The Biden administration is investigating China Mobile, China Telecom, and China Unicom over concerns that these companies could potentially exploit their access to U.S. data through their cloud and internet services, potentially sharing this data with the Chinese government. more
Today's blog talks about a critical part of the broadband network that most people don't know about -- carrier hotels. These are locations that have been created for the specific purpose of allowing carriers to connect to each other. The need for carrier hotels became apparent in the year after the passage of the Telecommunications Act of 1996. That new law allowed local competition for telephone service. more
The Federal Communications Commission (FCC) has adopted procedures for Phase I of the Rural Digital Opportunity Fund (RDOF) auction, which will award up to $16 billion in support over ten years for the deployment of fixed broadband networks to homes and businesses in census tracks that are unserved by voice and broadband with download speeds of at least 25 Mbps. more
The Swedish morning daily Svenska Dagbladet on their editorial page yesterday writes about the EU threat to intervene at mobile roaming costs for voice, SMS and data. The editorial is pushing the point that it's wrong for the EU to try and price regulate the market, but instead the free market will prevail. They even seem to be indicating that the current pricing is fair and that an EU price regulation would hamper investments. In very general terms I would agree with the editorial... more
Om has burnt the midnight oil analyzing Vonage's S-1 filing, coming to the conclusion that, while churn may not be as ugly as people thought, it's still cause for concern, and apparently intensifying. His point at the end about definitions is particularly good, as excluding cancellations in the first 30-days is undoubtedly flattering to the numbers. The net present value of Vonage's lifetime customer revenues is an issue which VoIP-watchers have long speculated about with trepidation -- what if marketing spending, churn, and price competition combined to form a toxic soup which fatally poisoned the economic proposition for access-independent VoIP? more
In the first quarter of this year, the big cable companies added 482,000 customers, while telcos added over 50,000 customers. In what is a surprise to the industry, that growth has disappeared, and all of the big ISPs collectively lost almost 150,000 customers. That's a loss of 60,000 customers for the cable companies and 88,000 for the big telcos. The following statistics have been compiled by the Leichtman Research Group, which tracks the broadband performance of the largest ISPs in the country. more
Internet demand remains at a rate which could outpace capacity within the next two to four years, according to "Internet Interrupted: Why Architectural Limitations Will Fracture the 'Net," a new report today from Nemertes Research. ...If left unaddressed, the development of next generation applications, from software to interactive video, will likely be stifled as users find Internet infrastructure incapable of efficiently delivering quality content. more
This is the question being asked all across the industry as the volume of data traffic has leaped upward due to students and employees working from their homes. We got our first glimpse of the impact of the crisis when Verizon announced a week into the crisis that they were seeing a 22% increase in data traffic in their network. More recently, AT&T announced a 27% increase in network traffic. more
The northern Syrian city of Aleppo is one of the key battlegrounds of that country's on-going civil war as well as the epicenter of the European refugee crisis. The most appropriate United States response to events in Aleppo has become a major foreign policy question among the candidates in this year's U.S. presidential election. Experts are now predicting that forces loyal to President Bashar al-Assad, backed by the Russian military, will take control of rebel-held eastern Aleppo within weeks. more
After the nuclear submarine debacle with France, political ties have been restored, and both France and Australia have agreed on further cooperation in the South Pacific, where France has several overseas territories. Also, here telecoms is a key issue. Such cooperation has become more urgent with the increased political interest of China in the region. more
Zero-touch provisioning (ZTP) -- whatever does that mean? Of course, it is another marketing term. I think the term "closer to zero touch provisioning" is probably better, but CTZTP -- as opposed to ZTP -- is a bit more of a mouthful. Whenever I hear language like this that I'm not familiar with, I get struck by a bolt of curiosity. What is this new and shiny phrase that has just appeared as if from nowhere? more
The U.S. Department of Agriculture has been measuring computer usage on farms and publishes the results every two years in its Farm Computer Usage and Ownership report. The most recently released report for 2019 was compiled by asking questions to 20,000 farmers. This is a large sample from the more than 2 million farms in the country. more
The final numbers are in for 2019 and the largest cable providers collectively lost over 5.9 million customers for the year - a loss of almost 7% of customers. The numbers below come from Leichtman Research Group which compiles these numbers from reports made to investors, except for Cox which is estimated. The numbers reported are for the largest cable providers, and Leichtman estimates that these companies represent 95% of all cable customers in the country. more
Cisco has changed the name of its periodic predictions of broadband usage from the Visual Networking Index to the Annual Broadband Report, and recently issued a report that covers the period from 2018 to predictions made through 2023. Cisco is one of the few industry players that projects future broadband usage. Their past reports have been spot on in terms of predicting future broadband usage. more
It's been a while since I checked in to see how the U.S. is doing in the 5G race. I haven't been following the issue since before the pandemic when the U.S. government was tossing around the idea of buying a controlling interest in Nokia or Ericsson. That idea went nowhere but led to a lot of articles in the business press. I decided to look anew after seeing recently that the FCC is estimating that it would cost U.S. carriers about $1.8 billion to replace Huawei and ZTE gear in U.S. more
A World-Renowned Source for Internet Developments. Serving Since 2002.