It is not as clear, now, as it will eventually be, that the telecom business is entering a period of uncertainty as great as any it has faced in the past, principally because the industry [...]
AT&T is the leader among U.S. carriers when it comes to internet of things connections, according to Compass Intelligence. The carrier ended the second quarter with 33.7 million [...]
Most forecasts have initial 5G revenue having the greatest scale in just a few countries, including China, the United States, Japan and South Korea. What is not so clear is the role 5G-based [...]
The biggest unknown–and greatest danger–facing 5G is the business model, not the technology. Many would argue that there are almost no new applications or revenue streams 5G will [...]
Greater China and a few emerging Asian markets drove sales of smartphones in the second quarter of 2017, say analysts at Gartner. India, Indonesia and Southeast Asian countries drove a [...]
Value really has become the key strategic problem for mobile and fixed network operators, and not even the advice of the smartest consultants offers an easy path forward. Mobile devices and users [...]
Fixed wireless using 5G networks will generate $1 billion in service revenue by the end of 2019, mostly in the United States, according to researchers at SNS Research. The market is further [...]
After launching its “Google Station” program in India, supplying Wi-Fi to train stations, Google is doing the same in Indonesia. Google is partnering with internet service providers, venue [...]
One of the biggest debates that has not yet happened surrounds the internet of things revenue potential for mobile and other service providers. While most observers seem to believe IoT will be [...]
Vanishing boundaries between content network and distributor functions are the best examples of how access providers can “move up the stack” to create value, but also now illustrates how the [...]
At least some observers might have argued that “we do not need 3G.” Some might have argued there “is no need for 4G.” So it is not surprising that some argue there is no need for 5G, either. One [...]
“Value” arguably is the greatest strategic threat faced by all access providers in the internet era, where applications are logically separated from network access. The fear of becoming a “dumb [...]
Artificial intelligence (machine learning) can make a key difference in forecasting telecom industry market share trends and performance, says James Sullivan, J.P. Morgan head of Asia equity [...]
S&P Global Ratings expects the Indian telecom sector to consolidate with the top three telcos–the Idea-Vodafone combine, Bharti Airtel and Jio–eventually controlling 75 percent to [...]
by Bob Horton, consultant The prospect of 5G and the Internet of Things by as early as 2020 are already significantly influencing the telecommunications business and the use of spectrum, which [...]