Category Archives:

all OEMs should embed - poulsen Guest Post: Connected vehicles? BYOS – Bring Your Own SIM

by Dennis Juul Poulsen, CEO with Tweakker

Billions of dollars are being invested in what is seen as the next big digital playground – the connected vehicle. And central to the mass roll-out of new and subsequently used connected cars and trucks is not just the sticker price, but having connectivity solutions embedded in them allowing the humble, network-agnostic SIM card to access the Internet from a vehicle at anytime, from anywhere, worldwide. Vehicle manufacturers believe that smartphones will change the way people use their vehicles and giant strides have already been made in making them safer, more fuel efficient and more fun to be in thanks to device technology. 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

First reactions to Amazon’s Fire phone

Actually we think it’s Shazam that’s in deepest trouble

It’s amazing how dazzling Amazon’s CEO, Jeff Bezos, must be because the hype seems to have buried the fact that his company has launched a smartphone running a ‘forked’ version of Android. Um, just like that massive success the Nokia X, then? [Sarcasm]. Now GoMo News has read nothing to suggest that the new Amazon Fire smartphone when it is introduced will seriously damage Samsung or Google. Unlike Android which killed Symbian. The thing that strikes us most is the existence of ‘Firefly’ as an app on this phone. This facility can apparently identify songs. Continue reading

many tablets are not currently active - tantum DataXoom announces enterprise BYOD programme for tablets using AT&T’s 4G LTE network

Company provides cost-effective, no-contract mobile data services for existing devices

Press release

May 7th 2014. DataXoom has announced that it has launched a new enterprise bring-your-own-device (BYOD) programme allowing businesses to activate existing mobile data devices, including iPads, with DataXoom’s mobile data services. DataXoom is a participant in the AT&T Partner Exchange programme and resells AT&T mobile services. DataXoom focuses on providing cellular connectivity for tablets, including iPads, to enterprises. Continue reading

whoops - mail runs old vodafone mclaren image Maybe Verizon will sponsor the Gene Haas F1 team

Just to keep its rivals out

Here at GoMo Towers we are intrigued by the plans that US based, Gene Haas, to build a new F1 [Formula One] motor racing team. As soon as it was anoouncede that Haas had won the right to enter an F1 team the whole project was immediately surrounded in controvery. One of the big questions is, of course, will have enough time to build a winning team for the next season – 2015, or will the sheer logistics force him to wait until 2016. However, here at GoMo News, we’re speculating that the USA’s leading MNO [Mobile Network Operator] might be forced to sponsor the Haas team – for nothing else than to keep its rivals out. Continue reading

at7t sponsored data Sponspored data plans are a good thing survey discovers

Antidote to bill shock for starters says Citrix

Best known for its IT specialism, Citrix has just shared some of the findings from a survey of US smartphone users conducted on their behalf by Wakefield Research . Now the survey covers mobile device etiquette and the mobile user experience. But in particular it covers ‘sponsored data plans’. Strangely, Citrix didn’t really bother to explain what the ‘sponsored’ bit means. However, we suspect the firm helped US mobile network operator – AT&T, with offering its own ‘Sponsored Data’ service. (See here). Anyway, the survey finds that consumers are dead scared of over-spending on their data plans (bill shock). Surprise, surprise. It also found that they’d be receptive to sponsored data plans. Ditto. Continue reading

stephenson - in talks @ davos AT&T rules out Vodafone takeover – or does it?

Britain’s Takeover Panel forces statement after fevered rumours
Vodafone shares drop sharply in early trading

Frenzied speculation out of Davos that AT&T might be planning an imminent bid for Vodafone were today [27th January 2014] slapped down by the US operator, ahead of the London market opening. When trading did commence, the denial immediately wiped millions of Vodafone’s cap, sending shares plunging by more than 7 per cent to 216 pence. Rumours started flying when it emerged that Randall Stephenson, AT&T’s CEO, had met the EU Telecoms Commissioner Neelie Kroes at the World Economic Forum to discuss his ambition to become a major player in Europe, at the same time sounding out the Commission’s receptiveness to a possible takeover of a firm the size of Vodafone. Continue reading

legere T-Mobile’s maverick Legere turns US operation around

Describes the US MNO as an ‘Un-carrier’

It seems that the favourite way of describing current T-Mobile USA CEO, John Legere, is to portray him as some kind of maverick. Shock, horror he has abandoned blue suits [aka IBM] in favour of wearing t-shirts. Um, isn’t that what the likes of Bill Gates did? Hardly revolutionary in US culture but in the cellular world which has been a tad more formal, then yes he is a bit of a rebel. But Legere seems to be a rebel with a major cause – that of re-establishing T-Mobile as a major player in the US market. Which is littered with mobile network operators [MNOs]. It’s just that the main analysts pretend that T-Mobile’s only opposition is from Verizon Wireless, Sprint Nextel and At&T. Well, nver mind that since September 2012, Legere appears to have achieved the imagined impossible task of turning T-Mobile around. Continue reading

EE-Logo EE’s £10bn flotation put on hold sparking rumours of outright sale

Joint owners claim they want to expand 4G roll-out first

Britain’s biggest phone operator, EE, has had its partial flotation put on hold by owners France Telecom and Deutsche Telekom, in a surprise postponement that comes more than a year after IPO plans were first unveiled. Earlier this month [January 2014] EE, which embraces the T-Mobile and Orange brands, revealed how its number of 4G customers had passed the two million mark. But EE’s joint owners now say they want the operator’s high speed service to become even more entrenched so that, as and when a flotation does go ahead, EE will attract a higher valuation. So far only 7 per cent of EE’s customers are on 4G tariffs. Continue reading

could dunstone sell talktalk to ee? More speculation on telecoms consolidation in ST

This time it is TalKTalk but we think Vodafone should be a US MVNO

Writing in his Sunday Times column here*, business editor, Dominic O’Connell, speculates that there is going to be a “crunching down of the telecoms industry into a handful of global players.” There are, of course, loads of references in here to rumours that GoMo News has covered in the past. Such as the fact that the USA’s AT&T has made it quite obvious that it wants to gain a serious foothold in Europe. Dominic also mentions another of our favourites – namely that Mexico’s Carlos Slim (of Telmex fame) is also sniffing around Europe. However, O’Connell seems to have a new rumour about TalkTalk. Meanwhile, GoMo News has a theory that Vodafone ought to become an MVNO in the USA. Continue reading

Michael_Tessler Guest Post: Battle for LTE – US MNOs steal march on Europeans

by Michael Tessler, President and CEO, BroadSoft

With the Global Mobile Suppliers Association (GSMA) recently confirming there are 200 commercial LTE networks in 76 countries, one cannot deny that LTE rollouts are increasing on a global scale. In particular, the last six months represents an important milestone for LTE in some of the world’s most developed markets. Living up to their global reputation as important centres for mobile innovation, the United States of America (USA) and the European Union (EU) have made significant inroads in rolling out LTE services in 2013. Nevertheless, the question remains – which geographical market has the greatest potential for mobile network operators to recoup their original LTE investment? Continue reading

mobile commerce can forfeit its place - Bud US MNOs move to ban Premium Rate SMS services

Don’t tell Neelie Kroes – she’ll think it an excellent idea

Last week [November 22nd 2013], three out of the four big US based MNOs -AT&T, Sprint, and T-Mobile announced that they would be dropping most Premium Rate SMS billing (PRS). Apparently, Verizon Wireless is reportedly dragging its feet over the issue, Anyway, this makes the USA the first mobile market in the world to do so. Anyway, whichever way you paint it, this spells a disaster for the mobile content industry. Only as long ago as 2008, the content industry billed $35 billion annually worldwide via Premium Rate SMS. If other politicians pick up on this development – in the EU’s case – Neelie Kroes, this could spell a complete disaster for the mobile content industry. Continue reading

vodacom_logo Orange eyes Vodafone’s African assets

Joins AT&T in sniffing around

French-owned operator Orange is planning to give Vodafone a helping hand to further shred itself, according to Bloomberg, by buying its Vodacom assets in Africa once the Verizon sell-off is complete. Vodafone’s sale of its 45 per cent stake in Verizon Wireless is due to be completed next year [2014], but in the interim rivals are taking it as a signal that the UK operator is willing to offload other parts of its business empire. AT&T has already expressed an interest in acquiring Vodafone’s European operators and now, according to the news agency, Orange is eyeing up Vodacom. Focused on Africa, Vodacom is 65 per cent owned by Vodafone with operations in in South Africa, Tanzania, the Democratic Republic of Congo (DRC), Mozambique and Lesotho. If a deal did go through it could prove a good fit for Orange, which – compared to Vodacom’s coverage – currently only has an overlap in the Congo. Continue reading

colao unphased by malone sabre rattling AT&T ‘taking a fresh shot’ at buying Britain’s Vodafone

But EE could also be in the frame

Speculation that A&T will buy Vodafone’s European arm has reignited, amid claims that executives at the US operator are already putting together a complex deal that, if successful, would allow it to challenge Google and Apple when negotiating handset subsidies and wringing profit from mobile advertising. If the acquisition does go ahead it would create the world’s largest telecommunications operator by sales with a market cap in excess of $250 billion and more than 500 million wireless subscribers worldwide. But it’s suggested nothing is likely to happen until early next year [2014] and when Vodafone concludes the sale of its 45 per cent stake in Verizon Wireless. Continue reading

Miles_Quitmann Isis mobile wallet deal with Proxama shows what BlackBerry could do

Probably the most secure smartphone in the world

We were totally astonished here at GoMo Towers at the discovery that two of the latest and greatest trends have converged – very much in BlackBerry’s favour. This helps to illustrate the fact that the floundering Canadian manufacturer offers probably the most secure smartphones in the world. The deal in question is between Isis, the mobile commerce JV [Joint Venture] created by US operators and on the other side mobile wallet and NFC specialist – Proxama – a provider of NFC mobile engagement technology. The astounding thing is that the solution will initially only be available for NFC-enabled devices using the BlackBerry 10 operating system platform. Is that three or four devices? Continue reading