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Monthly Archive for: "December, 2019"

Is Window to Telco Role in Edge Computing Already Closing?

December 26, 2019

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 itsĀ  warehouse and shipping [...]

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Fixed Wireless, Mobile Subsubstition are Key Potential Drivers of Market Share Shift

December 26, 2019

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 [...]

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How Important is Mobile Broadband Speed as a Driver of Satisfaction?

December 25, 2019

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. [...]

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Even a Merged T-Mobile US and Sprint will Not be Sustainable in U.S. Market

December 25, 2019

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 [...]

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Mobile Video “Quality” is Driven by Business Model

December 1, 2019

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 [...]

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5G Fixed Wireless Can be Significant Even at Low Levels of Share Gain

December 1, 2019

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 [...]

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