B_B schreef op 10 juni 2013 01:45:
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June 7, 2013
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AT&T held a meeting with financial analysts in New York City Thursday evening, and disclosed some of its preliminary estimates for the second quarter. Executives from the carrier also touched on several major issues, according to analysts, including capital expenditures and the possibility of expanding AT&T's presence in Europe.
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AT&T executives also said that "Europe is attractive," although it was not clear what exactly that meant. "They believe that many of the sources of revenue pressure have run their course and that there is a significant opportunity going forward as smartphone adoption and data usage follows similar trends to the U.S.," Chaplin wrote. "They reject the claim that ARPU in Europe is lower because of 'cultural factors.' They blamed lower ARPU on a host of factors that are correctible, including a lack of investment, poor pricing strategies and regulation."
"There probably was way more discussion on Europe than was warranted at present," the Jefferies analysts added. "Nevertheless, [AT&T] senior management continues to say intriguing things regarding the opportunity they see overseas. In their view, many of the cloud based, session based platforms they are building in the U.S. are globally scalable. Consequently, they are exploring both network and non-network based ways of potentially deploying some of these platforms."
www.fiercewireless.com/story/att-expe..."the possibility of expanding AT&T's presence in Europe"