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Heather Bellini is a partner at Goldman Sachs and heads up the technology research business unit.

Since the era of 3G, industry watchers have had to guess at what new use cases, revenue models and applications would emerge with the better platforms. We have almost always been surprised by [...]

Will use cases, business models, revenues and value of 5G networks be similar to, or different from, 5G? Different, some say. Whether quantitative changes can create qualitative changes is the [...]

5G might not be a full replacement for Wi-Fi in all settings, but it is likely to happen in at least some industrial settings where manufacturers want greater control over latency performance of [...]

Spectrum aggregation now is among the major new methods mobile operators will use in the 5G and succeeding eras to dramatically boost capacity by orders of magnitude over 4G. Networks will [...]

Since a next-generation mobile network is launched about every decade, and since 5G is being launched now, that means we are roughly 10 years away from 6G. So although it seems crazy, researchers [...]

Consumers say they want 5G. Sure they do, just like they tell researchers they want all sorts of things, when price is not an object. Of course, price and value do matter, quite a lot. After they [...]

Perhaps the most-startling new argument T-Mobile US is making in support of its merger with Sprint is the ability to use the 5G network to provide the equivalent of fixed network internet access [...]

Most observers spend way too much time worrying about which firm or country is ahead or behind in 5G. Ultimately, what matters is how much value any firm or nation can wring out of a platform. We [...]

The value of 5G is more clear, the danger less real if two somewhat contradictory sets of values are kept in mind. As a practical matter, 4G capacity–even with a massive shift to small [...]

5G will produce some incremental revenue. Just how much is not yet clear. It seems clear enough that 5G prices will be constrained by competitive pressures, no less than 4G was.   Mike Sievert, [...]