Is 5G B2B Revenue Upside Overstated?

It always matters how a question is asked, but some might be more than a little surprised at the findings from an Omdia survey of expectations about 5G, cited by BearingPoint. Survey respondents expect that as much as 73 percent of 5G revenues will be driven by business, enterprise and [...]

Millimeter Wave Changes Speed Experience

Millimeter wave spectrum matters, as a quick comparison of mobile network speeds shows. Verizon, basing its 5G rollout initially on millimeter wave spectrum, handily beats the other U.S. networks using 2.5 GHz, 850 MHz or 600 MHz frequencies. It is just physics: low frequency spectrum has [...]

Loon Hopes to Tap Stratosphere for 4G/5G

As millimeter wave spectrum–prior to powerful and cheap signal processing–could not be harnessed commercially for mobile and fixed mass market communications, so now technology might enable use of the stratosphere in new ways.  Earth’s stratosphere–at 11 km (seven miles) to 50 [...]

Flat Mobile Capex Implies Flat Revenue Growth

Global connectivity supplier capital investment (mobile and fixed) is projected to grow at a one percent compound annual growth rate between 2019 and 2022, according to the Dell’Oro Group. Other forecasts call for a decline in capex after 2022, as 5G and fiber investments to support 5G and [...]

The Single Biggest Change in Telecom in 40 Years

“Once industries become digital, they also become digitally contestable, meaning companies from outside the traditional industry confines can enter and compete more easily,” consultants at Accenture said five years ago, urging firms not to delay the adoption of industrial internet of things [...]

Where is the Next Big Mobile Revenue Driver?

Mobile service provider revenue growth rates over the past decade have fallen from a range of six to seven percent to less than 1.5 percent, though rates are higher in some countries. That arguably is the single greatest issue mobile operators face, though not for the first time.  source: GSMA [...]

Two New Studies Find 5G is Quite Safe

A new study and set of standards from an international body essentially says “5G is safe” in terms of health hazards. In fact, actual transmit levels for 5G are about one percent of the limits now set by the group.  The ICNIRP Guidelines on Limiting Exposure to Electromagnetic Fields are for [...]

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