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It likely still is too early to know whether explosive revenue growth for mobile and telco connectivity providers will be produced by internet of things use cases. A large part of the issue is [...]

In some ways, it is premature to evaluate the value of 5G, as the networks are still early in deployment (or non-existent) in most countries. Early in 2023, for example, only about 35 percent of [...]

As “nobody wants to be known as a telco anymore, so no connectivity provider wants its value proposition to be some version of “we connect you.” Increasingly, we hear calls to [...]

Some now wonder why mobile network generations cannot more fully resemble the ways optical fiber transceiver development and Ethernet standards increase capacity over time. As optical [...]

It is clear why infrastructure suppliers tout all the new features 5G can provide, compared to 4G: it helps such firms sell their products. It also is obvious why mobile operators tout 5G: it [...]

To some extent, the mobile connectivity industry already is moving towards a “reuse rather than replace” mode for its development of next-generation networks. For example,  6G will build on 5G as [...]

Revenue growth is arguably the paramount strategic concern for access service providers in developed markets that are virtually completely saturated, meaning almost every person who wants to use [...]

It is not too hard to find critics who say 6G being overhyped, as was 5G. Though true, such criticism also is largely irrelevant. On either fixed or mobile networks, we see major upgrades of [...]

Can mobile service providers become “platforms?” Can they change their revenue models to move beyond connectivity and subscriptions? That question often is in the background of all [...]

At the moment, 5G fixed wireless is the clear contributor to new revenue sources earned by 5G networks. No other use case has produced the volume of new revenue.  Revenues from 5G fixed wireless, [...]

I learned early in my career making forecasts that it is better to conservative in the early going. Consider that an application of the maxim that humans tend to overestimate near-term impact of [...]

Charlie Ergen, Dish chairman, always has believed that spectrum has business value, and should be acquired whenever possible, even if his firm had no immediate way to monetize it, and even when [...]

Vodafone is not the first, nor will it be the last mobile operator to conclude that full ownership of tower assets is no longer a necessity. In fact, mobile operators have reached that same [...]

iberty Global is looking at selling its Belgian tower network. Separately, Liberty and Telefonica are investigating selling  U.K. towers as well. Both deals illustrate the changing value of asset [...]

Liberty Global is looking at selling its Belgian tower network. Separately, Liberty and Telefonica are investigating selling  U.K. towers as well. Both deals illustrate the changing value of [...]