Analysis
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Mike Dano 5G in Laptops, Watches, Tablets and More? Analysts are Divided
Mike Dano  
7/19/2019  
Will 5G succeed where 4G failed? Hanging on the answer to that question are potentially billions of dollars in revenues for wireless network operators.
Iain Morris Huawei Ban Would Hurt 5G Security, Say UK MPs
Iain Morris  
7/19/2019  
Allowing Huawei a role in the UK's 5G networks would improve security in a market that has become too reliant on a few big players, a committee of UK politicians has advised the government, while urging the next prime minister to quickly reach a decision on the controversial Chinese vendor.
Tom Cloonan The Right Strategy for Modernizing Cable
Tom Cloonan  
7/19/2019  
Consumers are spending more time online than ever before, and that's putting more pressure on the network. How cable operators respond today will dictate much of their future success.
Mike Dano 3.5GHz CBRS Band Deployments Face Yet Another Delay
Mike Dano  
7/18/2019  
Initial deployments in the 3.5GHz CBRS band are facing yet another delay due to ongoing testing of operations in the spectrum by NTIA.
Mike Dano T-Mobile Reportedly Worried That Dish Is Actually a Trojan Horse for Cable
Mike Dano  
7/18/2019  
There's a new twist in the ongoing Sprint/T-Mobile soap opera, and it reportedly hinges on concerns that Dish Network will ink some kind of transaction with Sprint and T-Mobile only to be subsequently acquired by a cable company.
Dan Jones Verizon Launches Fifth Mobile 5G City, First MiFi Device
Dan Jones  
7/18/2019  
Verizon lit up St. Paul, Minn., as its fifth mobile 5G city on Thursday, along with its first 5G MiFi device, designed to serve the milllimeter wave network.
Iain Morris DT Considers Legal Action Over Vodafone-Liberty Merger
Iain Morris  
7/18/2019  
Deutsche Telekom is considering a legal challenge to the merger between Vodafone and Liberty Global's Unitymedia business after European authorities conditionally approved the deal earlier today.
Phil Harvey Podcast: Here Are 3 Big Trends in 5G
Phil Harvey  
7/18/2019  
5G is here, but where's it going?
Paul Rainford Eurobites: Telia Starts to Turn the Tanker Around in Q2
Paul Rainford  
7/18/2019  
Also in today's EMEA regional roundup: BT sells historic HQ; Virgin and Sky extend content deal; Telefonica taps smart-metering tech.
Iain Morris Vodafone Gets Blessing for 18.4B Liberty Takeover
Iain Morris  
7/18/2019  
Europe's regulatory authorities have cleared Vodafone's euro 18.4 billion ($20.6 billion) takeover of a number of Liberty Global assets in a decision that could take some pressure off beleaguered Vodafone boss Nick Read but disappoint German rival Deutsche Telekom, which has been a fierce opponent of the deal.
Alan Breznick Stranger Things: Netflix Falls Short on Subs
Alan Breznick  
7/17/2019  
Netflix isn't finding many friends on Wall Street this evening.
Mike Dano AMG's NextLink: The FCC's Poster Child for Crossing the Digital Divide
Mike Dano  
7/17/2019  
Next month the FCC plans to vote on a proposal from Chairman Ajit Pai that would set aside $20.4 billion over the next ten years to help pay telecom companies to cross the digital divide, under what he calls the Rural Digital Opportunity Fund. AMG Technology Investment Group's NextLink is prepared to lead the charge.
Mitch Wagner AT&T & Microsoft Ink 'Extensive' Deal for Cloud, 5G, AI & Edge
Mitch Wagner  
7/17/2019  
AT&T and Microsoft "are embarking on an extensive, multiyear alliance" encompassing the cloud, AI, 5G and the edge, the two companies said Wednesday. This follows a broad cloud deal that AT&T announced with IBM Tuesday.
Alan Breznick Report: Netflix Doesn't Need Friends
Alan Breznick  
7/17/2019  
Despite the impending loss of two long-running TV hit comedy series, Netflix Chairman & CEO Reed Hastings need not lose too much sleep over the fate of the world's largest streaming video service.
Dan Jones NB-IoT Gains Early Commercial Traction in the US
Dan Jones  
7/17/2019   1 Comment
One of the big changes in IoT could come in a payload of just 50 bytes, as major carriers ready for commercial uses of NB-IoT in the US.
Alan Breznick D3.1 Finally (Really) Debuts Down Under
Alan Breznick  
7/17/2019  
Several years after its rollout in North America, DOCSIS 3.1 has finally made its long-awaited debut in Australia.
Paul Rainford Eurobites: S&P Puts Vodafone on Creditwatch
Paul Rainford  
7/17/2019  
Also in today's EMEA regional roundup: Tele2's earnings up 3% in Q2; Openet goes cloud-native for 5G; Inmarsat takeover comes under scrutiny.
Ray Le Maistre 5G Momentum Props Up Ericsson's Q2
Ray Le Maistre  
7/17/2019  
Ericsson reported a 10% year-on-year increase in total revenues to 54.8 billion Swedish kronor (US$5.83 billion) for its second quarter fueled by demand for 4G and 5G network products, particularly in North America and across Asia. On a purely organic basis, accounting for changes in currency exchange rates and reporting only comparable business units, revenues were up by 7% compared with a year ago.
Jeff Baumgartner You.i TV Cashing in on Multiscreen Migration
Jeff Baumgartner  
7/17/2019  
For cable operators, telcos and satellite TV providers, pay-TV isn't quite the business it used to be. The margins aren't nearly as sweet as broadband, and gobs of video customers are cutting the cord and fleeing to a new mix of OTT services.
Alison Diana Pirates Poised to Pluck More From Pay-TV, OTT
Alison Diana  
7/17/2019  
Video piracy and account-sharing will hit both OTT and pay-TV providers even harder over the next few years, costing them a combined $12.5 billion in 2024, up 38% from this year's loss of $9.1 billion, Parks Associates predicts.
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