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News & Views
Content posted in January 2019
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AWS Drives More Than Half of Amazon's Operating Income
News Analysis  | 
1/31/2019  |  1 comment
While Amazon's cloud business was only 11% of its overall sales last year, it delivered more operating income than all other business units combined.
Sprint Plays the Waiting Game
News Analysis  | 
1/31/2019  |  Post a comment
Sprint's CEO waits for T-Mobile merger in order to compete with AT&T and Verizon at scale on 5G, but needs to bulk up Sprint's network at the same time.
Fade to Black: UltraViolet to Shut Its Digital Locker on July 31
The Bauminator  | 
1/31/2019  |  Post a comment
New options and 'market factors' lead to decision to shut down UltraViolet as studio-backed Movies Anywhere service gains traction with digital retailers and pay-TV operators.
Verizon Gets Serious About Edge Computing
News Analysis  | 
1/31/2019  |  Post a comment
Verizon's edge computing tests could signal that the nation's largest wireless network operator is serious about the possibilities around edge computing, and could well invest money into a commercial deployment of the technology.
Podcast: Bundle Up, Everyone. Pay-TV Is a Cold, Cold Business
The Philter  | 
1/31/2019  |  Post a comment
The world of pay-TV is an unholy mess, and no one is better at keeping up with the players, plans and problems than Light Reading's Jeff Baumgartner. In this podcast, Jeff joins Phil Harvey for a chat about how cable providers are using mobile, why adding Netflix to your set-top isn't a bad idea and what kind of subscribers aren't worth chasing.
Charter CEO: 'Spectrum Mobile Is Ramping Up'
News Analysis  | 
1/31/2019  |  Post a comment
Operator adds 113,000 mobile lines in Q4 as new product starts to take a bigger role in Charter's triple-play bundle.
Elliott Ups Telecom Italia Stake as It Battles Vivendi for Control
News Analysis  | 
1/31/2019  |  Post a comment
Activist investor raises stake in Italian phone incumbent in a move slammed by rival shareholder Vivendi as 'opportunistic.'
Eurobites: BT Investors Nervous as Post-Patterson Era Kicks In
News Analysis  | 
1/31/2019  |  Post a comment
Also in today's EMEA regional roundup: EU could lock Huawei out of Europe; Nokia bolsters leadership team; France lines up 5G auction for the fall; Com Hem sets broadband record.
India to Hold 5G Auction in June 2019
News Analysis  | 
1/31/2019  |  Post a comment
India's ambitions to launch 5G services in 2020 could be dealt a blow by market realities.
Nokia CEO Warns of Sluggish 5G Growth in 2019
News Analysis  | 
1/31/2019  |  Post a comment
Nokia finishes the 2018 year on a high note but warns of a slow first quarter and a 'flattish' market this year among ongoing 5G challenges.
Ericsson Lays Out Its IoT Vision
News Analysis  | 
1/31/2019  |  Post a comment
Ericsson is the first to admit it's on the first rung of the IoT ladder – but the only way is up.
Microsoft Azure Revenues Climb 76%
News Analysis  | 
1/30/2019  |  Post a comment
The cloud is bringing sunshine to Microsoft, which reported $32.5 billion quarterly revenue, up 12%.
Wow, Free OTT Video Sure Costs a Lot
The Bauminator  | 
1/30/2019  |  Post a comment
Tubi's business is firing on all cylinders – from revenue and usage growth to the size of its library – but has had to bank $25 million more just to play this expensive, high-stakes game.
AT&T CEO: mmWave 5G Will Be Fixed Broadband Alternative in '3 to 5 Years'
News Analysis  | 
1/30/2019  |  2 comments
AT&T will build 'mobile first' 5G over 2019-2020, but Randall Stephenson says mmWave 5G is poised to be 'true replacement opportunity' for wired broadband services in the future.
T-Mobile/Sprint Throw More Grease on Merger Wheels With New Call Center Promises
News Analysis  | 
1/30/2019  |  Post a comment
Likely in an attempt to garner more support for their proposed transaction, Sprint and T-Mobile announced that, if they are allowed to merge, the combined company will build five new call centers each creating 'an average of 1,000 new jobs.'
AT&T's Pay-TV Biz Takes Big Hit as Promotional Subs Flee
News Analysis  | 
1/30/2019  |  3 comments
It shed 658K total video subs in Q4, including 403K satellite TV customers and 267K DirecTV Now OTT-TV subs as AT&T focuses on pay-TV profitability.
Apple Up as Markets Dwell on Bright Side
News Analysis  | 
1/30/2019  |  Post a comment
Shares in the iPhone maker rise as the company's investors applaud a strong services performance, but the devices business remains on shaky ground.
Startup Stateless Goes Loco for Colo, Scores $11.3M
News Analysis  | 
1/30/2019  |  Post a comment
Stateless's SDIX technology helps colocation centers turn themselves into dynamic networking hubs.
Eurobites: Altice Pursues Molotov for Improved Content Cocktail
News Analysis  | 
1/30/2019  |  Post a comment
Also in today's EMEA regonal roundup: Swisscom Blockchain loses CEO; KPN numbers slip in Q4; Huawei's UK board feels the heat.
Telenor Won't Raise Capex as It Gets 5G-Ready
News Analysis  | 
1/30/2019  |  Post a comment
Norwegian incumbent plans to reduce capital expenditure as a percentage of sales during the first part of the 5G era as it remains focused on cost-cutting and digitalization.
Denmark's Stofa Offers Glimpse of the Future HFC Network
News Analysis  | 
1/30/2019  |  Post a comment
Danish cable operator teams with Arris on what's billed as one of the largest distributed access architecture deployments, involving 'hundreds' of remote PHY fiber nodes.
Juniper: Our Finances Aren't All Bad, Really!
News Analysis  | 
1/30/2019  |  Post a comment
Revenue slumped due to weakness in cloud and service provider market, but the company said enterprise and security are doing well, and it's looking forward to a late-2019 turnaround.
AirTies Buys a Piece of Technicolor
News Analysis  | 
1/30/2019  |  Post a comment
AirTies CEO says acquisition of Technicolor's in-home WiFi software business and expertise will help company scale its platform to more devices and reach more service providers.
Samsung's Top US Executive Is Leaving
News Analysis  | 
1/29/2019  |  Post a comment
Tim Baxter announced on social media he is retiring from the company and will be replaced by Young Hoon Eom.
This Hospital Is Installing 5G for One Big Reason: Getting Rid of Wires
News Analysis  | 
1/29/2019  |  Post a comment
While image processing, real-time patient monitoring and remote surgery are marquee 5G applications, Rush University Medical Center's needs are more basic.
Dish Slaps Univision With Streaming Patents Suit
News Analysis  | 
1/29/2019  |  Post a comment
The battle between the distributor and programmer reaches a new front as Dish targets Univision's streaming apps and direct-to-consumer OTT alternatives.
ACE Slays the Dragon Box
The Bauminator  | 
1/29/2019  |  Post a comment
Legal group backed by Netflix, Amazon, NBCU, CBS and other major programmers and content players force a $14.5 million settlement and subsequent shutdown of another video piracy threat.
Verizon CEO Expects Standard 5G Phones First, '5G Home' CPE to Follow in 2019
News Analysis  | 
1/29/2019  |  Post a comment
As Verizon ups its capex from the $17 billion to $18 billion range for 2019.
Huawei's Ills Don't Guarantee Good Times for Ericsson, Nokia
Morris Lore  | 
1/29/2019  |  Post a comment
A US-led campaign against the world's biggest equipment maker does not mean Ericsson and Nokia are destined for success.
Verizon Quietly Builds a Completely Cloud-Based Wireless Service
News Analysis  | 
1/29/2019  |  3 comments
There's a customer-facing story to Verizon's Visible efforts. But on the backend, the story is perhaps even more interesting.
Cato Networks Raises $55M, Dances on NFV's Grave
News Analysis  | 
1/29/2019  |  Post a comment
Cato Networks, which bills itself as a 'cloud-native carrier,' scores $55 million funding for its vision of delivering on network agility, where traditional carriers have so far failed with their NFV efforts.
Small Leap Forward: BT Advances in China
News Analysis  | 
1/29/2019  |  Post a comment
The UK operator lands a small deal in China in partnership with a local firm amid a global backlash against Chinese equipment vendor Huawei.
Eurobites: EU Must Act as One on Huawei, Says French Minister
News Analysis  | 
1/29/2019  |  Post a comment
Also in today's EMEA regional roundup: Telenor extends its 5G pilot program; why Brexit could boost sales of Android phones in the UK; Telefónica's green bond.
Huawei Hits Out at DoJ Amid Global Backlash
News Analysis  | 
1/29/2019  |  Post a comment
Huawei again lashes out at the treatment of its CFO as Australia's TPG halts mobile rollout with the Chinese vendor and Germany's Deutsche Telekom frets about the cost of replacing it.
Juniper in Running for SD-WAN Deal With Orange
News Analysis  | 
1/29/2019  |  Post a comment
Orange is looking for new vendors as it puts an SD-WAN offering in front of smaller organizations with less stringent requirements.
The Telecoms.com Podcast: Ericsson, Huawei & Vodafone
LRTV Documentaries  | 
1/29/2019  |  Post a comment
This week: Ericsson and Vodafone's numbers examined, plus Huawei's continuing travails.
Cisco Promotes 'Data Center Anywhere' Concept
News Analysis  | 
1/29/2019  |  Post a comment
Cisco boasts of 'data center anywhere' capabilities designed to bring data center-class networking, compute and storage to branch and 'edge' sites.
US Pursues Criminal Charges Against Huawei
News Analysis  | 
1/28/2019  |  3 comments
The Department of Justice has unsealed two separate federal criminal cases against Huawei, accusing the vendor of stealing trade secrets and violating US sanctions.
AT&T's Ad Spending Surges Amid 5G Marketing Efforts
News Analysis  | 
1/28/2019  |  Post a comment
AT&T has dramatically increased spending on TV advertising in recent weeks, in part to highlight its new '5G E' services, shelling out some $73 million on its 'Just OK Is Not Ok' campaign of late.
TiVo Might Do the Splits
News Analysis  | 
1/28/2019  |  Post a comment
Among the strategic options being weighed, TiVo is considering breaking out its licensing and its products and services businesses, sources say.
Huawei Controversy Pits Spooks Against CSPs
Morris Lore  | 
1/28/2019  |  3 comments
Vodafone's CEO wants a more high-level debate about the security implications of using Huawei's equipment. In the current climate, he may have his work cut out for him.
The Self-Publishing Network – What Can it Do for You?
Heavy Lifting Analyst Notes  | 
1/28/2019  |  Post a comment
No, it's not a self-help group for struggling authors...
Eurobites: Activist Investor Pushes for Telenor Towers Spin-Off
News Analysis  | 
1/28/2019  |  Post a comment
Also in today's EMEA regional roundup: Telefónica, SEAT and friends form connected-car collective; Openreach expands its fiber army; Aria Network has new boss.
The Curious Case of Reddit's Bandwidth Hog
DanoVision  | 
1/28/2019  |  1 comment
A few days ago I received some very interesting data: Reddit's Android app was consuming a crazy amount of cellular data each month. After a bit of research and legwork, I think I figured out what is going on.
Verizon Media Cuts Jobs, Has No Growth Plans to Share
The Philter  | 
1/28/2019  |  Post a comment
Verizon Media cuts jobs and leans on the 23-year-old Yahoo brand as the most stable thing in its portfolio. What's next as 5G networks start covering the US? VM is mum about its 'plans for growth and innovation.'
T-Mobile, Xumo Teaming on 'Snackable' Video App for Metro Prepaid Service
News Analysis  | 
1/25/2019  |  Post a comment
They clarify report that they are close to launching a much grander, free, ad-supported mobile TV service.
Ericsson Sees Light at End of Digital Services Tunnel
News Analysis  | 
1/25/2019  |  1 comment
Despite a snafu at the BSS unit, Ericsson's digital services division has recorded its best sales performance since Ekholm took charge.
Mark Dzuban: A Decade at the Helm of SCTE
CxO Spotlight  | 
1/25/2019  |  Post a comment
SCTE's president and CEO reflects on a decade of change at the industry's standard-setting and applied sciences arm, along with some hints at what's ahead.
The FCC Closes First 5G Auction With $703M in Bids
News Analysis  | 
1/25/2019  |  Post a comment
THe FCC will announce the date of the 24GHz 5G auction next week, which is expected to follow the 28GHz auction in short order.
Telefónica Slims Down (a Bit) With M&A Move
News Analysis  | 
1/25/2019  |  Post a comment
Spanish giant sells its operations in Guatemala and El Salvador to Carlos Slim's América Móvil for $648 million, but the move won't put much of a dent in its debt pile.
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