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Around 500M Africans, Indonesians, and Indians are regular Internet users without a landline. Brazil, Indonesia, and Mexico add about 200M more. In total, something like 1B people were wireless-only at the end of Q3 2017. I'm comparing the number of Facebook users (over 250M in India) with the number of landlines (less than 20M in India) for a rough guess at how many are wireless only. In the developed world, 70-90% of all homes have a landline connection... more
About 65% of 1.5B Internet "connections" are in the Global South, led by the BRICS. The actual number of users is probably twice that. Three quarters are not native English speakers. China has three times as many as the United States. India has more Facebook users than the United States. Vietnam has the fastest growth. See some figures below for why I'm confident Indonesia has more than 100M wireless only. more
Something over 55% of landline broadband users are in the "Global South," about 500M. The South is about 65% if you include "wireless-only" many of which are 4G LTE at ten megabits or more. The gap is widening rapidly and will increase by well over 70M in 2018. Six large developing countries are growing 5% or more in the last year, compared to only one in the developed world. China is adding ~30M more each year. Most developed countries are between 75% and 95% connected. That leaves little room for growth. more
I have written a lot about the potential of low-Earth orbit (LEO) satellites for Internet service, but have not said much about medium-Earth orbit (MEO) satellites - until now. O3b (other three billion) is an MEO-satellite Internet service provider. Greg Wyler founded the company, and it was subsequently acquired by SES, a major geostationary-orbit (GSO) satellite company. (Wyler moved on to found future LEO Internet service provider OneWeb). more
Network neutrality is important in the context of assuring the opportunity to innovate in how we communicate and connect. We can't define it in terms of specific outcomes but rather in terms of what we enable. The Internet is just one example of what we can do when given the opportunity to use software to fashion our own solutions... I thought about this more when I found myself in my hospital room (after knee surgery) unable to open and close the shades by myself. But yet I could control the lights in my house! more
California appeals court today gave Federal Trade Commission the green light to move forward with a lawsuit alleging that AT&T Inc was deceptive in slowing internet speeds to customers with unlimited plans. more
In a software-defined and virtualised world, who will integrate the complex dynamic systems, and take responsibility for the result? It is unclear if telcos have the skills, but someone else likely does... The included image caught my eye whilst I was reviewing presentations from last October's Metro Ethernet Forum gathering in Florida on behalf of a consulting client. At first glance, it's just a marketing pseudo-Venn diagram peppered with telco tech buzzword bingo. But... more
The Federal Communications Commission on Thursday sent a letter to an individual in Brooklyn, New York, alleging that a device in the individual's residence used to mine Bitcoin is generating spurious radiofrequency emissions, causing interference to a portion of T-Mobile's mobile telephone and broadband network. more
The broadband industry doesn't have an agreed-upon unit of supply and demand that meaningfully "adds up". This is rather odd for a service that aspires to be a utility. It is also a barrier to a much-needed transformation from "bit pipes" to "digital supply chain management". The chart here ought to be in every basic undergraduate textbook on packet networking and distributed computing. That it is absent says much about our technical maturity level as an industry. more
As discussed in previous analyses, the arrival of 5G will trigger a totally new development in telecommunications. Not just in relation to better broadband services on mobile phones - it will also generate opportunities for a range of IoT (internet of things) developments that among other projects are grouped together under smart cities (feel free to read 'digital' or 'connected cities'). more
Software-Defined Networking (SDN) and Network Functions Virtualization (NFV) are finally starting to pick up momentum. In the process, it is becoming clear that they are not the silver bullet originally advertised to be. While great for some use cases, emerging technologies like SDN and NFV have been primarily designed for virtual greenfield environments. Yet large service providers continue to run tons of physical network devices that are still managed manually. more
These days in Washington, even the most absurd proposals become the new normal. The announcement yesterday of a new U.S. State Department Cyberspace Bureau is yet another example of setting the nation up as an isolated, belligerent actor on the world stage. In some ways, the reorganization almost seems like a companion to last week's proposal to take over the nation's 5G infrastructure. Most disturbingly, it transforms U.S. diplomacy assets from multilateral cooperation to becoming the world's bilateral cyber-bully nation. more
The Caribbean suffered six major storms in 2017, including the record-breaking Category 5 hurricanes Irma and Maria. In the unprecedented destruction, the islands of Dominica and Barbuda lost all communication and telecommunications service, and eight other Caribbean countries were severely disrupted. Each hurricane season wreaks greater devastation than the last, yet decreased telecommunications competition, inadequate regulation, and high national debt burdens in the region yield ever-diminishing infrastructural investment. more
To put it bluntly, the proposal cited in Axios story on "Trump team considers nationalizing 5G network" doesn't make sense on a number of levels. The real danger comes if this indeed represents the NSC's failure to understand Internet style connectivity. The proposal may just be the work of an NSC staffer who accepted all the 5G hype as if it were real. I credit the Axios article for having some skepticism... more
Sen. Scott Wiener along with ten state assembly and Senate Democrats have proposed legislation which includes a number of ways to ensure telecom companies operating in California adhere to the principles of net neutrality. more
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