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 is not surprising that some believe 5G will “cause” economic growth as well. Many have [...]

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 Cellular, for example, already offers a fixed wireless service using 4G. “We have a 4G fixed wireless [...]

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 growing, or that new apps will develop to use the capabilities of the new networks. It is to say [...]

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, linear video subscriptions were purchased by “households,” much as traditional voice services were [...]

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 with the voice calling market. In a real sense, carrier voice services have become more a key [...]

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 know much about the underlying details of how devices, platforms or technologies work. For that [...]

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 fundamental reworking of assumptions about mobile network cost and retail pricing of mobile data [...]

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. Decades, not years. Consider the ways Wi-Fi-based voice of the type cable TV operators offer. The [...]

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 gets to be ubiquitous. AT&T has one answer: become a content, media and advertising company.  For [...]

If you have been following discussions of what 5G will enable, you know that the conventional wisdom has been a trio of enhanced mobile broadband, massive machine-type communications and ultra-reliable low-latency communications. It has the feel of guesswork. Recently, more pragmatic answers [...]

Internet access providers long have known that there is no linear relationship between data consumption and revenue earned for providing that access. On the other hand, there is a somewhat linear relationship between cost per bit and data consumption. The bad news for internet service providers [...]

Not every global internet service provider or telco is going to be able to move “up the stack” and become an application provider, platform or content company. Where that is possible, telcos must do so, if possible. The reason is that the connectivity business will not be sufficient [...]