Telecom

Carriers Are No Longer Operators

The classic view of a wireline or mobile carrier is that it was an "operator", it ran out cables, raised poles, installed switches, constructed central offices and base stations and the like. However, the figures from Nokia Siemens Networks (NSN) show that firm is making 45% of its sales from services, meaning it is constructing and managing networks on behalf of "carriers". NSN is "carrying" a lot of telecoms traffic. This has been accelerated by the global financial crisis... more

Dictators Could Rule the Internet: A Response to Robert McDowell and Gordon Goldstein

The Obama administration's proposals to regulate the Internet according to common carrier rules have set off a storm of opposition from carrier interests, whose scale and reach have been impressive. The arguments they muster are fatuous and deceitful. The Internet is not what the carriers own or have created; the Internet is what they seek to extract money from. "Regulating the Internet" is not the issue; regulating the carriers is. more

FCC Confirms Tom Wheeler as the New Chairman

The U.S. Senate has unanimously confirmed Tom Wheeler to be chairman of the Federal Communications Commission. The former wireless industry lobbyist, nominated by President Obama back in May, will be replacing acting chairwoman Mignon Clyburn, who stepped in for former FCC chief Julius Genachowski when he left five months ago. more

The Great Telco Quality Transformation

The telecoms industry has two fundamental issues whose resolution is a multi-decade business and technology transformation effort. This re-engineering programme turns the current "quantities with quality" model into a "quantities of quality" one. Those who prosper will have to overcome a powerfully entrenched incumbent "bandwidth" paradigm, whereby incentives are initially strongly against investing in the inevitable and irresistible future. more

The Problem Of 5G Hype

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

Are Big Tech CFOs (Inadvertently) Stealing From Shareholders?

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

Most Employees in Rural America Can’t Work From Home Due to Lack of Required Broadband Speeds

One of the hottest topics in the news related to coronavirus is working from home. Companies of all sizes are telling employees to work from home as a way to help curb the spread of the virus. Companies without work-at-home policies are scrambling to define how to make this work to minimize disruption to their business. Allowing employees to work at home is not a new phenomenon. more

Spectrum and Weather Forecasting

There is currently a brewing controversy over the allocation of various radio frequencies for 5G that could have a negative impact on weather forecasting. Weather forecasting has become extremely sophisticated and relies on masses of data gathered from weather satellites and other data-gathering devices. The masses of data, along with modern supercomputers and data center computing, have significantly improved the ability to predict future weather. more

International Academy for Trans-Sector Use of Broadband

While jogging along LacLeman in Geneva I caught up with Dr. Kim Seang-Tae, the President of the National Information Society Agency of South Korea. He is also one of the Commissioners of the ITU/UNESCO Broadband Commission for Digital Development. Dr. Seang-Tae is the chief architect of the FttH miracle that is transforming South Korea. His broadband journey began in 1994, when he developed the country's first broadband plan. more

Are Light Poles Telecom Infrastructure?

A long-running issue resurfaced recently asking if light poles should be made available for telecommunications. This idea that light poles might be telecom infrastructure comes from language included in Section 224 of the United States Federal Communications Commission's (FCC) code that says that a "utility shall provide a cable television system or any telecommunications carrier with nondiscriminatory access to any pole, duct, conduit, or right-of-way owned or controlled by it." more

VR Demand Set to Grow, But Little Prospect for Telcos

Over the last 20 years or so we have regularly revisited the developments in virtual reality (VR). I remember experiencing VR for the first time in the late 1980s, so this technology has been in the making for a very long time. And we are still uncertain about its growth over the next decade. There is no doubt that VR is going through a period of revival. more

Is Call Forwarding an “Information Service” and Why It Matters for FTC Jurisdiction

Time to brush the dust off your Computer II notebooks. Are voicemail, electronic fax, and call forwarding enhanced services or telecom services? Today's case: FTC v. American eVoice, Ltd... The FTC brought an action against Defendants claiming that they were engaged in cramming, adding unwanted voicemail, electronic fax, and call forwarding services to consumers bills to the tune of $70 million. more

Have We Reached ‘Peak Telecom’ and What Does This Mean for 5G

"Peak telecom" is described as the maximum point of expansion reached by the traditional telecommunications industry before the internet commoditized the industry to a utility pipe. I had to think of this when I read the recent outcomes of the famous Ericsson Consumer Lab survey. The company used the result of the survey to counteract market criticism regarding the viability of the telco business models in the deployment of 5G. more

Will Broadband Go Wireless?

For years it's been impossible to go to any industry forum without meeting a few folks who predict that residential broadband will go wireless. This buzz has accelerated with the exaggerated claims that fast 5G broadband is right around the corner. I've seen even more talk about this due to a recent Pew poll that shows that the number of people that only use their cellphones for data has climbed significantly over the last few years – I'm going to discuss that poll in another upcoming blog. more

U.S. Has Poor Cellular Video

Opensignal recently published a report that looks around the world at the quality of cellular video. Video has become a key part of the cellular experience as people are using cellphones for entertainment, and since social media and advertising have migrated to video. The use of cellular video is exploding. Netflix reports that 25% of its total streaming worldwide is sent to mobile devices. The new Disney+ app that was just launched got over 3 million downloads of their cellular app in just the first 24 hours. more