03/05/2012 - Vonage Reports First Quarter 2012 Results
Vonage announced results for the first quarter ended March 31, 2012. Reflecting the company's previously stated plans to increase investment in its strategic growth initiatives, Vonage reported adjusted earnings before interest, taxes, depreciation and amortization of $32 million. 24/02/2012 - Alcatel-Lucent Takes Over Number Two Spot From Juniper
Synergy Research Group announced the publication of the 4Q11 Carrier Infrastructure Market Share report that provides quarterly market shares for Service Provider Core Routers, Edge Routers, and Carrier Ethernet Switches. According the the report, the fourth quarter of 2011 saw carrier infrastructure revenues hovering around the $3 billion mark for the third successive quarter.03/11/2011 - 10 competitive telecom executives to watch in 2011
The competitive telecom service provider market in 2011 is in the midst of a transition period, with rapid consolidation between regional and national players--making a ripe environment for executives positioned to lead their companies through this change. Who are the leaders to watch among telecom's competitive players? FierceTelecom takes a look. Special Report
31/10/2011 - Motorola Mobility to cut jobs, pare costs before Google deal wraps
As expected following its $12.5 billion acquisition by Google (Nasdaq: GOOG), Motorola Mobility (NYSE: MMI) has begin paring its workforce, announcing today that it would be cutting 800 jobs.
Motorola said it would incur some $31 million in costs, including $27 million in severance and $4 million in facility closing expenses. The company detailed the moves in an SEC filing Friday. The restructuring costs will be absorbed in its fourth quarter.
Both companies' business segments "(the Mobile Devices business and the Home business), as well as various corporate functions, are impacted by the action and the action affects employees globally," stated Motorola in the filing.
Last week, Motorola earnings beat analyst estimates, reporting EPS of 12 cents, double the 6 cents analysts had expected. Sales were $3.26 billion, up 11 percent from a year ago, but off the $3.39 billion analysts forecast.
Motorola shareholders will vote on the acquisition, which was revealed in August, on Nov. 17.
In June, Motorola Mobility cut a deal with the State of Illinois that got it $110 million in financial incentives for keeping its headquarters and, presumably, HQ jobs in Libertyville. But a closer look at the deal showed it could trim its 3,290 person workforce by several hundred jobs and still get all the benefits from the deal.
For more:
- see this earnings release
- see this Bloomberg article
- see The Register article
Related articles:
Moto's Jha in line for $66M golden parachute after merger
Google to buy Motorola Mobility for $12.5B
Motorola Mobility's state tax deal leaves a lot of room to grow, or cut, staff
20/10/2011 - Despite record revenue, shares sink as Polycom misses Q3 estimates
Videoconferencing specialist Polycom (Nasdaq: PLCM) was the latest company to be punished by Wall Street for missing third quarter estimates. The company, which reported record revenues for the quarter, nonetheless saw share prices in late trading decline by double digits.
Polycom reported earnings per share of 26 cents, analysts had expected 27 cents; its revenues for the quarter rose 23 percent to $379 million, short of analysts' consensus of $388. 3 million.
The company has met or bettered for nine consecutive quarters prior to these results. In Q2, Polycom reported its bottom line doubled and in Q1, it reported a sixfold increase.
CEO Andrew Miller said slowing growth was a result of "lower year-over-year revenue growth in the enterprise customer segment."
He blamed that on a slowing economy and said the company needed to improve its go-to-market execution. Polycom, he said, will improve its enterprise execution by adding resources to the region. The company has named former Cisco (Nasdaq: CSCO) exec Dave Rosario as president for North America.
He added that Polycom did see "significant" revenue growth in emerging geographies and the U.S. federal government. While revenues in the Americas grew 16 percent, they were up 23 percent in Europe, Middle East and Africa, and 41 percent in Asia-Pacific.
During the quarter, Polycom completed its acquisition of HP Visual Collaboration and said during the conference call that it's seen "excellent initial results" from the deal.
It also unveiled a cloud-based software strategy, one that it believes will bring bringing secure HD video collaboration to an array of business, video, mobile, and social networking applications.
"We believe that we are best positioned to capture the network effect of video communications being driven by the demand for real-time collaboration in the workplace and social networks," said Miller.
Polycom also announced a partnership with Jive Software to integrate Polycom HD video into Jive's social business platform.
During the conference call, Polycom said it expects revenue growth to accelerate this quarter and said it expects 5 to 6 percent growth.
For more:
- see this release
- get a replay of the earnings call here
- see this WSJ article
Related articles:
Polycom acquires ViVu, looks to expand into broader video-conferencing market
Polycom offers enterprise a full tablet video-conferencing solution
OVCC champions video-conferencing adoption, interoperability; but where are Cisco and Vidyo?
Polycom sees video conferencing future in software, rebrands platform
17/10/2011 - Report: Mobile VoIP Subscribers will Near 410 Million by 2015; VoLTE Still a Long Way Off
ANALYST NOTE
"The adoption of over-the-top mobile VoIP services is growing rapidly but it is not without challenges. With free applications and extremely low revenue from users, it is tricky for application providers without the deep pockets of larger companies like Google, Microsoft, and Telefónica to have a sustainable long-term business model. Despite the fact that we expect mobile VoIP subscribers to grow nearly 10-fold from 2010 to 2015, there is relatively little money to be made from it in the near term," poses Diane Myers, directing analyst for VoIP and IMS at Infonetics Research.
Co-author of the report Stéphane Téral, Infonetics Research's principal analyst for mobile infrastructure, adds: "As LTE becomes the universal mobile infrastructure, TDM voice -- which is a $500 billion-a-year business -- will migrate to VoLTE (native mobile VoIP). In the near term, though, two key challenges need to be addressed: the world needs widely available LTE handsets that support VoLTE -- and we're nowhere near that stage -- and Single Radio Voice Call Continuity needs to be finalized so that voice calls work seamlessly between LTE and legacy networks. Make no mistake: VoLTE is the future; it will just take many years to get there."
MOBILE VOIP MARKET HIGHLIGHTS
- OTT providers, led by frontrunner Skype, dominate the worldwide mobile VoIP services market
- Infonetics Research forecasts the number of mobile VoIP subscribers to grow from 47 million in 2010 to almost 410 million by 2015, driven by increased smartphone and mobile broadband adoption
- Native mobile VoIP will launch with Verizon's VoLTE service in 2012, but will remain an extremely small portion of the total mobile VoIP market until there is full LTE coverage around the world, not likely until around 2020
- In 2010, operators made on average only $13.21 per user per year from mobile VoIP services, demonstrating how little revenue there is to be made from OTT mVoIP services
20/05/2011 - Video Conferencing Becomes More Common Among U.S. Physicians
Seven percent of U.S. physicians use online video conferencing to communicate with any of their patients, according the new Taking the Pulse study of physician digital adoption trends from pharmaceutical and healthcare market research company Manhattan Research.24/03/2011 - Hosted Communications Services Present Excellent Growth Opportunities to European Service Providers
Although the on-premise model with its control and security advantages will dominate the enterprise communications market in the immediate future, the revenue share of hosted services is poised to increase significantly, according to Frost & Sullivan. Hosted communications services present an ever more popular alternative for deploying IP telephony and unified communications applications.17/01/2011 - Mobile VoIP Gateway Revenues to Soar Past $6 Billion in 2015
VoIP is spreading from the fixed-line world to the mobile world. Usage is on the rise creating significant opportunity for mobile VoIP gateway equipment suppliers as expenditures in this space are expected to soar beyond the $6 billion mark in 2015, says In-Stat. 30/11/2010 - Demand Up, Prices Down for Carrier VoIP and IMS Equipment
The total service provider VoIP equipment market, including trunk media gateways, SBCs, media servers, softswitches, and voice application servers, decreased 9% from 2Q10 to 3Q10, to $511 million, according to Infonetics Research. While revenue is down for the quarter, shipments for almost all segments in the market are up sequentially. 25/11/2010 - Unified Communications Market Has Strongest Quarter Since 2008
Dell'Oro Group reported that the Unified Communications market expanded to its highest level since 2008 in the third quarter this year. Strong second half seasonality helped offset weakness in Europe as the Unified Communications market expanded 7 percent sequentially.18/11/2010 - China Sourcing Report: VoIP Products 2010
Traffic upswing in the mobile VoIP sector in China is expected to exceed 100 percent annually till 2014, according to Research and Markets’ recently released "China Sourcing Report: VoIP Products 2010" report. 04/10/2010 - Infonetics: Worldwide VoIP service revenue up 8 percent
Infonetics has released the newest update to their VoIP and Unified Communications Services and Subscribers market report with some positive data. Looks like the business VoIP market is looking up.
The analyst firm found that VoIP service revenue for the first half of 2010 saw an 8 percent bump up from the previous half of 2009 year. The uptick was due to growth in both business and residential VoIP services across all segments. Residential VoIP subscribers saw 10 percent growth between halves. The analysts also noted that more hosted providers are adding unified communications (UC) products to their offerings creating more diversified portfolios of services.
For more:
- read the release
Related news:
Report: EMEA market dominated by incumbents
Report: 27% of respondents migrating to VoIP this year
10/09/2010 - MZA: Avaya Continues to Lead PBX Market
The latest figures released by analyst firm MZA have shown that the Corded PBX market (excluding Micro PBX products) increased by 16% in Q2 2010 compared to Q2 2009 at a global level. Avaya continued to lead the world PBX market, growing market share from 13% in Q1 2010 to 15% in Q2 2010.24/08/2010 - Report: The Future of Consumer VoIP
According to the recent report "The Future of Consumer VoIP" by Research and Markets, it is important to distinguish between a profitable business that successfully sells VoIP services and a profitable VoIP business. The report shows that the most profitable over-the-top VoIP providers are those that quickly leveraged their success into building their own networks. 10/08/2010 - BT, T-Systems, Vodafone Among Top Hosted Business VoIP Services Leaders in EMEA
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There are over 100 service providers offering business VoIP services in EMEA and new ones being added every quarter, according to “EMEA Business VoIP Services Leadership Matri,” a new report recently released by Infonetics Research. 11/06/2010 - Juniper Research: Mobile VoIP Users to Exceed 100 Million by 2012
A new study from Juniper Research has found that Mobile VoIP services will develop significantly faster in developed markets due to the direct correlation between 3G roll outs and the take up of mobile VoIP. 04/06/2010 - Report: USA VoIP Markets - By 2010 the US Cable Companies were Providing Telephone Services to More than 20 Million Subscribers
Research
and Markets has announced the addition of the "USA
- VoIP Market - Analysis, Statistics and Forecasts" report to their offering.
Strong subscriber and revenue growth rates have positioned VoIP firmly on the US telecommunications
map. Since the entry of Comcast and other cable companies, VoIP services have been
emerging apace. In 2010 the US cable companies were providing telephone services to
more than 20 million subscribers. Non-facilities based, or pure play, VoIP providers,
such as Skype, are making strong inroads into the US VoIP market.
The VoIP market has also witnessed the entry of Microsoft and Apple and Internet giants Google and Yahoo! Mobile VoIP is poised for exponential growth, underpinned by the widespread adoption of WiFi-enabled handsets. The deployment of 3G networks, of the Clear WiMAX network on which Sprint Nextel and others provide mobile services, and the decisions by Verizon Wireless and AT&T Mobility to upgrade to an open access LTE platform for their 4G investments will propel mobile VoIP into the mainstream of mobile telecommunications.
Key Topics Covered:
1. Synopsis
2. VoIP market 2.1 Overview 2.2 VoIP statistics 2.3 VoIP regulation
3. VoIP technology in the US 3.1 Overview 3.2 History 3.3 IP telephony gateways 3.4 Value-added features 3.5 Hosted VoIP solutions 3.6 Circuit-to-packet network migration 3.7 IP-based private networks and computer telephony integration 3.8 Mobile VoIP
4. Major VoIP providers 4.1 Cable VoIP 4.2 Alternative providers 4.3 Telco VoIP
5. Forecasts 5.1 Forecasts - VoIP market to 2013 5.2 Notes on scenario forecasts
6. Related reports
26/05/2010 - Report: VoIP Cyber-Security Risks Predicted to Raise Insurance Rates
Spurred
by the lure of low cost, the unregulated and unprotected Internet–based telephone
services are expected to produce major insurance losses according to a report issued
by NJ-based telephone technology development and licensing company, Emerson Development.
The report, “VoIP Security Review: Insurance”, states that the discount VoIP telephone service, which is rapidly being adopted in the U.S. and throughout the world, is causing a shift from the reliable, secure traditional telephone network now in use, to an Internet environment of extreme risk.
As it becomes more prevalent, the report anticipates that VoIP will be increasingly attractive to those with malicious intent, and therefore will be progressively more vulnerable to hostile acts such as spying / espionage, hacking, intrusion, identity and intellectual property theft, and interruption of service. It points out that VoIP is exposed to all the cyber-risks of the Internet, plus unique risks related to voice communications such as eavesdropping on and recording of phone calls, or redirecting calls to an imposter organization (e.g., a hacker instead of a bank).
This is significant to the Insurance Industry because a growing range of insured user sectors are depending upon VoIP online telephone service. These sectors include, but are not limited to government, the military, manufacturers, the legal profession, the banking industry, the transportation sector, hospitals, pharmaceutical companies and medical practices, the not-for-profit sector, and private individuals in greater and greater numbers.
“Because of the Internet’s open architecture, every person and every system has direct access to one another,” the report’s primary author and CEO of Emerson Development, Mr. Harry Emerson states, “therefore,” he continues, “we all implicitly have a trusted relationship with every hacker and terrorist in the world”. This fundamental Internet architecture, the report explains, enables the broad range of cyber-security threats experienced today; VoIP, as an Internet application, has the same unavoidable vulnerabilities.
According to FBI Director Robert Mueller, in an April 23rd release, “The FBI considers the cyber threat against our nation to be one of the greatest concerns of the 21st century.”
Report co-author, risk-management expert Mr. Glenn Tippy, President and Managing Partner of Insurance Agency Gerrity, Baker, Williams Inc., anticipates that insurance carriers will increasingly price for Internet / VoIP telephone exposure. “Cyber insurance products will be created for users of VoIP, as well as for VoIP providers and vendors. The effects upon our economy will be profound,” he said.
21/05/2010 - Mobile VoIP Becomes a Threat to Tradicional Voice Revenues
Mobile VoIP is no longer just hype, but has become a credible threat to traditional voice revenues, says Frost & Sullivan. According to the research group, an ambitious group of mobile VoIP start-up companies are creating a paradigm shift in the way users communicate with each other, with voice services moving to a true internet era of Telco 2.0.20/05/2010 - Report: Mobile VoIP Poised to Become the Principal Transport for Various Access Technologies
New analysis from Frost & Sullivan, Impact of Mobile VoIP on Next Generation Cellular Networks, finds that that at the end of 2008, approximately $605.8 million of mobile VoIP revenues were generated in North America, Europe, Asia Pacific and Latin America. This is expected to grow to $29.57 billion by 2015. The technologies covered in this research service are high-speed packet access, third-generation long-term evolution, global system of mobile communications, IP multimedia subsystem, HSPA+, general packet radio service, VoIP and SIP.
Significant traction in the application space, primarily driven by the success of the iPhone, has resulted in several smartphone vendors making provisions in their applications stores for users to download and use third-party VoIP clients over both WiFi and cellular broadband networks.
However, many cellular operators have prohibited the use of mobile VoIP over their cellular networks, with some imposing a surcharge to avoid cannibalisation of their circuit-switched voice revenue streams. Moreover, cellular operators face intense competition from the more popular Web-based VoIP alternatives that are permeating the mass market.
Mobile operators should eventually do away with imposing bans or surcharges to their mobile broadband packages to support mobile VoIP, as the client devices supporting HSPA+ and LTE will be based on open platforms and support SIP for third-party applications.
14/05/2010 - Report: European Videoconferencing Endpoints Market
New analysis from Frost & Sullivan, European Videoconferencing Endpoints Market, finds that the market earned revenues of $383.6 million in 2009 and estimates this to reach $1.03 billion in 2015 at a compound annual growth rate of 18.0 per cent. 12/05/2010 - Report: Verizon, AT&T, NGT, Cbeyond, 8x8 Among Top Business VoIP Services Leaders
ANALYST NOTE
"This year the top ten providers in both the IP Centrex and business IP connectivity markets represent a broad mix of incumbents, cable operators, and competitive service providers. This cross-section of providers offers a good set of options for businesses looking at voice over IP services. Service providers hoping to succeed in this fast-growing market, particularly with hosted PBX, need to know that the most critical factors for success are financial stability, proven experience in hosted PBX deployments, and quality service and support. At this stage in this market, the fundamentals are much more important than the bells and whistles, especially when going after larger enterprises," emphasizes Diane Myers, directing analyst for service provider VoIP and IMS at Infonetics Research.
BUSINESS VOIP SERVICES MARKET HIGHLIGHTS
- There are over 100 service providers offering business VoIP services in North America
- Many of these providers have fewer than ten thousand IP Centrex subscribers or IP lines/trunks, and are content to sell their services within a small niche or geographic market
- The top IP Centrex service providers overall are, in no particular order: 8x8, New Global Telecom, and Verizon Business
- The top IP connectivity service providers overall are, in no particular order: AT&T, Cbeyond, and Verizon Business
Service providers ranked in the North America Business VoIP Services Leadership Matrix include: 8x8, AT&T, BroadView Networks, Cbeyond, Comcast, Cox, Education Networks of America, Global Crossing, M5, New Global Telecom, Nuvio, Paetec, Smoothstone, Time Warner Telecom, Verizon Business, and XO.
The matrix ranks the top IP Centrex and IP connectivity service providers in North America based on criteria critical to determining market leadership, including number of IP Centrex subscribers and/or installed base of IP connectivity lines/trunks, financial stability, market strategy, service capabilities, and support options. The leadership matrix determines which service providers currently lead the market and are best positioned to succeed long-term.
The VoIP services matrix is an addendum to Infonetics Research's VoIP and Unified Communication Services and Subscribers biannual worldwide and regional market share and forecast report.
A VoIP services leadership matrix for service providers in EMEA (Europe, Middle East, Africa) will be published by Infonetics in August.
03/05/2010 - VoIP Helps HBBs Survive
In the current economic environment, home-based businesses (HBBs) in the U.S. are increasingly turning to the web to boost business. According to a report from AMI-Partners, VoIP is playing an increasingly prominent role in the survival of the HBB.23/04/2010 - Visiongain: The Perspectives for Mobile VoIP Market
The mobile market is growing, up 1.4% to €417 billion in 2010. The strongest growth is posted by data services such as mVoIP, both on fixed and mobile networks, finds Visiongain in its recent “The Mobile VoIP Market Report 2010-2015.”
