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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
Rapidly growing bot traffic is changing how Internet networks are designed, managed and billed. As AI-driven applications expand, smaller ISPs could face rising capacity demands, unpredictable traffic patterns and costly infrastructure upgrades. more
A US proposal would replace "artificial intelligence" with "super intelligence" in ITU Resolution 214, remove references to shared concerns and prohibit ITU work supporting AI governance, regulation and ethics. more
New proposals submitted to the ITU address IPv6 deployment, internationalized domain names and Internet governance, with competing regional amendments awaiting consideration at the November Plenipotentiary Conference in Doha. more
Ookla's latest benchmarking ranks London last among 18 European capitals for mobile download speeds, revealing persistent congestion, worsening latency and infrastructure constraints despite widespread 5G availability. more
Submarine cables underpin global communications, yet shipping accidents, sabotage risks and aging repair fleets threaten their resilience. Growing private ownership and fragmented international oversight raise difficult questions about infrastructure security, maintenance and accountability. more
SpaceX has agreed to acquire nationwide 800 MHz spectrum licenses from Grain Management in a deal reportedly worth $8 billion, potentially expanding Starlink Mobile's ability to integrate satellite and terrestrial connectivity. more
AT&T CEO John Stankey questions the economics of SpaceX's expanding mobile strategy as regulatory filings and independent measurements show the spectrum, satellite capacity and terrestrial infrastructure involved in scaling direct-to-device service. more
The 8,000-kilometre Candle submarine cable has landed in Batam, advancing a six-market Asian system designed for 570 Tbps capacity, 24 fiber pairs and geographically diverse routes ahead of commercial service in 2028. more
Ottawa plans to help finance a national broadband backbone with direct links to Europe and Asia, while new tax incentives aim to spur fibre investment and strengthen Canadian control over critical digital infrastructure. more
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