Telecom

Broadband and Presidential Politics

For the first time in my memory, broadband has entered into U.S. presidential politics. This is an important milestone for rural broadband – not because of the proposals being made by candidates, but because it indicates that the voices of those without rural broadband have reached upward to the top of the political system. I'm sure that when the presidential candidates go to rural areas, they are asked if they can help find a solution for the lack of broadband in many rural counties. 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

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

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

An Optimistic Update From Telesat

Emily Jackson interviewed Dan Goldberg, Telesat President and CEO, in a recent episode of the Down to Business podcast. The interview followed the announcement that the Canadian Government would contribute $85 million (all amounts are in Canadian dollars) to support research and development in support of Telesat's planned constellation of low-Earth orbit (LEO) satellites and another $600 million to subsidize Internet connectivity in rural Canada. 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

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

Cybersecurity Regime for Satellites and other Space Assets Urgently Required, Warn Researchers

"A radical review of cybersecurity in space is needed to avoid potentially catastrophic attacks," warn researchers at the International Security Department of UK-based thinktank, Chatham House. 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

Free the Fiber Now

In a previous blog post I mentioned that the FCC had taken away restrictions to allow broadband supplied by E-Rate funding to be used to provide free WiFi for the public. That's a good idea that will provide some relief for areas with little or no other broadband. But the announcement raises a more fundamental question - why was such a restriction in place to begin with? more

Facebook Introduces Open/R as a More Efficient Modular Routing Platform

Facebook has announced a new routing system aimed at solving fast-recovery challenges for its Terragraph network that brings high-speed internet connectivity to dense urban areas. more

Limiting Large Network Outages

As telecom networks grow more interconnected, local outages can now trigger regional or national disruptions. A recent article by Ookla outlines five critical steps operators must follow to prevent small faults from cascading into systemic failures. 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

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