Author Archives: Dave Evans

About Dave Evans

Dave Evans is a long established commentator on both the IT and cellular industries. His current focus is on share price trends within the sector. You can email him here

juniper-logo Smartphone sales surging ahead says Juniper

Apple & Samsung decline vs Huawei, LG & Lenovo rise

According to Juniper Research Whilst global smartphone shipments exceeded 290 million units in Q2 2014, Samsung and Apple both lost market share. The chief beneficiaries were Huawei, LG and Lenovo. Significantly, Juniper anticipates that emerging nations in Far East & China, Indian Subcontinent, Latin America and Africa & Middle East will account for over 50 per cent of the global smartphones shipped in 2014. The 290m million represented 26 per cent y-o-y [year-on-year] growth and 2 per cent q-o-q [quarter-on-quarter] growth. Continue reading

Action demanded on stolen contract phone bills

UK Charity, Citizens Advice, asks for promised ‘cap’ to materialise

The UK government has been urged to take action to ‘cap’ the high bills incurred by subscribers whose contract phones have been stolen. UK Charity, Citizens Advice, says that proposals to prevent subscribers from being asked to pay as much as £17,000 ($29,000) were supposed to have been introduced in Q2 2014. However, Brits are still receiving bills they simply cannot afford to pay. Back in December 2013, the UK’s Department for Culture, Media and Sport announced that four MNOs [Mobile Network Operators] – Three (3UK), EE, Vodafone and Virgin Media but not Spain’s O2, had agreed to cap bills. UK banks, for example, cap frauds @ £50. The situation highlights the pressing need for MNOs to introduce real-time fraud detection systems. Especially for roamers. Continue reading

Carphone considering becoming MVNO on 3UK

Not sure how this will affect Talk Mobile

According to reports, the UK’s leading mobile retailer, the Carphone Warehouse is in advanced negotiations with mobile network operator [MNO] Three (3UK). The intention is to create a Mobile Virtual Network Operator [MVNO] to rival the likes of Virgin Mobile or Tesco Mobile. The rumour has it that Carphone Warehouse could even launch the MVNO in time for Xmas. GoMo News isn’t quite sure where this leaves Talk Mobile (not to be confused with TalkTalk Mobile) which operates over Vodafone’s mobile network. Continue reading

o'sullivan - joined from Apple Computer Brit high tech firm helping Apple with fuel cells

iPhones to run for days without recharging?

A Brit fuel cell firm company, Intelligent Energy is reportedly working with Cupertino-based Apple on a secret venture that could put the recently-floated company in the Big League. The partnership is already being compared with that of Imagination Technologies. On flotation Intelligent Energy said that it bought a bundle of patents [known to be from Eveready] in conjunction with a “major international electronics company.” Now the UK’s Daily Mail has reported that it believes that company is actually Apple. Which makes sense because Apple likes to portray itself as having bleeding edge technology and putting fuel cells into electronic devices like smartphones and laptops makes a good deal of sense.

Fuel cells are able to convert chemical energy from fuel into electricity. It should mean that iPhones, Macbooks and iPads, could run without being charged for days or even weeks.

If the firm really has become Apple’s partner for energy-efficient devices, then the firm could be shot into the realms of global technology players.

Intelligent Energy has been compared to graphics chip provider, Imagination Technologies, which has enjoyed impressive growth from the use of its tech in smartphones such as Apple’s iPhone.

Having recruited former Apple Computer’s product specialist, Joe O’Sullivan, to the Intelligent Energy board as COO, the company has known close links with the iPhone maker.

The British company recently opened an office in San Jose close to Apple’s own Silicon Valley HQ. Continue reading

former tag man patrick pruniaux Apple poaches F1 watch maker exec for iWatch

Speculation about Tag Heuer’s Patrick Pruniaux hiring

Tag Heuer which is perhaps best known for its luxury F1 (Formula One) watches and part of luxury goods group LVMH has announced that one of its execs, Patrick Pruniaux, is leaving the company today, July 7th 2014, to join Apple. This adds to rumours that the Cupertino-based company is readying itself to launch into the wearable technologies sector. With all the bets being on an iWatch smartwatch. It also fuels speculation that Apple might be pitching the iWatch right at the top of the luxury watch price bracket. Especially since it has already hired execs from Burberry, Angela Ahrendts, and Yves Saint Laurent’s Paul Deneve. Continue reading

More rumours about Apple’s iWatch emerge

Speculation that Apple will finally release its vision of wearable technology in terms of a smartwatch – commonly beleived to be called the iWatch, have emerged once more. There have been multiple reports all suggesting that Apple’s smartwatch is finally becoming a step closer to reality with a Taiwanese company, Quanta Computers, will in the frame to starting production next month [July 2014]. Perhaps most signficantly, such a production schedule would almost certainly lead to first product availability for the iWatch as early as October [2014]. Continue reading

Analyst confidence in Vodafone drops

Fears that move to data tariffs won’t yeild expected revenue increases

It appears that market confidence in world leading MNO [Mobile Network Operator], Vodafone has declined give that of the 34 analysts publishing research on the stock, only a third are buyers, the lowest ratio on record – according to a report in the FT. It seems the latest blow was when Merrill Lynch which cut Vodafone off its ‘buy’ list on yesterday. Reasons for this lack of confidence seem to centre on the fact that hope for gains from the switch to concentration on high data tariffs away from voice don’t appear to be paying off. Trading in key markets such as Germany and Italy have shown few signs of improvement. Meanwhile the payback from longer-term investments such as Project Spring, its £19 billion should help revive revenue growth but only from 2017 onwards. Continue reading

Sprint & T-Mobile set for US MNO merger

Ignores fact that one is GSM based and the other cdmaOne based

Mobile industry analaysts are always fond of saying that the USA has fared better in the 4G stakes because of consolidation amongst the US MNOs [Mobile Network Operators]. Now there’s a chance of deepening that consolidation with the prospect of the country’s third- and fourth-biggest mobile operators merging. USA-based operator, Sprint (formerly Sprint Nextel) has lined up eight banks to finance its proposed purchase of T-Mobile USA. According to a report on Reuters, the debt package exceeds $40 billion (£25.3 billion) and includes a bridge loan of roughly $20 billion from Japan’s Softbank as well as a $20 billion refinancing of T-Mobile’s existing debt. Continue reading

5G lifeblood of digital economy - kroes EU plotting to catch up with research into 5G

Signs a deal with South Korea over 5G frequencies

Although the EU effectively gave the world world 2G thanks to the GSM standard, it’s been quite apparent for quite some time that Europe is lagging way behind in the 4G stakes. So it’s started a number of initiatives to put itself at the front of 5G. Especially since no-one really knows what 5G will offer than a faster version of 4G can’t. In 2013, the EU said it would spend €700 million (£560 million) on 5G technology research by 2021. On Monday [June 16th 2014], the EU got one step faster to achieving its goal by signing a deal with South Korea. As EU comms commissioner put it, “5G will become the new lifeblood of the digital economy and digital society.” Continue reading

ZenithOptimedia Mobile is the main driver of adspend growth says ZenithOptimedia

Mobile will grow @ 49% p.a. vs desktop @ 9% p.a.

According to ZenithOptimedia‘s latest Advertising Expenditure Forecasts mobile advertising  is now the main driver of adspend growth and is growing 5.5 times faster than desktop internet. Zenith defines mobile advertising as all internet ads delivered to smartphones and tablets- whether display, classified or search, and including in-app ads. Meanwhile digital recruitment advertising is also booming, growing over 25 per cent in 2014. Again this is led by soaring smartphone and tablet usage, according to a separate report from the Association of Online Publishers and consulting firm Deloitte. Continue reading

new global provider of connected car - brenneis Vodafone to make M2M move with Cobra takeover

Success would provide it with big telematics/M2M/iOT player

Well, Vodafone has found something new to do with its funds war chest inherited by selling its Verizon Wireless stake. It’s going heavily into the telematics/M2M/iOT sector by announcing its intention to voluntary takeover of Cobra Automotive Technologies. Headquartered in Italy and listed on the Milan stock exchange (Borsa Italiana S.p.A), Cobra has operations in a host of countries including Brazil, China, France, Germany, Italy, Japan, South Korea, Spain, and Switzerland as well as the UK. Continue reading

850% increase in sign-ups - betram London cabbies spark 850% rise in Uber downloads

Instead of blocking Trafalgar Sq cabbies should promote Hailo

In an ironic twist, Brit black cab drivers in London probably wish that Brussels had intervened in the UK for once. As we reported back in April [2014] – ‘Brussels court rules Google-backed Uber taxi app illegal‘ the Belgians made Uber illegal in their own capital. The Uber app, backed by Google and Goldman Sachs, links up customers with private cabs whose owners don’t comply with strict licensing rules. Unlike London’s black cab taxi drivers. So cabbies protested against the app in Trafalgar Square this week. The net result? According to Uber UK’s general manager, Jo Betram, “We’ve seen an 850 per cent increase in sign-ups week-on- week.” Own goal for black cabbies, then. Continue reading

perley mcbride C&W appoints new CFO – Perley McBride

Former CFO @ USA’s Leap Wireless

Cable & Wireless Communications (CWC) has announced that it has appointed a new Chief Financial Officer (CFO) in the shape of Perley McBride. He has extensive experience of the telecom and technology sectors. Previously, McBride was the CFO of Leap Wireless International, a US-based mobile network operator [MNO]. Continue reading

carphone_store Dixons-Carphone deal under threat from EE

UK’s largest MNO in threat to drop UK disties

The proposed merger between the white goods specialist – the Dixons Group (which includes PC World) and UK High Street mobile phone distributor, Carphone Warehouse, could be under threat from EE. Not a good prospect given that EE is the UK’s largest MNO [Mobile Network Operator] – made up as it is from Orange and T-Mobile. A story in the Sunday Telegraph here, claims the MNO might be considering cutting ties with the Carphone Warehouse or with its arch rival distie [distributor] Phones4U – or cutting ties with both. Continue reading

best placed for mobile money opportunity - buse Monitise makes a surprise new appointment

Mobile money appoints three new females inc Elizabeth Buse

Mobile money transfer specialist, Monitise, has surprised its investors by recruiting a former Visa executive in the shape of Elizabeth Buse. She becomes co-CEO to work alongside Monitise co-founder Alastair Lukies. As soon as the news came out, shares in Monetise rose 4.3 per cent. GoMo News can’t understand why this news was such a surprise when Buse was previously a member of the Monitise board from July 2010 to October 2012. Buse was most recently the executive vp of Visa’s global solutions group, a role she took in August 2013. Continue reading