Archives

Walmart plans to build its own edge computing centers. Furthermore, Walmart expects to make that capability available to third parties. Also, Walmart expects to make its  warehouse and shipping [...]

The viability of 5G fixed wireless and mobile substitution are possibly the biggest wild cards in the U.S. fixed network internet access business. For the most part, where telcos and other [...]

One of the touted big drivers of 5G value is speed, offering mobile broadband speeds, in some instances, up to a gigabit per second, using millimeter wave, and often in a fixed usage deployment. [...]

Eventually, the U.S. connectivity business, at least the part selling services to consumers, is going to be dominated by a small set of suppliers, perhaps two with telco roots and two with cable [...]

Sometimes international rankings on various measures of connectivity quality are less important than you might think. Consider voice adoption, where the best the United States ever ranked was [...]

How much market share does 5G fixed wireless have to shift before it affects the profitability of the fixed network consumer internet access market? Not much. Consider the U.S. market, one of [...]