Telecom

Telecoms a Double-Edged Sword for the Industry

The telecommunications business is a double-edged sword. On the one hand it is an enormous growth industry because of its function as a key facilitator in the transformation of societies and economies towards a future that is driven more and more by ICT developments. Over the last decade companies such as Google, Apple, Samsung, Amazon and Facebook have made it to the list of the most successful businesses... On the other hand many of the traditional telco businesses operating in this market are recording declining results. more

The Magnitude of the Urban Digital Divide

The web is full of stories of rural areas with no broadband options, and I've spent a lot of time in the last few decades helping rural areas get better broadband. There has not been nearly as much coverage of the huge broadband gap in urban areas. There are a lot of urban homes that can't afford broadband and, in many cases, got bypassed when the telcos and/or cable companies built their networks. more

My Telecom Predictions for 2020

There is already a growing shortage of fiber resources that includes engineers, construction companies, and fiber consultants. The upcoming $16.4 billion RDOF program will create a resource shortage in 2020 for those who can help companies seek grant funding. Once the grants are awarded, the size of the program will add stress to the resources needed to build networks. Companies that don't line up their experts early might find themselves without help. more

Verizon-Yahoo! Incumbents Never Seem to Learn

It is amazing that after the dozens of examples of failed business decisions made by telcos in relation to the digital economy, Verizon has clearly not learned any lessons and is willing to waste $4.8 billion in its purchase of Yahoo. This investment will be totally useless and will not provide any new revenue for the telco. They seemed to be attracted by the people-tracking facility (surveillance marketing) that companies such as Yahoo use, and they aim this for their own purposes to attract new advertising revenues. more

Using LEOs and GEOs

Once you head away from the areas serviced by modern terrestrial cable infrastructure, the available digital communications options are somewhat limited. Some remote areas are served using High-Frequency radio systems, using radio signals that bounce off the ionosphere to provide a long-distance but limited bandwidth service. Or there are satellite-based services based on spacecraft positioned in geostationary orbital slots. more

Let’s Bring Telecom Manufacturing Back to the US

President Biden recently signed an executive order that will require that the federal government buys more goods produced in the United States. This was done to promote American jobs and to keep profits at home. It's a great idea, but it suffers from one big flaw -- we don't manufacture a lot of things in the US anymore. Statistics are hard to pin down, but something like 40,000 US factories have shut down over the last decade. more

IPv6, Stimulus, Digital Recovery and Job Creation

When our G20 leaders met in Pittsburgh last week, stimulus and recovery were foremost on their minds. Needless to dwell on the ravages of sub-prime lending and outsized bonuses rewarding dismal performance. It is good to see that, in today's global economy, Information Technology is recognized as a major driver of economic growth and quality of life. ...The timing of the Cisco announcement linking IPv6 and smart grids is certainly no coincidence. There is a money trail to be followed and IPv6 will ride the smart grid coattails. more

International Fibre Bandwidth Hubbing, a Lucrative Business

The small West African country of Benin has been working quietly over the past few years to become a regional hub for international fibre bandwidth. The national telco, Benin Telecoms (BT) has been building terrestrial fibre routes to landlocked neighbouring countries such as Burkina Faso and Niger, allowing them to connect to its landing station for the SAT-3/WASC cable, the only one serving the region. more

A Look at the Big Guys - Putting the Telecom Sector Into Perspective

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

How to Move Telecoms Forward in the USA

In the last few weeks courts in the USA have carried on business as usual. They continue to provide the two major telcos in the USA, Verizon and AT&T, with extraordinary protection -- basically retaining the outdated regulatory system in the USA that identifies the duopoly between the telcos and the cablecos as the best way forward for the development of telecoms competition in this country. This is rather different from the position taken by the new Obama Administration, which has indicated that it will break with past regulations... more

Residents in Utah Offered to Buy Their Own Fiber Connection, 1600 Already Have

Geoff Daily reports today on the App-Rising.com: "A new model is emerging in Brigham City, a city of less than 20,000 in northern Utah, for how user-owned open fiber networks can be financed and deployed. It used to be that the only way you could get fiber was if you were lucky enough to have a private provider lay it or to live in a city that did it itself. Today in Brigham City, for $3,000 you can buy your own fiber. And in fact more than 1,600 local residents have already bought in to this new opportunity." more

Hyperties: “Travel Adaptors” for the Cloud?

I have spent the day here in Berlin attending my second advisory board meeting for the EU research project reTHINK. I'm chewing over what I learnt about the possible future of the telecoms and cloud industry. There has been a decades-long tussle between the communications and computing parts of the ICT industry. Both sides wish to exert power over the digital economy. Sometimes this tussle works for the common good, sometimes not. more

Monetising Solutions for the Telcos

Developments in the telecommunications industry and the broader digital economy have opened up many new markets over the last few decades. Telecoms has changed from a more or less standalone, horizontally-organized industry to one that has become a key facilitator in a range of vertical markets. The keyword that is used to indicate that change is "smart." We are talking about smart transport, smart energy, smart cities and so on. more

More Cracks Appearing in Mobile Market

When I wrote the BuddeComm analysis on the introduction of Apple's iPhone I commented that the most significant element of this event was that it would begin to create cracks in the flawed business models of the mobile operators, who are desperately hanging on to their closed networks very much like the fixed operators were fighting tooth and nail against opening up their networks. We have seen that the fixed operators have largely lost this battle and we predict that the future of the mobile networks will be no different... more

U.S. Internet Speed Growth Too Slow, Will Take Over 100 Years to Catch Up With Japan

According to a recent study by Communications Workers of America's (CWA's), United States has not made significant improvement in the speeds at which residents connect to the Internet. U.S. continues to fall far behind other countries. "...between 2007 and 2008, the median download speed increased by only four-tenths of a megabit per second (from 1.9 mbps to 2.3 mbps), and the median upload speed barely changed (from 371 to 435 kbps). At this rate, it will take the United States more than 100 years to catch up with current Internet speeds in Japan." more