Scale Really Does Matter

Virtually every business achieves lower costs per unit with greater scale, at least in part because fixed costs can be amortized over a bigger base of customers or units sold. The converse also is true: diminishing scale can lead to higher costs, all other things being equal, because fixed [...]

5G Killer Apps?

Many would argue there is likely to be no single “killer app” for 5G, as some argued there was no single killer app for 4G. That is not to say some obvious lead use cases are not foreseeable. Many could agree that 3G’s lead app was mobile web access, while 4G’s lead use [...]

Way Too Early to Assess 5G Value

Despite the fact that we are only at the beginning of the 5G era, some say it already is a big failure. It is easy to argue such views are premature, if predictable. The networks themselves are under construction, and such massive projects take years to complete. So availability is limited.  [...]

No Product Lasts Forever

This graph showing 3G (and what remains of 2G) subscriptions, compared to 4G, shows a fundamental principle: no product lasts forever. Demand for any existing product eventually saturates and declines, so new products must be created before the inevitable decline of whatever products presently [...]

Is 5G B2B Revenue Upside Overstated?

It always matters how a question is asked, but some might be more than a little surprised at the findings from an Omdia survey of expectations about 5G, cited by BearingPoint. Survey respondents expect that as much as 73 percent of 5G revenues will be driven by business, enterprise and [...]

Millimeter Wave Changes Speed Experience

Millimeter wave spectrum matters, as a quick comparison of mobile network speeds shows. Verizon, basing its 5G rollout initially on millimeter wave spectrum, handily beats the other U.S. networks using 2.5 GHz, 850 MHz or 600 MHz frequencies. It is just physics: low frequency spectrum has [...]

Loon Hopes to Tap Stratosphere for 4G/5G

As millimeter wave spectrum–prior to powerful and cheap signal processing–could not be harnessed commercially for mobile and fixed mass market communications, so now technology might enable use of the stratosphere in new ways.  Earth’s stratosphere–at 11 km (seven miles) to 50 [...]

Flat Mobile Capex Implies Flat Revenue Growth

Global connectivity supplier capital investment (mobile and fixed) is projected to grow at a one percent compound annual growth rate between 2019 and 2022, according to the Dell’Oro Group. Other forecasts call for a decline in capex after 2022, as 5G and fiber investments to support 5G and [...]

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