Business Model

Given a choice, executives in the mobile business would prefer to use lower-frequency spectrum than high-frequency assets. Lower frequencies propagate better, so are easier to manage when [...]

It might be fair to say that mobile phone access, fixed wireless, low earth orbit satellite constellations and, to some extent, hybrid fiber coax have been viewed as niches compared to fiber to [...]

Rakuten might be correct about its own capital investment and operating cost savings from a virtualized and open radio access platform. Still, revenue upside, spectrum assets, marketing prowess [...]

The new infrastructure bill is touted as making $65 billion available for demand and supply investments in U.S. broadband access. And there is an argument to be made that both supply and demand [...]

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, [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

“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 [...]

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 [...]

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 [...]