BROWSING: Analyst Angle

I just returned from the well-organized and well-attended Wi-Fi Now conference in Washington, D.C. Topics at the three-day conference included enterprise applications, home security, innovations, leadership, carriers, spectrum, LTE-U, the "Uber-ization" of the wireless industry and the disruptive role of Wi-Fi. There was less talk about...

Summary Traditionally, average revenue per user (ARPU) has been one of the key metrics used to measure service providers’ (SP) financial performance. Increased competition has been putting downward pressure on ARPU, resulting in declining earnings before interest, taxes, depreciation and amortization (EBITDA). In parallel, the...

Dell’Oro Group looks at challenges facing small cells as they try to garner scale in the consumer and enterprise space At a high level, small cells have moved from the hype phase to reality. The Dell’Oro Group estimates the nonresidential small cell market approached 300,000...

Standards work on "5G" technology began in late 2015, and the first commercial networks probably won’t launch until 2020 at the earliest. But it’s not too early to begin pondering what 5G could mean for verticals such as health care, manufacturing, smart cities and...

Unlicensed spectrum is hugely valuable, and mobile operators are increasingly eager to leverage that spectrum. They started with Wi-Fi offload, and are now moving to LTE-Unlicensed and new ways to integrate Wi-Fi in their networks (carrier Wi-Fi, LWA). The Senza Fili report, “LTE unlicensed and...

This report on smart RAN will provide an overview and assessment of new technologies and solutions that optimize mobile traffic management to deliver a better performance and QoE, by improving network resource utilization. The report will discuss how real-time traffic management and virtualization will...

The move to real-time processing and virtualization is widening the opportunities for service and revenue generation, improving QoE by managing mobile traffic more efficiently and optimizing the use of the existing RAN infrastructure. The report assesses how new technologies and solutions are changing the...

IGR explains the reasoning for putting out today forecasts for 5G connectivity and bandwidth needs up to a decade down the road We recently published a report with a model of the global “5G” connections for 2021 to 2026, combined with the bandwidth these connections...

Compass Intelligence notes chat and messaging platforms are set to explode across the enterprise space The worldwide enterprise chat and messaging market will reach $1.9 billion by 2019, driven mainly by a changing structure of today’s workforce and the need to communicate effectively and immediately,...

IGR provides a refresher on the benefits and challenges of using 600 MHz spectrum, noting great coverage at the expense of greater capacity As the Federal Communications Commission’s 600 MHz auction gets underway, I thought it would be a good time to review some of...

Mobile Experts digs into the use of 5G technology, small cells and different transmission methods at a Silicon Valley zoo The San Jose Municipal Zoo recently announced plans to equip its large mammals with sensors for better tracking. In some ways this is yet another...

Google Project Fi includes T-Mobile US, Sprint and Wi-Fi networks today. This could lead to some amazing new wireless services in the future. Will Apple follow suit? When my phone drops a call and I have to call back the person to whom...

Enterprises and businesses are at the cusp of a major transformation, a new wave of industrialization based on IoT IoT will involve the intersection of powerful supply and demand factors that will cause a tremendous amount of change and value creation. Beyond the economic benefits of business use-cases...

Samsung’s Galaxy S7 and Apple’s iPhone 6 highlight the near convergence in camera technology with DSLR cameras Smartphone cameras today are as good as most point-and-shoot cameras. They can also capture video in 4K – four times the resolution a high-definition TV can display. The...

The current first quarter 2016 outlook for the wireless base station original equipment manufacturer market is weak according to the latest report from EJL Wireless Research titled “Vector Analysis of Wireless Infrastructure Industry Q4 2015 Review and Q1 2016 Outlook.” The analysis covers the...

On the face of it, voice is a disappearing species. According to the Ericsson Mobility Report, in 2010 voice traffic was 50% of data. By 2015, it had dropped to less than 5%. Voice still holds court in many ways, but its role has evolved...

Iain Gillott dives into the importance of mobile video services to the need for 5G services Last May, I wrote an article about over-the-top mobile video becoming the next battleground between the major mobile operators. Not wanting to toot our own horn too loudly, but...

Standards work on "5G" technology began in late 2015, and the first commercial networks probably won’t launch until 2020 at the earliest. But it’s not too early to begin pondering what 5G could mean for verticals such as health care, manufacturing, smart cities and...

Compass Intelligence breaks down Q4 and 2015 results for mobile carriers Compass Intelligence just completed the final assessment of fourth quarter and end-of-year metrics with the domestic market’s major wireless carriers. We do this each quarter to understand the subscriber and share changes, as well...

FBI vs. Apple case and the role mobile device management is playing The issue of privacy and the law – particularly with respect to terrorism and the FBI – is challenging. A number of people have asked me where I sit regarding the...

Breaking down the live saving opportunities of V2V There's a lot of talk these days about autonomous driving. And, likely within the next 10 to 15 years, we will be able to have our cars take us to many locations without our having to touch...

Comcast plans to participate in the upcoming FCC auction and exercised option to resell Verizon Wireless services Consider this interesting scenario, which seems likely to happen within the next year: You’re moving into a new place so you give Comcast a call to arrange to...

Qualcomm to remain the dominant supplier of LTE baseband chips As mobile operators increasingly accommodate new applications and use cases – 360-degree video, virtual reality, augmented reality, immersive graphics, computer vision, machine learning,and natural language processing – as well as increase the capabilities of cloud...

Advice from a long-time wireless industry analyst As a long-time industry analyst, my email box has exploded. It seems so many companies worldwide want to get on my radar. Especially in the weeks leading up to a trade show like this week’s Mobile World Congress...