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Starlink is satellite internet access from SpaceX, one of Elon Musk's other companies. If it lives up to its hype, it will cure the problem of broadband availability in rural areas, although affordability will still be an issue. Most satellite-based Internet access sucks (that's a technical term). If based on geostationary satellites (ones you can point a dish at), the distance to the satellite is so great that the round-trip time for data is forever; this problem is called latency. more
I periodically take a look at broadband trends into the future. But as I was thinking about how unique 2020 was for everybody, I realized that there were some events during the year that we're going to look back on a decade from now as important to the broadband industry. Interestingly, most of these events were not on anybody's radar at the beginning of the year. more
As is normal with a change of administration, there are articles in the press discussing the likely legacy of the outgoing administration. Leading the pack in singing his own praises is former FCC Chairman Ajit Pai, who recently published this document listing a huge list of accomplishments of the FCC under his Chairmanship. Maybe it's just me, but it feels unseemly for a public servant to publish an official self-praise document. more
I posted reviews of important LEO-satellite Internet service developments during 2017, 2018 and 2019. I've updated those posts during the years and have 18 new posts for 2020. In 2020 we saw increased effort from China, OneWeb's bankruptcy and restructuring with new ownership and prospects, Amazon investng in space-related infrastructure, Telesat making steady progress, SpaceX making rapid progress and satellite and debris tracking and collision-avoidsnce service startups. The following are brief summaries of and links to the 2020 posts. more
As chance has it, the attempt by NTIA to create a fake Trump Open 5G Security Framework MAGAverse as they headed out the door on 15 January is being followed this week by the global meeting of 3GPP SA3 (Security) to advance the industry's real open 5G security Framework. Designated TSGS3-102e (the 102nd meeting, occurring electronically), it continues the practice of assembling companies, organisations, and agencies from around the world every 8 to 12 weeks to focus on 5G security for current and future releases of 5G infrastructure. more
When valuing a stock, analysts and shareholders evaluate always revenue and profit. Big tech COFs are sitting on assets worth tens of millions of dollars of annual profit (not just revenue, but true profit) in the form of unallocated IPv4 addresses. By not selling or leasing these out, they are incurring expenses to hold them and missing out on tremendous profits. At a 20X multiple (for context, Cisco is trading at nearly 18X earnings, Google at just over 33X earnings, Shopify at well over 700X earnings), big tech CFOs are actively preventing over $250 billion in market capitalization for their shareholders. more
SpaceX began public beta testing of the Starlink Internet service in the northern US late last October. Since then, they have made many software updates based on the beta experience and have expanded the uninterrupted-coverage area by launching new satellites. By the end of the year, they had begun beta service in southern Canada and sent beta test invitations to a few UK users. The beta-eligibility area is expected to expand from the current 45-53 degree latitude this month or next. more
In 2020, the pandemic accelerated digitalization around the globe. Homeoffice, Online Shopping, Zoom Conferences became part of the daily life for billions of people. But if somebody would have expected that the Covid-19-Desaster is a wake-up call for the world to be more united, work hand in hand, and pool resources reducing risks of a borderless threat, this "somebody" was wrong. 2020 was dominated by "My country first." more
The following are the most important current trends that will be affecting the telecom industry in 2021. Fiber Construction Will Continue Fast and Furious in 2021. Carriers of all shapes and sizes are still building fiber. There is a bidding war going on to get the best construction crews and fiber labor rates are rising in some markets. The Supply Chain Still has Issues. The huge demand for building new fiber had already put stress on the supply chain at the beginning of 2020... more
It's that time of the year for me to get out the crystal ball and peer into 2021... The FCC Will Have Egg on its Face from the RDOF Grants. The reverse auction was a disaster in many ways, with a lot of the money going to companies that can't possibly do what they promised or companies that largely intend to make a profit by pocketing a lot of the grants. The FCC will have a chance to rectify some of the problems during the review of the long forms... more
One of the obvious drivers of broadband usage is online video, and a study earlier this year by the Leichtman Research Group provides insight into the continuing role of video growth in broadband usage. The company conducted a nationwide poll in the US looking at how people watch video, and the results show that Americans have embraced online for-pay video services. more
For nearly the past four years, the Trump Administration has purported to treat 5G supply chain security through empty political gestures such as network equipment banning. The disinformation reached its absurd zenith subsequent to the election with the Q-Anon myth of the Kraken. (The Myth advanced by Trump attorneys asserted the long-deceased Hugo Chavez working with China was corrupting voting machine software to deprive Trump of another term.) more
Are there any companies left that we can still call cable companies? Everything in the business press still refers to Comcast and Charter as cable companies and AT&T and Verizon as telephone companies. It's getting harder to justify using these traditional labels, and maybe the time is finally here to just start calling them all ISPs. After all, these four companies collectively have 80 million broadband customers... more
You can't put the telecom sector into perspective without looking at the performance of the biggest players in the industry. The pandemic has been an interesting year for both big ISPs and telecom vendors. Smaller ISPs should care about big ISP performance for many reasons. For many smaller companies, the big companies are the competition, and the big providers' strength or weakness can foretell stiffened competition or increased opportunity. more
A recent session of the Australian Computer Society (ACS) and the Australian Smart Communities Association (ASCA) masterclass on 5G, featured Dr. Ian Oppenheimer, the NSW Government's Chief Data Scientist and one of the country's most respected experts in radio technology. Ian is also the Chair of the scientific advisory board of the 6G Flagship organization, a global research organization based in Finland. This organization has just published a range of fascinating research papers on 6G. more
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