Tag Archives: Mobile
The first surprise comes from Telenor which has more customers than Ooredoo despite a late start and less money to spend. The second surprise also comes from Telenor, which has apparently made an unexpected profit. There are now at least 18.1 million SIM cards in active use, according to the operators, not including cards that […]
Some questions that came to mind as I read the report linked below. Myanmar has 325 townships, the third level of administrative units. So, 199 out of 325 is pretty good. But is it that Telenor is in a central location in 199 townships or they cover the entirety of 199 townships? How does Ooredoo […]
We’ve been tracking Facebook’s transition from the desktop to mobile for a while. In 2012 the process was just beginning. But now, with 3/4ths of its revenues coming from mobile, it looks like the transition is complete. The world’s largest social network reported on Wednesday that almost three-quarters of its advertising revenue and most of […]
A Ratings Agency has put specific numbers behind the entity-based and mobiles-sector specific taxes in 2015 interim budget. Should the proposals go ahead, 2015 FFO-adjusted net leverage for Sri Lanka Telecom (SLT, BB-/Stable) and Dialog Axiata (Dialog, AAA(lka)/Stable) is likely to deteriorate to 1.8x and 2.5x, respectively (2014: 1.2x and 1.3x), while the operating EBITDAR […]
This story has legs. Someone has riffed off the Quartz story. Report.
Discussions on net neutrality usually generate more heat than light. Based on her star turn at IGF 2014 in Istanbul where she sought to bring data from the trenches to the soaring abstractions that characterise the debate, LIRNEasia CEO has been invited to speak at a high-profile panel in Barcelona. The panel description.
First results from Telenor Myanmar, from Telecom Paper. Telenor ended its first quarter in Myanmar with 3.406 million mobile customers. The new mobile operator generated NOK 287 million in revenues in Q4 2014 and an EBITDA loss of NOK 248 million. It spent NOK 598 million in Q4 and NOK 4.28 billion in all 2014 […]
Yesterday, I was the only non-politician on a political debate show on TV known as “Satana” (battle). The topic was the new President’s/government’s 100 Day Program (of which more than one-third has passed). I was not expecting to talk about the taxes imposed on the mobile industry, but right in the middle, one of the […]
A 24/7 news channel interviewed me about the mobile-only taxes proposed by the new government. It is not online (yet) so I cannot give a link. The last question I was asked by the interviewer was about my recommendations to the government. Here is what I said: 1. The proposal that the mobile operators should […]
Last night (4th February 2015), the TV Channel Derana invited me to participate in a debate in Sinhala on the interim budget presented by the new Minister of Finance. Here I used the case of punitive taxes on mobiles as a way of discussing the possible implications for investment in general, and for the ICT […]
One thinks that the case has been made over and over again that the connectivity made possible by ICTs is a good thing. Governments appear to act on this basis when they formulate telecom and broadband policies and sometimes even direct subsidies to encourage greater connectivity. Yet, whenever there is need for money all that […]
This used to be seen as a challenge. Now it’s “same old, same old.” The social network, which makes most of its money by including advertising in the news feeds of its users, said about 69 percent of its advertising revenue came from mobile devices, which have become the most common way people tap into […]
The conventional telcos were complaining that the Googles and the Facebooks of the world (labeled by them as Over-the-Top or OTT players) were unfairly getting a free ride on the expensive, difficult-to-maintain last mile access network. Bharti Airtel went as far as unilaterally seeking to identify such uses by their customers and to impose additional […]
It appears that getting sites to build towers is one of the biggest barriers to rapid rollout of mobile networks in Myanmar. One operator, MPT, has an advantage in that it owns land in all major population centers. The claim that they are examining tower quality before offering sharing is one that I would take […]
A story reporting Pew research on perceptions on the Internet has this little nugget showing how different developed markets are from ours. For all the talk of our culture moving to mobile phones, more than one-third of the respondents said a landline phone was vital to their jobs, compared with the one-quarter that said a […]