rssmobility IDC RSS alerts Detachable Tablets Continue to Grow in Value Despite a Decline in YoY Shipments as Important Players Focus on Profitability, Says IDC LONDON, February 20, 2018 — According to the latest figures published by International Data Corporation (IDC), the overall tablet market for Western Europe declined 13.1% YoY, shipping 10.6 million units in the fourth quarter of 2017 (2017Q4), indicating a continued weakening of the market. Slate tablets continue to be the primary driver of this market erosion, declining by 15.4% YoY, as their productive use cases pale in comparison to newer form factors, and they increasingly become relegated to simple media consumption devices. Detachable tablets have slowed down but continue to see traction in certain areas. They posted a minor 2.0% YoY decline, but thanks to increasing interest in premium devices, coupled with a very strong commercial performance of 8.5% YoY growth, the value of their sales (in euros) rose by 3.2%. Tracker Press Release Tue, 20 Feb 2018 05:00:00 GMT IDC Survey Spotlight:2017年 国内エンタープライズモビリティ市場 ユーザー動向調査-従業員が求めるモバイルデバイスとは <P>IDCでは、企業におけるポータブルPCの利用方法、望ましい仕様、ポータブルPCの選定基準に関し、2017年9月に法人を対象としたユーザー調査を実施した。本調査レポートでは、同調査データを基に、持ち出しが可能なポータブルPCの今後の増減について、「働き方改革」の取り組み状況から分析している。</P> IDC Survey Spotlight Mon, 19 Feb 2018 05:00:00 GMT Hirotoshi Asano IDC's Worldwide Semiannual Mobility Spending Guide Taxonomy, 1H17 <P>This IDC study provides a detailed description of IDC's Worldwide Semiannual Mobility Spending Guide methodology and taxonomy. It should be used as a companion piece for IDC's Worldwide Semiannual Mobility Spending Guide data deliverable and all of IDC's worldwide vertical research. Technology suppliers may utilize this approach and structure as well to help them build an industry-focused organization.</P><P>"IDC's Worldwide Semiannual Mobility Spending Guide presents a comprehensive, global, and detailed view of the marketplace," said Jessica Goepfert, program director, IDC's Customer Insights and Analysis group. "It is an invaluable resource to help vendors define and standardize their vocabulary for mobility."</P> Taxonomy Mon, 19 Feb 2018 05:00:00 GMT Jessica Goepfert, Gabriele Roberti, Roberto Membrila, Ashutosh Bisht, Andrea Siviero, Yash Ahuja, Naoko Iwamoto, Elena Szolgayova, Denise Lund, Phil Hochmuth, Carrie MacGillivray 5G Fixed Wireless Access: A Gateway Use Case for Broader 5G Infrastructure Deployments <P>This IDC Perspective examines 5G ecosystem with respect to FWA business use case. This document discusses the motivations, drivers, and challenges associated with bringing this early 5G use case to market.</P><P>"5G solutions are rapidly changing the landscape for MNOs and hold the potential of developing profitable new revenue stream for them. Before that, however, several important steps need to be taken — SA standards finalized, mmWave technology evaluated, and most importantly, a business case for delivering FWA and other future use cases on a common network infrastructure foundation developed," says Rajesh Ghai, research director, Carrier Network Infrastructure.</P> IDC Perspective Fri, 16 Feb 2018 05:00:00 GMT Rajesh Ghai, Rohit Mehra T-Mobile 4Q17 and Full Year Earnings: Strong Subscriber Growth and Plenty of Options for 2018 <P>On February 8, 2018, T-Mobile announced its full year and 4Q17 financial results, wrapping up the year with more than $40 billion in total revenue and more than 5 million total net customer additions. In the quarter, because of the new U.S. tax regime, T-Mobile realized a 594% gain in net income, rising to $2.7 billion on total revenue of $10.8 billion, which was 5.7% from 4Q16. That provided a one-time benefit of $2.50 to EPS, pushing the fourth quarter EPS to $3.11, up from $0.45 in 4Q16.</P><P>The $2.2 billion bump in profit for the fourth quarter from U.S. tax reform will continue to have positive impacts going forward. Because of lower tax rates and the ability to expense capex immediately over the next five years, the company does not expect to be a material cash taxpayer until 2024.</P><P>The company saw wireless service revenue rise 7.1% in 4Q17 to $7.8 billion, which drove full year totals up 8.3% to $30.2 billion. T-Mobile was the only operator to see YoY growth in wireless service revenue. Equipment revenue declined slightly to $2.71 billion, down 1.2% from 4Q16, but were up 7.4% for the full year to $9.38 billion driven by more high-end phones sales.</P><P>Branded postpaid ARPU in the fourth quarter was $46.38, down 1.2% QoQ and 4.1% YoY. Full year postpaid ARPU was down 1.1% to $46.97. The decline was driven primarily by promotions, with the company also noting a $0.16 impact in the fourth quarter due to hurricanes in Texas, Florida, and Puerto Rico. These operating metrics will be more difficult to track in 2018 due to the impact of new revenue recognition accounting standards coming online. T-Mobile expects ARPU on a current basis to remain flat but will see declines when applying the new standard. As a result, the company will be providing full pre- and post-standard reconciliation throughout 2018.</P><P>On the customer side, T-Mobile saw 1.9 million total net additions in the final quarter, bringing its 2017 tally to 5.7 million — the fourth year in a row that the company exceeded 5 million new subscribers, though down from the 8.2 million in 2016. Included in that were 891,000 branded postpaid phone net adds, down 4.5% YoY due to a heavier slate of promotional activity in 4Q16. Despite the YoY decline, T-Mobile had the largest share of the fourth quarter postpaid phone net adds among all U.S. carriers. More than 20% of net adds in 2017 came from the enterprise — or perhaps more accurately described as the business — segment, which is a notable achievement for a carrier that has been predominantly focused on the consumer segment for years. In December 2017, T-Mobile announced the win of Shell as a new customer. This deal alone brought 7,000 end users to the carrier's network. </P><P>Postpaid phone churn was a fourth quarter record 1.18%, a notable improvement from 4Q16's 1.28%. In the prepaid space, T-Mobile only had 149,000 net adds, continuing the downward trend from 4Q16's 541,000 net adds. The company saw approximately 180,000 migrations to postpaid plans, down 14.3% YoY. Branded prepaid churn rose slightly YoY to 4.0% from 3.94% in the same period previous year.</P> IDC Link Fri, 16 Feb 2018 05:00:00 GMT Denise Lund, Jason Leigh Worldwide Datacenter Network Forecast, 2018-2022 <P>This IDC study provides a forecast for and analyzes key trends affecting the worldwide market for datacenter networking.</P><P>"Ostensibly, the worldwide datacenter network retains a relatively enviable growth profile. Nonetheless, cloud is having a disruptive effect on all datacenter networking technologies and markets, and that disruption presents challenges and opportunities for suppliers and their customers." — Brad Casemore, IDC research vice president, Datacenter Networks</P> Market Forecast Fri, 16 Feb 2018 05:00:00 GMT Brad Casemore, Petr Jirovsky, Rohit Mehra Sprint FY 3Q17 Earnings Results Analysis: A Strategy at Odds with a Smooth Path to Growth <P>On February 2, 2018, Sprint announced its FY 3Q17 financial results. Sprint, like its major competitors, noted the benefits of the tax reform to its bottom line. The reduced deferred tax liabilities and increase in net deferred tax assets helped Sprint avoid a net operating loss. This is a welcome respite from Sprint's prior quarter earnings results.</P> IDC Link Thu, 15 Feb 2018 05:00:00 GMT Denise Lund, Jason Leigh Enabling Technologies CES 2018 Takeaways: Artificial Intelligence, Automobiles, and Assistants <P>This IDC Market Note discusses some of the themes that were evident at CES 2018, including the emergence of the use of artificial intelligence (AI) in edge devices ranging from home automation to the automobile. This document highlights announcements from vendors IDC met with, with an emphasis on developments in the automotive market.</P> Market Note Wed, 14 Feb 2018 05:00:00 GMT Nina Turner, Mario Morales The Future of Mobile Networks for IoT Connectivity: LPWA and 5G <P>Mobile networks have primarily been developed to support the connectivity requirements of mobile phones. "However," says John Delaney, IDC Europe's Associate Vice President of Mobility Research, "the Internet of Things [IoT] is giving rise to a growing set of applications and devices that require very different things from the network." This report provides an overview of technologies that are aimed at making mobile networks more suitable for IoT devices and applications. In particular, it assesses low-power/wide-area (LPWA) upgrades for mobile networks and the IoT-focused capabilities of the forthcoming fifth generation (5G) mobile networks. </P> Technology Assessment Tue, 13 Feb 2018 05:00:00 GMT John Delaney India Smartphone Market Finishes Strong with 124 Million Total Shipment Units in 2017 After a Brief Slowdown in 2016, says IDC NEW DELHI, February, 13th, 2018 - According to the International Data Corporation’s (IDC) Quarterly Mobile Phone Tracker, the Indian smartphone market witnessed a healthy 14 percent annual growth with a total shipment of 124 million units in 2017, making it the fastest growing market amongst the top 20 smartphone markets globally. The market resumed its double-digit growth after a temporary slowdown in 2016 caused by factors such as demonetization and a shortage of smartphone components. This contrasts with China, the world's largest smartphone market that saw its first decline this year, while the USA was relatively flat. Tracker Press Release Mon, 12 Feb 2018 05:00:00 GMT