The effect of national roaming in Canada

Plum provided advice to an investor in the Canadian telecoms market regarding the impact of new national roaming rules in the mobile market. The CRTC announced that it would regulate national roaming in Canada more strictly, a move which would help the smaller mobile operators which do not hold national spectrum.  Plum advised the client on the[…]

The spectrum crunch is dead, long live spectrum demand

The assessment of future mobile data and spectrum demand is an important policy and business strategy question. The orthodox approach to these linked questions starts from a mobile data traffic projection to infer spectrum demand and value. However, future mobile data demand is uncertain, and spectrum demand and value is sensitive to data demand, since[…]