At least some observers might have argued that “we do not need 3G.” Some might have argued there “is no need for 4G.” So it is not surprising that some argue there is no need for 5G, either. One [...]
“Value” arguably is the greatest strategic threat faced by all access providers in the internet era, where applications are logically separated from network access. The fear of becoming a “dumb [...]
Artificial intelligence (machine learning) can make a key difference in forecasting telecom industry market share trends and performance, says James Sullivan, J.P. Morgan head of Asia equity [...]
S&P Global Ratings expects the Indian telecom sector to consolidate with the top three telcos–the Idea-Vodafone combine, Bharti Airtel and Jio–eventually controlling 75 percent to [...]
by Bob Horton, consultant The prospect of 5G and the Internet of Things by as early as 2020 are already significantly influencing the telecommunications business and the use of spectrum, which [...]
Back in 2001, there were some 200 global telecom service providers. Now there might be more than 800 service providers. Within a decade, 85 percent of service providers might be gone, reducing [...]
“Everybody” knows that the telecom industry has a “perception of value” problem. A new conferencing service launched by Amazon illustrates the problem. Before your head blows off, this is a [...]
Generally speaking, future telecom strategies come in two basic flavors. The first is the “be the low cost access provider” strategy. Among the key issues: can an entity gain enough scale to [...]
A growing number of experienced observers now say the industry is headed for a cataclysmic change in the next decade. The optimistic view is that new value propositions and value will drive the [...]
Getting industry professionals ready for an industry we will not recognize is the purpose of Industry Transformation Boot Camp, a week-long program explaining what is coming; why it is coming; [...]
Most of us are comfortable noting that some important telecom products are past their peak, and now are set for permanent decline. Voice provides the best example. Subscriptions to fixed voice [...]
It is a bit of a truism that telecom companies change pretty slowly. That is a problem in an industry that believes it would be better to move at the tempo most large application providers [...]
Not every generation of mobile networks has been as “successful” as the others, measured in terms of accounts, customers or revenue generation. The 2G network arguably has been the [...]
The fundamental purpose of the fixed network, historically, has been to enable communications service for retail customers, consumer and business. Over time, the role of the network for backhaul [...]
Ofcom, the U.K. communications regulator, has decided to auction 190 MHz of spectrum in two frequency bands, increasing mobile capacity by nearly a third. Some 40 MHz of spectrum will be [...]
