High net margins show that a company is able to get customers to pay more for its products. Think luxury goods companies. High asset turnover indicates that a company needs to invest less of its capital, since it uses its assets more efficiently to generate sales. Think service industries, which often do not have high capital investments. Finally, the leverage ratio shows how much the company is relying on debt to create profit.
Generally, the higher these numbers, the better. Of course, too much debt can sink a company, so beware of companies with very high leverage ratios. The ROEs here are all over the place. Frontier's low margins in the last four quarters hurt its ROE and it has the lowest asset turnover of this bunch, while its leverage ratio is higher than CenturyLink and MetroPCS.
Windstream's gaudy ROE is due in large part to the sliver of equity it has. CenturyLink goes with higher margins, while its rival has higher asset turnover and leverage ratios. How can they do it? Buying the number 2 o 3 player in a new market or creating a copy-cat solution has not worked.
So the better option is to make sure innovative startups get partly funded by telecom operators. This assures that operators will be able to launch innovative solutions in the future. Just being a VC will not be enough. Also investment in quickly launching the new startup services and incorporating them into the existing product catalog are necessary.
SaaSification means that existing license-based on-site applications can be quickly converted into subscription-based SaaS offerings. There are millions of small, medium and large enterprises that have employees which bring smartphones and tablets to work [a.
BYOD — bring-your-own-device]. Managing these solutions security, provisioning, etc. BPaaS — business processes as a service] will be a big opportunity. Corporate mobile app and mobile SaaS stores will be an important starting point. Solutions to quickly mobilize existing solutions, ideally without programming should come next. At the moment M2M is not having big industry standards yet. Operators are ideally positioned to bring standards to quickly connect millions of devices and sensors to value added services.
Each of these virtual networks is effectively quarantined, ensuring that different mobile virtual network operators have full access to and control over services from the same physical architecture, without compromising security. There are different approaches to network slicing, but all bear similarities in terms of architecture.
On the one hand, there is the infrastructure layer radio access network, transport network and core network , the network function layer operations and the service layer for MVNOs and third-party service providers ; on the other, is the network slice controller, which is responsible for orchestrating and coordinating the functionalities of the infrastructure, network and service layers. The simple answer is that there is a huge potential to make money with network slicing.
The Attorney General said the telcos often cite shortage of spectrum as a reason for call drops but the radiowave remained unsold during the recent auction in Mhz band. If you have less spectrum, then you have to either restrict your subscription or you will have to invest on technology. No one has come forward to say my hands are full and I can't have more subscribers," he said. The Attorney General said that in India, the investment by telcos during the past five years has been Rs five billion, while it was Rs 50 billion in China during the same period.
These companies don't want to invest in technology. Rate of investment in China is ten times more than us," he said. The bench then asked the Attorney General, that why the regulator or the government cannot ask the telecom companies to make investments on their networks.
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