When valuing a stock, analysts and shareholders evaluate always revenue and profit. Big tech COFs are sitting on assets worth tens of millions of dollars of annual profit (not just revenue, but true profit) in the form of unallocated IPv4 addresses. By not selling or leasing these out, they are incurring expenses to hold them and missing out on tremendous profits. At a 20X multiple (for context, Cisco is trading at nearly 18X earnings, Google at just over 33X earnings, Shopify at well over 700X earnings), big tech CFOs are actively preventing over $250 billion in market capitalization for their shareholders. more
SpaceX has unveiled its new "Starlink Direct to Cell" service, aimed at providing cellular connectivity globally via its Starlink satellite network. The newly launched website promotes the service with the promise of "Seamless access to text, voice, and data for LTE phones across the globe." more
"Philosophy is a battle against the bewitchment of our intelligence by means of our language." (-Ludwig Wittgenstein) The words we use to describe telecoms networks often contain hidden metaphors and meanings that lead us into wrong thinking. Here are three examples... Why misleading? The word "best" implies both benevolent and optimal intentionality: the network is going to do the "right" thing for its users, and it will maximise the "rightness" in some way. more
One of the hottest topics in the news related to coronavirus is working from home. Companies of all sizes are telling employees to work from home as a way to help curb the spread of the virus. Companies without work-at-home policies are scrambling to define how to make this work to minimize disruption to their business. Allowing employees to work at home is not a new phenomenon. more
For the first time in my memory, broadband has entered into U.S. presidential politics. This is an important milestone for rural broadband – not because of the proposals being made by candidates, but because it indicates that the voices of those without rural broadband have reached upward to the top of the political system. I'm sure that when the presidential candidates go to rural areas, they are asked if they can help find a solution for the lack of broadband in many rural counties. more
For years it's been impossible to go to any industry forum without meeting a few folks who predict that residential broadband will go wireless. This buzz has accelerated with the exaggerated claims that fast 5G broadband is right around the corner. I've seen even more talk about this due to a recent Pew poll that shows that the number of people that only use their cellphones for data has climbed significantly over the last few years – I'm going to discuss that poll in another upcoming blog. more
"Peak telecom" is described as the maximum point of expansion reached by the traditional telecommunications industry before the internet commoditized the industry to a utility pipe. I had to think of this when I read the recent outcomes of the famous Ericsson Consumer Lab survey. The company used the result of the survey to counteract market criticism regarding the viability of the telco business models in the deployment of 5G. more
Four Chinese ministries issued the policy document in September, called "Guiding Opinions on Expanding Investment in Strategic Emerging Industries and Cultivating Strengthened New Growth Points and Growth Poles." As you can see below, in this document, 5G was the top recommendation. The National Development and Reform Commission, Ministry of Science and Technology, Ministry of Industry and Information Technology, and the Ministry of Finance came together to suggest priorities for the 14th Five-Year Plan. more
Opensignal recently published a report that looks around the world at the quality of cellular video. Video has become a key part of the cellular experience as people are using cellphones for entertainment, and since social media and advertising have migrated to video. The use of cellular video is exploding. Netflix reports that 25% of its total streaming worldwide is sent to mobile devices. The new Disney+ app that was just launched got over 3 million downloads of their cellular app in just the first 24 hours. more
Time to brush the dust off your Computer II notebooks. Are voicemail, electronic fax, and call forwarding enhanced services or telecom services? Today's case: FTC v. American eVoice, Ltd... The FTC brought an action against Defendants claiming that they were engaged in cramming, adding unwanted voicemail, electronic fax, and call forwarding services to consumers bills to the tune of $70 million. more
As the total number of broadband lines in the world passes 400 million, market research firm Point Topic forecasts that the total in the 40 biggest broadband countries in the world will grow from 393 million by the end of 2008 to 635 million by 2013. Broadband in the rest of the world will grow from 16 million to 48 million lines in the same period, so the world will add 273 million lines to reach 683 million in total. This represents a 10.8% per year compound growth rate, well down from 27.7% per year in the 2004 to 2008 period, but still substantial. more
There is currently a brewing controversy over the allocation of various radio frequencies for 5G that could have a negative impact on weather forecasting. Weather forecasting has become extremely sophisticated and relies on masses of data gathered from weather satellites and other data-gathering devices. The masses of data, along with modern supercomputers and data center computing, have significantly improved the ability to predict future weather. more
Every year I write a blog talking about the trends that I think we're likely to see in the coming year. But 2021 was such an unusual year for all of us that I thought it would also be useful to talk about what we accomplished in the industry over the last year while fending off a pandemic. All in all, it was quite a year. more
Google today announced the addition of U.S Cellular, a leading mobile networks in the U.S., as its newest partner network for its Project Fi program. more
ITU Secretary-General, Dr. Hamadoun Touré, has challenged global leaders to ensure that more than half of all the world's people have access to broadband networks by 2015, and make access to high-speed networks a basic civil right. "Broadband will be a game-changer in addressing rising healthcare costs, delivering digital education, empowering marginalized communities, and mitigating climate change." more
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