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As always, public company perceptions of upside from new markets is conditioned by their own view of ability to capitalize on those new markets. In many regions and markets, heavy recent [...]

As vital as business voice and unified communications capabilities might be, they do not drive huge service provider revenues, globally. But you might be surprised to learn that the fixed [...]

Up to a point, competition is good for consumers, leading to better prices and greater value. But there is such a thing as “ruinous competition,” which drives prices below the point at which [...]

Between 1997 and 2017, the cost of mobile service in the U.S. market dropped 50 percent, according to the U.S. Bureau of Labor Statistics. According to the U.S. Bureau of Labor Statistics, prices [...]

The new rumors of an attempted Sprint merger with T-Mobile US inevitably raise the question of what is different now, than was the case three years ago, when U.S. antitrust officials signaled [...]

Will 5G displace NBN or complement the Australian NBN network? Much arguably depends on pricing. And full mobile substitution is not actually the bigger danger, but the degree of substitution. In [...]

Some observers are relatively unconcerned about the potential impact of 5G and other untethered access offers on fixed internet take rates and subscriber volume. Reliance Jio’s massive disruption [...]

It is easy to predict how mobile service providers will use spectrum sharing  to support 4G and 5G mobile services. It is less clear how enterprises might do so, though private enterprise [...]

If supply and demand matter, and when access speeds are high enough,  then it is easy to predict that consumers using unlimited usage plans, all other things being equal, will use less Wi-Fi for [...]

In economic terms, 3G often is said to have been “lead by Europe,” and 4G often is said to have been “lead by the United States.” So a new report commissioned by CTIA argues that “China, South [...]

“Free” is a difficult price point in most markets. But free voice forever is among the pricing and packaging foundations for Reliance Jio’s fierce attack on India’s mobile market structure. Price [...]

Less than a year ago, there were seven mobile service providers in India with at least eight million customer accounts. Today, only three firms remain: Vodafone-Idea; Reliance Jio and Bharti [...]

Major network transitions tend to be hybrids. So it will be with 5G. Though most believe 4G will continue to anchor “coverage” requirements, 5G clearly will represent upside for capacity [...]

The internet has been a huge boon for consumers and some companies and industries. But the internet also tends to wring profit out of any industry it touches. And eventually, the internet touches [...]

Industry competitors normally pay money to track their market share versus their “real” competitors. The problem is that, in rapidly-changing and porous new markets, the legacy [...]