Value is What the Customer Says it Is

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 infrastructure in the mobility business. Where once tower ownership was considered essential, it [...]

Core Competence Changing?

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 asset infrastructure in the mobility business. Where once tower ownership was considered essential, it [...]

Where’s the Money in 5G?

Though mobile operators might not like the frank answer to the question “where is the 5G revenue?,” the answer, for the most part, right now, is “right where it already is.” Which is simply to say that the bulk of “5G” revenue, with one exception, comes from existing or new customers switching [...]

Mobility Solved a Big Connectivity Problem

Sometimes big problems get solved and we hardly recognize that has happened. Consider the problem of providing voice communications to all the people of the planet. Fifty years ago, that was a big problem, as “half the world’s people had never made a phone call.”  These days, the availability [...]

Has 5G “Failed?”

It is surprising how many times one hears or reads that 5G has failed. It is an odd argument since 5G still is not deployed in most places, though it will be. Such assessments are partly ahistorical.  No new mobile or fixed network, in any country of sufficient size, can be built fast (within a [...]

5G: Sometimes it is a Demand Problem

Some observers note that 5G demand at present is lower in Europe than in China or the United States. Ookla notes that uptake is driven by network coverage, device availability and use cases.  Some of us might add “consumer demand” to that list, as there is evidence European consumers valued 4G [...]

Where 5G Has Changed User Experience

5G does already change user experience in some cases, if not yet new applications and use cases. With the caveat that results might be different in countries with faster in-home Wi-Fi or less reliance on public Wi-Fi hotspots, 5G seems to have a big impact on smartphone experience, according to [...]

Will Private 5G Harm Mobile Operators?

Some observers think the India 5G private networks market addressable by mobile operators is quite questionable after the Indian government decided to essentially license enterprise 5G spectrum at no cost, allowing enterprise users to create private networks on the same model as Wi-Fi, but with [...]

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