It's Getting Hot in Here in Broadband, and No Cool Reprieve from NBN
Competition in fixed-line broadband is fierce, and likely to intensify as the industry migrates to National Broadband Network, or NBN. Demand for...
924 Views
Game of Groans as Convergence Moves in U.S. Spell Nervous Times for Domestic Telecoms
Our advice for Australian and New Zealand telecom companies in light of AT&T's proposed takeover of Time Warner is this: Don't do it.In theory,...
276 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
820 Views
More Organic Growth from Speedcast
Several recent announcements from Speedcast International Ltd (SDA) confirm the underlying growth potential at the company as they push both...
330 Views
Speedcast: Growing Satellite Services Organically and Via M&A.
Speedcast (Speedcast International Ltd) is a satellite services providers (SSP) to enterprises and governments. The company has expanded rapidly...
192 Views