5G Capex Will be Phased, as Will Revenue

Nothing better illustrates the vast change in telco business models, attitudes towards capital investment and operating costs than the situation facing executives in the post-monopoly world. Under monopoly rules, service providers operated under simple rate of return rules that guaranteed a [...]

Global 5G Inflection Point Will Take Years

Ericsson predicts that 5G mobile subscriptions will exceed 580 million by the end of 2021, driven by an estimated one million new 5G subscriptions every day. Europe is off to a slower start and has continued to fall far behind China, the U.S., Korea, Japan and the Gulf Cooperation Council (GCC) [...]

“Trust” in Early 5G Enterprise Adoption

New entrants into existing markets often face a “trust” issue. Buyers cannot be sure the new provider will deliver value at least as much value as the existing providers without disrupting existing processes. New technologies or services often face a similar problem: as attractive the benefits [...]

Higher Mobile Capex?

Mobility has been for a couple of decades the revenue driver for the global telecom industry, in some cases representing as much as 100 percent of revenue growth overall. But growth rates are slowing, everywhere, as more consumers become customers in every country and region, choking off the [...]

5G Will Lead to Higher Revenues, in Some Markets

Many observers might agree that it will be difficult to boost consumer revenue from 5G by simply raising prices, compared to 4G. But there are other ways to do so. Among the proven ways is to entice customers to upgrade their accounts to more-costly service plans. AT&T and Verizon, for [...]

5G Reaches 5% Adoption

“5G networks are now nearing a critical mass of global commercial network deployments and subscribers,” according to 5G Americas. According to Omdia, the world added 385.5 million 5G subscribers between the fourth quarter of 2019 and fourth quarter of 2020 to reach 401 million 5G connections [...]

New 5G Revenue Expectations Might be Too High

A new report issued by the by BCG for the European Telecommunications Network Operators’ Association suggests new use cases enabled by 5G will generate nearly 66 percent of total “telco” revenues by 2025. source: ETNO It is not entirely clear what that claim means. In the context of an argument [...]

80/20 Rule in Action

This is a good illustration of the Pareto theorem, which states that 80 percent of instances or outcomes in business or nature come from 20 percent of the cases or effort. The Pareto theorem is popularly known as the 80/20 rule .  Of the 83 challengers in 20 telecom markets analyzed by Bain [...]

Mobile Speed Still Affected by Fixed Network

Mobile network speeds have not historically matched fixed network speed increases, in large part because mobile spectrum has been sharply limited, while cabled networks can, in principle, use all the spectrum typically available to all over-the-air wireless networks, plus additional spectrum in [...]

Dynamic Spectrum Sharing Value

Dynamic spectrum sharing can be thought of in a number of ways. It is a way of shifting spectrum to 5G uses in instances where many customers, but a declining number, use the 4G platform. It is a 4G-to-5G transition mechanism, supporting 5G operations until mid-band spectrum can be deployed for [...]

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