| NOTAS: | "Convergence of the fixed-mobile sectors will become crucial in 2015, as revenues remain under pressure, competition increases, and new revenues continue to be difficult to come by. There are varying convergence scenarios being played out. On one hand, cable companies are adding Wi-Fi into the bundle to defend against aggressive quad-play strategies and to provide a portability element to the bundle. At the other extreme, the need to have a quad-play service is driving fixed-only and mobile-led operators, particularly in Western Europe, to invest billions of dollars on M&A. Quad play is key to operators improving the lifetime value of customers and hence reducing churn." |
