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OVUM IN THE PRESS
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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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May 2008
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| CRN Australia |
Telecommunications research firm Ovum believes ‘green’ issues will
start to impact the telecommunications sector in Australia and across the globe. But the analyst firm claims
profit goals will drive companies into green action. Matt Walker, Ovum analyst, believes three factors – power, environment
and ‘green is in’ – will spur the telecommunications industry into ‘green action’. “First, energy and electricity, mainly,
have significant direct costs for telcos. Power, Ovum estimates, currently accounts for around two to three percent of telcos’
operational spending, but this varies significantly around the globe. These costs are rising, in some cases dramatically, due to
high-usage data centers and mobile network expansion, particularly into rural areas,” said Walker. 22 May 2008
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| The Australian |
Technology industry analysts say Hewlett-Packard's proposed marriage to EDS could be a happy one in the long term,
but may be rocky at the start because of integration challenges. Ovum senior analyst Steve Hodgkinson said the proposed $13.9 billion
(A$14.5 billion) acquisition would fill a long-term gap in Hewlett-Packard's capabilities. It would improve HP's ability to challenge
IBM's position in the market. “I think it's very positive. HP has for quite a while looked at a services acquisition and it has
needed that stronger services capability to boost its market position with respect to IBM. This is a strong and logical step,"
Hodgkinson said. May 20 2008
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| MIS Asia |
China’s broadcasting regulator, SARFT, has announced commercial trials of mobile TV soon, based on its home-grown
CMMB standard. China’s broadcasting regulator, the State Administration of Radio Film and Television (SARFT), has completed basic terrestrial
CMMB coverage in eight cities. Two satellites will be launched next month, according to the government plan. It is expected to offer mobile TV
services in more than 30 cities during the 2008 Olympic Games, based on hybrid satellite-terrestrial coverage. Charice Wang, research analyst at
Ovum, said “It comes to no surprise to us that the Chinese government is again supporting its home-grown standard in the ICT industry,
following TD-SCDMA 3G trials by China Mobile (launched in April this year).” 20 May 2008
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| The Age |
Telstra's rivals in bidding for the contract to build Australia's national broadband network continue to call for more time.
Fibre to the node, the new network, is intended to provide 98% of Australians with a high-speed broadband service. Few are certain this figure is
achievable. David Kennedy, regional research director at Ovum, said, "Given the Federal Government's aim to deliver broadband to 98% of the
population, we have yet to see how closely the bidders will be able to approach this target, even with the Government's investment." 20 May 2008
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| Lightwave |
Finisar and Optium announced merger plans, making the new combined company the largest optical components and subsystems supplier and
unseating JDSU. Daryl Inniss, VP, Communication Components, explained to Lightwave that the combined entity also will have the "strongest" portfolio among
Ovum's top ten optical component (OC) suppliers in areas he considers high-growth: WSS-based ROADMs, 40-Gbit/sec line- and client-side transponders,
10-Gbit/sec tunable transponders, DWDM XFP transceivers, short-reach transceivers for 8 and 10 Gbits/sec, parallel optics and active cable, and active
components for broadband access (PON and CATV). "None of the other top ten suppliers is in such a good position to grow for the next year or so.
Furthermore, organic growth alone is unlikely to put the other OC suppliers in as competitive a position." 19 May 2008
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| Daily Mail |
David Molony, principal analyst at Ovum, in an interview about BT Group reporting pretax profits for the financial year, said
“Global Services (the IT arm) is the single tower of growth for the group. Other divisions are just pillars by comparison.” 16 May 2008
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| Financial Times |
Jeremy Green, mobile practice leader at Ovum, spoke with Kim Thomas at the Financial Times about the decision to site the data
centre Canberra Technology City (CTC) next to a power station. He said that while the idea of siting energy-intensive activities close to power
stations is “not uncommon”, he believes this may be the first time it has been done with a large data centre. 14 May 2008
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| PCWorld |
Oracle announced plans to buy AdminServer, a company that provides policy administration software for the insurance industry.
"This acquisition is likely to shake up the status quo in the sleepy insurance software segment, and could possibly spark a fresh wave of mergers
and acquisitions as Oracle's rivals take stock of the new technology dynamics in the sector," Madan Sheina, principal analyst,
told PCWorld. 14 May 2008
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| San Jose Mercury News |
Hewlett-Packard confirmed that it was in discussions to buy EDS. Ovum SVP Tom Kucharvy explained to San Jose Mercury News,
"This acquisition really provides a type of scale and global credibility that HP needed to compete more effectively with IBM" in the business
services market.” Kucharvy said EDS also has deeper knowledge and experience as a consultant for specific segments of government and industry,
such as healthcare, which would strengthen HP’s hand. 13 May 2008
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| Australian Associated Press (AAP) |
Ovum analyst Nathan Burley said the announcement by Vodafone had strengthened rumours that Optus had also signed an agreement with Apple.
"When the Vodafone agreement happened we didn't think it was exclusive in Australia," he said. Burley added that while the iPhone may be sold unlocked, it will
still tie consumers to one carrier. "I don't expect it will be too different to what we see with a number of handset manufacturers today," he said. "If you buy a
handset on a contract you have a contract with that provider." May 12 2008
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| Financial Times |
Tony Cripps, senior analyst at Ovum, in an interview on Sony's PlayStation 3 games console with the Financial Times,
said "This is an inevitable evolution of these machines. In the future you will expect to get TV services, Internet access, messaging, social
networking and other services on your machine as well as games." 8 May 2008
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| Total Telecom |
Talking to Total Telecom about mobile applications, Adam Leach, principal analyst at Ovum, said "It's very, very
difficult to get an application through to the operator platform. This is not new, but that problem is still persisting. Mobile applications
have a difficult business case." 1 May 2008
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| Telephony Online |
Building B, a company offering end-to-end wholesale video offerings to service providers, has relaunched itself as Sezmi
Corp. and has unveiled advanced television features it calls the complete TV 2.0 solution. Karen Liu told Telephony Online of the new
offering, “This is a solution that looks like it can get up and running very quickly. It’s very out-of-the-box thinking, but they aren’t
inventing a radical new widget. What’s inventive here is that they’ve taken two or three fairly straightforward things and combined them in a new
way. All the pieces of this are under their control or under their partners’ control, which means this can be a very near-term solution.”1 May 2008
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| PCWorld |
Speaking to PCWorld about SAP’s 1Q results, Ovum analyst Warren Wilson stressed the positive aspects of the report. Wilson noted that
revenue growth, though below expectations, was nevertheless in the double digits, and the company continues to gain share. "SAP also claimed another quarter
of market-share gains, its ninth in a row, and held 32.6 percent of the core enterprise applications market in the year that ended 31 March 2008, up from 28.2% a
year ago," Wilson said. "We don't quarrel with the overall trend, or with the overall strength of SAP's financial results, especially given the 'headwind' of a
falling US dollar and economic slowdown." 1 May 2008
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March 2008
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| Marketing Week |
Motorola has announced that it is separating its struggling mobile phone business from the rest of its operations.
Ovum mobile director Martin Garner said, "This will be a big relief for Motorola investors. It promises a new start for the very troubled handset division but it does not solve its problems.
"To make it work, Motorola must provide a period of management stability and focused, heads down, new product development. The company split does not provide a short-term fix for the underlying cause of the problems - the weak handset portfolio. Improving that is a long, hard process." 28 March 2008
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| Financial Times Deutschland |
Enttäuschende Umsatzzahlen des Softwarekonzerns Oracle verstärken die Angst vor den Auswirkungen der schwachen US-Wirtschaft auf die IT-Ausgaben.
Analysten werten dies als weiteres Zeichen dafür, dass Unternehmen sich für eine mögliche US-Rezession wappnen. Es gebe Anzeichen, dass sich die "globalen Finanzprobleme auf die Branche auszuwirken beginnen", sagte auch David Mitchell, von Ovum. 28 March 2008
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| Lightwave magazine |
Daryl Inniss, Vice President for Communications Components at Ovum, assessed the state of the optical components market following the release of Ovum RHK's 4Q07 market share results for optical components vendors.
Inniss explained that while magazine inventory effects are still impacting revenue growth, the impact is not as strong as experienced in the first half of 2007. "We still believe that market conditions are positive up the food chain," Inniss contended. "Traffic growth - dominated by IP data - continues, and traffic demand from wide-scale demand for video is yet to come. Equipment vendors in all segments are reporting strong revenue gains, another indicator that the market is continuing to expand," he continued. "However, a North American recession and the impending credit crunch can negatively impact telecommunications market expansion, particularly in 2H08."
24 March 2008
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| Infoworld |
BMC Software has agreed to purchase BladeLogic, a provider of next-generation data center automation software, for $28 per share. Once the acquisition is complete, BMC expects to add a significant, high-growth revenue stream which should accelerate BMC's long-term growth expectations for revenues, earnings and cash flow.
Senior analyst Tim Stammers told Infoworld, "HP paid a whacking $1.6bn cash for OpsWare, which at the time was growing fast and had reached around $150m run-rate annual revenue. That makes a multiple of over ten times revenue. BladeLogic is also growing fast, and saw revenue more than double last year, to reach $71m, meaning that BMC also paid over ten times revenue to acquire the company. Those multiples for fast-growing young companies are not unusual, but they do show how much both HP and BMC wanted to own OpsWare and BladeLogic respectively. Relatively, it's a much bigger bet for BMC, because it is so much smaller than HP." 22 March 2008
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| Investor's Business Daily |
HP has announced plans to open two new data centers to roll out its 'adaptive infrastructure as a service' offerings. Ovum VP John Madden, told Investor's Business Daily that HP can use the new tools to offer customers more choices in the competitive market.
"There are a lot of vendors (pursuing) a limited amount of customers' attention." Madden said he couldn't predict how much this outsourcing service might save potential customers, but added that the savings could be real. He added that "HP has a reputation for taking costs out of its technology." 14 March 2008
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| The Independent |
BT is appointing Patricia Hewitt, the former cabinet minister, and Eric Daniels, group chief executive of LloydsTSB, as non-executive directors.
Richard Mahony, an analyst at Ovum, said "Both appointments improve BT's position with international enterprises and the Government, and with Global Services contributing the majority of revenues for the group both appointments will serve the business well."
In November, the firm met senior members of the Qatar business community to discuss opportunities in Qatar and neighbouring Gulf states. "Patricia's background with the NHS underlines BT's commitment to build its exposure to the health sector where BT Global Services intends to extend internationally," Mahony said.
"The only person who knows about Ben Verwaayen's leaving date is Ben Verwaayen, but the general consensus at the moment is that it will be some time in 2009," Mahony said. 14 March 2008
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| The Guardian |
AOL, once an Internet darling that enticed Time Warner into a $164 billion mega-merger, has turned to Bebo to resurrect its ambition to be a leading global player in the online advertising market.
"In terms of its competitors, AOL was starting to look like it had missed the wave in terms of agreements and acquisition in the hot social networking space," said Eden Zoller, a principal analyst at Ovum.
"Bebo makes a lot of sense in that respect and AOL has been trying to bolster its position in advertising." 13 March 2008
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| ZDNet Asia |
Ian Brown, senior analyst at Ovum, had noted in a January commentary that the electronics industry "needs to encourage 'reuse' and longer product lifecycles" in order to properly address the energy issue. The industry needs to work on software, and deliver on modularity so that the thin client model would be more feasible, he said.
"Software-as-a-service (SaaS), personal productivity tools and storage provided via the Web threaten to break the stranglehold of the fat-client PC," said Brown.
In a recent email interview with ZDNet Asia, Brown explained that SaaS is proving to be a viable model, with "the potential to offer vendors and providers of business applications the annuity-based pricing model that enterprise licenses have offered them for so long".
Thin client computing is also gaining acceptance in the enterprise, said Brown. In about five to seven years' time, the 'typical' business PC would be either a thin client or laptop, said Brown. Yet Brown hinted there is too much complexity in modular systems today. "In my ideal world, adding more memory would be as easy as replacing the SD card in my camera; [and] upgrading the processor, like changing the SIM card in my phone," he said.
10 March 2008
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| The International Herald Tribune |
The Babelgum Online Film Festival, a collection of more than 1,000 short films that have been gathered on the Internet since last summer, was opened to the public last week. Analysts say Babelgum, along with other new video platforms like Joost, could struggle to attract viewers and advertisers, now that mainstream media companies have woken up to the potential of Internet video.
"They've got good ideas and good technology, but getting these kinds of things to work as a business could be another matter," said Michael Philpott, an analyst at Ovum, referring to the likes of Babelgum and Joost. 9 March 2008
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| OFC NFOEC Podcast |
Dana Cooperson, vice president of network infrastructure at Ovum RHK, separates hype from reality at OFC NFOEC, analyzing technology and market trends as well as hot topics at the annual optical show.
A podcast of this interview is available here. March 2008
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February 2008
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| CIO Magazine |
As conspiracy theories circulate over four cases of undersea cable failure in the Middle East and North Africa, Ovum senior analyst Matt Walker told CIO Magazine, "Guaranteeing reliability is impossible, but an improvement on the current hands-off approach is long overdue."
Walker warned that the economic cost of even just slowing down international communications is extremely high. "This risk has to be factored into the calculations behind the investment level and design of undersea optical networks," he concluded. 25 February 2008
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| Financial Times Deutschland |
Andere Firmen bewerteten die Mitteilung positiv. Es sei gut,von Microsoft zu hören, dass der Konzern erneut einen Schritt zur Öffnung der Produkte mache, sagte Pirkka Palomäki, Chefentwickler des Antivirensoftwarehersteller F-Secure.
"Das ist eine sehr gute Entwicklung," sagte auch Laurent Lachal, Senior Analyst beim IT-Beratungsunternehmen Ovum. 25 February 2008
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| IT WEEK |
Mike Davis, senior analyst at Ovum, spoke to IT Week about instant messaging (IM) provider Process One launching two packages designed to enable greater collaboration among employees and offer firms new ways of engaging with their customers.
Davis said that enterprise IM is slowly gaining more traction among firms, thanks to the efforts of IBM Lotus, among others. He added that a controlled system can help mitigate the risk of data loss, and aid compliance and e-discovery.
"One of the major reasons for supporting IM and ensuring it is part of a managed, secure system is to enable good knowledge management. Some of the most valuable information in an organisation is exchanged via IM," said Davis. 18 February 2008
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| The Boston Globe |
Dwight Davis, Vice President of Ovum Summit, spoke to The Boston Globe about Lotus software taking another run at Office, with a free office software alternative called Lotus Symphony. Davis said, "I think it has potential for taking some business from Office, but I don't see any precipitous drop." 18 February 2008
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| BBC News |
Matthew Howett, analyst at Ovum, spoke to BBC News about Ofcom's plans to auction off the spectrum freed up by the digital switchover process, and particularly about the use of the spectrum for broadband Internet access and to help bridge the digital divide, especially in rural areas.
"If all the newly available channels at 700-800MHz were bought for broadband access in rural areas it would mean at best about 250Mbps (megabits per second) of capacity consumed by possibly many hundreds or even several thousand users. So it won't go very far and it has precious little future for system upgrade," said Howett. 13 February 2008
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| Computerworld Australia |
Claudio Castelli, Senior Analyst at Ovum, researched SME mobility in India. His research suggests that SMEs in India are more ready to adopt mobility solutions than their counterparts in other countries. "Email and SMS are currently the biggest drivers of mobile data usage, but other applications such as salesforce and field-service automation have high expected growth rates, with 34 per cent and 29 per cent of SMBs respectively willing to implement in the next two years," said Castelli. 11 February 2008
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| 3rd Wave Exchange |
David Kennedy, Ovum Research Director, commented on Telstra's announcement of the rollout of ADSL2+ services in a further 900 exchanges, bringing high-speed broadband to over 2.3 million people. He claimed that Telstra received "a written guarantee from the new Labor government that [regulated access] would not be imposed." He said the move "signals a new policy activism from the government. The previous government was content to allow the ACCC to manage issues around infrastructure access, and resisted attempts by Telstra to go over the ACCC's head. In contrast, the new government is determined to promote wider access to fast broadband, and is prepared to directly address some of Telstra's concerns to achieve this result. The focus is on outcomes, not processes." 8 February 2008
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| 3rd Wave Exchange |
Steve Hodgkinson, Ovum's IT research director in Australia/NZ, commented recently on the challenges of Enterprise 2.0. "Enthusiasts see an inevitable flow of Web 2.0 style wikis, blogs, profiles, tagging and social networking behaviours from the consumer realm into the enterprise. Enterprise 2.0 will be introduced into the enterprise by next-generation employees - whether the CIO agrees or not - and will act as a catalyst for increased information sharing, collaboration and innovation." 8 February 2008
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| Total Telecom |
Mike Cansfield, Telecoms Strategy Practice Leader at Ovum, in an interview with Total Telecom about BT Fusion, said: "To label Fusion a failure is wrong. Fusion has sold well into corporate customers."
"We estimate it has sold over 100,000 handsets into companies like Credit Suisse," he added, noting that corporate customers are keen to converge their fixed and mobile communications. "Given the importance of corporates to BT, it is clearly not going to abandon FMC as a concept." 6 February 2008
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| La Tribune |
Jusqu'en mai 2007, changer d'opérateur sans changer de téléphone mobile relevait du parcours du combattant. Mais depuis que le délai est passé à 10 jours et que le système s'est simplifié, les abonnés sont de plus en plus nombreux à profiter de la portabilité. Certes, si l'on rapporte au nombre total d'abonnés à la téléphonie mobile en France, la portabilité apparaît encore comme un phénomène marginal. Mais le doublement des actes en est prometteur.
D'autant, note Vincent Poulbère du cabinet Ovum, que les opérateurs, y compris les opérateurs virtuels (MVNO), ont peu communiqué sur la portabilité qui est pourtant l'un de leur meilleur levier pour conquérir des parts de marché.
Strategie d'acquisition des clients tres couteuse. Mais Vincent Poulbère, pense que les trois opérateurs de réseaux (SFR, Orange, Bouygues Télécom) cherchent aussi à tirer profit de la portabilité: "Leurs offres sont très attractives pour les nouveaux clients. D'où la tendance de plus en plus fréquente de certains abonnés à changer rapidement d'opérateur (grâce à la portabilité) pour pouvoir bénéficier des nouveaux services." Mais cette stratégie d'acquisition du client est très coûteuse, estime l'analyste. 5 Februray 2008
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| CommsDay ASEAN |
Matt Walker, Ovum RHK Senior Analyst, commented on VSNL's third-quarter results. "In India, retail Ethernet hasn't taken off much yet, but VSNL is in a position to be an early mover in this segment, expanding well beyond its initial EPL entry in a few select locales as VSNL's Enterprise and Carrier Data segment accounts for 34% of revenues as of the moment," said Walker. "To stay competitive with local rival Reliance/FLAG/Yipes and international players such as AT&T, BT, and Verizon Business, VSNL is plowing ahead with new undersea investments. Yet it's battle is an uphill one, and not only due to external challenges." 4 February 2008
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Forbes |
David Mitchell, SVP IT Research at Ovum, commenting on Microsoft's intention to buy Yahoo, said that a tie-up between Microsoft and Yahoo would be a good start. "I think it gives them a much better position than as rival organizations," he told Forbes.com. "Neither one is hitting Google where it hurts. But Google is still a pretty formidable foe in this market."
"I think it is a major shift in the market," said Mitchell. "We will see consolidation continue to happen." 1 February 2008
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January 2008
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| Financial Times Deutschland |
Der weltgrößte Speicherchiphersteller leidet unter dem Margenverfall bei Speicherchips, die Gewinnspanne dieser Sparte sank zuletzt von 31 auf neun Prozent. "Samsung ist im dritten Quartal sehr stark gewesen, die aktuellen Ergebnisse geben den Preisdruck wieder, aber die Nachfrage ist nach wie vor sehr stark," sagte der Analyst des Marktforschungsunternehmens Ovum, Martin Garner. 16 January 2008
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| New York Times |
Commenting on the departure of Microsoft Office business lead Jeffrey Raikes, Dwight Davis, VP Ovum Summit, told the New York Times, "Office business faces a long-term challenge from the Internet, as Google and other rivals offer online alternatives to Microsoft's desktop programs." 11 January 2008
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| Les Echos |
Du coup, l'opérateur a passé des commandes trop prudentes auprès des fabricants, et a frôlé les ruptures de stock sur certains modèles. A sa demande, certains ont dû faire venir précipitamment dans l'Hexagone des terminaux initialement destinés à des opérateurs étrangers... "SFR a bien réagi en jouant sur plusieurs téléphones," constate Vincent Poulbère, du cabinet conseil Ovum. "D'une certaine manière, va même jusqu'à dire le consultant, c'est une victoire pour SFR". Car lui n'a pas à reverser 30 % de la facture à son fournisseur de mobiles, comme le fait Orange auprès d'Apple. 10 January 2008
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| Sydney Morning Herald |
Telstra has resorted to offering customers on its CDMA mobile phone network a cash incentive to switch services, in the latest sign it is struggling to force thousands of users to make the move just three weeks before the old regional network is scheduled to be shut down. Ovum Research Director David Kennedy, said Telstra's cash-back offer was "fairly substantial", which suggested that significant numbers of customers were still using the CDMA network.
Mr Kennedy said Telstra would only be offering incentives to customers because it still had many who were resisting the switch to the much-trumpeted NextG network. "It could only be because they are not upgrading customers fast enough," he said.
4 January 2008
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