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★阿修羅♪
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現在地 HOME > 掲示板
★阿修羅♪
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リストラに目ど、イギリスのBTが、携帯電話市場に復帰。
一度、日本市場に上陸したBTだったが、２兆近くの負債が
早めに問題視され、リストラを開始、日本テレコムの株を
ボーダーフォンに譲渡後、AT&Tとの合併会社コンサートを解散そののち、負債圧縮のため優良子会社を売却、そして
このニュース、フランステレコム、ドイツテレコムとも携帯では投資戦略のための体力減少と多額の負債で苦戦中、ドコモもヨーロッパに進出中だが、BTの復活とあってはどうも戦略の建て直しを図らなければならない時期にきたようだ。
LONDON, Oct 1 (Reuters) - MmO2 (LSE: OOM.L - news - msgs) reported solid first-half trading on Tuesday as the British mobile operator prepares to launch its much heralded picture messaging and former parent BT (LSE: ADVERTISEMENT
BT.L - news - msgs) plans to resell consumer services on the O2 network.
Europe's fifth-largest mobile operator said its UK service revenue growth in the half would be in line with a full-year target of at least 10 percent, while its loss-making German operation was on track for earnings before interest, tax, depreciation and amortisation (EBITDA) breakeven this year.
MmO2 shares leapt by 10 percent to close at 44-1/4 pence, after having lost a fifth of their value over the past five weeks -- in line with a telecoms sector sell-off.
Though EBITDA at its relatively small Dutch business would feel the impact of heavy spending to attract contract customers, its Irish performance would be in line with expectations for the first half to the end of September, mmO2 said.
Finos Hira at Bear Stearns said repeating the growth in the second half could prove challenging, but analysts generally welcomed the trading statement as positive.
"We believe there is clear operational and financial progress within the group and it remains our pick in the wireless sector," Investec Securities' Christian Maher said.
Separately former parent BT, Britain's dominant fixed-line telecoms operator, said on Tuesday it would start selling mobile phone services to consumers again -- less than a year after completely demerging mmO2.
BT will offer the two million users of its Web site, bt.com, a variety of packages of minutes and text messages, depending on their level of use.
"This agreement represents incremental wholesale business for O2 UK and builds on the success of our existing arrangement with BT in the corporate market," said Dave McGlade, chief executive officer of O2 UK.
SNAPPING UP NEW REVENUE
O2 went on to say that later this month it would launch its multi-media messaging service (MMS), allowing customers to take, send and manipulate pictures with their phones. The service will be available to all customers across the four countries.
Mobile operators hope MMS picture messaging will be a new line of revenue as the number of potential new customers dwindles in markets already saturated with cell phones.
Data revenues are already growing as a result of a boom in text messages, particularly among younger mobile users. Data made up 14.6 percent of mmO2 service revenues in the first quarter.
But analysts are sceptical about how dramatic MMS will be.
"We believe that though handset exclusivity has the potential to enhance an operator's subscriber market share, we do not expect picture messaging itself to significantly boost revenues," Nomura said in a research note.
Other leading European operators, including T-Mobile and Orange , have already launched MMS.
MmO2 said it would charge per picture message, though the price would vary from country to country and depending on whether users paid for monthly bundles.
MmO2 demerged from BT in November last year as the former monopoly sought to streamline its business and reduce debt.
BT is also chasing new revenue streams in an effort to generate annual growth of between six and eight percent in the next three years. The new mobile consumer product "Mobile Sense" will run on mmO2's network under a reselling agreement.
The former telecoms monopoly will also sell new mobile phones from Nokia (Helsinki: news) and Sony Ericsson on the Web site.
BT aims to generate 44 million pounds ($69.29 million) a year in revenue from consumer mobile and other services by 2005. BT jumped back into the corporate wireless market in April, hoping to add 500 million pounds in revenue by 2007.
While BT can "have their cake and eat it" by taking mobile earnings without the risk of network ownership, some analysts wonder how much there is to be earned in reselling agreements.
BT's announcement means that all four British wireless networks will have "virtual" operators reselling capacity. Virgin Mobile has led the way with partner T-Mobile , and is closing in on two million subscribers.
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