets, though, are another story, as carriers race to extend mobile coverage and introduce new services. India is the biggest single contributor to growth in these markets, where the capex focus is rapid construction of low-cost mobile networks. Along with India, a number of other markets in South and Southeast Asia have good growth prospects over the next several years as penetration rises." 18 December 2007
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| Reuters |
Brett Azuma , Head of Ovum North America, told Reuters of Ribbit's new web-based telephony service offering. He said that Ribbit's openness to outside developers and its plan to offer new types of services could help it stand out from other web-based phone service offerings. "We're talking about a new type of phone company. The other web telephone companies such as Vonage are offering the same old stuff with a different technology." Azuma indicated that business applications developed using Ribbit's technology will be the ones that are most attractive because they will save time for users. "The consumer applications are a little less clear. I don't know what consumers are willing to pay for yet." 17 December 2007
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| Computerworld Hong Kong |
Full quad-play bundling will be slow to take off in the Asia-Pacific region, with the real action restricted to fixed services in the near term. Ovum Research Director David Kennedy said fixed and mobile businesses are still managed separately by many operations in the region, and the move to customer-focused structures is slower than other more advanced markets like Europe. "This is associated with the relatively low level of bundling compared to Europe," Kennedy added. 13 December 2007
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| Il Sole-24 Ore |
Verizon Wireless ha mostrato la strada del futuro delle reti senza fili: ha appena annunciato che nel 2008 lancerà l'open access.
Gli analisti di Ovum credono che gli altri operatori Usa seguiranno su questa strada e che è una mossa difensiva nei confronti del prossimo ingresso dirompente di Google nella telefonia mobile americana. (al.lo) 6 December 2007
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| Financial Times |
A large number of UK businesses could be at risk of losing sensitive data, security experts have warned. Two weeks ago it emerged HM Revenue and Customs had lost the personal records and bank account details of 25 million people in the post. "Companies tend to focus on securing their networks with firewalls, but very little attention is paid to securing data. There is very little encryption of stored data," said Graham Titterington, analyst at technology consultants Ovum. 3 December 2007
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November 2007
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| El Pais |
El primer iPhone europeo se vendió anoche en Alemania. La venta en el Reino Unido empezó a las 6.02. Pero Steven Hartley, analista del mercado de telecomunicaciones de la consultora Ovum, cree que ni las ataduras a un operador predeterminado ni el alto precio van a ser un obstáculo para el éxito del iPhone, que en Estados Unidos vendió un millón de unidades en dos meses y medio y que sólo en el Reino Unido superará las 200.000 unidades antes de fin de año. "Su mayor impacto es el diseño: es muy sexy", afirma Hartley. "La publicidad que ha generado va a hacer que los usuarios sean más conscientes de las posibilidades de un móvil", explica Steven Hartley. "No creo que gracias a iPhone Apple se convierta en número uno del Reino Unido. Nokia seguirá por delante". Pero el iPhone es una innovación que ya está siendo copiada: "Están llegando otros móviles con tecnología de pantalla táctil, pero la ventaja de iPhone es que es de Apple, es el empuje del icono iPod", explica el analista de Ovum. 9 November 2007
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| Washington Post |
Discussing Google's bid for 700MHz spectrum, Jan Dawson, VP US Enterprise Practice at Ovum, told the Washington Post, "Anything other than search at the minute seems like a move in the wrong direction. With its focus on search-based advertising, Google's financial metrics are 'phenomenally better' than those that even the best mobile network operators can achieve. You have to wonder why a company would diversify into a market like that." 18 November 2007
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October 2007
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| The Telegraph |
Autonomy announced the acquisition of Belfast-based company Meridio for $40.8 million. Senior Analyst Mike Davis said the acquisition "will increase further its penetration into the large-scale, high-margin US defence and intelligence sector, and offer the 'missing piece' in information management for large financial and other institutions." 24 October 2007
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| PC World |
David Kennedy, Ovum Research Director for Asia-Pacific, commented on Australia's performance in world broadband ranking. He said, "Australia's broadband growth rate is in-line with other developed countries. Our growth rate is higher than Canada's and comparable to European Western Nations." 24 October 2007
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| USA Today |
Microsoft will not appeal a ruling by Europe's second-highest court, affirming a 2004 antitrust decision that restricts its business practices. Yet David Mitchell, Senior Vice President at Ovum Research, says the 2004 sanctions barely affected Microsoft. Very few retailers opted to sell the version of Windows without the media player, and most major software makers readily pay the going rate to hook their programs into Windows servers. "This case has been screamingly irrelevant for the majority of the European software industry," said London-based Mitchell. 23 October 2007
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| The Financial Times |
Martin Garner, Mobile Practice Leader, discussed Nokia's 3Q07 results with The Financial Times. "Everything's going right for them with phones. They are an awesome phone-producing machine." Even Nokia-Siemens' operating loss on net sales of €3.67 billion was not as bad as feared in a difficult market environment. "It's clearly improving but it's not there yet," he said. 22 October 2007
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| The Independent |
David Bradshaw, software Principal Analyst, spoke to The Independent about DSG hitting a four-year low after the company said that sales of Microsoft's new Vista operating system had failed to capture the public's imagination. Analysts said that despite the teething problems Vista is a better system but it will take time for consumer demand to build. "I don't think the ordinary Joe in the street has been waiting for the Vista upgrade. It is maybe optimistic to sell laptops on that basis as people will tend to buy one when they need a new one," he said. 19 October 2007
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| Il Sole 24ore |
Gli ultimi due mesi sono stati un crescendo di sventure per Skype, dopo anni di successi. Le ultime, qualche giorno fa: eBay l'ha svalutata a 1,43 milioni di dollari (dai 2,6 miliardi a cui l'aveva acquistata due anni fa). Ha versato quindi 530 milioni di dollari agli azionisti Skype, ma gli accordi erano che ne avrebbe dati 1,7 miliardi se fossero stati raggiunti alcuni obiettivi nel 2008 e nel 2009. EBay li dà quindi già per irraggiungibili; per di più, ha sostituito Niklas Zennström, nella carica di amministratore delegato di Skype, con un proprio manager. Il tutto segue, per coincidenza, i due giorni di blackout del servizio, ad agosto. "È la dimostrazione che eBay pagò troppo caro Skype", dice Mark Main, analista di Ovum. 18 October 2007
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| Le Monde |
Surfer gratuitement sur Internet, c'est désormais possible à Paris. D'autres villes se lancent dans la construction de réseaux Wi-Fi gratuits. A Nantes et à Metz, qui ont également confié à SFR la construction d'un réseau, c'est l'opérateur qui l'exploite et en est propriétaire. "Les investissements pour installer un réseau au maillage vraiment fin, proposant des débits corrects, sont très importants. C'est pour cela que beaucoup de projets n'aboutissent pas", explique Vincent Poulbère, consultant au cabinet Ovum. 17 October 2007
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| CommsDay ASEAN |
Ovum Enterprise Analyst Claudio Castelli commented that Malaysian SMEs are more mobile and more ready to adopt mobility solutions than their counterparts in other countries, but they trust their mobile operators less. Castelli said, "This suggests that the higher the mobility requirements of SMEs, the larger tends to be the gap between SMEs' expectations and the quality of services provided by their mobile operators." 16 October 2007
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| The Financial Times |
Principal Analyst David Bradshaw talked to The Financial Times about Sage, after it released a trading update. "Sage faces far stronger competition in the US than in most other markets. In particular, we see Microsoft Dynamics competing ever more strongly at the top end of Sage's market. SAP is also redoubling its efforts here." 12 October 2007
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| ZDNet Asia |
Steve Hodgkinson was interviewed on the top five reasons firms need Web 2.0. Hodgkinson said the primary objective of Web 2.0 tools that are deployed for business purposes - sometimes dubbed 'Enterprise 2.0' platforms - is to 'lubricate' the social networking effect of collaboration and stimulate innovation and knowledge sharing. "New software tools, social behaviours, approaches to content creation and business models are changing the way we think about information, collaboration and intellectual property," Hodgkinson said. 9 October 2007
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September 2007
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| The Age |
Unwired halted expansion of its wireless network in Sydney and parts of Melbourne in the hope that WiMAX transmission equipment for the wireless spectrum it owns will eventually become available. That would put it in competition with carriers such as Telstra and Optus, which provide broadband using 3G telephone networks. Ovum Wireless Analyst Nathan Burley said there had been persistent doubts about whether Unwired would have the funds to build a WiMAX network. "It's a great thing for WiMAX in Australia because hopefully Seven, if the takeover does go through, will be prepared to invest some more significant capital into deploying WiMAX through Australia's cities," he said. September 29, 2007
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July 2007
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| Financial Times |
After Motorola announced that handset sales fell 32 per cent in the second quarter of 2007, Ed Zander, Motorola's chief executive, faced mounting shareholder calls for his resignation. Martin Garner, Director of Wireless Intelligence, described the latest sales slump as "scary". "In our view the biggest problem is the product portfolio, which is under siege in all segments across most of the world," he said. "One aspect of that is that Motorola has had a rather US-centric view of what its portfolio should look like." 13 July 2007
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| The Australian |
Ovum Senior Telecommunications Analyst David Kennedy commented on Optus's Fusion package. He described the package as "innovative" and said that Optus's investment in DSLAMs and other infrastructure was allowing Optus to throw off cost disadvantages involved in reselling Telstra wholesale packages. "They've probably had to give up some pricing here to do it, but they were getting hammered by resellers in the market. They can defend in the voice market by bundling in some of the broadband capability," Kennedy said. 13 July 2007
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| Total Telecom |
Reacting to O2's new tariff, O2 Simplicity, Senior Analyst Carrie Pawsey told Total Telecom that O2, Orange and Vodafone have all run promotions offering free SIM cards. "The UK operators have been flooding the market recently with SIM cards to increase market share and drive customers away from handset subsidies," said Pawsey. "It will be interesting to see how many of those SIM cards get activated," she added.
3 July 2007
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June 2007
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| Computing |
As Gordon Brown takes over the running of the UK, Eric Woods, Government Practice Leader, told Computing what this will mean for the IT industry. "Brown has more to prove than Tony Blair, and has his mind focused by the election," said Woods. "The requirement for a return on investment is even greater for a new PM who has to show the public what the benefits are and re-connect with broad support in his own party."
28 June 2007
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| The Age |
Steve Hodgkinson, Ovum Research Director, commented on social networking for business intelligence gatherers. He said that the idea of adopting concepts such as "corporate Wikipedias" or social networking tools remains foreign or at best experimental to most businesses. "More effective exploitation of knowledge is the key to the innovations that drive growth and productivity," Hodgkinson said. "This is a social phenomenon because knowledge work is a social event - people bouncing ideas off one another and leveraging the ideas of others." 8 June 2007
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| Computerworld Australia |
Leith Campbell, Melbourne-based Principal Consultant at Ovum, commented on Optus launching VoIP for the SMB market. He believes IP is central to the development of next-generation networks (NGN) by major telecommunications providers. Campbell commented that it isn't just about voice. The providers will need additional service revenues to support NGN systems, and IP offerings are a good choice, particularly IPTV. He said that IPTV holds the promise of many very attractive features to add to the basic television experience, and because it is delivered by IP it provides a much easier architecture in which to innovate.
4 June 2007
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May 2007
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| IT and the environment – How to build a green IT department |
John Maddon, as part of an expert panel, discusses how IT can underpin the green transformation of the entire business, he highlights the challenges associated with developing a green strategy and provides current examples of IT vendors that are going green.
http://mediazone.brighttalk.com
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| The Daily Telegraph |
John Delaney, Principal Analyst, told The Daily Telegraph that advertisers are failing to realise the potential of social networking. He said, "A lot of advertisers are not fully exploiting social networks. It's a bit of a two-edged sword and they are treading quite warily. The reason social networks are such a potentially powerful advertising tool is that they engage their users on a much deeper level." 18 May 2007
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| The Guardian |
Graham Titterington, Principal Analyst, spoke with The Guardian about the term distributed denial of service attack (DDoS). "Use of a large number of 'innocent' users makes it difficult to identify the ultimate culprits in any particular case. There have been politically motivated attacks in the past, however the DDoS has mostly been used as an instrument of blackmail to perhaps threaten a commercial organisation - a threat rather than a large-scale reality," he said.
17 May 2007
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| CommsDay ASEAN |
IPTV adoption continues to be hampered by regulatory issues, according to Ovum. "As IPTV emerged as a new TV service challenging the traditional TV industry, there have been many jurisdictional disputes between telecoms and broadcasting regulators," said Consultant CW Cheung, "The Chinese Central Government has imposed very strict regulations to prevent the cross-penetration of policies and related operations between the broadcasting and telecommunications industries."
15 May 2007
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| The Financial Times |
Aleksandra Bosnjak, Analyst, talked to The Financial Times about Virgin Media, after they announced their end of year results. "They seem lost. They are picking fights where they should be trying to find solutions," she said. 15 May 2007
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| InformationWeek |
Commenting on Verizon Business' acquisition of Cybertrust, Ovum VP of US Enterprise Practice Jan Dawson told InformationWeek that Verizon is making "a shrewd move that will significantly expand its managed security services, if the company can successfully weave Cybertrust's services with its own. This will likely take some time. One reason why AT&T has been so successful in establishing a perception of leadership in this space is that it has been able to tell a convincing story about the security being essentially built into the network."
14 May 2007
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| RCR Wireless News |
John Lively shared highlights from Ovum RHK's Q1 2007 market share data on North American wireline capital spending with RCR Wireless News. "Access network deployment has reached a steady state and North American wireline capital spending is entering a period of stability," said John Lively, Vice President of Forecasting at Ovum RHK. "Continued erosion of fixed network revenues will constrain future capex increases. Ovum RHK expects capital spending to continue at this level throughout 2007 and edge slightly lower in 2008." 14 May 2007
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| The Sunday Telegraph |
BT announced that it had overtaken Virgin Media as the largest supplier of broadband in Britain. Mark Main, Senior Analyst, explained to The Sunday Telegraph why Virgin could be struggling. "Virgin Media's had a big distraction with its programming problems on Sky. Those customers who were after Sky's content may have chosen to move." But Main said bigger factors were at play, including the disappearance of smaller Internet companies such as Bulldog. "As the market consolidates people are looking to see which provider is going to be there moving forward, and opting for the safety of an established brand." 13 May 2007
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| CIO Magazine |
Ovum Summit VP Mary Johnston Turner discussed with CIO Magazine the common attributes of 'highly effective organisations' and other findings from her recently published IT Service Management (ITSM) end-user survey. "These highly effective organisations have laid a lot of groundwork over the last couple of years by implementing virtualisation, SOA and ITIL," said Turner. What about the remaining 78% of respondents that do not meet the criteria of being highly effective? Less effective organisations "are more focused on individual technology issues than end-to-end services and have not developed a well-integrated requirements, planning and deployment process that links business, development and operations," said Turner. 10 May 2007
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| Telecom Asia |
Daryl Inniss spoke to Telecom Asia about the successful joint effort to transmit a 100Gb Ethernet signal over ten 10Gb/s channels through the Level 3 network, marking it the first time a 100Gb Ethernet signal has been successfully transmitted through a live production network. "This successful demonstration shows that this concept of 100Gb Ethernet over 10 × 10Gb/s DWDM works and provides a near future implementation path," said Dr Inniss, VP of Ovum RHK's Communication Components research. 3 May 2007
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| The Financial Times |
Gary Barnett, Research Director, discussed Intel's brand strategy with The Financial Times. "What Intel did very successfully was establish itself as the premium brand when, on a pure comparison of performance, there often wasn't much difference with AMD," he said. 2 May 2007
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| BusinessWeek Online |
Ovum Analyst Nathan Burley said some WiMAX spectrum may be reserved for 3G extensions. He also noted that not one of the existing four WiMAX spectrum bands is broadly available across the Asia-Pacific region, and the licences awarded often do not favour broad deployments. The picture will become clearer in 2007 and 2008, and this could change. "Many regulators are now actively promoting WiMAX, and large blocks of spectrum are beginning to be licensed across various markets," he said in a recent report. 1 May 2007
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| The Australian |
While the debate over Australia's next-generation, optic-fibre-based broadband network keeps getting tangled in regulatory and political snags, incumbent carriers around the world are being warned to start moving into the media industry. David Kennedy, research director said that is the only way they will be able to revive soggy revenue growth. "Fear of revenue erosion is still the key motivator for incumbents offering media services, and to a large extent this still defines the success or otherwise of media strategy. However, the key strategic variable is how much risk and investment an operator is able and willing to bear." 1 May 2007
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April 2007
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| Computing |
As Capita increased its annual sales, Analyst Samad Masood explained to Computing how acquisitions will support Capita’s successful model. “It allows the firm to balance revenues from long-term ‘mega-deal’ wins with smaller, more consistent revenue streams from niche back-office services,” he said. “These acquisitions also help Capita broaden and deepen its services into specific markets. Large business process outsourcing deals are often a mix of niche skill sets and processes that come together to form a larger service.” 12 April 2007
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| ZDNet Australia |
Incumbent telecommunications suppliers Telstra and Optus have been put on notice as the Australian Bureau of Statistics (ABS) plans to unleash a tender for A$4.5 million worth of telco services and products. Dr Steve Hodgkinson, Research Director, said that Telstra’s scale gives it an advantage in public sector purchasing.
"At the end of the day, Telstra does have a big incumbent advantage, in terms of many aspects of its value proposition," he said.
“That’s kind of undeniable when you’re looking at big-scale, mission-critical stuff."
5 April 2007
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In Australia, the calls for an articulated plan on competition policy change have received varied responses. Ovum Analyst David Kennedy led the call for greater explanation of why a national network is important enough to justify public spending.“What we need is a fully articulated policy framework in which these issues are being explicitly worked out. We need the kind of government-led process that ultimately led to the 1997 reforms. As cumbersome as that process may have been, it made crystal clear what was to be achieved, how it was to be achieved, who should do it and most importantly why it was necessary for the government to be thinking about it at all," Kennedy said. 4 April 2007
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March 2007
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| Financial Times |
As regulators unveiled a new price controls regime for the mobile industry. Principal Analyst Stefano Nicoletti told the Financial Times that while Ofcom’s proposed termination charges were among the lowest in Europe, they represented a modest drop."Despite the technology and market maturity of mobile networks and years of regulation, the cost of terminating calls on mobile networks in Europe is still substantially higher than on fixed networks." 28 March 2007
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| BusinessWeek |
Mark Seery, Ovum RHK’s VP of Switching and Routing, told BusinessWeek of the recent $6.6 billion Alcatel-Lucent/Verizon deal. "The ability to win multiple technology contracts is a sign of the value proposition of the combined companies, but it’s not enough to vindicate the merger. That has to happen over many years." 26 March 2007
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| BusinessWeek |
Speaking to BusinessWeek about the implications of Cisco’s recent WebEx acquisition on the ongoing Cisco-Microsoft battle in the unified communications market, Ovum’s VP US Enterprise Practice Jan Dawson said "Both companies are converging on a market that has room for growth. The vast majority of enterprises haven’t bought anything yet." 26 March 2007
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| Financial Times |
After the PS3 launched, games analysts told the Financial Times that Sony would have no trouble selling its first allocation of 1 million consoles in Europe. But Carl Gressum Senior Analyst at Ovum, told them that " After the loyal fan base is saturated, however, Sony will have to do something on pricing." 23 March 2007
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Broadband Communities |
Nathan Burley ,
Ovum Senior Analyst, told Broadband Communities that the decision of the Malaysian Communications and Multimedia Commission (MCMC) to choose ‘new entrants’ could be seen as a setback, adding that the WiMAX camp is in need of a high-profile regional cellular operator along the lines of Sprint in the US. " Mobile operators are clearly in the best position to roll out WiMAX," Burley said. "It’s interesting that they’ve gone for new entrants when all of the mobile operators applied. It seems the government was concerned how they would use the spectrum, as it could be used more as a defensive play." 21 March 2007
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| Reuters/InformationWeek |
VP US Enterprise Practice Jan Dawson, told Reuters of the ongoing Cisco-Microsoft battle in the unified communication space. "I have no doubt that we’ll see more acquisitions and more partnerships as the two companies keep trying to get ahead of each other in this whole unified communications space." 16 March 2007
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| Australian Financial Review |
The Next G network is Telstra’s brand of HSDPA mobile technology. This network, and the other investments in EV-DO, another form of mobile wireless, stack up as some sizable competition for Unwired, according to industry consultancy Ovum. "It does appear some of the telcos have stolen a march on WiMAX,"said Ovum Analyst David Kennedy "But WiMAX still has a lot of mind space and some powerful backers, so how the market will play out in the long term is hard to say." 13 March 2007
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| InfoWorld |
Discussing implications of the recent ruling in the Verizon/Vonage case, Jan Dawson, VP US Enterprise Practice, told InfoWorld that the $58 million sum is about as much as the company is losing every quarter. "As this case gets more coverage, potential customers will be worried about signing up for new services with Vonage, and existing customers may churn in larger numbers than usual. Both of these effects would be disastrous for Vonage." 9 March 2007
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| Computerworld |
Ovum Analyst Nathan Burley, said that of the key licensed WiMAX spectrum bands – 2.3GHz, 2.5GHz, 3.3GHz and 3.5GHz – not one band is broadly available across the region and licences are often unfavourable to broad deployments.“The business model for WiMAX and its likely success depends significantly on the frequency at which it is deployed,” Burley said. "The lower the frequency, the better the coverage and the more likely the business model will be a success. Therefore the 3.5GHz band may see WiMAX deployed but this spectrum is not ideal for supporting mobility as it is more suited to fixed solutions.” 7 March 2007
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| USA Today |
Discussing a recent Ovum report predicting that only 2% of mobile subscribers will have purchased dual-mode services by 2010, Jan Dawson, VP US Enterprise Practice, told USA Today "Equipment vendors have been fixated on dual-mode phones as the key form of fixed–mobile convergence. But the people responsible for implementing this at the carriers are really sceptical that the devices and solutions are ever going to be ready for prime time." 3 March 2007
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February 2007
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| Computer Weekly |
David Bradshaw discussed the launch of Google Apps Premier Edition with Computer Weekly. He said one problem associated with it was that the service requires a live Internet connection to work. "Google Apps lacks a detached client. It does not appear to allow users to work when there is no connection," he said. Bradshaw said that this could create additional costs for firms looking to deploy Google Apps Premier Edition. 27 February 2007
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| Sunday Telegraph |
It has been reported the take up of music, TV and search services offered by telecoms groups has been slow. Vincent Poulbere, Senior Analyst, tells the Sunday Telegraph why: "To get people interested in mobile TV, you need to offer a good-quality service and so far this has not been the case." 18 February 2007
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| Bloomberg |
Analyst David Kennedy commented on an article in Bloomberg regarding Telstra’s first-half profit decline. Telstra’s fixed line calls have a profit margin more than double that for mobile services where it competes with Singapore Telecommunications’ Optus unit, Vodafone and Hutchison Australia. The gains in wireless and Internet, and slowing decline of the fixed line unit, were promising, Kennedy said. "We will need to wait until the dust settles on the transformation before Telstra can be shown to deliver the improvements in margins it has been promising," said Kennedy, Melbourne-based Research Director of Ovum. 15 Feb 2007
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| The Daily Telegraph |
Vodafone snaps up a controlling stake in India's fourth-largest mobile phone operator Hutchison Essar (Hutch). John Delaney told the Daily Telegraph "We've criticised Vodafone in the past for not having an emerging-markets strategy. Last May it finally articulated one. And now it has executed on that strategy in the most emphatic way one could imagine," he said. 13th February 2007
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| The Guardian |
The Guardian discussed whether the Rise of video downloads is threatening gridlock on net. Jonathan Arber says in their article that internet capacity exists in abundance but the question was whether ISPs were prepared to invest their money to keep up with developments.
"It's not the case that the internet wasn't designed for video, because it wasn't really designed for anything," he said.
"The problem is that media companies are starting to use these peer-to-peer methods to distribute videos but the internet providers are the ones paying for it."
10 February 2007
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| BusinessWorld |
In its latest study, London-based research company Ovum has projected that average revenue per user (ARPU) of Philippine cellular phone providers will drop to $67 in 2010 from $68 this year and $73 in 2005. Mobile phone penetration will stand at 57% of the population or about 50 million users by 2010 from an estimated 50% mobile phone penetration or 42 million users this year. Total revenues of the industry will slightly increase to $3.28 billion in 2010 the from present estimate of $2.7 billion in revenues this year, the study showed. "The market is now maturing with growth in revenue and subscribers slowing. This slowing growth is leading operators to seek other growth opportunities", Ovum Asia-Pacific analyst Nathan Burley told BusinessWorld in an e-mail correspondence. "Further competition will still be dominated by Smart [Communications, Inc.] and Globe [Telecom, Inc.] [but] ARPU has come under pressure as a result of new low income subscribers filtering into the user base," Mr. Burley said. 9 February 2007
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January 2007
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| Financial Times |
David Bradshaw spoke to the Financial Times about how Companies are designing computer-generated agents to sound more lifelike.He said, "There has been a long-term shift towards the adoption of speech recognition systems with voice-activated systems increasingly replacing older systems activated by callers pushing buttons on their phone." 19 January 2007
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| Investor's Business Daily News |
Tom Kucharvy speaking at length about Ovum Summit's annual Summit Seven list, explains to Investor's Business Daily News, one of the major contributing factors to a new phase emerging in dynamic computing which Ovum Summit has identified as "dynamic computing 2.0". Tom explains, "We're shattering what had been an impermeable wall between IT managers and business unit managers. IT managers are being forced to communicate with business users, and decisions are being made jointly on how technology is developed and deployed." 19 January 2007
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| Lightwave |
Brett Azuma spoke to Lightwave to interpret findings from a recently conducted Ovum-RHK survey on the digital home, said, "In an interesting turn of affairs, even the early adopters, those of us who would consider ourselves 'geeks,' are recognizing that in order to make things run very simply for everyone in the household, the installation process needs to be easier. Consumers are looking for support from their service providers in setting up their home networks and fully 78% of those surveyed consider 'ease of use' the most important factor in their buying decisions, indicating that before you even buy, you want to make certain you can use the tool." 10 January 2007
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| CIO.COM |
Talking to CIO.com about the challenges that will face CIO's in this new year, The Ovum Summit team said, "2007 is the year when lessons learned around dynamic computing will really pay off……We'll begin to see virtualization of hardware infrastructure and an increased uptake in service-oriented architecture (SOA)." 4 January 2007
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December 2006
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| Sydney Morning Herald |
Telstra's fight with the Federal Government will get even nastier during the next few months, but many believe the company's tactics will backfire. After watching tortured negotiations between Telstra and Government ministers before the T3 sale, few thing surprise anyone in the investment community about the incumbent telecom's tactics.Ovum analyst David Kennedy says "attempts to mobilise Telstra's shareholder base are unlikely to cause too many sleepless nights for Liberal politicians before the election because the reality is people vote for all sorts of reasons". "You can't say there won't be any impact but it's hard to believe it would be a vote-changing issue for many people," he says. "I don't detect any willingness of the Government to look at regulation … again. It doesn't seem there is any real appetite to reconsider their position here." 30 December 2006
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| MIS Australia |
Steve Hodgkinson, Public Sector Research Director, attended an e-government roundtable discussion highlighting the challenges and solutions facing government agencies. Steve explains "there are three kinds of tensions that all governments face: outputs, outcomes and inputs. And over the years government have become very much focused on managing by outpus, which is quite a decentralised way of doing things. The social policy agenda is increasingly trending towards outcomes, where things need to be more joined up, the holistic policy responses, the problems of the society are multifaceted. And if you frame in those agendas, then the strategic management of inputs is very important." He also added that what you see in different governments around the world is that ones that are making progress on e-government and actually getting systems to inter-operate are the ones that have paid a lot of attention to building strong mechanisms to strategically manage inputs such as ICT. December 2006
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| Herald Sun |
Leith Campbell, Principal Consultant, commented on the current state of DSL and how it may be around for a long time before FTTH becomes widely available. He said that faster broadband enables easier business to consumer communications. He remarked "You can more easily make customer contact and, of course, it opens your shop for 24 hours a day." 2 December 2006
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November 2006
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| InternetNews.com |
Dwight Davis, VP Ovum Summit discussing Microsoft's predictions about quick and broad adoption of its new Vista operating system, tells InternetNews.com. "By the time they got around to final code from Microsoft, it's already been very broadly deployed and testing has been under way for some time. So it's not like [today] is the real kick off of people getting their hands on the code. There's even some enthusiasm in some quarters for an OS that was designed with more of an IT administrator's needs in mind, rather than an end user/consumer." 30 November 2006
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| Light Reading |
Mark Seery, Vice President, IP Service Infrastructure for Ovum-RHK speaking with LightReading about Ovum-RHK's latest IP Service Infrastructure marketshare results reflected, "With the exception of Cisco, who was buoyed by strong orders from China and India, 3Q06 was a challenging quarter for most equipment vendors." said Mark Seery,. "With some concerns entering 4Q06 about whether the usual end-of-year budget flush will happen, we are looking forward to the first half of 2007 for stronger growth as some major deployments in Asia and North America may start to grow spending." 14 November 2006
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| The Australian |
David Kennedy, Research Director at Ovum, commented on the launch of Telstra's ADSL2+. He said "Telstra is keen to avoid triggering a broadband price war. They're not even attempting to undercut the competition and it looks like they're prepared to rely on their superior marketing and brand recognition to maintain their market share in their space." 14 November 2006
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| The Deal |
Talking to The Deal about the speculative merger between NTL and TV, Aleksandra Bosnjak, Analyst at Ovum, said "A full-scale merger is just a good Hollywood story, but a joint partnership or a venture focused on extracting cash from joint synergies is a possibility." 13 November 2006
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| The Times |
Talking to The Times regarding Vodafone's broadband offering, Jonathan Coham, Analyst at Ovum, said "Vodafone's tariff fares relatively well, especially if customers require broadband without usage limits. It compares well to BT's Fusion package, although large discounts make BT cheaper in the first 12 to 18 months." 11 November 2006
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| New Straits Times, Malaysia |
While having a .mobi domain may make it easier to know if a website is optimised for a mobile phone, Ovum Research Analyst Nathan Burley doesn't think that .mobi sites will encourage more use of phone access to websites. "The reason is that most users find websites via wireless application protocol (WAP) links or search engines, and .mobi will not change this and is unlikely to drive more usage. Not many people access sites from mobile phones, as the use of non-voice services outside of messaging is not understood by many users. Data pricing is also higher. There is a high penetration of handsets with limited ability, mobile networks with slow performance and difficulty getting outside the portal. But once these improve so will the browsing experience." 9 November 2006
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| The Guardian |
Mike Cansfield, Research Director at Ovum, told The Guardian what he believes is the secret of BT's global success. "It's no longer a calls and lines business. BT is primarily a business-to-business provider now. Where it becomes really quite interesting I think is the view that City people have of BT. They tend to automatically think 'I know BT - it's a phone company, they do phones and lines' and they then make comparisons between, say, BT and its peers, and look at Cable and Wireless. There's much more than that; it's transforming its business, not least because now the price of a call is virtually zero. The question is can they grow by more than they are doing? BT's weakness is that is does not have a mobile business. Fixed-mobile convergence services are one of the big growth areas, and they have got nothing mobile to converge with." 9 November 2006
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| BusinessWorld |
The last 12 months have witnessed increasing signs that broadband connection growth is slowing down in the leading Asia-Pacific (AP) markets of Japan, South Korea, Hong Kong, Taiwan, Singapore and even Australia, a statement from analysis and consulting firm Ovum read. Operators need to start rethinking their strategies to address the changes. The statement quoted Ovum Research Director David Kennedy as saying "As the market for broadband connections matures, operators in the region must find new sources of revenue growth and must also trim their cost bases. That isn't happening yet. Though connection growth has been strong in leading AP markets for years, competition and market saturation have been driving down ARPUs [average revenue per user] in most places. And customers' appetite for bandwidth continues to grow, placing upward pressure on costs." 7 November 2006
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| Computer Weekly |
Talking to Computer Weekly regarding security issues facing users wishing to deploy open source in the enterprise, Graham Titterington, Principal Analyst at Ovum, explained, "The statistics on threats from both [open source and commercial] camps do not always give the big picture. But when you look at the historical frequency and severity of bugs, commercial software has been more vulnerable." Citing an argument used by many open-source proponents, he said that "the more open the development process, the heavier the scrutiny it is under to discover vulnerabilities and bugs. Any type of malware amounts to errors or vulnerabilities in the source code that hackers take advantage of. These occur mostly at the platform level in the operating system or at the database level." 7 November 2006
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| Telephony |
Regarding the war brewing between the nationwide wireless operators and their small regional counterparts, Roger Entner, VP Wireless Telecoms at Ovum, told Telephony that most roaming agreements between carriers, no matter how unequal in size, are in fact reciprocal. "Leap needs Verizon much more than the nationwide vendor needs it. I understand the perspective of these smaller operators paying high rates for roaming, but what can I say? This is America." 6 November 2006
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| Business Week Online |
Commenting on Blyk's offer of free calls in exchange for advertisements, Carrie Pawsey, Senior Analyst at Ovum, told Business Week Online, "The idea is very good, but the practicalities of running a mobile service are often overlooked, and despite the fact that advertisers will be able to target their audience more precisely than is possible with broadcast TV or radio, it will be difficult to measure the effect the ads are having. What's to say it's better than TV or another medium? Media companies will be looking for quantification." 6 November 2006
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| The Independent |
Talking to the Independent regarding BSkyB's plans to add 20,000 customers a week to its new broadband service, Michael Philpott, Principal Analyst at Ovum, said "At first light, Sky's broadband numbers seem a little disappointing. Over a similar period Carphone Warehouse had racked up around three times this number. However, Sky has a different strategy than Carphone Warehouse, and is being much more cautious about how it scales its broadband business." 4 November 2006
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| Vunet.com |
Kevin Lee, Analyst at Ovum, commented on the Chinese government's influence within the IPTV Sector. "At a premium price, IPTV needs to find ways to differentiate the service with other offerings. In most cases, IPTV providers push for interactive services to highlight the power of IPTV. Partnering with the traditional TV sector does not seem to be viable at this point given the heavy regulatory restriction in broadcasting. On the other side, shortage of investment by the four current IPTV media companies over numerous IPTV trials is apparently insufficient to develop a large scale and mature business case." 3 November 2006
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| Computing |
Regarding the recent government white paper encouraging local authorities to further develop shared back-office systems, Peter Clarke, Principal Analyst at Ovum, told Computing "It has not used this white paper to make shared services mandatory, but has instead just said it is something that should be looked at innovatively and ambitiously. The government is not going to tell local authorities what to do, but there is the big stick of the comprehensive spending review next year, meaning shared services will be important for meeting spending targets." 2 November 2006
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October 2006
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| Fortune.com |
The telecoms reseller market has been tough in recent years. Ovum VP of US Enterprise Telecoms Jan Dawson explained to Fortune.com how UK-based global reseller of phone networks Vanco has changed the telecoms reseller value proposition and thrived as a result. "Nobody is going to build an end-to-end global network, Vanco has made it okay not to own all the networks. Vanco has actually done the phone companies a big favour." 16 October 2006
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| Wall Street Journal |
Roger Entner, VP Wireless Telecoms at Ovum, spoke to the Wall Street Journal regarding the auctions of radio-spectrum licences to provide new wireless services. "As a result of the larger companies' aggressive early moves in the bidding, many potential new players were squeezed out of the game before it got going. The dream of new entrants that would shake up the market died. The usual suspects have won." 25 October 2006
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| The New York Times |
Roger Entner, VP Wireless Telecoms at Ovum, spoke to The New York Times about T-Mobile becoming the first major mobile phone carrier in the United States to begin selling services that allow a single handset to communicate over both cellular networks and WiFi hotspots. "This is also a threat for other wireless carriers because it fixes the problem of poor coverage inside homes." 24 October 2006
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| The Age, Australia |
David Kennedy, Research Director at Ovum, agreed that Australia risks falling behind if plans for rolling out broadband services are not forthcoming. He commented, "Our path in that regard is not at all clear. If that issue is not resolved in the next 12 months, then there is a danger we could fall behind. Our penetration rates have really risen over the last two years. We have got a reasonably solid base but we need to build on it." 17 October 2006
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October 2006
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| Capacity Magazine |
Speaking to Capacity Magazine regarding Cable & Wireless selling Bulldog to Pipex, Sally Banks, Senior Analyst at Ovum, explained "C&W's new strategy is that of achieving radical transformation, and in the process reaching adequate organic growth and profitability, which have been elusive over many years." October 2006
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| The Australian Financial Review |
Steve Hodgkinson was approached by AFR to comment on the reported merger of KPMG's member firms in the UK and Germany, and his views on whether similar mergers might occur in the Asia-Pacific region. Dr Hodgkinson, Research Director at Ovum, said that he would be surprised if KPMG's move in Europe wasn't replicated in other professional service partnerships. Dr Hodgkinson believes that it is "speculative but likely" for KPMG to be involved in a merger in this region. 13 October 2006
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| The Press Association |
Talking to The Press Association regarding Carphone Warehouse's recent acquisition of AOL, Michael Philpott, Principal Analyst at Ovum, said "It was important for the company to take this step as they are targeting the mass residential market where the margins are slim, so they needed huge scale." 11 October 2006
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| The Guardian |
Explaining to The Guardian how YouTube's acquisition has taken Google into a new area, John Delaney, Principal Analyst at Ovum, said "There's no stickiness to search. If something comes along which offers a better search experience, people can switch at once. The reason YouTube works better is because it has a community element which makes it harder for people as individuals to find the same thing elsewhere." 11 October 2006
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| Silicon.com |
BT is encouraging SMEs to single-source all their technology needs with the launch of a one-stop shop for fixed line telephony, mobile services and broadband. Pauline Trotter, Principal Analyst at Ovum, told Silicon.com that "we have found that there is quite a lot of interest in buying from one service provider. SMEs don't get a great deal of support at the moment, they don't tend to use consultancies and they have no experience in-house. They single-source for the avoidance of hassle." 10 October 2006
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| IT Pro |
Talking to IT Pro regarding Vodafone calling on EDS and IBM to take over the reins of its application development and maintenance, Eirwen Nichols, Principal Analyst at Ovum, commented "Vodafone may well go down the road of outsourcing both network and IT, to concentrate on product development and sales and marketing." 9 October 2006
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| The Age, Australia |
Nathan Burley, Analyst at Ovum, told The Age that "Mobile broadband will soon be able to compete with the 512 kilobits per second connection that Australians generally get from their fixed line ADSL. Using the latest high-speed downlink packet access (HSDPA) technology on existing 3G networks operated by the four big carriers - Telstra, Optus, Vodafone and Hutchison - mobile handsets will get data at an average speed of between 400 and 700 kilobits per second." 9 October 2006
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| Computerworld, Australia |
David Kennedy, Research Director at Ovum, talked to Computerworld about IP Telephony. "The underlying driver is voice and data convergence, and the rise of VoIP is an inevitable consequence of convergence and of the technology renewal that follows from it. PABX upgrading is being driven, in many cases, more by technology lifecycle timetables than by an informed decision to adopt IP. Leading vendor offerings set the pace. Small and medium business can also have confidence in the maturity of the technology and implement IP telephony as part of their technology investment strategy. VoIP is simply the easiest way to implement voice services in a world where IP has become a universal platform." 9 October 2006
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| The Times |
Regarding the possibility of problems with Microsoft Vista leading to a re-write, Principal Analyst at Ovum David Bradshaw told The Times, "It would have to be a pretty major problem to derail the release." 2 October 2006
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| The Business |
John Delaney, Principal Analyst at Ovum, explained to The Business what he believes the reason is for the sudden success of social networking sites such as MySpace. "There is a fundamental change happening here. Many teenagers now spend hours in front of their computers accessing social networking sites. While they are doing this they are not doing other things such as watching TV or texting on mobile phones." 1 October 2006
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September 2006
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| The Guardian |
Talking to The Guardian about the Government's enthusiasm regarding Outsourcing, John O'Brien, Analyst at Ovum, said, "The public sector is under a great deal more scrutiny; some of the projects the government undertakes are an order of magnitude more complex than those in the private sector." 27 September 2006
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| The Deal |
Talking to The Deal about why it looks like Broadband markets will see providers consolidate to three to four major players with the size and scale to dominate a growing market, Michael Philpott, Principal Analyst at Ovum, explained, "When you talk about mass residential broadband, you need significant scale, 3 million plus subscribers. There simply aren't enough people [in the UK market] to support more than three or four major players." 25 September 2006
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| Today Online, Singapore |
David Kennedy, Research Director at Ovum, commented on the new SingTel CEO facing two challenges. "The first challenge is maintaining profitability in their core markets, which are Singapore and Australia. The second challenge is consolidating their position in the mobile operators that they currently hold stakes in." Kennedy warned, "The incoming CEO will not find it as easy as her predecessor to discover new areas for expansion. Finding new growth markets will be more difficult than in the past due to intense competition for investment opportunities." 24 September 2006
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| The Australian |
Ovum Research Analyst Nathan Burley told The Australian that 2006 is the year in which 3G services will gain momentum. "Many of the underlying trends are positive. Packages based on 3G are becoming a greater percentage of the overall mix, 3G handsets continue to improve in quality and performance, and services such as full-track music downloads and mobile television are piquing interest." He added that "a larger subscriber base gives carriers more reason to launch new and enhanced services, and in the next 12 months a range of new offerings will emerge." 19 September 2006
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September 2006
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| The Associated Press |
Time Warner Inc. has agreed to sell AOL Germany's Internet access business to Telecom Italia SpA. Dan Bieler, Research Director at Ovum, revealed to The Associated Press that he was sceptical about the plan: "AOL Germany has a different history and culture to Hansenet. More importantly, over the last few years the brand of AOL Germany has not had the same pulling power as 'Alice'. Whilst AOL Germany no doubt brings expertise in online advertising, we are less certain that it is in a position to operate a portal that caters to the tastes of existing Alice customers." 18 September 2006
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| Business Week Online |
Following Microsoft blaming the delay of its European shipment of Vista on the EC for failing to clarify its objections to certain new security features, David Mitchell, Software Practice Leader at Ovum, told Business Week Online that "the fact that there's no clarity is damaging to the industry because there is a whole supply chain that relies on Microsoft and Microsoft products." 14 September 2006
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| BBC |
Talking to the BBC regarding Apple's announcement that it will move into video streaming, Aleksandra Bosnjak, Analyst at Ovum, said "the movie download market is becoming too crowded. There are too many players and too many contractual co-dependencies for all to survive." 13 September 2006
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| The Seattle Times |
Dwight Davis, Vice President of Ovum Summit, talked to The Seattle Times about Brian Valentine's recent departure from Microsoft and how it coincides with the release of a near-final version of Vista. He explained "it wouldn't be unusual to see some fall-off of the people associated with a big project like Windows Vista. I doubt that Brian would have left if there were a lot of major problems still associated with the [Vista] code." Regarding the possibility that Valentine might bear some responsibility for the Vista delays, Davis continued, "you could argue that the project itself was overly ambitious and I don't know if anybody in his role could have done a better job of getting the operating system out on time." 6 September 2006
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| The Australian |
Talking to The Australian regarding the fact Australia's Internet market is being overlooked and growth rates are dropping, David Kennedy, Senior Analyst at Ovum, said "great hopes are being pinned on faster ADSL2+ broadband, but the evidence suggests faster access won't generate substantial new revenues by itself. If there were pent-up demand for speed, we'd expect to see higher prices for the fast services such as HFC and ADSL2+, which are already in the market. In fact, the correlation between broadband prices and speed is weak." 5 September 2006
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| The Financial Times |
Talking to The Financial Times about Samsung's increasing concern that its cutting-edge mobile phones may be losing their appeal, Suran Seong, Senior Analyst at Ovum, said "Korean vendors have fewer cost advantages. In addition to their favourable size and intellectual property rights, the leading competitors, Nokia and Motorola, have established more efficient processes, for example, by using common platforms for diverse handset models." 5 September 2006
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| DigiTimes |
Kevin Lee, Senior Analyst at Ovum, predicted that China is set to be the number one broadband market by 2007. He commented "we believe China's broadband development will continue to benefit from a booming economy, growing incomes, expanding PC penetration and new applications such as voice over Internet protocol (VoIP) and IPTV. The Olympics will provide another boost." 4 September 2006
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August 2006
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| International Herald Tribune |
Discussing the difficult challenges that SpiralFrog will face, despite offering the lure of "free" music, Michele Mackenzie, Service Manager and Practice Leader at Ovum, told The International Herald Tribune "few service providers are currently in a position to provide the large audiences that advertisers require, and few pure music providers have the heritage of building a business funded by advertising." 30 August 2006
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| Total Telecom |
Speaking to Total Telecom regarding US-based communications provider Global Crossing's recent offer to buy Fibernet in the UK, David James, Principal Analyst at Ovum, explained "by integrating Fibernet's contractual business with Global Crossing's existing revenue stream, the combined entity should be in a better position to ride out the fluctuating fortunes of the UK telecoms industry." He added "the two companies have well-deserved reputations for the emphasis they place on security and innovative IP services, both important criteria in the wholesale market. However, some effort will be required to migrate Fibernet's existing customer base onto Global Crossing's newly consistent systems and product portfolio." 30 August 2006
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| The Independent |
Speaking to The Independent regarding Hutchison's 3 losing customers in the UK, Michele Mackenzie, Service Manager and Practice Leader at Ovum, said "delaying the break-even target date is not the only setback that the company has suffered this year. Earlier in the year it was forced to delay its IPO for 3 Italia because it was unable to achieve its target price." 25 August 2006
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| The Daily Telegraph |
On the subject of the US wireless spectrum auctions and how the steep rise in prices has already prompted companies to back off, Roger Entner, VP Wireless Telecoms for Ovum, told The Daily Telegraph "when the bulls start fighting, the calves get hurt. In the first few rounds, when it didn't matter much, the satellite guys were king of the hill. But the moment they got out of the sandbox and into the larger playground, they were sent out financially." 21 August 2006
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| Reuters, South Korea |
Suran Seong, Senior Analyst at Ovum, commented on Samsung and LG's recent poor performance. "Both Samsung and LG have advanced in next-generation technologies such as WCDMA, HSDPA, WiMax and multimedia, but these markets have not blossomed yet." She added "the convergence trend, where several technologies or functionalities are packed into a phone, which the Korean vendors have stressed, may not be what all users want." 18 August 2006
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| Australian Financial Review |
David Kennedy, Research Director at Ovum, commented on Telstra's subsidiary, KAZ. He believes KAZ would play an important role in Telstra's plans to look beyond traditional telecommunications and towards the automation of the services sector. David added that "there is a lot of talk about video and entertainment as the future of the telco industry but when you look at how big entertainment is compared to an industry like health, there is really no comparison." 14 August 2006
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| International Herald Tribune |
Discussing Nokia's purchase of Loudeye in an attempt to turn mobile music into an alternative to Apple's iTunes, Michele Mackenzie, Service Manager and Practice Leader at Ovum, told The International Herald Tribune "depending what they do with it, it could be a pretty strong contender...But for this to really take off, they have to get the operators on board." 9 August 2006
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| PCWorld.ca |
David Bradshaw, Principal Analyst at Ovum, commented on the news that AOL made user search data publicly available. "The data is valuable from a market research perspective. Normally, similar kinds of data sets are only released to trusted researchers, not the general public. Even then, the resulting research is released as a batch of aggregated statistics, masking signs of individual users' behaviour. I do think this was foolhardy at best and a complete disaster or worse for AOL. If I were an AOL user, I'd be up in arms." 8 August 2006
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| New York Times |
Discussing the risks involved for smaller companies bidding for radio spectrum against the giants like Cingular and Verizon, Roger Entner, VP Wireless Telecoms for Ovum, told The New York Times, "This is not a mom-and-pop business. You need billions of dollars to play this game. It's quite likely that a few of the bidders of this auction will go out of business and the spectrum will be reallocated." 7 August 2006
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| Communications Day |
David Kennedy, Senior Analyst at Ovum, analysed SingTel's recent results: "the results have demonstrated the wisdom of their patient investment strategy. Profit growth was largely driven by the Group's regional mobile associates, who now contribute 43% of underlying net profit. In contrast, market saturation and competition have eroded profitability in the core Singapore and Australia markets, where margins are declining." 4 August 2006
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| The Guardian |
Discussing the announcement that AOL is to offer its distinctive services such as email and web security free to anyone with broadband, Jan Dawson, VP of Ovum's US Enterprise Practice, told The Guardian "This is the last stage in the transformation of AOL from a provider of Internet access to a portal provider... AOL made a lot of money in its heyday by taking the Web and making it easy for people to access. Most people today are doing that for themselves and they certainly don't want to pay for it. AOL can no longer charge for putting the Internet on a plate." 3 August 2006
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July 2006
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| ZDNet Australia |
David Kennedy, Research Director at Ovum, commented on the Australian Competition and Consumer Commission (ACCC) decision to continue the regulation of the unconditioned local loop service, PSTN originating and terminating access services and local carriage service for three years from 1 August 2006. David believes that the ACCC decision is "maintaining the status quo. The significance of this is that these services will continue to be subject to arbitration." 28 July 2006
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| ZDNet Asia |
Neale Anderson, Research Director at Ovum, discussed with ZDNet Asia about Japan's Softbank joining the WiMax fray. He said "mobile WiMax presents a good opportunity for service providers to address the declining market for mobile data services based on the Japanese-developed PHS (Personal Handyphone System) technology."
According to Anderson, "PHS operators supply most of Japan's estimated two million data card services, offering speeds of up to 128 kilobits per second. Until now, established Japanese operators have shown little interest in this market, which has largely been unprofitable. Consequently, we believe that this [PHS] market will be very attractive to new wireless broadband providers." 27 July 2006
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| The Guardian |
Offering his view on Microsoft's "pay-as-you-go" scheme, whereby buyers pay for half their PC and then a small amount per hour of use, David Bradshaw, Principal Analyst at Ovum, told the Guardian that "the idea of 'free' - that is, subsidised - PCs is theoretically viable. Given the way computer prices are dropping, and that mobile handsets can now be worth up to £200, I don't see why this is not going to happen." 27 July 2006
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| United Press International |
Speaking to United Press International regarding AT&T's latest earnings results, Jan Dawson, VP of Ovum's US Enterprise Practice, cautioned that it was still too early for AT&T to assume that making all the big-scale mergers will lead to instant profits. "Mergers have the potential to be distracting and costly, although over time AT&T should be able to squeeze significant additional synergies out of the business, thanks to SBC's long track record in integrating acquisitions." 26 July 2006
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| The International Herald Tribune |
Discussing the number of shareholders that voted against the re-election of Vodafone CEO Arun Sarin, John Delaney, Principal Analyst at Ovum, told The International Herald Tribune it's nothing fatal, but very significant. He added "when you've got 14 percent of shareholders saying we've got no confidence in the CEO, that is quite a warning shot across the bow." 26 July 2006
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| Financial Times, UK |
Speaking to the FT regarding France's move to become the first EU country to introduce price controls on mobile telephone text messages, Stefano Nicoletti, Regulation Service Manager at Ovum, said "I think this move by Arcep, the French regulator, could establish a trend that other national regulators could follow." 21 July 2006
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| Herald Sun |
David Kennedy, Research Director at Ovum, commented on iiNet's decision to sell its New Zealand Internet service provider. "It made sense for iiNet to focus solely on the Australian market. Given they have had some financial difficulties, trying to expand in New Zealand at the same time is a distraction. This is part of a broader trend of broadband markets consolidating." 21 July 2006
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| The Guardian |
Speaking with the Guardian about TalkTalk cutting the cost of its free broadband deal, Michael Philpott, Principal Analyst at Ovum, said "this is something of a clever marketing ploy, which probably owes more to Sky's announcement earlier this week. It's slightly surprising given that TalkTalk was already the cheapest company in the market." 20 July 2006
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| Press Association |
Johanna Hellstrom, Research Analyst at Ovum, spoke to The Press Association regarding Ofcom lifting its price caps on BT's line rental and calls charges. "I don't think this will punish consumers. BT is just now allowed to compete on the same level as their competitors." 19 July 2006
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| TelephonyWorld |
Talking to TelephonyWorld about Sanef Telecoms deploying Atrica's carrier Ethernet systems, Dave Dunphy, Research Director at Ovum RHK, said "those wishing to cash in on the growth in data services to the enterprise want the ability to offer high-capacity services that are resilient and offer 50ms restoration. They will definitely consider carrier Ethernet solutions that can offer these attributes and the potential cost savings of L2 switched solutions." 18 July 2006
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| ZDNet Australia |
Dwight Davis, Analyst at Ovum Summit, commented on Novell's effort to recover from earlier Linux fumbles by releasing major updates. "Despite their affinity for the command line, many Linux enthusiasts are also eager for a fancy user interface. But generally, such effects are something of a mismatch for the corporate market Novell is trying to reach with SLES 10. The people most affected and impressed by glitzy UIs tend to be the consumer market, not the business market, and the consumers tend to be the ones least likely to go out and buy a Linux desktop." 17 July 2006
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| ZDNet Australia |
David Mitchell, Software Practice Leader at Ovum, commented on the importance of certification versus experience in securing the future. "Although certification is important, there is a growing demand in all markets, including Australia, for in-depth practical experience. There are areas of the market where certification is a pre-requisite but in most cases practical and 'referenceable' experience will be preferred for many roles." 13 July 2006
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| Daily Telegraph |
Talking to the Daily Telegraph regarding Rolls Royce adopting the use of VoIP, Peter Hall, Research Director at Ovum, said: "Enterprise VoIP longer term is a challenge for the telecoms companies in terms of some voice revenues moving to players who haven't previously offered voice services, like Internet service providers. But the opportunity to offer a whole lot of managed solu |
