Advising on the commercial impact of technology and
    market changes in telecoms, software and IT services

Global MVNO connections are forecast to be 85.5 million in 2015 and revenues are expected to be $9.5 billion. Although new MVNO markets will open around the world, the bulk of connections and revenues will continue to come from established MVNO markets.

Idea Cellular's new pan-India footprint and its aggressive pricing strategy are expected to further drive its strong subscriber growth. However, rapidly declining ARPU, intensifying competition, and under-pressure margins remain its key challenges.

This report focuses on Motorola's LTE and WiMAX strategy prior to the recently announced planned acquisition of most of its wireless infrastructure assets by NSN. Motorola is repositioning itself to better target the LTE market opportunity.

This presentation analyzes M&A, vendor financing, private placements, and public offerings in telecom during 2Q10, along with the trend for the last eight quarters, detailed by sector, geography, and deal size.

Mobile virtual network operator forecasts including connections, revenues, and ARPU from 2010-15.

A series of recent announcements from vendors and operators have accelerated the momentum behind TD-LTE at the expense of WiMAX. These developments have been a significant blow to WiMAX, consigning it to the role of a niche technology.