Business Model

U.S. smartphone users spend nearly half their digital media time on their most-used app, with a long tail of lesser-used apps, comScore data shows. Tablet users spend 60 percent of their time on [...]

NTT researchers recently demonstrated ability to transmit 100 Gbps at 300 GHz frequencies, far beyond the ranges we have used for freespace communications in the past.   One reason mobile and [...]

Usage once mattered greatly for telecom service provider revenues, as most revenue (and most of the profit) was generated by products billed “by the unit.” Lots of things were [...]

Some observers seem to believe rapid 5G mobile adoption equates to broader economic activity related to 5G (applications, platforms, devices). So early 5G adoption provides an advantage, in such [...]

Almost by definition, the greatest mobile operator opportunities in the broad internet of things area are those use cases requiring mobility, as that is among the more-unique features mobile [...]

Some researchers predict that 5G will become a “general purpose technology,” and that matters because GPTs are the foundation for huge waves of economic growth. Some past GPTs are said to [...]

As always, since new devices will be required to take advantage of new 5G networks, early mobile phone subscriptions will be limited. The first 5G phones using the new millimeter wave frequencies [...]

Even as some telecom service providers seek new roles in the advertising and enterprise services realms, the foundation of the business will remain subscription-based products. And even that is a [...]

By now it is obvious that a few countries and service providers are in a “race” to be first with 5G. It also is clear most countries and service providers do not share that sense of imperative. [...]

With the exception of its buying Vodafone’s interest in Verizon Wireless for $130 billion, most of Verizon’s acquisitions have been far smaller. The overall pattern might indicate that Verizon [...]

If you want to know why mobile service providers are so interested in internet of things, this graph suggests a key reason: sales of services and products to human beings using mobile phones is [...]

It might be overstating matters to argue that capacity prices are in “free fall.” That is the case on some routes that traditionally have had less supply, such as North to South America, but [...]

“Cutting out the middle man” (telcos) now has emerged as a key constraint on global telecom service provider revenues and profits, and will be a huge force dictating when and how the public [...]

It remains very much unclear how important internet of things revenue will be for most mobile operators building 5G networks. And one big problem is that opportunities “up the stack,” [...]

Analysts differ on precisely when global mobile industry revenue will reach its peak, and then begin to decline. But we are growing closer to that point. Some believe the peak already has been [...]