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The Growth Rate of Broadband Speeds

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

US Carriers Continue Their Decline As More Folks Push Their Way Into the “Tier 1” Club

Clint Hepner from Renesys reports: "The US old guard of AT&T, Sprint, Verizon and Qwest are treading water or declining. And as if to highlight that fact, Telecom Italia, Deutsche Telekom and France Telecom (AS5511) all became transit-free during the year. ... [P]roviders with a strong global footprint and a diverse set of offerings are continuing to rise in the rankings. And those organizations with popular content or captive end-users will find themselves increasingly in the driver's seat when it comes to pricing negotiations. When it comes to the Internet, the only constant is change and we can expect more turmoil in 2011 as the market continues its rapid evolution." more

Broadband Internet Crunch is Beginning to Occur

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

Update on the 5G Race in the US

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

VoIP’s Threadbare New Clothes

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

Internet Society: ITU-T Failure to Adhere to Its Own Agreements With Respect to MPLS

Today, the ITU-T Study Group 15 determined a Recommendation that defines Y.1731 based operations, administration and management (OAM) for MPLS transport networks. This decision sets the stage for a divergence in MPLS development; it creates a situation where some vendors will use the IETF standard for MPLS OAM while other vendors implement the ITU-T Recommendation for OAM. This situation ensures that the two product groups will not work together. more

FCC Touts 6G

The U.S. Federal Communications Commission (FCC) has seemingly joined forces with the marketing arm of the cellular industry in declaring that the spectrum between 7-16 GHz is now considered to be 6G. Chairman Jessica Rosenworcel recently announced that the agency would soon begin looking at the uses for this spectrum for mobile broadband.  more

The Cost of Walled-Garden Designs

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

Zero-Touch Provisioning… Really?

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

Satellite Cell Service: What’s Coming

T-Mobile and Starlink made a joint announcement recently about an arrangement where Starlink will enable voice and texting capabilities to T-Mobile cellphones by the end of 2023. This is a service that would work with existing cell phones and would supposedly kick in when a phone can't find a signal from a cell tower. Starlink said the technology would be enabled by new satellites that have significantly larger antennae than the current satellites in the constellation. more

Open Access for Apartment Buildings

San Francisco recently passed an interesting ordinance that requires that landlords of apartments and multi-tenant business buildings allow access to multiple ISPs to bring broadband. This ordinance raises all sorts of regulatory and legal questions. At the most recent FCC monthly meeting, the FCC jumped into the fray and voted on language that is intended to kill or weaken the ordinance. more

My Telecom Predictions for 2021

It's that time of the year for me to get out the crystal ball and peer into 2021... The FCC Will Have Egg on its Face from the RDOF Grants. The reverse auction was a disaster in many ways, with a lot of the money going to companies that can't possibly do what they promised or companies that largely intend to make a profit by pocketing a lot of the grants. The FCC will have a chance to rectify some of the problems during the review of the long forms... more

Loving to Hate Our Big ISPs

The American Customer Satisfaction Survey (ACSI) was released earlier this summer that ranks hundreds of companies that provide services for consumers. Historically cable companies and ISPs have fared poorly in these rankings compared to other businesses in the country. The running joke reported in numerous articles about this survey is that people like the IRS more than they like their cable company (and that is still true this year). more

Shame on the Regulators

It's clear that even before the turn of this century that the big telcos largely walked away from maintaining and improving residential service. The evidence for this is the huge numbers of neighborhoods that are stuck with older copper technologies that haven't been upgraded. The telcos made huge profits over the decades in these neighborhoods and ideally should not have been allowed to walk away from their customers. more

Chinese Hackers Exploit U.S. Telecom Systems, Eviction Efforts Lag

American officials have revealed an ongoing struggle to expel Chinese hackers from telecommunications networks, months after the espionage was first discovered. The campaign, attributed to a group called "Salt Typhoon," has infiltrated major telecom carriers, particularly in the Washington region. more