Week In Research: broadband to drive capex, revenues in Malaysia; Brazil telecom growth on shaky ground

Malaysia's capex surge: Malaysia's high-speed broadband project will fuel a surge in telecom capital expenditures and revenues for both fixed and mobile segments through 2015, Pyramid Research forecasts in a new country profile. The mobile data market will drive a lot of growth, generating a combined $22 billion in five years, with mobile broadband making its mark. Fixed broadband will generate new possibilities as well, says co-author and Senior Analyst Tae-Hyung Kim. "The opportunities will reside not only in the provision of connectivity services but the higher speeds that these connections will enable operators to push applications, the first of which will be pay-TV entertainment services enabled by IPTV. " News release.

Brazil's broadband battle: Brazil's telecom market is always seemingly poised on the verge of explosive growth. And a new national broadband plan will expand access to more areas, increasing that potential, says a report by Research and Markets. But ownership battles among major mobile and fixed operators and government intervention in the broadband expansion process--including announcing the revival of incumbent Telebras in order to provide the backbone needed for network expansion--could stifle opportunities to profit. News release.

Sprint's wireline play: Sprint's wireline business topped customer opinion polls in a recent ATLANTIC-ACM study: evaluations by 5,300 business customers in the United States ranked the carrier number one in several key product and service categories, including Wireline Business Customer Service, Wireline Enterprise Data Value, Wireline Business Provisioning, among others. The results were part of ATLANTIC-ACM's 2010 Business Connectivity Wireline and Wireless Report Card. News release.

Q2 CMTS uptick: The cable broadband equipment market had a strong second quarter, Infonetics Research in a new report, with Cisco leading in revenue. In CMTS port shipments and revenue, Cisco captured 58 percent of the market. Harmonic grabbed the top spot among edge QAM vendors. Worldwide, the CMTS and edge QAM market grew 10 percent from the first to second quarter, driven by strong demand for DOCSIS 3.0 channels and a push to lay the groundwork for IPTV services. News release.

Infonetics CMTS Edge QAM forecast