Video

Boingo CTO: 5G No Threat to Cable

4/2/2018
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DENVER – Cable Next Gen-Technologies & Strategies -- Boingo CTO Derek Peterson discusses Boingo's wireless cable business on military bases, and the pre-5G kiosks Boingo is developing with Xfinity to provide travelers with the opportunity to quickly download content to devices before boarding an airplane. In addition, Peterson discusses fixed wireless and other use cases and opportunities for cable companies regarding 5G.
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kq4ym
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kq4ym,
User Rank: Light Sabre
4/15/2018 | 4:19:13 PM
Re: I believe the opposite
It does seem that going for that military niche and working for traveler convenience type services might be a very profitable direction to move into, and I'm guessing there may not be a lot of competition yet for the services they plan.
drderek
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drderek,
User Rank: Blogger
4/3/2018 | 5:31:28 PM
Re: I believe the opposite
Clifton appreciate your response.  Just to clarify -- Boingo Wireless is not part of Cisco.  We are a neutral host network provider and are publicly traded on nasdaq; you can find out more about Boingo on our website ( www.boingo.com ).  

Boingo's expeirence in deploying licensed and unlicensed networks goes back more than 10 years.  We have gone through many cycles through the years upgrading cellular networks from 2g to 3G/4G.  5G is another upgrade cycle we are well positioned to support.  We also believe network convergence will be an important part of future networks and we have experience deploying all technologies including public WiFi which traditionally has required the higher deinsification that will be similar to 5G network requirements.  

Finally I would assume you did not listen to the video and maybe are reacting to the title of 5G being no threat to cable.  In the world you have two ways to look at new challenges either as a threat of an opportunity.  I prefer as shared in the video -- the latter -- there is no such thing as threats only opportunities.  I do agree with some of your statements that the opportunity for MSO and MNO to work together has been a long time coming.  Collaboration is going to be essential as discussed in my convergence manifesto shared last year. 
FormationSecu
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FormationSecu,
User Rank: Light Beer
4/2/2018 | 11:24:33 PM
Re: I believe the opposite
"TV service is a low-margin, high cashflow business, however, if executed correctly, it's also something Wallstreet will likely crow about once TMobile gets everything in place to support 4K Video." : Agreed !
Clifton K Morris
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Clifton K Morris,
User Rank: Lightning
4/2/2018 | 4:56:51 PM
I believe the opposite
I see the issue very differently. First, this is Boingo, now a part of Cisco, a hardware manufacturer whom only has experience in unlicensed services. Companies like T-Mobile have publicly announced that they are investing into tens-of-thousands of microcell site leases to add capacity, Verizon and AT&T have teamed up to build their own networks comprising of millions of miles of fiber.

AT&T acquired DIRECTV, and is now in the midst of acquiring TimeWarner, it should be obvious that carriers are aligning to take on Cable TV distribution head-on. As an unregulated “information service” (non-taxed) the wireless providers with Gigabit Mimo networks can cannibalize the heavily regulated, no-contract cable industry. T-Mobile also acquired Layer(3)TV whom was founded and managed by former CableTV executives. If T-Mobile is first-to-market with an in-home service, AT&T and Verizon will need to react to the marketplace and develop similar services.

TV service is a low-margin, high cashflow business, however, if executed correctly, it’s also something Wallstreet will likely crow about once TMobile gets everything in place to support 4K Video. When this happens, the the customer upgrade cycle seen in wireless, can conceivably bundle IPTV and extend the typical CLV (customer lifetime value) from 2 years (smartphone lifespan) to 5-7 years (typical for a TV set)... Perhaps the TV can be subsidized as well. Carriers could sell the entire ecosystem through their retail distribution chain and local market presence.

And that’s why I believe John Malone was well ahead of his time, and very correct about leading a joint bid to purchase T-Mobile with Charter, Comcast and Cox.