Alex Davies

Bristol, United Kingdom

Senior Analyst at Rethink Technology Research

Senior Analyst for Rethink TV at .@RethinkResearch // HPE once called me an "IoT Rockstar" (https://t.co/JodjRMsQHy) but seem to have edited that out ....

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Articles

Stock Tracker & Financials - Election hangover kicks in, Operators gain ground

Nov 20, 2024 | rethinkresearch.biz | Alex Davies

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WiFi 7 wins, Nokia announces prpl LCM launch

Oct 9, 2024 | rethinkresearch.biz | Alex Davies

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Stock Tracker & Financials - Operators twist the knife, as Vendors fall back to earth

Sep 11, 2024 | rethinkresearch.biz | Alex Davies

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Wireless power has missed the mark, but is a launchpad imminent?

Aug 21, 2024 | rethinkresearch.biz | Alex Davies

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Lebara, a canary in coal mine for PE incursion into MVNO sector

Aug 21, 2024 | rethinkresearch.biz | Alex Davies

Waterland Private Equity is acquiring Lebara Group, the owner of the Lebara MVNO that has racked up some four million customers in Europe. No price has been given, but the deal is likely the start of a MVNO acquisition spree – as both MNOs and investment vehicles attempt to secure their grip on the customers themselves. Our long-term view of the market will see MNOs acquire MVNOs to bring customers back into the fold.
Intel lays out overhaul plans, lays off 15%, raising telco viability questions

Aug 14, 2024 | rethinkresearch.biz | Alex Davies

A Q2 loss of $1.6 billion on revenues of $12.8 billion has resulted in Intel pulling the trigger on a $10 billion cost reduction program – while suspending its dividend payments and setting Wall Street into a litigious rage. For its RAN-focused endeavors, in which it is not a leader, this is a worrying development, and for vendors across the operator-facing industry, there are some painful lessons to be learned from Intel’s all-hands memo.
Hiya has high hopes for new Ofcom overseas spam call guidance

Aug 14, 2024 | rethinkresearch.biz | Alex Davies

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Stock Tracker - Don’t call it a vendor recovery, but operators outpace rest of market

Aug 14, 2024 | rethinkresearch.biz | Alex Davies
Chevron’s dust settles, US operators left in lurch

Aug 7, 2024 | rethinkresearch.biz | Alex Davies

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Telefonica chucks change at Nearby Computing’s orchestration

Jul 31, 2024 | rethinkresearch.biz | Alex Davies

Telefonica’s Wayra venture arm has invested in Nearby Computing, a Spanish edge computing and automation startup. The €6.5 million Series A round lays the groundwork for Nearby Computing to target the Open Gateway market opportunity. Akamai, a CDN provider that is expanding into other network services, and two venture capital firms, Walter Ventures and JME, were also part of the new round. Existing investors Cellnex Telecom, Lenovo, and Redeia Group, have all committed to follow-on investments too.