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One rule of thumb I use when looking at business model change is to assume that a tier-one service provider will have to replace half its current revenue with new sources every decade. And that [...]

Virtualization of core and access networks is a key trend that will shape the communications business over the next couple of decades. In the 5G era, as core and access networks are virtualized, [...]

Competition in the Italian mobile market, especially from new entrants who need more spectrum, seems to be driving up 3.6 GHz to 3.8 GHz spectrum prices, which are now being auctioned in Italy. [...]

Edge computing is almost always touted as a necessity in the 5G era to support ultra-low-latency services, the typical examples being support for autonomous vehicles, remote surgery or even [...]

India’s mobile service provider industry is highly distressed, where it comes to ability to generate sustainable revenues at a level sufficient to cover its debt.  Airtel’s ability to cover its [...]

As always, global trends can obscure what is happening in discrete communications markets. That seems to be the case for mobile communications as well. Of the 1.6 billion new mobile internet [...]

How will communications demand change in the 5G era, if at all? Much depends on how edge computing develops, as that will drive another oscillation in computing architecture, and such changes [...]

Some have argued that 5G fixed wireless is an existential threat to cable TV and some telco fixed network service providers. That will probably prove mistaken, though almost certainly a driver of [...]

Up to this point, the overriding issue for next generation networks–fixed or mobile–has been bandwidth: delivering more, and delivering more flexibly. But it is hard not to guess that [...]

Telekom Malaysia Berhad financial results for the first half of the year ended 30 June 2018 show a decline in voice, data and other telecom revenue. That is an issue most telcos globally wil have [...]

Most things in life are complex. So it should come as no surprise that for every legitimate social or public policy issue, there are corresponding financial interests. That simply cannot be [...]

It is not easy to estimate use cases for the early 5G mobile network deployments (2018 and 2019) On one hand, since handsets will not be available until mid-2019 or so, it seems logical that the [...]

AT&T says it will launch mobile 5G in Indianapolis this year. AT&T previously had said Atlanta, Charlotte, Dallas, Oklahoma City, Raleigh and Waco would be early to get 5G as well. Keep [...]

In the early going, an order of magnitude (10 times) to two orders of magnitude (100 times) change in the cost of supplying internet bandwidth might be the key early value of 5G networks. In [...]