LTE services by user and product segments [Source: Analysys Mason, 2014]

MNOs must differentiate LTE services from those of 3G

  • Enhanced data for consumers is a key selling point for LTE
  • VoLTE (+ RCS) allows operators to offer integrated voice, video and instant messaging (IM) services with the added benefit of mobility
  • Enterprise solutions can benefit from enhanced data services
  • LTE can also provide connectivity as a substitute to fixed networks
  • Wholesale solutions may emerge as an attractive opportunity for operators. Because LTE network latency is lower than 3G, operators can develop new revenue streams by selling bandwidth for wholesale services (such as utility and M2M services). Verizon is at the forefront of this with projects in sectors such as education.

Pricing is determined by LTE positioning relative to 3G

  • Pricing premium if positioned as a value-added service with clear benefits (such as guaranteed speeds or premium content)
  • MNOs can also experiment with bundling. Data sharing across devices is being offered, with the aim of monetising devices (such as tablets) otherwise lost to Wi-Fi.

You might not need a mobile carrier by 2020 – CNN.COM

Wi-Fi is ubiquitous.

No longer the realm of coffee shops and homes, Wi-Fi spans entire neighborhoods. Trains, planes and automobiles are Wi-Fi equipped. Cruise ships have Wi-Fi. Comcast has even made every customer’s router into a public Wi-Fi hotspot.

That’s good news if you’re a cell phone user. The more you email, watch Netflix, stream Pandora and surf Facebook  over Wi-Fi,the fewer gigabytes you have to buy from your cell phone company. Plus, calls and texts are now able to be sent over Wi-Fi too.

So what do you need your cell phone company for?

A new generation of hotspots lets you seamlessly switch between Wi-Fi and 4G-LTE service, and they offer improved encryption. But Wi-Fi’s security issues likely won’t be resolved by 2016, Macquarie predicts.

Google tests Wi-Fi balloons
Google tests Wi-Fi balloons

Still, the clock is ticking for 4G.

4G’s limitations are inherent in the technology that makes it work: Airwaves are limited, and you can only cram so much data into one MHz of spectrum.

That’s why the two biggest carriers — AT&T and Verizon  — place data caps on their customers. Only about one-third of U.S. cable customers have an idea of how much data they’re downloading each month on their home Wi-Fi networks, but two-thirds of wireless customers track their usage, according to Macquarie.

Verizon, for example, could be offloading as much as a quarter of its mobile data traffic onto Wi-Fi networks by 2018, Macquarie predicts, costing the company nearly $1.4 billion a year in lost revenue.

Verizon could recoup those lost sales by partnering with cable companies like Comcast. Verizon could sell Comcast its wireless airwaves, providing Comcast with a 4G “quad-play” option.

That’s why wireless carriers will likely be jockeying for position to partner with cable companies, particularly Comcast. With Sprint’s  sub-par 4G network, AT&T’s ties to U-Verse, and Verizon’s FiOS and congestion issues, T-Mobile is the likeliest wireless company to win over Big Cable, Macquarie predicts

Read more

Internet delle cose, la nuova Terra Promessa per le tlc


I principali operatori tlc europei si stanno preparando per la competizione nella nuova frontiera del settore, ovvero la connessione di auto, abitazioni, utenze e altri dispositivi, oltre agli smartphone e gli altri dispositivi wireless.

Come scrive il Wall Street Journal, per anni AT&T e la rivale Verizon Wireless di Verizon Communications hanno guidato il cambiamento degli operatori delle telecomunicazioni statunitensi, e hanno visto la nicchia dell’internet delle cose, come il monitoraggio degli ordini, espandersi in business globali. Dopo aver visto la propria rendita principale delle telecomunicazioni superata dal business “machine-to-machine”, e i flussi di reddito tradizionale contratti da condizioni di mercato difficili, le compagnie europee di telecomunicazioni stanno considerando l’internet delle cose in quanto fonte primaria per nuove entrate.

“Siamo una delle poche aree dell’economia che cresce,” afferma Surya Mendonça, il responsabile globale per il mercato internet delle cose di Teléfonica.

Lo sviluppo delle automobili connesse è uno dei settori più attivi, sia per la competizione tra le compagnie di telecomunicazione stesse che per la competizione con i giganti della tecnologia.

Le case intelligenti sono un altro terreno di scontro.

Gli operatori delle telecomunicazioni stanno anche guardando alle utilities, sperando di capitalizzare sul mercato non appena le disposizioni vigenti in materia di energia si irrigidiranno.