My view on regulation
The European politicians have an incredible lack of visions about the mobile future There is no doubt that the mobile industry in Europe is large, innovative and has created an…
Search Results for: consolidation
Margrete Vestager and DG Competition have lost an important lawsuit – What can the telecommunications industry learn from the Hutchison/O2 case
Strand Consult has analyzed 4-3 mergers for many years. We have described the cases that the EU’s DG Competition has rejected and the cases that have been approved outside the EU. Strand…
GSMA´s cash cow hit by virus – Cancelling the Mobile World Congress is an opportunity to reboot the event next year
GSMA cancelled the Mobile World Congress (MWC) this year on account of the corona virus. Strand Consult, which has attended the event for more than 25 years, publishes annual pre…
The MVNO Market – The US vs. European perspective
There is no doubt that the MVNO market is large and unquestionably growing, but at the same time many companies are having difficulty working out how to be successful on…
The real cost to rip and replace Chinese equipment from telecom networks
This report offers a critical review of the discussion of whether to replace mobile network equipment made by firms owned and / or affiliated by the Chinese government, notably Huawei…
Mobile World Congress 2019: A Preview by John Strand, Strand Consult
Every year for the last 15 years, Strand Consult has published previews of the Mobile World Congress (MWC). 2019 will be a different year than before. Indeed, following last year’s…
2019 predictions for the mobile telecommunications industry from Strand Consult
2018 was another exiting year. We wish you a Merry Christmas and a Happy New Year. This note reviews the highs and lows in the telecom industry in 2018. Strand…
10 things that to be in place before 5G will be a commercial success – It’s more than building and running mobile infrastructure. How to avoid the situation that the iPhone gets all the revenue – again.
The media has much focus on 5G, creating hype around high speeds, low latency and new revenue for mobile operators. It’s as if operators just build a 5G network, and…
Telecoms operators Telefonica, BT, and TIM consider spinning off their networks. EU policymakers reap what they sowed. Overregulated Europe is not a good place to invest in networks
Strand Consult has analyzed the European telecoms market for over two decades and published reports on the pros and cons infrastructure sharing and structural separation on fixed line networks. Operators…
Asia, Africa and Latin America should learn from Europe’s mistakes. Ideology-based telecom regulation turned the EU from a world leader in telecommunications to a world loser
The telecom industry has an important message for the nations of Asia, Africa, and Latin America: if you want network investment, economic growth, and internet innovation, don’t follow the misguided…
T-Mobile/Sprint is just one example of many mobile telecom operators around the world trying to consolidate. What are people missing when they evaluate this merger?
The media is full of redundant, uninformed stories about the T-Mobile/Sprint deal in the United States. Most journalists, regulators, and analysts are rational, critical thinkers, but when it comes to…
The historical facts show that the T-Mobile/Sprint merger is good news for competition, innovation and infrastructure investment in the USA
Since the announcement by T-Mobile/Sprint, the media has exploded with predictable stories that the merger is bad for competition. These are stories we hear every time has been consolidation in…
