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4G is no regret investment, despite the quick arrival of 5G

Published 17 Jul 2019 14:03 CET | World

There has been just six years between the launch of 4G networks (2013) and the first 5G networks (2019). Was that enough time to earn a return on 4G? It may seem unlikely, ...

Disney+ to grow faster than Netflix

Published 19 Apr 2019 12:18 CET | World

Walt Disney has presented its new streaming service, Disney+. With an annual subscription, the service costs USD 5.83 per month. The service is expected to have a much faster ...

Apple's weaker sales not just down to external factors

Published 07 Jan 2019 09:09 CET | World

Apple gave its first sales warning in 15 years this week, making world news and raising a number of questions. Has Apple passed its peak? If so, and even more important, ...

The 2018 of Amazon, Google and Facebook

Published 31 Dec 2018 15:46 CET | World

The internet services market revolved around three major issues in 2018: fake news, privacy and monopolies. We look here at the developments at the three biggest players: ...

Why Amazon's growth may (not) disappoint

Published 29 Oct 2018 12:29 CET | World

Amazon.com's share price hit a new record in early September of USD 2,040, taking the company to a market capitalisation of over USD 1 trillion. After Amazon's latest ...

Alphabet Q3 results show Google working on diversification

Published 29 Oct 2018 11:33 CET | World

Alphabet, the parent company of Google, reported third-quarter sales of USD 33.7 billion, up 21 percent, or 22 percent more excluding currency effects. The growth was ...

Twitter Q2: drop in users due to clean-up, underlying growth still solid

Published 31 Jul 2018 12:03 CET | World

After Facebook, Twitter is the latest tech stock to take a dive on disappointing quarterly results. While the company is succeeding in monetising usage better, the declining ...

Facebook has a hedge but damage control is needed to address problems of privacy, fake news

Published 31 Jul 2018 10:22 CET | World

Facebook's first loss of customers in Europe resulted in a 20 percent drop in its market capitalisation. Is this the beginning of the end for Facebook or will the share price ...

Multiple drivers for price increases in OTT video sector

Published 09 Jul 2018 11:53 CET | World

Netflix is testing new subscription options that could result in higher prices for some subscribers. It's not the only OTT service planning to raise prices. Netflix is likely ...

Tech sector risks reputation damage with monopoly tendencies

Published 29 Jun 2018 13:49 CET | World

The technology sector is struggling with several big problems that can have a significant impact on an important asset for companies like Google, Facebook and Amazon: their ...

5G reaches important milestone but are we ready for it yet?

Published 19 Jun 2018 15:30 CET | World

The 3GPP has published Release 15, formalising the 5G standard. A Non Stand-Alone (NSA) version of 5G was approved last year already, with signalling still over 4G, and now ...

Europe stuck in the middle as US-China telecom trade war looms

Published 30 Apr 2018 16:52 CET | Europe, World

The threat of a global trade war initiated by the US has spread to the telecom sector. From blocking takeovers, such as Qualcomm by Broadcom, to banning exports to China's ...

Facebook facilitating immoral acts means time for consumers to wake up

Published 20 Mar 2018 12:58 CET | World

Facebook's share price has fallen nearly 7 percent on the news of its user data being co-opted by Cambridge Analytica to influence elections. There are problems at multiple ...

KPN closes iBasis chapter - will Proximus follow?

Published 08 Mar 2018 17:36 CET | Belgium, Netherlands, World

KPN has sold its international wholesale unit iBasis for an undisclosed amount. This is something we predicted some years ago, as iBasis adds little to the Dutch company. It ...

Snap Q4 analysis: progress on all fronts but scale remains a problem

Published 07 Feb 2018 13:24 CET | World

Snap reported fourth-quarter results well ahead of expectations, both in terms of revenues and users. Is the outlook for the company behind Snapchat improving? At the very ...

T-Mobile NL and Google Fi show how to differentiate unlimited mobile data

Published 19 Jan 2018 10:25 CET | World

The launch of unlimited data in the mobile market appears to have left operators with few tools left to control prices. The telecom sector's growth has been based on ...

Proximus CEO disappoints with net neutrality stance

Published 04 Jan 2018 13:57 CET | Belgium, World

The US will have to accept a market without net neutrality regulation. One advantage of this: the rest will be able to establish experimentally whether these regulations are ...

The voice assistant will completely change the user interface

Published 12 Dec 2017 14:49 CET | World

Artifical intelligence is changing the technology sector. Of special interest for the telecom sector is the voice assistant. We are used to a a very extensive system of user ...

Google should follow Amazon example to avoid EU competition concerns

Published 18 Sep 2017 12:51 CET | World

Consolidation and the 'winner takes all' principle in the internet sector have resulted in three technology conglomerates: Amazon, Alphabet (Google) and Facebook (we leave ...

Facebook's hardware strategy can't come too soon

Published 22 Mar 2017 14:00 CET | World

Facebook will hold next month its annual developers conference F8 in San Jose. According to unconfirmed reports, hardware is expected to take a central role in the ...

Snap IPO: is it a new Facebook or more like Twitter?

Published 02 Mar 2017 18:18 CET | World

Snap has listed on the stock market, selling 200 million shares for USD 17 each, above the indicated range of USD 14-16 share. Adjusting for further dilution, the price of ...

Is Google Fiber waiting for 5G?

Published 08 Nov 2016 12:35 CET | United States, World

Supporters of copper or fibre are unlikely to come to any consensus soon. While the former announce new advances in G.fast and vectoring, the latter continue to push ahead ...

AT&T and Time Warner: not a trend to follow

Published 25 Oct 2016 16:41 CET | Latin America, United States, World

AT&T's proposed takeover of Time Warner raises two big questions: will the deal obtain regulatory approval and why do they want to merge? While regulators are likely to clear ...

What happens to cable's WiFi-first strategy after mobile mergers?

Published 26 Sep 2016 14:26 CET | World

Cable and mobile operators are leading the consolidation wave in Europe, driven by companies such as Liberty Global and Vodafone. After Germany, Spain and Belgium, the ...

How 'unrefined' is telecom?

Published 27 May 2016 12:03 CET | World

UK regulator Ofcom has conducted an extensive review of the telecom market and proposed new regulation. The market players are arguing for a number of changes based on ...

 




Calendar   /   Industry Events

22 Jul NOS Q2 2019
22 Jul Logitech fiscal Q1
23 Jul Megacable Q2 2019
23 Jul Calix Q2 2019
23 Jul Iridium Q2 2019
23 Jul Snap Q2 2019
23 Jul AudioCodes Q2 2019
23 Jul Vodafone AGM
24 Jul Mellanox Technologies Q2 2019
24 Jul Netgear Q2 2019
24 Jul Telekom Slovenije Q2 2019
24 Jul Orange Poland Q2 2019
24 Jul AT&T Q2 2019
24 Jul Orange Belgium Q2 2019
24 Jul F5 Networks fiscal Q3
24 Jul Altigen Communications fiscal Q3
24 Jul Facebook Q2 2019
24 Jul Line Q2 2019
24 Jul KPN Q2 2019
24 Jul Telefonica Deutschland Q2 2019
24 Jul Technicolor H1 results
25 Jul Comcast Q2 2019
25 Jul Juniper Networks Q2 2019
25 Jul Orange Q2 2019
25 Jul Alphabet Q2 2019
25 Jul STMicroelectronics Q2 2019
25 Jul Maxlinear Q2 2019
25 Jul Telefonica Q2 2019
25 Jul Amazon Q2 2019
25 Jul Smith Micro Q2 2019
::: More Calendar Items