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Sector Analysis
Mobile Money: Emerging Trends, Growth Drivers and Future Outlook 2016–2017
Even though organizations within telecom industry are concerned about security and privacy issues and prevention of frauds, increase in use of mobile money by companies and merchants, increasing penetration of smartphones and internet, and preference for cashless transactions will push mobile money usage over the next two years. Globally, investment on mobile money services is anticipated to increase by 23.1% during the next two years. Asia and Africa are expected to offer significant growth for mobile money over the next...
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Analyst Opinions
SDN/NFV technologies: Innovative use cases and operator strategies
The end goal for a fully software-driven and virtualized network is clear: A dynamic, on-demand global fabric where each application can order, set up and tear down services, performance and features as they are needed through automated API function calls. But the correct steps from the current state to this future end state are anything but clear. It may seem that operators based in Asia and North America have pioneered SDN/NFV, and that European operators (with notable exceptions such as...
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Analyst Opinions
Over-the-top communications services: Emerging monetization paths
The strategy of most, if not all, OTT messaging providers is to gain scale first and then monetize. All communications OTT apps with global aspirations are in a race to become the biggest platform in order to attract developers, which in turn should add more value to an offering. OTT players are transforming their communications apps into rich media platforms that serve as social networking hubs, offering a number of media services. Apps built on top of messaging enable users...
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Thematic Analysis
Semiconductors - Global Thematic Research
The $350 billion global semiconductor industry is fast approaching what evolutionary biologists call “punctuated equilibrium”. After five decades of the metronomic tick of Moore's Law – which led to smaller, better, faster and cheaper chips every year – technological advance is slowing and fabrication costs are rising as transistor geometries approach atomic scale thereby yielding thermal problems and quantum weirdness. This report looks at the changing direction of the semiconductor sector and, in particular, how China’s desire to become a...
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Thematic Analysis
2016 Outlook for the big players in global TMT - Global Thematic Research
3D Systems is the market leader in the 3D printing technology cycle. Growth has been disappointing so far, but we believe this sector is likely to take off within the next two years. Akamai is the world’s largest content delivery network. As video traffic grows, Akamai should theoretically benefit. But competition is rising and prices are falling. Whereas Apple, Google and Facebook were happy to rely on Akamai in the past, they are now building their own CDNs, as are...
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Sector Analysis
Peru: Mobile Market Poised for Strong Growth as Heightened Competition and Network Improvements Spur Demand
Mobile subscriptions in Peru recorded a strong increase of 6.9% in 2015, closing the year at 33.6m. Growth was primarily driven by a more consumer-oriented Entel and new-entrant Bitel, which have implemented aggressive pricing strategies and device subsidies. Over the next five years, mobile subscriptions will grow at a CAGR of 3.3%, reaching 39.5m by year-end 2020, with smaller MNOs and MVNOs, led by Virgin Mobile, as the main growth drivers. Both Movistar and Claro have seen their mobile share...
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Analyst Opinions
MVNOs in Europe: Data and M2M Segments Will Present the Highest Growth Opportunities to MVNOs in Europe
The most preferred business model in the Europe is discount based model which is being adopted by 21% of the total MVNOs present in the region, closely followed by niche segment occupying 20% market share, catering to segments including youth, elderly (50+ aged), students and NGO supporters. Business and ethnic models follow, accounting for 19% and 11% respectively, while the roaming model is adopted by 10% of MVNOs. Pyramid Research projects Germany will remain the largest MVNO country, in terms...
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Analyst Opinions
Multiplay in the Americas: Value-Added Services Increasingly Integral to the Multiplay Value Proposition
At year-end 2015, the Americas region registered 141.6m multiplay households and will reach 171.5m by year-end 2020, a five-year CAGR of 3.9%. Both the US and Canada display high multiplay household penetration rates with 61% and 80.8% at year-end 2015, respectively. As a result, multiplay services growth will be mainly driven by Latin American countries, chief among them Brazil, Colombia and Mexico. Most operators in Latin America focus their multiplay strategy on price discounts, which normally exceed 25%. Conversely, the...
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Thematic Analysis
Tech Hardware Themes 2017 - Global Thematic Research
Over the last two and half years, the S&P 500 has increased by 10%. During that period, consumer electronics company shares on average have fallen by 8% and networking and telecom equipment company shares have fallen by 10%. Meanwhile, industrial automation company shares have risen by 24%, component makers are up 16% and semiconductor company shares are higher by 26%. In this report, we look at the key investment themes that will impact technology hardware companies worldwide over the next...
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Thematic Analysis
Virtual Reality - Global Thematic Research
“Virtual reality” (VR) immerses the user in an entirely artificial world. It can be used to play a video game, simulate a battlefield or visualise an architect’s imagination. “Augmented reality” (AR) allows the user to see the real world overlaid with a layer of digital content, such as sensor-based data, sound, video, graphics or GPS information. By contrast, “mixed reality” (MR) enables the user to see virtual objects integrated into the real world. VR and MR are shaking up the...
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