Many commentators rushed into print when they heard that Craig Barratt, senior vice-president of Google's parent company Alphabet and CEO of Access (the unit of which Google Fiber is part), stated that he would quit the job and that Google would slow down or stop its fibre deployment. So, yes, obviously something is happening at Google; but at the same time, the company has a commitment to complete the fiber deployment projects it has already started and also to build the many new networks that have been announced over the last six months. more
At the Mobile World Congress in Barcelona, Tom Wheele, the FCC Chairman, gave a range of spirited responses to a grilling from the Director of the GSMA, Anne Bouverot. She was following the line of the telcos and questioned if the FCC intervention would stifle growth and investments in the market; however she had problems reconciling her position with the fact that, despite these regulatory changes, the American industry was still prepared to invest a whopping $45 billion in new spectrum. more
While some governments are still struggling with the concept of FttH - some of the world's largest investors such as the Dutch superannuation funds (ABP, PGGM and Pensioenfonds Vervoer (PfV)), have been investing in FttH in the Netherlands since 2010. This is happening in a country with a broadband cable network that covers 95% of the country and nationwide access to ADSL2+ networks. more
It's Friday, a day to tie some threads together. There were three announcements/events this week that are connected in a non-obvious way... These three elements go together in creating a picture of US policy towards Internet access at the beginning of 2008. Rather than seeing the Internet as an engine for economic growth, creativity, innovation, and new jobs -- and as the converged communications medium for the next generation -- current policy is to wait for private companies to decide when investment in access makes sense for them. Those private companies have plenty of incentives to shape access to suit their own business plans. more
There is no such thing as a 25/3 Mbps broadband connection, or a 100/20 Mbps broadband connection, or even a symmetrical gigabit broadband connection on fiber. For a long list of reasons, the broadband speeds that make it to customers vary widely by the day, the hour, and the minute. And yet, we've developed an entire regulatory system built around the concept that broadband connections can be neatly categorized by speed. more
The mobile phone market is growing exponentially and will continue to evolve for years to come. Why has the Cable Industry not moved into the lucrative mobile phone market? It could definitely be a revenue bonanza, as it currently is for telecom companies. ... Verizon and AT&T's revenues, as a percentage of stock price by division, attributes mobile phone service up to 40-42% of total revenues. more
The UK's regulator has undertaken much commendable work in recent years, which has helped to establish the country's telecom sector as one of the most competitive and vibrant in the world. The regulator stood up to BT's intransigence in the early days of Local Loop Unbundling (LLU), enforcing the creation of BT Openreach in January 2006 to operate as the company's wholesale division. The results have been very impressive... more
Something over 55% of landline broadband users are in the "Global South," about 500M. The South is about 65% if you include "wireless-only" many of which are 4G LTE at ten megabits or more. The gap is widening rapidly and will increase by well over 70M in 2018. Six large developing countries are growing 5% or more in the last year, compared to only one in the developed world. China is adding ~30M more each year. Most developed countries are between 75% and 95% connected. That leaves little room for growth. more
In 2014 I wrote a blog asking if 4K video was going to become mainstream. At that time, 4K TVs were just hitting the market and cost $3,000 and higher. There was virtually no 4K video content on the web other than a few experimental videos on YouTube. But in seven short years, 4K has become a standard technology. Netflix and Amazon Prime have been shooting all original content in 4K for several years, and the rest of the industry has followed. more
Given all the clueless, nonsensical assertions coming out of Washington these days about 5G and purported leadership, it seemed time to do another reality check. It was timely at the moment because, with the Coronavirus concerns, the massive 3GPP 5G industry collaboration engine switched to virtual meeting mode for February. Thus – with travel barriers to participation completely absent – the participation metrics represent a real litmus test for even nominal engagement in global 5G industry collaboration and technology development. more
Space Exploration Technologies Corp. is granted permission from U.S. regulators to deploy over 7,000 satellites. more
Lord Carter's Digital Britain report contains few surprises given that its essential thrust has been much discussed during the past six months. What remains unequivocal is that the report and its (political) backers trumpet a national broadband network which promises to deliver an insufficient network. It also lacks a broader vision... more
This has been a busy week in the race to deploy constellations of low-earth orbit (LEO) Internet-service satellites. In their quarterly report, Telesat mentioned progress in two, disparate markets. As I noted earlier, they have signed their first LEO customer - Omniaccess a provider of connectivity to the superyacht market. more
A recent televised roundtable enumerated advances in the computerization of Cuban society, including: Telephone density is 58% with 6.5 million accounts, 5.2 million of which are cell phones. 1.5 million people access Nauta mail with cell phones. Over 1.7 million have permanent accounts. There are 1,713 public-access spots: 709 WiFi locations, over 700 at ETECSA premises and the same number in third-party locations (but 709+1400 is 2109, not 1,713). more
One of the products my consulting firm offers are statistically valid surveys and conducting surveys has let us get a close look in many communities at the mix between cable broadband and telco DSL. In the last few years, the percentage of DSL subscribers in towns with a good cable company network has plummeted. It's not unusual to see DSL market penetration in bigger towns of 10% or less, meaning in most cases that the cable company has essentially won the competitive battle. more
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