can anyone tell me about the package i just received. i traded all my alcatel in for nokia. do i need to do anything else? if i don't do anything i am still entitled to the two dividends that are coming correct.
Telecom investment plans
Telecom market will be seeing both positive and negative investment trends in key markets.
Vodafone Group has said its investment will be less in 2016 as compared with 2015 after completing its Project Spring investment program. 4G and fiber will be its main focus areas.
Capital spending of Verizon will be between $17.2 billion and $17.7 billion in 2016. Verizon will be investing in capacity and optimization of its network. The US telecom company prepares to pilot 5G technology in 2016.
In 2015, Verizon invested approximately $28 billion in spectrum licenses and telecom infrastructure for future network capacity. Verizon’s Capex alone totaled $17.8 billion (+3.4 percent) in 2015 – driven by LTE networks. Wireless Capex of Verizon was $11.7 billion (+11.5 percent).
Wireless network Capex in coming years
The growth in the global wireless network infrastructure market will remain relatively flat through 2020, with annual investments of over $61 billion.
The wireless network infrastructure includes macrocell RAN (Radio Access Network), mobile core segments of mobile operator networks, Heterogeneous Network or HetNet infrastructure such as small cells, carrier Wi-Fi and DAS (Distributed Antenna Systems).
The flat growth in the wireless network infrastructure market is due to a decline in macrocell RAN infrastructure spending. There will be significant shift in investments towards small cells, C-RAN, DAS and carrier Wi-Fi infrastructure, said SNS Research.
Small cells, C-RAN, DAS and carrier Wi-Fi infrastructure, together with their fronthaul and backhaul segments, will account for over 50 percent of all wireless network infrastructure spending by 2020.
Small cell and C-RAN solutions are beginning to converge as small cell OEMs seek to capitalize on the benefits of centralized coordination for in-building and enterprise coverage.
To be continued …
Communication Capex in 2015
Ovum in a recent report said total Capex by all communication providers was flat in 2015 at $405 billion, despite CSP (telecoms) cutbacks. ICPs (cloud/OTT providers) share of global Capex at 15 percent (+1 percent) is forecast to grow to 23 percent by 2020.
Capex for both fixed and mobile communications service providers (CSPs) fell 5 percent vs. 2014. Growth in the Internet content provider (ICP) and carrier-neutral provider (CNP) segments slowed but remained strong.
Ovum says annualized CP revenues grew steadily from $2.2 trillion in 2009 to $2.86 trillion in 2014 but fell every quarter in 2015.
LTE networks will generate nearly $800 billion in annual service revenue by 2020, according to SNS Research.
Global CSP Capex share in 2015: China, Japan, and the US, each with its own set of vendors, claimed 48 percent in 2015. Germany, Canada, UK each had 3 percent, followed by eight with 2 percent each (Italy, France, India, Brazil, Australia, Russia, Korea, and Mexico) then Spain with 1 percent. Top 15 are 75 percent of market, according to Ovum.
In 2015, 2G, 3G and 4G wireless infrastructure revenues stood at nearly $65 billion, SNS Research estimates. These revenues will remain flat in 2016, largely due to declining macrocell RAN and mobile core investments. Over the next four years, the market is expected to decline at a CAGR of 1 percent, eventually shrinking to $61 billion by the end of 2020.
To be continued …
Most significant post in recent days...
Bravo planet for...Quality over Quantity in your posting. Greetings from Rio, Zman
Telecom Lead, May 23, 2016
Wireless operators are expected to make an investment of nearly $210 billion (+15 billion) towards Capex (capital expenditure) in telecom networks and software in 2016, said Joe Hoffman, managing director and VP Strategic Technology at ABI Research.
The $15 billion anticipated increase in Capex by wireless operators this year is not a good sign for telecom vendors such as Ericsson, Nokia, Huawei, Cisco, HPE, Juniper, IBM, ZTE, Oracle, Brocade, among others.
Wireless telecom vendors are challenged by all this, and are diversifying their portfolios with greater and more varied managed services offerings, converging IT and telecom functions and branching into adjacent business lines.
ABI Research sees wireless operator Capex at $194 billion in 2015, essentially flat from 2014. “We do expect 2016 will show an increase of $15 billion in 2016. 2016 starts the slide in cellular base station revenues coinciding with 4G LTE deployments wrapping up in the major markets,” said Joe Hoffman in a statement to TelecomLead.com.
ABI Research said the leading wave of 4G LTE operators move on to densification with investments in small cell and in-building technologies, but those revenues do not offset the decline in macrocell base stations.
Operators continue to invest in packet core networks with about 10 percent growth in 2015, with just-in-time procurement for data traffic growth. However, future revenues in the packet core will slow down as operators move to virtualized NFV solutions.
To be continued …
Double ha ha! Cheater vs Cheater! China (and its North Korean junkyard dog) vs South Korea.
This lawsuit should strain the boundaries of credulity, just like China's official economic numbers. I doubt that any of Huawei's 11 patents will survive the PTAB reexamination firing squad at the USPTO. As far as the China lawsuit is concerned, good luck with those kangaroo courts, Samsung. It wasn't that too long ago when Huawei got the NRDC, China's antitrust agency, to publicly threaten to arrest Interdigital executives if they attended a scheduled meeting with Huawei in China in 2014! Then after that cooled down, Huawei got a Chinese kangaroo court to arbitrarily set the FRAND royalty rate at .019% (0.00019), or less than 2 cents for every $100 in device ASP! Then Huawei finally agreed to binding arbitration with Interdigital, but when the ruling came out last year in favor of Interdigital, Huawei decided to contest that binding decision!
Huawei was a 2G and 3G non-entity. Now it is suing Samsung over what seems to be 11 4G patents issued around 2013 and 2014, which should give you an idea of how vulnerable those patents are to prior art challenges. 4G patenting activity industry-wide started to heat up in 2005 with the Qualcomm acqusition of Flarion for $600 million plus $200 million in patent contingencies. More later.
Ticker … Having an autonomous tractor able to mow the north 40 will come after people become comfortable with the technology. My field is AI and this has been the case since 1956 when the field was founded … JD
it's $5.57 ... at 1E=1.1145$ .... we need another 25% to get to 7s... not going to be too soon.. It will require patience.. Hope I'm wrong and we get there faster but I doubt it... Also keep in mind that the $ may rise if rates going up which will affect NOK PPS..
I googled "Self Driving Tractors John Deer" and it seems self driving tractors have been around since 1940. The first was a tractor with a cable fixed to a pole and it wound around the pole making the tractor go in smaller and smaller circles. Now driver-less tractors use GPS and sensors embedded in the field. Also,one tractor with a human in it can electronically guide several other tractors behind it but no "real self driving tractors" where the farmer phones the tractor to mow the north 40 or whatever.
They actually did. See “Google didn’t lead the self-driving vehicle revolution. John Deere did,” The Washington Post, June 22, 2015 … JD
Want a winner? Check out ultimatestockalertss (search em) if you are looking for small cap stocks
before the big run. He has alerted me to a bunch of stocks before they took off.
Actually, operating heavy machinery in a farm field takes considerable, repeatable, precision - all those even rows don't happen by themselves. I would be surprised if GPS alone offered sufficient precision. I expect addition guidance mechanisms will be required.
Hello Planet, Hello LaHistoire - as you say, 5G will indeed be critical for Nokia, and Nokia is well positioned, but there is risk - with innovation in tech/mobile at breakneck speed, and difficult to predict, the risk is noteworthy.
MSFT's plans and standing in mobile are an increasing mystery to me, and Intel's plans also have me scratching my head. Both have misfired twice in mobile, at great expense Where they go from here is a huge question mark. 2-3 years ago Nokia, MSFT, and INTC had clear paths forward in mobile, now the path forward for all three is open to significant question.
I miss the clarity....