Telecom

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

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

Mobile Market Will Also Be Transformed

The success of smart phone, in particular the iPhone, is both a blessing and a curse for the mobile operators. On the one hand it has broken into the monopolistic business models used by most operators and has most certainly loosened part of their stranglehold; on the other, these phones have increased usage on their networks. But these cracks are going to continue and will eventually lead to similar structural changes in the mobile industry to the ones we are currently experiencing in the fixed market. more

Australia Sets Rules for Access on Incumbent’s Fixed Network

In December 2005 the Australian Competition & Consumer Commission (ACCC) launched an inquiry into the future regulation of wholesale access on fixed networks. It has now announced a final decision, following a public inquiry, under section 152AL of the Trade Practices Act 1974 on six fixed-line services that had been due to expire at the end of this month. The following will remain declared services until July 2014... 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

Taking It to the Streets

It is interesting to see telecommunications policy issues being covered by the general media. Of course, we expect to see coverage of communications issues in the business press. The sector is a large employer, makes massive investments in infrastructure and virtually every citizen buys communications products and services every month. Still, covering the sector in the business section is different from seeing coverage move to the front page or the general editorial pages. more

Bandwidth Buyers Face Significant Price Differences in the Global Market

According to Data from TeleGeography's Wholesale Bandwidth Pricing Database, there are stark price differences around the globe for companies with large international bandwidth requirements. "For example, the median price of a 2 Mbps E-1 circuit between London and Johannesburg in Q4 2008 was nearly $15,000. For the same price, a bandwidth buyer could lease a 10 Gbps wavelength -- 500 times the capacity of an E-1 -- between London and New York." more

Trump’s Parting NTIA 5G Debacle

As Trump's horrific Administration of non-stop debacles and self-serving gambits headed toward the exit over the past few weeks, one last regulatory grab after another has been pushed out the door while the toddler-in-chief rants. Sure enough, the last of the 5G debacles just appeared in the Federal Register courtesy of the President's policy instrument, the National Telecommunication and Information Administration (NTIA). It was titled the 5G Challenge Notice of Inquiry. 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

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

AI in Telecom

NVIDIA recently issued its third annual State of AI in Telecommunications report. The company manufactures many of the cards used in AI data centers, so the company is clearly focused on AI adoption. NVIDIA issues similar reports for other industries. The 2025 report is the result of a survey that NVIDIA administered to 450 telecom professionals across the globe. more

Why Homegrown Subscriber ID Solutions Limit Problem Solving

Most service providers are aware that there needs to be a simple, fast way to identify subscribers. Unfortunately, in reality, mapping IP addresses back to subscribers for identification purposes - such as lawful interception requests or acceptable use policy violations - can be complicated. It usually involves analyzing data sets, completing manual audits, or reliance on multi-step solutions. 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

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

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