Analyst Blog
Comment, insight and more…

Google

Apple and Google could emerge as European MVNOs on the back of new roaming regulations

The thought of Apple becoming an MVNO and offering its customers IP voice and messaging services as a cheap alternative to conventional voice and SMS is one that keeps many mobile operator CEOs awake at night. It is not just the loss of voice and SMS revenues that alarms operators. It is the risk that… Read more

Mark Newman

Google’s Motorola acquisition will accelerate the growth of M-Commerce

Google’s entry in the mobile phone hardware market with the acquisition of Motorola Mobility seems to be the outcome of the company’s desire to acquire the 17,000+ patents that Motorola holds and compete more effectively with Apple and other smartphone/OS vendors. The acquisition will however, not only have an impact on the handset market but… Read more

Shailendra Pandey

Orange’s partnership with Google underlines the importance of SMS as a bearer for Internet services in emerging markets, says Pamela Clark-Dickson

Orange’s decision to partner with Google to provide Google’s Gmail SMS Chat to the subscribers of its operating companies in the Middle East and Africa is an acknowledgement by both parties that those who live in emerging markets are just as interested in accessing Internet services as those who live in developed markets. By enabling… Read more

Pamela Clark-Dickson