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What you need to know: This weblog captures key data points in the development of the global telecoms industry.

Thursday, November 24, 2011

HTC Now Sees Flat Q4

Smartphone maker HTC said: "Due to global macro economic downturn and market competition" it now expects its revenue in the fourth quarter of 2011 to be approximately the same as the fourth quarter of 2010. The Taiwan-based company expects that "growth will return in the first half of 2012." source: HTC statement

Wednesday, November 16, 2011

VimpelCom Sees Steady Growth


VimpelCom said its revenues rose 5% year-on-year, on an organic basis, in the third quarter to 6.09 billion US dollars, driven by 8% growth in Russia and 19% growth in its CIS operations. source: VimpelCom presentation

Sunday, November 13, 2011

Deutsche Telekom's Revenues in Retreat


Deutsche Telekom said its revenues in its continuing operations (excluding T-Mobile USA) fell 3.9% year-on-year on an organic basis to 10.99 billion euros in the third quarter of 2011. Revenue in Germany fell 5% to 6 billion euros, while service revenues in the U.S. fell 1.8% year-on-year to 4.53 billion US dollars.

In Germany, Deutsche Telekom's fixed-line revenues fell 5.1%, while mobile revenues rose just 0.1%. Still, mobile data revenues in Germany climbed 26% year-on-year to 410 million euros. source: Deutsche Telekom presentation 

Saturday, November 12, 2011

Telefónica's Sales Slip

Telefónica reported a 1% year-on-year decline in revenues in organic terms in the third quarter to 16.04 billion euros. For the first nine months of 2011, Telefónica's revenues rose 0.3% in organic terms, with a 4.9% rise in revenues in Latin America, offsetting a 7.1% fall in revenues in Spain. 

Telefónica said, that in the first nine months of 2011, "growth in mobile broadband accesses was reflected in mobile data revenues, growing at 19.6% in organic terms and accelerating with respect to previous quarters to account for 30% of Telefónica's mobile service revenues. Noteworthy was the strong increase in non-P2P SMS data revenues (+38.8% year-on-year in organic terms), which represent more than 50% of total data revenues." source: Telefonica statement

Friday, November 11, 2011

Telecom Italia Sees Faster Sales Growth


Telecom Italia reported a 3.7% year-on-year increase in organic revenues in the third quarter of 2011 to 7.52 billion euros, lifted by strong growth in Brazil and Argentina. Although revenues fell 3.8% in Italy, the decline was less than the previous quarter.

Telecom Italia said that almost 20% of its customers in Brazil now have smartphones, fuelling fast growth in mobile data revenues. source: Telecom Italia presentation

Wednesday, November 9, 2011

Global Telecom Growth Accelerates

Following a 4.1% increase in 2010, global telecom service provider revenue will grow 7.6% in 2011, to 1.86 trillion US dollars, according to Infonetics. The research firm forecasts telecom service revenue provider will rise to 2.17 trillion dollars in 2015, driven by mobile broadband. Infonetics expects global telecom carrier capex to total 310.8 billion dollars in 2011, up 5.8% over 2010.  source: Infonetics statement 

Tuesday, November 8, 2011

Vodafone Grows the Top Line


Vodafone Group said its organic service revenues rose 1.3% year-on-year in the quarter ending September 30th to 11.04 billion British pounds (17.77 billion US dollars), despite a 4.5% fall in voice revenues. Messaging revenues climbed 4.8% and data revenues 23.1%. Vodafone's Indian operation reported a 20.1% rise in organic service revenues to 1.06 billion pounds, but organic service revenues fell 9.3% in Spain to 1.17 billion pounds.

Vodafone said it is now making 250 million pounds a year from "new services" - 6.2 million machine-to-machine connections, operator billing, 27 million money transfer users, push mobile advertising and near field communications. Vodafone believes its addressable markets for these services will be worth 10 billion pounds by 2020. source: Vodafone presentation  

Monday, November 7, 2011

Bharti Invests in Growth


Bharti Airtel, with operations spanning 19 countries in Africa and South Asia, said that its revenues rose 13% year-on-year in the quarter ending September 30th to 172.7 billion Indian rupees (3.52 billion US dollars). The group's customer base climbed 22% to almost 237 million.

After expanding its African networks, Bharti said it now has 135,813 network sites compared with 123,869 a year earlier. Capital spending was up 43% year-on-year to 47.29 billion rupees in the quarter. In Africa, where it added 925 new base stations in the quarter, capital spending rose 586% to 575 million dollars. source: Bharti statement

Friday, November 4, 2011

Alcatel-Lucent Sees Uncertainity Ahead


Alcatel-Lucent said its revenues fell 0.7% year-on-year at constant currencies in the third quarter to 3.8 billion euros, dragged down by a 2.6% fall in revenues in its networks segment.

Ben Verwaayen, CEO, commented: "For the remaining part of 2011, given these market uncertainties, and selective spending from our customers, especially in Europe, we now expect weaker revenues there than initially planned in the fourth quarter of 2011." source: Alcatel-Lucent statement

Thursday, November 3, 2011

Qualcomm Sees Another Sales Surge


Mobile phone chipmaker Qualcomm reported a 39% year-on-year increase in revenues to 4.12 billion US dollars in the quarter ending September 25, 2011. "We delivered record revenues, earnings and MSM chipset shipments, driven by the popularity of smartphones, continued adoption of 3G technologies, particularly in emerging regions, and our industry-leading patent portfolio," said Paul Jacobs, CEO of Qualcomm.

Qualcomm forecast that its revenues in the current quarter will be between 4.35 billion and 4.75 billion dollars, which would amount to a year-on-year increase of between 30% and 42%. source: Qualcomm statement

Wednesday, November 2, 2011

DOCOMO Expects Rapid Data Growth


NTT DOCOMO said it is aiming to increase its "packet revenues" from carrying data services by 50% by its 2015 fiscal year to 2.7 trillion Japanese yen (34.6 billion US dollars), up from 1.8 trillion yen in the 2011 fiscal year (ending March 31, 2012). In the same timeframe, it expects traffic on its network to grow twelve-fold, as the number of smartphones it serves rises to 40 million by the end of the 2015 fiscal year, compared with 10.2 million at the end of 2011 fiscal year.

DOCOMO plans to spend 550 billion yen (about 7 billion dollars) across fiscal 2013, 2014 and 2015 expanding its LTE network, which it says will offer download speeds of up to 100Mbps.

The Tokyo-based operator also plans to increase its revenues from "new businesses", such as M2M, media, healthcare and financial services, 2.5 times from 400 billion yen in fiscal 2011 to 1 trillion yen in fiscal 2015. source: DOCOMO presentation

DOCOMO also said that its operating revenues in the quarter ending September 30th rose 1.6% year-on-year to 1.07 trillion yen, despite a 1.5% fall in cellular service revenues. Revenues were boosted by rising sales of smartphones. source: DOCOMO presentation

Tuesday, November 1, 2011

HTC Shipments Almost Double

HTC, a leading maker of smartphones, said its total revenues in the third quarter were up 70% year-on-year to 135.8 billion Taiwanese dollars (4.5 billion US dollars), boosted by a 93% leap in handset shipments to 13.2 million units.  The Taiwanese company said its sales volumes rose ninefold in China year-on-year.

HTC forecast that its fourth quarter revenue will be between 125 billion and 135 billion Taiwanese dollars, amounting to an increase of between 20% and 30% year-on-year. It also forecast that unit shipments will be between 12 million and 13 million in the fourth quarter. source: HTC statement
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