Analyst Blog
Comment, insight and more…

at&t

Congrats Vodafone, but heed Groucho Marx

It’s about time for a shakeup. And for a mere £1 billion (US$1.7 billion) in cash, Vodafone may pull it off. If successful, its bid for Cable & Wireless Worldwide creates nothing less than a new top-tier player in the global enterprise telecoms market. Not least, Vodafone’s move underscores a truth that mobile network operators… Read more

Camille Mendler

Deutsche Telekom’s Plan C?

It’s the Christmas present that neither Deutsche Telekom nor AT&T wanted and one that has surprised very few. Industry rumour mills about this outcome had circulated for months and had rapidly eroded any lingering confidence about the successful closure of this deal. “There are very few occasions when you are forced to walk away from… Read more

Thomas Wehmeier

Warning! Dumb Pipe or Dumb Cloud, Same Danger

Terrified of a dumb pipe future, telecom operators have lemminged to the Cloud. The awful truth: Telcos have just replaced one big problem with another. For the majority, generic, ‘dumb’ cloud services dominate. What’s to differentiate them from each other, or indeed,from their non-telco competitors? Take a guess. Once the cloud’s digital assets are fungible, the only real differentiator becomes… Read more

Camille Mendler