Paul Budde

Paul Budde

Managing Director of Paul Budde Communication
Joined on February 4, 2009 – Australia
Total Post Views: 358,638

About

Paul Budde is the managing director of Paul Budde Communication (trading as BuddeComm), a global independent telecommunications research and consultancy company, which includes 45 national and international researchers in 15 countries.

His website (www.budde.com.au) has 2,000 research reports covering 170 countries, 400 companies and 200 technologies and applications. The company operates what is believed to be the largest telecommunications research service on the Internet and has over 3,000 customers in 80 different countries.

Paul is frequently interviewed on radio and television current affairs and news programs, as well as by the leading national and international financial and business press. He is quoted in company prospectuses and his knowledge of the industry is a valuable resource at the governmental level. He provides strategic advice on telecoms and digital economy policies to governments on three continents.

For more information on Strategic Workshops and Roundtables please click here.

Featured Blogs

Broadband in Emerging Markets

Today, over half the world's population now has access to a mobile phone, with 5.37 billion mobile subscriptions and over two billion internet users worldwide by the end of 2010. However, these are more than just bald statistics -- today, modern ICTs are genuinely changing people's lives for the better. more»

Spotlight on TD-LTE Technology and Spectrum

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»

The Impressive Growth in Global Internet Stats (2011)

The ITU launched its latest statistics report, the World in 2011: ICT Facts and figures, which revealed impressive growth in a number of areas such as global internet use, particularly in developing countries. The report included further key details such as: "One third of the world's population are forecast to be online by the end of 2011..." more»

The Governance of the Internet

Among the hottest topics at the Broadband Leadership Summit, which was held during the ITU Telecom World 2011 in Geneva, were the issues in relation to the security of the various aspects of the digital economy. The key issue in relation to the governance of the internet relates to the many political, social and cultural differences between countries. This is one of the most contentious issues. more»

The Internet of Things and User-Generated Internet Energy

One of the key factors in the transformation of the telecommunications industry was the fact that, thanks to the internet, end-users were suddenly able to become active participants in generating content for both private and public use. Companies such as Google, Amazon, eBay, Skype and Apple, followed by a number of national and international social media companies, all became involved in these new developments, and they became the great game-changers of the industry. Telecoms companies were caught off guard... more»

No Broadband - Lower Real Estate Sales

A survey conducted by US company Comcast Business Class found 90% of building owners and property managers felt that broadband is the most important selling point in the commercial real estate market behind price, parking and location. more»

Analysis of Wireless Broadband Plan in 2nd Stimulus Package

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»

Mobile: The Major Battleground

Interesting developments in the USA, Australia and New Zealand are giving some insight into the future direction of the mobile industry. In May BuddeComm reported proposed merger between AT&T and T-Mobile as a major threat to competition in the USA. This was viewed as a very obvious issue, and that under normal circumstances such a deal would be rejected by the FCC. But circumstances are no longer normal... more»

Google Is NOT Moving Into the Mobile Phone Business

It might appear paradoxical for Google to buy a company for $12 billion and to then not move into that business, but I believe this is the strategy supporting that company's purchase of Motorola Mobility. As many have already pointed out, the value of Motorola resides in its patents. For more than a decade this company has been a fading star... more»

The Need for Major Structural Changes

In keeping with the discussion that I have been involved in over the last decade, 'structural changes' should be today's key phrase - not just for the telecoms sector but for every sector in our economies. It has been clear for a long time that structural change is well overdue. It doesn't really matter which sector you pick, you will see that some of these reform debates go back at least a decade - and often longer -- in healthcare, education, environment, energy, finance and banking and media. more»

Is FttH Future-Proof Infrastructure?

Telecoms engineers from all of the major telecoms services and equipment companies around the world agree that FttH is the only future-proof telecommunications technology. So who should we trust - the technology experts or politicians with different agendas? If there had been a division of opinion among these experts it would have been necessary to investigate it; but if they are all in agreement it is safe to follow their advice. more»

FttH Is Not About High-Speed Internet Access - It Is About the Internet of Things

The future of our communications infrastructure will to a very large extent be based on the Internet of Things (IoT). What this means is that hundreds of millions of devices will be connected to the national broadband networks (NBN), gathering massive amounts of information and providing feedback in real time. In any single country, the electricity grid alone will have tens of millions of sensors and devices connected to deliver the energy efficiencies that we all so desperately need. more»

Cloud Brokerage and Other Business Opportunities

The market for cloud computing is getting more interesting every day. There is still a long way to go, as the success of cloud computing depends not only on high-speed networks, but also on capacity, robustness, affordability, low latency, ubiquity, security, privacy and reliability. Of course, the ideal infrastructure would be nationwide FttH networks, but obviously we can't wait for that... more»

Desperate Attempts to Drag the USA Into the Digital Economy

In the USA an interesting initiative has been taken by a number of leaders in the telco industry who are frustrated with the inability of the country to start building the high-speed broadband infrastructure that is needed for the development of its digital economy. While the Obama Administration has the right vision to make this happen - and the American National Broadband Plan is a good example of this - the dysfunctional political state of the country makes it impossible to establish the industry transformation needed to make this happen. more»

America Planning for the Closure of Its Copper Network

In an interesting move the FCC's Technical Advisory Council has outlined the need for setting a 'sunset' date for the closure of the circuit switched network. This is a first step that eventually could lead to the replacement of the PSTN in the USA, rather than letting the network slowly fade into oblivion the FCC proposes the bring the issue in the open so that it can be properly evaluated and discussed. more»

World First: Merger of a Telco and a Power Company

I have long been advocating that new business models, based on a trans-sector approach (breaking down silos), need to be developed in a rapidly changing green and digital economy. I very much welcome the vision of two American companies, who have not just talked about it but have actually done it. As far as I know, Hancock Telecom and Central Indiana Power in the USA are the first telco and power company to merge in order to reap the benefits of converging and transforming industries. more»

M-Commerce Market in China and Globally

M-commerce (mobile e-commerce) incorporates a range of mobile-driven applications, including payments for parking and theatre tickets (m-payments) to mobile banking (m-banking). M-commerce is a broad field incorporating a large variety of services and business models. In 2011, according to Gartner Group, over 15 billion apps are expected to be downloaded worldwide via app stores. They also estimated app store revenues alone reached over $5 billion in 2010 (incorporating revenue generated from both apps purchases and advertising). more»

Mobile Consolidation - A Threat to Competition

The global financial crisis and the very rapid growth in mobile broadband, thanks to smartphones, have combined to create havoc in the mobile market. On the one hand, we see that customers, especially those in countries seriously affected by the GFC, such as Southern Europe and Ireland, have reduced their mobile use, with the result that there has been a significant drop in Average Revenue per User (ARPU). On the other hand, phenomenal growth has taken place in mobile broadband, but without a significant increase in ARPU... more»

Hong Kong is the Fastest Internet Region in the World

In Akamai Technologies' "State of the Internet" report for Q4 2010 Hong Kong (as a region/country) was identified as the market with the fastest average peak internet connection speed in the world. Hong Kong fixed line users can access the internet with an average peak speed of 37.9Mb/s, ahead of South Korea at 32.3Mb/s, Romania at 31.7Mb/s and Japan at 30.5Mb/s. more»

Report on Smart Grid Cyber Security

A recent report from Pike Research, "Smart Grid Cyber Security" has found if smart grids can realize their full potential, consumers, utilities, nations, and even the earth itself will benefit. As with nearly any new technology, the industry focus has been on getting smart grids up and running, often with little consideration for cyber security issues. more»

Interest Grows for Video-On-Demand Opportunities

With the DVD rental market continuing to dwindle, we are again seeing interest emerge for online video-on-demand, with both the large Hollywood Studies and online content distributors making recent strategic moves in this direction. ... A sign of the times came with the 2010 bankruptcy of Blockbuster, once one of the largest move rental companies. more»

Unlimited Bandwidth is Disrupting Infrastructure Models

Over the last ten years we have heard a lot about edge-based services. These were needed to enable the operation of applications at the edge of the network, as the lack of available bandwidth capacity made it difficult to do so over the core network. However, with the prospect of limitless bandwidth the design of the network is changing again. more»

VoIP Services Market Nears $50 Billion Mark

Market research firm Infonetics Research this week released VoIP and UC Services and Subscribers, a market share and forecast report that includes two Business VoIP Service Provider Scorecards that will be published later this year, and an IP Centrex Provider Tracker highlighting deployments by provider, region, service, and platform. more»

North American Broadband Trends

The broadband sector, like the wireless sector, is one of the strongest growth areas of telecommunications. Unlike most OECD countries, where DSL tends to dominate, the majority of subscribers in the US fixed broadband market are cable subscribers. During 2010 the gap continued to widen as the cable companies accounted for 70% of new broadband subscribers compared to the telcos' 30%. Although new broadband networks such as FttH and WiMAX are being widely deployed, broadband competition in each region is still generally limited to one DSL and one cable operator. more»

Cloud Services Drive Data Center Markets

Research from Infonetics shows that last year was a strong year for data centre network equipment sales, due to a rebound from bare-bones 2009 spending levels and, more importantly, fundamental trends favouring investments in the data centre, such as the explosion of content and traffic, use of virtualization, and increasingly, cloud-based services and architectures. more»

We Need Smarter Governments to Manage a Changing Global Environment

The natural disasters, climate change and widespread social and economic crises that are taking place in the world today show that the human race needs to become smarter. The urban revolution that succeeded the Neolithic agricultural revolution has allowed us to build new city-based civilisations that are conducive to innovation and information-gathering in all aspects of life and beyond. While amazing civilisations have come and gone over the last 10,000 years it is only since the 20th century that we have seen a real explosion in the urbanisation process, leading to a doubling of the global population. more»

Quake Damage in Japan

The 8.9-magnitude earthquake in Japan rocked the northeastern portion of the coast. The quake was the strongest to hit Japan in at least a century, sending a tsunami that flooded northern towns and also reached portions of the United States, including Hawaii. The quake was followed by a 7.1-magnitude aftershock. Impact on Internet connectivity... Japan’s Internet performance seemed to have emerged largely unscathed, but concerns continue for the telecommunications infrastructure as the country struggles to meet power demands in a state-of-emergency. more»

Ottawa Committed to Overturn CRTC Decision on Usage-Based Internet Billing

Canadian Industry Minister Tony Clement has announced that the Harper government will overturn the CRTC's decision that effectively ends "unlimited use" Internet plans if the regulator doesn't rescind the decision itself. more»

Why Wireless Broadband Is No Alternative to FttH

The mainly politically-driven debate - FttH versus wireless broadband - is spreading uninformed messages and half-truths in the market. And confusing messages from mobile operators are also blurring the picture. All well-informed people confirm that this is a nonsensical debate -- both infrastructures will coexist with, and supplement, each other. more»

Obama's Broadband Plan Will Fail

We stand by our analysis from March 2010, in which we indicated that a national wireless broadband plan remains a second-class option as the infrastructure for the emerging digital economy in America. In his State of the Union address President Obama set the goal of enabling businesses to provide high-speed wireless services to at least 98% of all Americans within five years. To pay for this the government hopes to raise nearly $28 billion from spectrum auctions. more»

Unlicensed Wireless Broadcasting Spectrum in the USA

New developments that have been announced by the FCC in the United States have rekindled the decade-old debate on the use of the so-called 'white spaces' in broadcast spectrum that are to be used for telecoms purposes. In September 2010, the FCC adopted a Second Memorandum Opinion and Order that updated the rules for unlicensed wireless devices that can operate in broadcast television spectrum at locations where that spectrum is unused by licensed services. This unused TV spectrum is commonly referred to as television 'white spaces'. The rules allow for the use of unlicensed TV devices in the unused spectrum to provide broadband data and other services for consumers and businesses. more»

AT Kearney Takes Side With Incumbent Telcos to Defend the Old World

In my job as part of a consultancy company, I know there are two types of reports our clients are interested in - those that are written for the customer to be used internally and those that are to be used externally. Quite often, instead of well thought out and researched pieces, these last-mentioned reports are created simply to underscore the opinion of the party paying for them. So when I received research by AT Kearney on A Viable Future Model for the Internet, I immediately checked who had paid for that report. more»

Where High Speed Internet Meets Smart Grid

Advanced internet technologies, energy management and the smart grid are coming together in a mid-sized city in South Tennessee. Tennessee based utility EPB has completed one of the fastest internet pipelines in the world and has activated the first automated switches on its electricity network. The combination constitutes the backbone for a DOE-funded smart grid network that is expected to save the utility and businesses tens of millions of dollars annually. more»

Lessons from Egypt: We Need to Protect Our Connected Minds

We need to protect the power that allows us to connect our collective intelligence, as described a few weeks ago in my blog on connected minds. I argued that in order to address some of our global challenges we have to start looking at a radically new way to address them. The events in Egypt brought home the fact that if it comes to the crunch any government can disconnect us simply by bringing the Internet and other communications systems down at will... more»

Can the US Deliver on the President's 'Sputnik' Vision?

In general I think this was another good political speech from the President. However, as we have seen in the past, skilled rhetoric doesn't necessarily give rise to action. If Congress reflects the mood of the American people then the nation is not yet ready to change - or, as the President said, to embark on a new 'Sputnik' vision. The fact that the word 'Internet' was used several times (in absolutely the right context - and often teamed with 'innovation') clearly shows that the President understands the importance of the digital infrastructure. This has not changed since his original campaign in 2008. more»

Clouds for Education

Bill St Arnoud blogs that he is a big advocate of using commercial cloud services rather than rolling out a do-it-yourself cloud for a number of reasons... The cloud market is intensively competitive and innovative, where scale can make a huge difference in terms of reliability and accessibility. It is much easier to develop a set of common contractual service and interface requirements with commercial suppliers in regards to privacy, reliability etc. more»

America's Telecoms Market in Dire Straits

In late 2008 it was my good fortune to be asked to write a number of reports on broadband and trans-sector development for the Obama Transition Team. President Obama had just won office and this team was crucial in setting the policies for the future. I gathered together a team of international experts to assist in writing these reports. I was able to do this because the revolutionary plans of the Australian government in relation to the NBN very much appealed to the Obama Team. more»

Open Internet and Democratic Principles Under Attack

It is somewhat ironic that, several years ago now, Rupert Murdoch (while hinting at China) said something along the lines of the new media constituting a threat to totalitarian regimes, and that these regimes would have to open up and democratise. At that time the entire the western world, led by America (perhaps quietly), applauded his statement. ... However, now that those western leaders are being confronted with exactly the same issues, and are seeing for themselves the enormous democratic benefits of the Internet, they are behaving in a most authoritarian way. more»

WiFi in All U.S. Federal Buildings

Legislation has been introduced in the US that will require all public federal buildings to install WiFi base stations in order to free up cell phone networks. The Federal Wi-Net Act would mandate the installation of small WiFi base stations in all publicly accessible federal buildings in order to increase wireless coverage and free up mobile networks. The bill would require all new buildings under construction to comply and all older buildings to be retrofitted by 2014. It also orders $15 million from the Federal Buildings Fund be allocated to fund the installations. more»

UK Ponders Net Neutrality, Overstating Broadband Competition

The recent declaration from the UK’s minister for communications that the Internet should be tiered, thereby allowing ISPs to charge for prioritised traffic (either rated by speed delivered or by content provider) is a knee-jerk response to network strain masking as a necessary network management tool, and is a potential threat to the concept of net neutrality. ...developments in the mobile data sector make it clear that capacity constraints are appearing on mobile networks as well, long before the anticipated launch of LTE-based services in the UK in 2013. more»

China and Taiwan to Lead the Development of 4G

China missed out on playing a leadership role in the development of 3G and as we predicted at that time, China would most certainly start looking at 4G for a major involvement in developing the technologies for it. more»

GFC Slows Down Cloud Computing Developments

The ongoing Global Financial Crisis (GFC) has also had a significant impact on some of the developments in our industry -- for example, cloud computing. It looks as though the GFC is the key reason that developments in cloud computing have not happened more quickly. Industry evidence suggests that shifting to the cloud saves 20%-50% off current IT deployments, and, according to its advocates, it can be many times more than that. more»

The Submarine Cable Conundrum

The boom and bust cycle of submarine cable deployment can be traced back to the 19th century. However it doesn't look as though we have learned a lot in those 150 years. One of the problems is that it generally takes two years to plan these international projects and two years to deploy the system. And even before the process commences there are often an initial two years when the potential builders are contemplating their plans. This means that new cables need to be planned at times when there is little demand for new capacity. more»

Apple TV Demolishing Telco and Broadcasting Business Models

The future of broadcasting has been under discussion for close to two decades and, while changes are certainly happening, they are rather slow and therefore new opportunities or threats (depending on where you sit) continue to arise. On the one hand we are now starting to see the more widespread availability of digital TV and this has revealed a clear point of difference between the strategic directions being taken by the telecoms and the broadcasting industries. more»

The IPTV Growth in South Korea

At the beginning of 2008, the South Korean government passed a law that allowed telecoms operators to broadcast programmes in real-time over their broadband networks. The KCC awarded IPTV licences to KT Corp, Hanaro Telecom and LG Dacom. KT was banking on real-time Internet TV services because growth in the traditional broadband and telephone markets had slowed. The company planned to invest more than KRW1.7 trillion (US$1.5 billion) in IPTV services by 2012 as part of efforts to cultivate new sources of revenue. more»

iPhone 4 Highlights Mobile Problems

Making a telephone call in London has become more difficult for early adopters of the new iPhone 4. First of all the reception is rather poor. And it is not just that it is not showing the bars correctly; many users in congested mobile areas such as London receive the message 'server not available'. (As a matter of fact, this doesn't apply only to the iPhone -- it is also experienced with other smart phones.) more»

International Academy for Trans-Sector Use of Broadband

While jogging along LacLeman in Geneva I caught up with Dr. Kim Seang-Tae, the President of the National Information Society Agency of South Korea. He is also one of the Commissioners of the ITU/UNESCO Broadband Commission for Digital Development. Dr. Seang-Tae is the chief architect of the FttH miracle that is transforming South Korea. His broadband journey began in 1994, when he developed the country's first broadband plan. more»

China's FttX Boom

China's broadband subscriber base continues to rise. Massive FttX deployments are underway, spurred on by competition between the three full-service operators all aiming to increase 'stickiness' for subscribers. While fixed line subscribers are expected to decline into 2011, broadband subscribers are still rising, driven by cheaper rates and the higher bandwidth on offer compared to mobile Internet. more»

Finland's Broadband USO an Inspiration for Europe

Europe's governments are increasingly acting on the popular belief that the Internet should be a basic right, and that citizens not disposed to using IP-based services should nevertheless have access to its infrastructure. As such, governments either have already introduced legislation to this effect or are in the process of doing so. First off the block was Switzerland: from January 2008 Swisscom's 10-year renewed USO (universal service obligation) has included the provision of broadband at a regulated price. more»

Who Controls Spectrum in the USA?

In the wake of the unprecedented boom in mobile broadband, pressure is building around the world for governments and regulators to act quickly and decisively to the frantic demand for more spectrum. The telcos are leading the charge, but the broadcasters are lobbying for their case equally vigorously. The broadcasters do not necessarily need all the spectrum they currently have, but they view mobile broadband and telcos as competitors to their monopoly on video entertainment, so they will do everything to keep them out of that market for as long as possible. more»

Mobile Prices Unlikely to Be Affected by AT&T Decision

Contrary to what some financial analysts would have us believe, it is highly unlikely that the price increases for mobile broadband services which were recently announced by AT&T will be replicated by other mobile operators around the world. The mobile market in the US is one of the least regulated and therefore one the most monopolised markets in the western world. more»

Developing Countries Moving Towards Broadband

There has been considerable discussion over the last few years about the spectacular growth in mobile communications. Within a rather short period of time around five billion people have been connected, and growth continues unabated... The 2G and 3G networks and other telecommunications infrastructure such as satellites, fixed wireless technologies and fixed networks, linked to smart phones and other smart devices, can be used to provide basic internet services. However, it is important to acknowledge the affordability of these services. more»

The Exponential S-Curve Hastens Decline of Asset Values

At the moment we are facing the end stage of a relatively large range of traditional products and services. The reason for this is that for a long time traditional industries have been able to delay the arrival of the decline phase of many of their products, basically because of the monopolistic, or at least dominant, structures of many of the industry sectors -- and in particular telecoms, media, energy and banking. more»

Open Broadband Infrastructure… And Why There's No Business Case for FttH to Sell TV

Those advocates of a free market approach to fiber to the home (FttH), rather than a utilities-based one, often point to entertainment as the way to make that happen. And they then immediately point to the USA, where FttH rollouts have indeed been driven by competition between the cable TV companies... The telcos who were initially less enthusiastic about broadband (because it required them to abandon their lucrative ISDN services and replace them with the simpler and cheaper DSL technology) suddenly found themselves bested in the broadband market by the cable TV companies - a trend we also saw in some of the European markets - for instance, the Netherlands... more»

Progress in US Telecoms Transformation

The impact of the changes set in motion by President Obama back in late 2008 in relation to the direction the telecommunications are slowly becoming apparent and are taking many Americans by surprise, even many of the experts and analysts in this industry. This has created a lot of noise and confusion, as people are trying to understand what is happening and how it will affect them. more»

Spectrum Hot Real Estate

The fact that businesses around the world are knocking on the doors of their governments asking for spectrum is a clear indication that this telco real estate market is hotting up. The reason for this is not too hard to guess -- the enormous growth in the demand for mobile broadband. There is a large amount of pent-up demand as the mobile operators didn't want to open up this market while they were in the middle of adding new customers to their mobile voice services. more»

Combining the ONT and Smart Meters

In my recent blog on utilities and the NBN I mentioned that the ultimate prize would be a combination of the ONT (Optical network terminal: the network interface device used in fibre-to-the-home applications, which operates as a demarcation point between the local loop of the carrier and the wiring in the user premises) and intelligent gateway the electricity company need for their smart meters and home energy networks. Perhaps I should expand on this a little... more»

Using Electricity Infrastructure to Roll Out Broadband

The FCC proposal in its recently launched National Broadband Plan to share infrastructure is a very smart initiative indeed. Sharing infrastructure makes a lot of sense. Without it the business model for universal high-speed broadband will not stack up -- the costs of infrastructure is one of the most critical elements in any national broadband plan. Australia is following an identical course with the rollout of their National Broadband Network. In all six current rollout sites utilities are either already involved or are negotiating to become involved. more»

Mobile Operators and the Broadband Boom

With $72 billion invested in mobile broadband it would be hard to argue that this market is suffering from a lack of investment. More than half of this is taking place in Asia. Over the last two years close to 300 mobile operators in 120 countries have launched mobile broadband networks (using the 3G HSPA technology) and some 70 of these are already planning the next upgrade of their networks using the LTE technology -- the first $5 billion of investment money has been committed to that technology. more»

The Free Internet in Jeopardy

The venerated BBC World Service recently commissioned a polled involving more than 27,000 people across 26 countries. The findings are unremarkable: some 87% of Internet users believe that Internet access should be a basic right, and more than 70% of non-users believe that they should have access to it. more»

American National Broadband Plan Good First Step

The National Broadband Plan that the FCC will present on 17 March will set the USA on a completely different telecoms path. This plan will hopefully show Congress that it is worthwhile making the legislative changes that will deliver the social and economic benefits of a national broadband infrastructure. more»

OTT Threat to Telco's Middleware Opportunities

I recently participated in two Comverse events, and once again the message was driven home to me about the enormous opportunities that lie ahead of the industry in the field of new telecoms applications. The middleware and cloud applications that are now appearing at the edge of the network will of course, be further developed once high-speed broadband becomes available, but already they are having an enormous impact on the telecoms market. The new user experiences that can be obtainable through these applications will enrich fast broadband networks beyond recognition. What we now have is, on the one hand, the Over-The-Top (OTT) applications that have conquered the world... more»

Will Microsoft Be Able to Make the Jump?

In marketing terminology this is called 'jumping the S-curve'. Microsoft, however, has left its jump rather late. One could argue that we are well and truly at the top of the S at the moment, so it will be interesting to see if Microsoft can still take the leap towards the enormous growth that is currently taking place in the group of digital media companies such as Google and Apple. more»

Google Puts Its Weight Behind FttH

The blogs are flying all around the world -- some seem to get it right but most do not. My analysis of Google's announcement to become involved in building FttH networks is actually the same as the one as I made when that company announced its plans to build wireless city networks, and when it announced its intention to invest in submarine cable networks. more»

VIPR: New Developments in the VoIP Market

This is a new development in the VoIP market. This is how one of my colleagues, Cullen Jennings explained it to me. Today we have two widely deployed global identifiers for reaching people. One is delegated address out of DNS and the other is phone numbers. So I consider an address like email: carol@johnson.com or xmpp:john@gmail.com to roughly be out of the DNS namespace and phone number to be out of the E.164 name space. Phone numbers have lots of parts that are not cool, but they also have some cool parts... more»

Sharing: The First Step to Structural Change in Mobile

The arrival of the iPhone, Android and iPad will raise the stakes higher in the mobile broadband market. The fact that iPhone alone has over 140,000 Apps over sort of open networks, not portals, shows the demand for mobile applications. This will put an enormous strain on the infrastructure of the mobile operators and will require them to build fibre networks to all mobile stations, as well as invest in more spectrum and new technologies such as LTE. At the same time the mobile subscriber markets are becoming saturated and competition is driving margins down. more»

Telecoms Leadership and the State of the Union

Before, during and after his inaugural speech (January 2009) President Obama spoke of the national benefits of broadband, and the changes which have been set in motion in the US telecoms market that were unheard of even a year ago. During the previous administration the incumbent telcos and cable companies had been given more freedom. As a consequence, innovation and competition dwindled and the US was no longer a leader in telecoms... However, since that time, the White House has lost some of its initial leadership. more»

Haiti's Telecommunications Sector in the Aftermath

The scale of the devastation inflicted by Haiti's earthquake a little over two weeks ago, meant that no industry has been left untouched by its effect. The telecommunications sector is no exception. Ever since the earthquake struck on Tuesday 12th January, fixed line and wireless communications have been virtually unavailable. more»

Are Google, Microsoft and Apple the Next Utilities in Telecoms?

Over the last few years the increasing amount of discussion about telecoms reveals that the real competition for telecoms companies is not from other telcos, but companies such as Google and others. While I agree with this, obviously it is important to analyse it further. more»

Does the US Get the Bold Broadband Vision Congress Has Asked For?

The US Congress asked the FCC for a bold plan to achieve the bold vision expressed by the Congress... We discussed this issue in our Big Think group and here are some comments. more»

eHealth: Start With the Professionals

With the prospect of broadband networks becoming more and more of a reality, it appears that concepts such as eHealth are not too far away. Digital healthcare describes the whole system of GPs, hospitals and regional healthcare centres, while eHealth describes the many health applications which will become available for people to use at home. more»

International Fibre Bandwidth Hubbing, a Lucrative Business

The small West African country of Benin has been working quietly over the past few years to become a regional hub for international fibre bandwidth. The national telco, Benin Telecoms (BT) has been building terrestrial fibre routes to landlocked neighbouring countries such as Burkina Faso and Niger, allowing them to connect to its landing station for the SAT-3/WASC cable, the only one serving the region. more»

China Mobile Growing Faster Than GDP

In the past five years, as one of the country's 'pillar industry', China's telecom service industry has grown at a faster rate than the country's GDP. Revenue from basic telecom service contributes approximately 2.1% of the country's GDP, while value added telecom services contribute a further 3.2% to total GDP. more»

France the Latest Showcase for National Fibre Public Funding

The French are good at 'doing' infrastructure. The country takes pride in a civil service which has been progressively centralised since the efforts of Cardinal Richelieu in the mid-17th century. The well-funded health system is among the best in Europe. The generously subsidised rail service, the SNCF, also rates highly. These and other components of the modern French State cost money, and the government has rarely proven shy in supporting big ideas, particularly if they are so readily equated with public welfare and benefit. more»

KPN's Focus on FttC Misses the Broader Picture

The Netherlands remains one of the few countries in Europe to have significant FttH networks. Until 2009, the main characteristic of Dutch fibre rollouts was the dominant role played by housing corporations and municipal governments. This focus changed following KPN's acquisition of a 41% stake in the fibre provider Reggefiber and the subsequent ramping-up of their efforts and investment through their joint venture Glashart. more»

IPTV vs IPTV+RF

The further we move into discussions about the implementation of national broadband networks the more issues crop up that need to be discussed in this context. One topic that is currently getting a great deal of attention is the need (or not) for an RF video layer to be deployed over the fibre network. Both business and technical elements are involved in this, but let's start with some of the business elements... more»

Unlimited VoIP Offers Starting to Appear in Africa

VoIP has been banned across most of Africa for a long time, feared by the state-owned telcos as a way for alternative service providers to bypass them with international calls, eroding a very lucrative part of their business. At profit margins of several thousand percent in some cases, it is not surprising that unlicensed operators have sprung up all over the continent, risking huge fines, confiscation of their equipment and even jail terms. more»

EU Telecom Overhaul One Step Closer

Europe's electronic communications sector is currently governed by directives adopted in 2002. These stipulated that the directives and regulatory framework should be reviewed, a processed initialised in November 2007. Both the European Council and the European Parliament need to adopt the proposed changes, and none of the initial consultations conducted by the EC indicated that a major overhaul was on the cards, or even required. Yet this is what has transpired. more»

How to Get Your FttH Connection Inside Your House

The Optical Network Terminal (ONT) is the piece of equipment at the end of the Fiber to the Home (FttH) network; the connection to the premises. From here the various services can be delivered to the end-users. In Australia the FttH infrastructure company NBN Co is in favour of having the ONT on the outside of the premises, as that would be the cheapest option and would also allow for easier maintenance. Only in multi-dwelling buildings the ONT will most probably be installed within each unit. more»

Mobile Market Will Also Be Transformed

The success of smart phone, in particular the iPhone, is both a blessing and a curse for the mobile operators. On the one hand it has broken into the monopolistic business models used by most operators and has most certainly loosened part of their stranglehold; on the other, these phones have increased usage on their networks. But these cracks are going to continue and will eventually lead to similar structural changes in the mobile industry to the ones we are currently experiencing in the fixed market. more»

Finland Legislates Universal Broadband

Finland's national broadband strategy (NBS) was set up in 2004 by the Ministry of Transport and Communications with the practical goal of increasing the number of broadband connections. The strategy, part guided by the EU's i2010 'Broadband for all by 2010' plan which focuses on rolling out broadband through a range of measures while promoting competition in and between networks, included an implementation program of 50 separate measures. Broadband access in sparsely populated and rural areas was to be supported by structural funds from the EU and central government. more»

Content is Everything: How to Regulate the USA

As countries begin to fully understand the implications of universal broadband, a mind-shift is taking place in the minds of the people involved in the decision-making processes, and the split between infrastructure and content is becoming more apparent. Futile regulations from the past are making this crystal clear. more»

From Subscribers to Connections

The global telecoms industry numbers remain impressive: By 2020 there will be 6 billion mobile subscribers -- of which, according to Nokia, 95% will have access to wireless broadband by 2015, and by 2020, there will also be 3 billion fixed broadband subscribers. However the relevance of these numbers will decline. By 2020 there will be 50 billion fixed and mobile connections. more»

Meeting with ITU Secretary General Dr Hamadoun Touré

During the ITU Conference I had the honour of a private meeting with Dr Hamadoun Touré, Secretary-General of the ITU since 2006... Dr Touré has a fascinating background. Born in Mali and educated in Russia, he has brought with him a distinctly fresh approach to the ITU. He has been Africa's Regional General Manager for ICO Global Communications and worked at various levels at the International Telecommunications Satellite Organization (INTELSAT). more»

ITU Becomes Trans-Sectoral

Very little was said about telecommunications during the official speeches and forums at ITU Telecom World 2009. The industry is even talking about changing its focus from telecommunications to ICT [United Nations Information and Communication Technologies Task Force], Discussions are now focusing on how ICT can be used to underpin the various socio-economic developments that are taking place. more»

Why Does the Telco Industry Need to Change?

Over the last years the telecommunications market has been regulated on the basis of operating telephony services. Internet access has been added to this in recent years but it is still essentially linked to telephone line regulations. While major societal changes have been happening, since the 1980s at least, very few policy changes were made around the telecoms industry to enable it to play a key role in these changes. Key telecoms reforms in the mid- and late 1990s still refused to take a more multi-media -- or perhaps what we now call a trans-sector -- approach towards the industry. more»

Analysing the USA: An Outsider's Perspective

Over the last year I have become deeply involved in the debate in the USA regarding the future of their telecoms sector, which is proceeding very much along the lines of the trans-sector approach towards infrastructure (using it for other sectors such as healthcare, education, energy), open networks and a separation between infrastructure and applications. While many of the issues are universal it was also interesting to observe the specific elements that make the USA so unique. more»

National Broadband - Key to the Success of E-Health

Government are recognising that healthcare is one of the last paper-based sectors of the economy. It has been estimated that, quite apart from the costs involved, this leads to then of thousands of deaths each year. There is no doubt that a fully integrated computerised e-health system will bring with it its own challenges, and will undoubtedly on occasions also deliver its share of problems. But, as has been the case with all other sectors of society and the economy, integrated computerisation in this sector will improve the situation. more»

National Telcos Can and Will Change Their Behaviour, Case in Point: Telstra

When discussions with overseas colleagues made it clear to me how fast things are changing here in Australia compared with the rest of the world, I was prompted to write this update about the developments in Australia, particularly in relation to its incumbent telco, Telstra. Most people overseas have not yet fully caught up with the fact that the destructive regime of Telstra's former CEO is well and truly over -- in the past there has been plenty of international reporting of the shocking behaviour of Telstra under Sol Trujillo (former US West) and his persistent attacks on the government included suing Ministers and abusing the Regulator. more»

Analysis of the US Broadband Stimulus Package

In January 2009 the US Congress began considering the American Recovery and Reinvestment Bill 2009 aimed at kick-starting an economy in deep recession. The package, passed into law on 17 February, comprised $787 billion of mainly tax cuts, unemployment benefits and spending in education, health care, infrastructure and energy. Included in the fiscal stimulus package was a relatively modest $7.2 billion for broadband and wireless in unserved and underserved areas... more»

Trans-Sector Thinking Spreading to the Highest Levels in Government

Australia, New Zealand and the USA have taken international leadership in relation to their approaches to the infrastructure investment their countries are committed to in relation to the multi-billion dollar investment in national broadband and smart grid infrastructure. This is based on open networks, which will allow multiple access to infrastructure that can be used for e-health, smart grids, tele-education, as well as, of course, to telecoms, Internet and entertainment services. more»

National Broadband Infrastructure: Global Regulatory Re-Think Required

Around the world governments, regulators and the industry are struggling with the old regulatory legacy systems. These have become a major stumbling block in the transition to a new environment. Increasingly countries are beginning to understand the social and economic benefits a national broadband infrastructure can offer, but it is impossible to bring that about while the systems are based on the present regulatory regimes. To take these broader benefits into account we will need to develop government policies to facilitate the digital economy... more»

The FttH Versus Cable Debate Misses the Point

I recently followed an interesting international discussion on FttH vs. cable. With the fiber to the home (FttH) debate hotting up, driven by the possibility of using FttH as the new infrastructure for the digital economy, the cable companies are putting up a stiff fight, both in Europe (Netherlands) and the USA, claiming FttH is not necessary, and that DOCSIS 3.0 can do the job just as well. In these debates the longer-term national interest is often disregarded. The debate is confined to the technology -- what it can and cannot do -- and it also concentrates on a rather short-term timeframe, say of the next five years. more»

Back to the Future for Broadband in America

With countries like Australia and New Zealand implementing infrastructure that can deliver 100Mb/s for their next generation broadband -- and with most Europeans not too far behind this -- it is quite shocking to see that the $7.2 billion economic stimulus package in the USA (under the RUS Broadband Initiatives Program (BIP) and the NTIA Broadband Technology Opportunities Program (BTOP)) requires nothing more than 768 kilobits per second (kb/s) downstream and 200 kb/s upstream. more»

Mobile's Need for Fibre

It was interesting to see that in New Zealand Vodafone had second thoughts and decided to come up with its own proposal of forming a consortium of network operators, rather than simply supporting the government's announcement of its FttH plans. Our analysis of this change of mind is that mobile operators increasingly need fibre networks to sustain the enormous growth in mobile broadband. Most mobile stations around the world are not connected to a fibre network. more»

Next Generation Telecoms: FttH and Trans-Sector Strategies

The deployment of Fiber to the Home (FttH) around the world is beginning to lead to exciting developments for the next generation of telecommunications. In particular, infrastructure based on FttH is providing the foundation for smart communities and cities where a number of technologies and services are combined to create an enhanced value proposition for residents. Smart homes connected to these networks can utilise services such as tele-health, e-education and e-government as well as access digital media and high speed Internet. more»

Australia's Open National Broadband Network Sets the Benchmark for the USA

As someone closely involved with the Australian National Broadband Network (NBN) and many other fibre plans around the globe, I would like to provide an inside picture of the revolutionary developments that are taking place in the Australian broadband market. Australia's national broadband network will be an FttH-based open wholesale network -- a network that will connect (not pass) 90% of all Australians to fibre, with the remaining 10% of the population being linked to that network through technologies that are capable of delivering equivalent services. more»

Stimulus Driving Optical Developments

FttH networks had begun to arrive well before the financial crisis hit, but surprisingly it is the crisis itself that is now driving fibre beyond its first stage. This first stage was basically a continuation of the 100-year-old vertically-integrated telephone business model. This saw more of the same delivered at higher speeds and higher costs, and there was only a limited market that was willing to pay a premium for such a FttH service... more»

World-Leading Municipality Initiative Thwarted by Incumbent

The ongoing witch-hunt from the incumbent telcos in the USA against municipalities that are trying to build their own broadband networks is continuing unabated. This is nothing new... With the economic crisis there has been a new focus on regulatory rules and the importance of the common good, next to the free market. However that message has not yet got through to the incumbent players in the USA. more»

Europe's Mobile Operators Running Dumb Pipes for Revenue

In most of Europe, mobile network operators (MNOs) have largely completed their 3G network roll outs. During the last year or two their focus has been on upgrading these networks with new technologies, including femtocell and, importantly, HSPA. Following trials expected to be held during 2010, LTE will soon be sufficiently advanced for commercial launches. This will provide significant opportunities for Europe's market for convergent services, adding a new platform for delivering a range of media... more»

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Policy & RegulationAccess ProvidersTelecomBroadbandIPTVWirelessWhite SpaceMobileCloud ComputingData CenterNet NeutralityInternet GovernanceVoIPEnumP2PWebCensorshipPrivacyLawSecurityCyberattackICANN

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