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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
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
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
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
The 2010's have been nothing short of transformative in the broadband space. Despite disappointing deployment rates across the U.S., the past decade has been a period of exponential change and innovation. As we look toward the new decade, here are five key predictions based on current trends and developments in the broadband industry. more
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
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
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
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
In a software-defined and virtualised world, who will integrate the complex dynamic systems, and take responsibility for the result? It is unclear if telcos have the skills, but someone else likely does... The included image caught my eye whilst I was reviewing presentations from last October's Metro Ethernet Forum gathering in Florida on behalf of a consulting client. At first glance, it's just a marketing pseudo-Venn diagram peppered with telco tech buzzword bingo. But... more
The Canadian Radio-television and Telecommunications Commission (CRTC) today announced that it will strengthened its commitment to net neutrality. more
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
The latest technology on the horizon is the metaverse, which, stated simply, is the creation of online environments. While the primary focus of the metaverse is to create alternate realities, an application with a possible immediate big uptake is vertical presence for business meetings. Ciena, a manufacturer of fiber optic transmission equipment, recently did a survey worldwide of 15,000 business people to understand the interests and expectations of the metaverse. more
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
I'm writing this as the 5G hype cycle reaches a new crescendo. What is most striking is how few of those touting 5G (or "private 5G") is how little technical detail there is beyond saying it is the next generation of cellular protocols. Yes, one can look at volumes of specifications with myriad options and flavors but no sense of 5G as such. That alone should make one suspicious - why does one have to eschew wires to get 5G? more
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