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
Despite rather rapid growth in broadband access, the U.S. is falling further and further behind other countries -- we're now ranked #16 in the world. What's slowing the U.S. down? Two threads dominate U.S. broadband policy debate today. The first focuses on traditional telecom regulation -- reciprocal compensation, universal service, e911, and CALEA (wiretap capabilities). The second focuses on "Internet freedoms," i.e., guarantees that your broadband access provider won't block or inhibit specific applications like VoIP. more
I'm just stepping back a minute to think about what Emerging Telephony actually is. You might have seen my earlier musings on the different philosophical underpinnings of "Western" telephony and "Eastern" thought. In an oversimplified nutshell, the Western approach puts the individual in the centre of the universe. The Eastern idea is to put the group in the middle. more
Doc Searls has written a brilliant piece framing the battle for the 'Net at Linux Journal. The piece is long, but if you take the time to read just one essay on the 'Net and the politics surround it this year, read this one. If you're involved in public policy, it's especially important that you take the time to understand what's at stake here. One of Doc's main points: we haven't framed the conversation correctly and our poor choice of words makes the argument seem overly technical and arcane when it's really about freedom, markets, and innovation. more
In a U.S. congress hearing held yesterday November 9th, significant focus was projected on "network neutrality" and a new telecommunications bill affecting the Internet. "This bill could fundamentally alter the fabulously successful end-to-end Internet," says Alan Davidson in the post on Google blog. Vint Cerf was not able to testify because of the Presidential Medal of Freedom award ceremony at the White House, but submitted the following letter to the hearing... more
As the world grows more connected and more complicated, we all need ways of defining, identifying and keeping track of things and cross-referencing them with their owners. The simplest way to do that is with registries -- everything from the Domesday Book, a medieval registry of land, property and people; to current-day auto registries on the one hand and the worldwide Domain Name System on the other...But now, companies and organizations have to keep track of ever more things and people, not just inside their walls but across extended organizational boundaries. Call this new wrinkle an "external registry". Finally, they may want to interact with things and people, rather than just look them up, via an "active registry". more
T-Mobile has claimed a new world record in 5G upload speeds, achieving an impressive 2.2 Gbps in tests conducted at California's SoFi Stadium. Partnering with Ericsson and Qualcomm, the telecommunications firm leveraged an emerging technology, 5G Dual Connectivity (5G DC), which combines mid-band and millimeter-wave (mmWave) spectrum bands. more
In a joint statement to the European Commission's new tech appointee, Henna Virkkunen, a coalition of internet advocacy groups has firmly opposed recent proposals aimed at imposing network fees on content providers. more
There was a burst of recent press about cellular service provided from satellites. This was probably prompted by the two recent hurricanes that have disabled terrestrial cellular and broadband networks in the southeast. I've seen speculation and discussion on Reddit and other forums where people have been wondering if satellite is the future of cell service and if the ubiquitous giant cell towers will eventually become obsolete. more
On October 10, all ISPs in the United States were supposed to have implemented and posted broadband labels. The labels were required as part of the Infrastructure Investment and Jobs Act. Large ISPs had to post labels six months ago, and now the requirement is for all ISPs. I looked at the ISPs in a few counties I'm very familiar with, and I found a few ISPs in each county that have not posted labels that I can find on their website. more
At the end of its 2024 term, the Supreme Court made two landmark rulings that limit federal agencies' regulatory powers. Loper Bright Enterprises v. Raimondo curtails their ability to create new regulations, while SEC v. Jarkesy reduces their capacity to enforce existing laws. These decisions significantly weaken agencies like the FCC in regulating sectors of the national economy, marking a substantial shift in administrative authority. more
Following the devastating impact of Hurricane Helene on North Carolina, the U.S. Federal Communications Commission (FCC) has approved SpaceX's Starlink to provide direct-to-cell coverage in affected regions. more
In a groundbreaking development for quantum communication, researchers at Qunnect Inc. have successfully achieved the automated distribution of polarization-entangled photons over New York City's existing fiber network. more
Ookla recently tackled this question in one of its research articles. Ookla compared the time it takes to load pages for Facebook, Google, and YouTube on cellphones using 4G LTE networks versus 5G networks. Ookla thinks that page load speed is a great way to measure cellphone experience. The time needed to load a web page is directly impacted by latency, which measures the lag between the time a phone requests a website and that website responds. more
AI technology seems to be a hot topic in every industry, and broadband is no exception. It seems inevitable that AI will be used to help monitor and control complex broadband networks. It looks like the biggest ISPs are already phasing AI into the customer service process. Nobody seems to be able to answer the big question of whether AI will change the amount of broadband the average household uses. more