AT&T says it added total postpaid net adds of 1.3 million in the fourth quarter of 2021, including some 880,000 postpaid phones. “Each of the 2021 quarters has improved,” said John Stankey, AT&T CEO.  For the full-year 2021, postpaid phone net additions were 3.2 million, “AT&T’s [...]

Many observers believe 5G fixed wireless is a niche. The issue is how big a niche it might be.  Verizon’s 5G fixed wireless now is available for $25 a month. Those plans come with extras such as streaming content subscriptions. Typical  download speeds of 90-170 Mbps with higher speeds [...]

The actual impact of the 2021 infrastructure bill passed by the Congress will hinge on the rules governing disbursement of the funds. But the funds are sure to decrease the cost of adding new infrastructure and increase demand as well. It also is worthwhile noting that not every household “does [...]

AT&T, for one, does not expect robust subscription growth to continue at the pace we have seen in the U.S. market over the last year or so. Assuming AT&T is referring specifically to mobile phone subscriptions, that seems possible. Still, net phone account additions over the last year [...]

The advantage of millimeter wave spectrum is its order of magnitude greater capacity, compared to low-band and mid-band spectrum. The disadvantage is coverage. But new tests by Rootmetrics also show something else: when a mobile network is congested (lots of simultaneous users), millimeter [...]

5G private networks are widely seen as a revenue growth opportunity. The issue is “for whom?” A survey conducted for NTT of 216 enterprise technology executives in Germany, Japan, the United Kingdom and the United States suggests significant interest in private 5G networks.  The C-level and [...]

As always, opinions differ about the amount of market share the new AWS Private 5G offer will take. Amazon Web Services says it is a pre-packaged offer aimed at smaller organizations. AT&T seems to agree, at least for the moment, saying its own offers are aimed at more-complicated use [...]

Precisely when 4G reaches its peak adoption is debatable.  Some argue that, globally, peak 4G remains perhaps five years off, even as 5G launches accelerate, Rethink Technology argues. Others believe 5G adoption is happening faster than did 4G, with the result that 4G might well peak in 2021.  [...]

“Assets” and “value” are not the same thing. The former can be shown on financial statements; the latter not so much. And an argument might be made that mobile operator asset value is becoming more driven by spectrum licenses and troves than other network-related [...]

Structural separation of retail opeations from network ownership was a bigger idea several decades ago than at present, even if a handful of markets have moved that way in a formal sense in Southeast Asia, Australia, New Zealand and the United Kingdom. The key idea is to create an independent [...]

There is plenty of room to debate how fast new applications might arise in the 5G era, but some believe commercialization of new applications in the 5G era could be faster than in the 6G era, as enterprise use cases will dominate in 6G, while consumer apps might still lead the way in 5G, albeit [...]

As the U.S. spectrum auction of 3.4-GHz spectrum nears an end, $22 billion already has been bid on those assets, with an average price per MegaHertz per person of about 65 cents. Some will argue that directly increases capital investment by the winning entities. Others will agree, but enumerate [...]