Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Network and Tower Operations Center (NTOC) – An Optimizer for Network Opex
November 19, 2009
The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO) | councils.glgroup.com
Telecom network operations are most opex intensive. Some innovative steps taken to optimize these costs are to share network infrastructure between multiple operators and managed services of network operations. However, with the emergence of tower companies who create and maintain the passive infrastructure in which even active network elements reside, there is a possibility of achieving greater synergy for the NOC and field operations thereby further reducing the costs.
Airtel is Quietly Acquiring Triple Play Customers in NCR Against No Competition
August 19, 2009
MSOs are Better Positioned than Telcos to Launch Multi Play in India | news.glgroup.com
Telcos and MSOs in India watch out. Airtel has launched triple play in NCR region around Delhi. Airtel is reaping the fruits of clear thinking, hard work, capex commitment and managing all odds against the tough stance of most Resident Welfare Associations (RWAs) for laying ADSL copper to homes in their colonies. It is a wake up call for all other telcos and MSOs in case they do not want to give free run to Airtel in fixed triple play market.
MSOs are Better Positioned than Telcos to Launch Multi Play in India
August 7, 2009
Multi Play - Band Width Bonanza for Telcos/MSOs on High Capacity High Speed Coaxial CATV Access Network to Homes and SMBs | news.glgroup.com
1. Telcos/CMSPs must watch out as good MSOs are poised better to take away their market share of broad band, voice and IP TV. 2. Telcos/CMSPs are way ahead in their back end, core and edge network infrastructure as also OSS/BSS/CRM/Contact Center but they lack last mile. They also have no experience of managing Local Cable Operators (LCOs) who have band width bonanza reaching homes through their last mile HFC network, very aggressively exploited by good MSOs for analog and digital TV.
July 14, 2009
Realization and Operations of Multi Play - Innovative Way to Realize and Operate High Capacity High Speed Access Network | news.glgroup.com
1. Telcos and MSOs in India are poised to exploit the band width bonanza of LCOs last mile co-axial CATV network to homes and SMBs. 2. From the optical node of LCOs HFC access network, on an average 300 homes are passed. In some cases, the number of homes passed goes beyond 600. 3. As there is a very high penetration of CATV in India, thus for 100 % homes connected to one optical node, both down stream and up stream band width is really huge. This band width bonanza is very attractive for telcos and MSOs to interconnect their networks to LCOs access network to offer multi play to homes and SMBs.
June 24, 2009
Multi Play Virtual Network Operators (MPVNOs) Are Getting Ready to Rapidly Increase Broad Band Penetration in India | www.glgroup.com
1. Emerging markets can neither afford the massive capital outlay nor wait to lose precious time in the realization of the access network. 2. Countries in the emerging markets need multi play infrastructure and services as quickly as possible. This would speedily pave the way for the GDP growth driving applications and services to conveniently ride over the base level multi play infrastructure and services. 3. There is a need to be innovative and cost effective to realize the standards based access network well supported by the regulatory frame work without losing time to market. 4. Such multiple access networks would be interconnected with a few rock solid, high capacity, high speed core and edge networks of a few, typically six to eight, established national telcos or CMSPs to realize a single high capacity, high speed network pipe entering into home and business premises. This is the fifth pipe in addition to four utility pipes for water, electricity, sewerage and gas.
June 11, 2009
Multi Play Service as B2B2C Business is Fastest and Least Cost Strategy to Reach Millions of Homes and SMBs | www.glgroup.com
1. World over, countries are planning for quick true broad band penetration over future proof, technology agnostic and low cost infrastructure. 2. It is not possible either government or telcos or both to achieve the desired broad band penetration in the country as laid down in the yearly plans. 3. High broad band penetration is key to drive up the GDP growth even by 2 % in some cases.
April 24, 2009
Corporatization of Cable Industry in India | www.glgroup.com
1. Even in this recession, countries are investing in telecom infrastructure as this is considered a big GDP driver. However, most telcos in developing countries are rolling out mobile wireless network predominantly for voice. 2. Cable TV is growing steadily even in developing countries, eg, India has more than 100 million HFC homes. However, 98 % of cable homes still continue to be served analog TV by the Local Cable Operators (LCOs) who usually take the TV feed from MSOs. 3. For enhancing GDP growth, countries need to ensure that basic services like health, education, agri and weather information, governance, quick and cost effective trade, commerce and payment services are available at affordable costs. A multi play service of voice, broad band Internet, two way interactive TV and VoD can be created by combining the strengths of telcos and LCOs/MSOs over which all the GDP driving services would be available to millions of HFC TV homes.
April 16, 2009
Is Enron Saga Entering The Final Chapter | news.glgroup.com
1. Affordable medical and health care services should be available to all citizens of a country as their fundamental right. 2. Shortage of hospitals, qualified medical staff and specialists in hospitals forces patients to physically report to the Out Patient Deaprtments (OPDs) after seeking appointments even for basic consultation, diagnosis and treatment prescription. This results in delays, missing appointments apart from incurring heavy charges. 3. Fortunately, with rapid proliferation of basic broad band Internet, telecom, two way interactive TV and IT support based services in which all countries are investing, a versatile infrastructure is being created which can easily carry the much needed and affordable virtual health care services to the patients sitting in the comfort of their homes.
November 18, 2008
The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO) | news.glgroup.com
There are approximately four billion mobile subscribers in the world being served through more than 4 million base stations. For this, the telecom networks and data centers remain powered up for 24 hours a day. With very low tele density in the emerging markets and ever increasing demand for more and better telecom services in the developed markets, in coming five to seven years, the world is likely to witness huge growth in telecom services and the subscribers. This would necessitate deployment and operation of more and more telecom and data center infrastructure. Combined together, telecom networks and data centers utilize around 4 % of total world energy consumption. Thus, the energy cost will mount further and so would be the carbon emission levels. There is an urgent need for a paradigm shift in the operations of telecom networks and data center servers in differentiated capacity configurations, one for peak hours and the other for lean hours load.
January 23, 2008
Report: North America now leads on data ARPU | www.fiercemobilecontent.com
Countries need health, education, governance, entertainment services etc for their millions of people, particularly in semi urban and rural areas. Thus, to meet this never ending demand, there is a need for creating a self expanding framework of multi play infrastructure through which these essential services can be e-delivered to end users wherever they require in the language of their own choosing. To achieve the above, a telco/MSO can assume a pivotal role of creating a robust central network, back end and distribution infrastructure around which the origination, carriage and termination of these services can be realized by the adoption of B2B2C business model created on partnerships basis duly governed by legal agreements and fully supported by simple and minimum Govt regulations. The telco/MSO thus creates its own brand of multi play service and promotes the same to the target market segments largely dominated by the home segment.
Structural Separation is Good for Speedy Roll Out of Broad Band Services
December 21, 2007
Next Generation National Broadband Network Will Spur Flourish of Services | www.ida.gov.sg
Countries where last mile has come up in the form of copper and HFC as part of some vanilla services offering like voice and TV, it makes sense for operators to prepare robust back end for home multi play and pyggy ride on last mile infrastructure already in place. Countries where infrastructure providers are already positioned to offer ducts and cables as back bone, the operator can simply piggy ride on this carriage leg. Thus, model like B2B2B2C will work wonders in quick roll out of NGN based home multi play. For example, it would be B2B between operator and back bone provider, B2B between back bone provider and last mile provider and B2C between last mile provider and customer.
December 10, 2007
Telecom Regulatory Authority of India (TRAI) Recommendations for IP TV in India | www.trai.gov.in
With two million TV sets being sold every month, the need for connectivity to TVs is growing at the rate of 20 % per annum. This adds up to 130 million cable homes by 2010. Govt is introducing regulations to corporatize the cable industry, eg, digitalization and addressability of TV, 74 % foreign direct investment, revenue share for pay TV channels, itemized billing by MSOs and Local Cable Operators (LCOs), DTH, CAS, IPTV and HITS services licenses. India's cable TV industry is run by 60,000 LCOs and 5000 MSOs. Both MSOs and LCOs are now threatened that they would lose their TV market share to DTH oeprators. To counter, they want to offer home multi play service of voice, broad band, TV, VoD, music, photos, games, lottery and fixed mobile convergence exploiting their last mile HFC infrastructure on which they offer only analogue TV today. It is time for Comcasts, Time Warners, Coxs of the world to strike partnership with telcos/CMSPs/MSOs to tap into $ 14 Billion market.
August 20, 2007
Broadband flows into Indian homes | www.zdnetasia.com
India has 80 million cable homes and would be 100 millions by 2010. CAS introduction has been decided by the Govt which would result into two way digitalization of cable ready to bring broad band to homes. All telcos, CMSPs and MSOs are expanding their network through fiber for long and mid haul. There is a need for the regulator to introduce authorisations for interconnect between telcos/CMSPs/MSOs network and Local Cable Operators (LCOs) access network to homes. This might happen soon and then with very low fixed and operating costs, the return on investment in companies going for such home multi play offering will be huge.
Indian Media and Cable Industry Would Welcome the Entry of Foreign Players
July 23, 2007
Media executives expect wave of mergers to continue | www.iht.com
Indian media industry is inching towards finding a steady state to reach the desired profitability. With ad sales dipping due to on-line and electronic display based bill boards, the market is getting diluted amongst many TV channels. The regional channels and smaller news channels are the likely target of biggies like NDTV, TV Today, Zee and Star. With the imminent launch of DTH services by corporates like Reliance, Bharti, Sun TV and Videocon, these popular properties would be up for grabs within two to three years. Regulations from TRAI giving clear revenue sharing formula between content owners, carriers and last mile distributors would also stir consolidation. Smaller last mile distributors and mid sized MSOs who would find the implementation of CAS service cost prohibitive might consider giving in to biggies.
Corporatization of Cable Industry in India
July 6, 2007
Up Next for Buyouts: Cable TV | www.businessweek.com
In emerging telecom market of India, 80 M cable homes provide huge business opportunity to offer multi play service of voice, broad band internet, TV, VoD, music, photos, lottery and Fixed Mobile Convergence (FMC). Cable homes are growing at 8 % per annum to 120 M by 2012. There will be 20 M broad band cable subscribers by 2010. Conditional Access System (CAS) service has been introduced for addressability to overcome the problems of under declaration by the Local Cable Operators (LCOs). India would be a digital TV country by 2015 so that Govt recovers its dues from the LCOs. Regulations are falling in place to fix revenue share between content owners, MSOs and LCOs. Interconnect agreements are also being regulated under must provide clause. TV and content market alone will be around $ 10 B by 2011. All the above presents an attractive opportunity to offer even telcos service to cable homes at least capex and opex. Thus, consolidation of MSOs and LCOs is imminent.
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Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009