AT&T says it will launch mobile 5G in Indianapolis this year. AT&T previously had said Atlanta, Charlotte, Dallas, Oklahoma City, Raleigh and Waco would be early to get 5G as well. Keep [...]
In the early going, an order of magnitude (10 times) to two orders of magnitude (100 times) change in the cost of supplying internet bandwidth might be the key early value of 5G networks. In [...]
Observers hoping for a big change in consumer spending on 5G are likely to be disappointed. With one key caveat–that internet of things revenues generated by services sold to enterprises [...]
One basic rule I use when evaluating service provider business models is to assume that tier-one service providers lose about half their current revenue about every 10 years, and therefore have [...]
“Korea Telecom estimated that on average 5G networks would need four times the amount of transmitters per given area compared to 4G networks,” the World Economic Forum has said. That might seem [...]
It should come as no surprise that spectrum costs to support 5G are dropping, on a MegaHertz per POP (person) basis, which is how we measure prices. MHz-POP prices are dropping for reasons of [...]
Virtually all observers believe that there is a causal relationship between ubiquitous high-quality internet access and economic growth, even if nobody can prove the relationship is causal. So it [...]
As 5G networks come online, more executives are going to evaluate 5G fixed wireless, both in from a mobile service provider and a fixed network service provider perspective. United States [...]
In the 5G era, we might finally discover that we have enough bandwidth to do anything we want, and other issues will become more important. That is not to say aggregate data consumption will stop [...]
Fewer people in the U.S. market subscribe to linear video subscription services than in the past, that is clear. But there are some possible subtle qualifications worth noting. Traditionally, [...]
Juniper Research forecasts that mobile voice revenues will fall from $354 billion in 2018 to $197 billion by 2023, an annual decline of 10 percent. That will likely not surprise anybody familiar [...]
Consumers do not buy components; they buy products with capabilities. Likewise, most people who work in the internet access, content or related service provider services do not sell or need to [...]
5G fixed wireless is more than clever; more than a way to use a mobile platform to compete with fixed network internet access providers for the first time. No, 5G fixed wireless represents a [...]
Ideas sometimes take decades to emerge as commercial realities, something we will likely see with artificial intelligence, internet of things, connected cars, and possible even edge computing. [...]
Most observers of mobile markets would likely agree that future growth is going to come from sources other than voice, messaging or even mobile data, once use of mobile services and mobile data [...]