The latest stats show mobile data traffic growth isn't slowing down in developed countries,...
Dec 31 2012, 18:00 ET
The latest stats show mobile data traffic growth isn't slowing down in developed countries, observes Tero Kuittinen: booming sales of tablets and large-screen Android phones seem to be responsible. It might be just a matter of time before all this traffic forces carriers to raise their capex - there are some signs it's already happening. That's good news for the likes of Ericsson (ERIC), Procera (PKT), and Ruckus Wireless (RKUS), but less so for European telcos struggling with giant debt loads and declining voice/text revenue.