Tag Archives: telco

DVRs Go Mainstream, but for how long?

Posted on May 5, 2009 by Jose Miguel Cansado

The Silicon Alley Insider Chart of the Day (above) shows the great curve of DVR (Digital Video Recorders)  adoption in US, where almost one in three households already have one. This poses a threat to the advertising model of broadcast … Continue reading →

Posted in Digital Home, Media, Telecom | Tagged , | Leave a comment

Telefonica Impressive Performance and Spanish Telecos

Posted on January 21, 2009 by Jose Miguel Cansado

Via El Economista I found this table that shows the impressive performance of Telefonica over the past eight years since Cesar Alierta took over the CEO position from Juan Villalonga. Telefonica has gone from 15th place in 2000 to be … Continue reading →

Posted in Spain, Telecom | Tagged , , , | Leave a comment

Telecom at the Speed of Moore’s Law

Posted on September 23, 2008 by Jose Miguel Cansado

While the IT industry has Moore’s law in their DNA, the Telecom industry (both telcos and vendors) have not yet been able to embrace the concept and many analyst keep raising doubts about the sustainability of Telecommunications decreasing margins. Microprocessors, … Continue reading →

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The Future of Telecom: Clouds and Pipes

Posted on September 9, 2008 by Jose Miguel Cansado

Internet is the paradigm of next generation communications. One of the wonders of Internet is that it allows to de-couple Services/Applications from the access network. e.g. Anyone still uses the email or hosting services from your broadband access supplier? Most … Continue reading →

Posted in Disruption, Internet, Media, Telecom | Tagged , , , , , | 3 Comments

iPhone at $199? Why not?

Posted on June 2, 2008 by Jose Miguel Cansado

TechCrunch echoes the rumor of an iPhone at $199, as it did one month ago, although this time saying it is a baseless rumor from reputated BSter Kevin Rose. The $199 iPhone subsidized by AT&T is an old speculation. And … Continue reading →

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Mobile advertisement or mobile spam?

Posted on April 29, 2008 by Jose Miguel Cansado

Advertisement can be an important source of revenue to Mobile telcos. And 2008 can be the year where it takes off at last. Still some of the mobile ads practices risk to be perceived as spam, specially SMS ads, where … Continue reading →

Posted in Media, Telecom | Tagged , , , | 1 Comment

How will Telcos fill the pipes?

Posted on February 27, 2008 by Jose Miguel Cansado

Telcos keep investing in improving their broadband networks: from ASDL to ASDL2+ to VDSL and now  Fiber-to-the-home (FTTH). FTTH will enable bandwidths in the order of 100 Mbps, both for downlink and uplink. Telcos are investing important sums to bring fiber to the users: … Continue reading →

Posted in Most-read, Telecom | Tagged , , , , , , , | 1 Comment

Why Telcos should move into entertainment

Posted on February 21, 2008 by Jose Miguel Cansado

As their networks transform into IP and threatened by Internet players, many Telcos are hesitant whether to enter the Entertainment business. Here are three main reasons why Telcos must go for it. New revenue streams: Telcos are very profitable today and … Continue reading →

Posted in Most-read, Telecom | Tagged , , , | 3 Comments

Transforming Telcos: Telco 2.0

Posted on January 28, 2008 by Jose Miguel Cansado

Two weeks ago I found, as a guest post at GigaOM, an interesting article from  STL Partners  on the future of broadband. While I disagree on a few points, it does bring some fresh ideas about the evolution of telcos: … Continue reading →

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