SpaceX and OneWeb get a lot of publicity and have ambitious plans, but Telesat is the first low-Earth orbit (LEO) satellite Internet service provider to begin testing with potential resellers. Last January, Telesat launched a demonstration satellite and it is now ready for testing. Maritime connectivity provider OmniAccess and Australian ISP Optus had committed to testing the system previously and this week they were joined by in-flight entertainment company Global Eagle Entertainment. more
Digital Transformation (DX) is picking up speed. According to a recent announcement by IDC, the market is expected to grow at a Compounded Annual Growth Rate (CAGR) of 17.9% to reach a whopping 321 billion dollars by 2021. In 2018 alone, IDC expects that 326 billion will be spent on transforming how people and things communicate. Based on these numbers, it looks like Digital Transformation has become the real deal. more
Cubans now have 5 million mobile accounts. The five-millionth account was recently opened Guanabacoa, in the eastern part of Havana and we see here that growth slowed last year, but has resumed -- perhaps due to increased 3G availability. Most Cubans have 2G phones, which are used primarily for making calls and sending text messages that may have attached images. more
Around 500M Africans, Indonesians, and Indians are regular Internet users without a landline. Brazil, Indonesia, and Mexico add about 200M more. In total, something like 1B people were wireless-only at the end of Q3 2017. I'm comparing the number of Facebook users (over 250M in India) with the number of landlines (less than 20M in India) for a rough guess at how many are wireless only. In the developed world, 70-90% of all homes have a landline connection... more
About 65% of 1.5B Internet "connections" are in the Global South, led by the BRICS. The actual number of users is probably twice that. Three quarters are not native English speakers. China has three times as many as the United States. India has more Facebook users than the United States. Vietnam has the fastest growth. See some figures below for why I'm confident Indonesia has more than 100M wireless only. more
Something over 55% of landline broadband users are in the "Global South," about 500M. The South is about 65% if you include "wireless-only" many of which are 4G LTE at ten megabits or more. The gap is widening rapidly and will increase by well over 70M in 2018. Six large developing countries are growing 5% or more in the last year, compared to only one in the developed world. China is adding ~30M more each year. Most developed countries are between 75% and 95% connected. That leaves little room for growth. more
In a previous post, I suggested that Cuba might be able to leap over 4G to 5G wireless infrastructure using satellite and terrestrial networks for backhaul. While that would require political and policy change, it would be a good fit with Cuban culture and skills. Before talking about Cuba, let me say a bit about wireless generations. Each mobile technology generation used new technology and enabled new applications. more
Having Comcast et al provide Internet connectivity is like having your barber do surgery because he knows how to use a knife. I was reminded of this when my Comcast connection failed. This is part of the larger topic of consumerization. In the past, we were happy to have products that worked at all. I grew up in the world of consumer products and got my start in software building online services meant for use by non-experts. more
This post is speculative, but I think Cuba may use satellite for 3G backhaul and, when the technologies are ready, leapfrog over 4G to 5G mobile connectivity and next-generation satellite. ETECSA began rolling out 3G connectivity for Cubans about a year ago and a few things have led me to believe they will continue... But, could they provide widespread 3G mobile? Doing so would require more base stations and more backhaul from those base stations to the Intenet. more
I have written a lot about the potential of low-Earth orbit (LEO) satellites for Internet service, but have not said much about medium-Earth orbit (MEO) satellites - until now. O3b (other three billion) is an MEO-satellite Internet service provider. Greg Wyler founded the company, and it was subsequently acquired by SES, a major geostationary-orbit (GSO) satellite company. (Wyler moved on to found future LEO Internet service provider OneWeb). more
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