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Sprint's vision along with determined action says everything. They are fighting for mobile market relevance, thumbing their noses at detractors, moving beyond being relegated to a distant 3rd ranked carrier in a fast growing market. It's acquisition of the iPhone and agreement to spend $15.5 Billion over four years for the privilege has investors squawking bankruptcy sooner rather than later. First quarter earnings reveal that Dan Hesse's decision to purchase iPhones back in October 2011 is paying off in solid contracts. more
China continues to add broadband subscribers at a rate of about 30M per year. MIIT puts the January growth at 2.5M to a total of 152.5M. Of those, about 1.5M were DSL. They don't release fiber counts, but Jeff Heynen of Infonetics is reporting tens of millions of lines of fiber gear are in the pipeline. China has been consistently at 2-3M net adds per month. Two key policy moves are likely to maintain or even increase the growth rate. more
Canada has made impressive progress in mobile broadband deployment in recent months. This is partly due to operators needing to arrest falls in revenue from mobile voice services by buttressing their data capabilities, as also by the stimulus to the market introduced through the auction of Advanced Wireless Services spectrum in 2008. This auction overhauled the wireless market, introducing a number of smaller players which have added to the competitive mix as well as furthered the development of LTE. more
Time Warner Cable and Comcast's intent in creating TV Everywhere conjured up a cable TV presence on the Internet where customers could browse and view huge varieties of content by just being a customer. That seemed a fairly simple and innovative concept... It was unique 3 years ago and promised to be exclusive to their clientele. But in reality the concept is much different than the original vision cable operators promoted. more
I regularly bring this issue forward, similar to the discussion in relation to the structural separation of the fixed networks, which I began just over a decade ago. What we are seeing in the mobile industry is an infrastructure and a spectrum crunch. The amount of spectrum needed to satisfy people's demand from mobile phones, tablets and soon a range of other smart devices is limitless. Mobile carriers are scrambling for spectrum... more
Some worrying signs are emerging in the USA. During the last decade I have questioned the economic viability of two parallel telecoms infrastructures. When these two network rollouts commenced no issue existed in relation to conflicting interests -- one delivered telephone services, the other broadcasting services. But this all began to change when it became possible to use the HFC network more
40%, not 92%-120%. "Data consumption right now is growing 40% a year," John Stankey of AT&T told investors and his CEO Randall Stephenson confirmed on the investor call. That's far less than the 92% predicted by Cisco's VNI model or the FCC's 120% to 2012 and 90% to 2013 figure in the "spectrum crunch" analysis. AT&T is easily a third of the U.S. mobile Internet and growing market share; there's no reason to think the result will be very different when we have data from others. more
Every couple of years there's a new "hot threat" in security for which vendors abruptly tout newfangled protection and potential customers clamor for additional defense options. Once upon a time it was spyware, a few years ago it was data leakage, and today it's mobile malware. It's a reoccurring cycle, analogous to the "blue is the new black" in fashion -- if you fancy adopting a certain cynical tone. more
In June 2009 we mused in these columns about Long Term Evolution standing for Short Term Evolution as wireless networks started to drown in a data deluge. It is January 2012 and we keep our heads above the mobile data deluge, even if barely, thanks to a gathering avalanche of LTE networks. Even the wildest prognoses proved conservative as the GSMA was betting on a more 'managed' progression... more
Before anyone claims victory for the consumer in AT&T's abandonment of its "swinging for the fence" gambit to buy T-Mobile's market share and spectrum, consider what did not make many headlines this week. Both AT&T and Verizon substantially shored up their spectrum stocks with major deals with Qualcomm and several cable companies respectively. Solid hits for both carriers: not homeruns, but very strategic singles and doubles. more
In a move to be celebrated by many of us with a VoIP background, the United States Federal Communications Commission (FCC) announced today the appointment of Henning Schulzrinne as Chief Technology Officer (CTO). As the release indicates, Henning's role as CTO will be to: ...guide the FCC's work on technology and engineering issues, together with the FCC's Office of Engineering and Technology. more
If you missed attending or listening to the live stream of the US Federal Communication Commission's (FCC) workshop on the transition of the Public Switched Telephone Network (PSTN) to new technologies that was held last week on December 6th, the FCC has very nicely made a video recording available from their website for viewing... FCC Chairman Julius Genachowski also appeared briefly to provide a few comments. more
As handheld devices grow ever more sophisticated and demand for content-rich services such as mobile video increases, mobile data traffic is likely to continue growing at an explosive rate. This represents good news for the industry, but next-generation wireless technologies will need to be ready to meet the challenge and able to cope with these increased demands on bandwidth. A recent TD-LTE spectrum workshop looked at the potential of TD-LTE technology to take us on to the next stage of wireless communication. more
While it was good to see that the Administration included telecoms in its new stimulus package - which was launched in September 2011 - the concerns expressed when the project was announced last year still persist. Wireless is not a solution to the significant broadband problems the USA is facing. ... The new plan seems to be driven more by the failed attempts in previous initiatives to roll out more broadband infrastructure. more
"Is Google Turning Into a Mobile Phone Company?" asks the headline in Andrew Ross Sorkin's New York Times story. Wrong question, IMHO. But is Google doing the deal at least partly to give it leverage over wireless providers? I think so. The biggest threat to the growth of Smart Phones and tablets and other Google businesses like YouTube is the imposition of data caps and metered pricing by wireless providers like at&t and Verizon Wireless. more
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