Comments on: Telephony's Tale of the Tape: Shrinking Telecom http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/ Fri, 10 Feb 2012 21:40:26 +0000 hourly 1 http://wordpress.com/ By: | Diversified Web Holdings http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/#comment-164688 Fri, 18 Sep 2009 16:25:34 +0000 http://gigaom.wordpress.com/?p=43150#comment-164688 [...] carrier isgiving up on the landline and will be reorganized to reflect those changes. He cited the inevitable decline in landline subscriptions and said that video is the core product in this new era of telecommunications (notice he didn’t [...]

]]> By: The Real Reason Verizon Is Backing Away From Landlines http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/#comment-164687 Fri, 18 Sep 2009 14:59:10 +0000 http://gigaom.wordpress.com/?p=43150#comment-164687 [...] carrier is giving up on the landline and will be reorganized to reflect those changes. He cited the inevitable decline in landline subscriptions and said that video is the core product in this new era of telecommunications (notice he [...]

]]> By: Jeff http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/#comment-164686 Wed, 25 Mar 2009 20:08:36 +0000 http://gigaom.wordpress.com/?p=43150#comment-164686 Intriguing post Stefano, I’d appreciate learning more about the EBIDTA of PSTN and DSL and (presumably) how it influences/impacts access line loss dynamics for carriers. I can’t find an email link on your blog…which I enjoyed reading BTW. thanks.

]]> By: Daniel Berninger http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/#comment-164685 Tue, 24 Mar 2009 14:32:04 +0000 http://gigaom.wordpress.com/?p=43150#comment-164685 The decline in total voice minutes (even adding mobile and landline together) owes to the long static value proposition of voice. Telco’s focused on consolidation to protect themselves from price competition only to see alternative forms of communication (mainly text based options) eat away at usage. The process will continue to pick up momentum unless the industry offers something to restore demand. I believe HD voice represents a great way to get voice usage and revenues going again.

See http://gigaom.com/2009/02/18/high-definition-to-crash-the-voice-party/

]]> By: anon http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/#comment-164684 Mon, 23 Mar 2009 23:51:43 +0000 http://gigaom.wordpress.com/?p=43150#comment-164684 they also need to accept that selling broadband + mobile (with good usability/coverage) is better than user moving that traffic to skype. some of the fixed traffic has moved to those networks as well. not all of it revenue generating, but in the long term telcos need the customer relationship for voice more than others…

]]> By: Stefano Quintarelli http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/#comment-164683 Mon, 23 Mar 2009 23:47:32 +0000 http://gigaom.wordpress.com/?p=43150#comment-164683 and you don’t consider the other face of the problem: the EBITDA of PSTN and DSL…
(apparently the best kept secret in the industry)
drop me an email..

]]> By: Dan York http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/#comment-164682 Mon, 23 Mar 2009 23:39:50 +0000 http://gigaom.wordpress.com/?p=43150#comment-164682 Fascinating to see the numbers, Om. Thanks for providing them. It’s fascinating to see this devolution of an industry.

]]> By: James http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/#comment-164681 Mon, 23 Mar 2009 21:03:54 +0000 http://gigaom.wordpress.com/?p=43150#comment-164681 Om -

Anything on the SMB? SMB’s can’t live with their landline phone to operate their business.

]]> By: p2p Capital Group » Landline Losses Accelerate http://gigaom.com/2009/03/23/telephonys-tale-of-the-tape-shrinking-telecoms/#comment-164680 Mon, 23 Mar 2009 19:27:43 +0000 http://gigaom.wordpress.com/?p=43150#comment-164680 [...] clipped from gigaom.com [...]

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