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"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
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
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
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
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
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
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
"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
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
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
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
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
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
FCC Chairman Ajit Pai recently told the crowd at CES that 5G would be a huge benefit to rural America and would help to close the rural broadband divide. I have to imagine he's saying this to keep rural legislators on board to support that FCC's emphasis on promoting 5G. I've thought hard about the topic, and I have a hard time seeing how 5G will make much difference in rural America – particularly with broadband. more
Every year I write a blog talking about the trends that I think we're likely to see in the coming year. But 2021 was such an unusual year for all of us that I thought it would also be useful to talk about what we accomplished in the industry over the last year while fending off a pandemic. All in all, it was quite a year. more
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