"We're just starting to tap the surface" of potential 5G use cases, says Amdocs CTO Anthony Goonetilleke, explaining how the mobile technology will enable operators to charge for separate services, rather than data usage.
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I am extremely familiar with the 5G-related 3GPP technical specs, and the means by which they are implemented, so I am aware of what the technology is capable of. What is the uptake of carrier-branded specialized mobile services today, especially compared to OTT services? Why should anyone expect that uptake to increase, when the underlying broadband Internet service (which OTT services depend on) will improve?
Carrier ARPU will continue to decline. Any carrier that is basing their 5G business model on squeezing more $$$ from their customers is going to have to explain to their shareholders why that strategy failed in a few years. Maybe they can make a few bucks renting server rack space at the edge to OTT players.