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Huawei reports revenue down but profits, R&D spend up

Huawei CFO: "We are more capable of dealing with uncertainty" As U.S. trade sanctions designed to cut off Huawei, and other Chinese firms, from accessing some technologies continue to take a toll, the Chinese technology giant today reported a year-over-year decrease in revenue. But...

How COVID-19 accelerated digitalization opportunities and challenges (Reader Forum)

It is said that the world’s adoption of everything digital leapfrogged several years due to the Covid-19 pandemic. A hotelier was forced to go out of business during lockdowns before he found fresh air in cloud kitchens and app-based home deliveries. An entrepreneur running...

The Sunday Brief: The state of telecom—Q1 2022 (Part 1)

Greetings from the Midwest.  Today’s opening picture shows Paul Stebbins of Wifinity, a small Wireless Internet Service Provider (WISP), presenting to the Vernon County (MO) Commissioners last Wednesday.  I chose this picture for several reasons:  1) A reminder that we are meeting in person...

Vodafone selects Nokia for SDN controller in fixed access network trials

If the SDN controller trials are a success, Vodafone and Nokia aim to deploy the technology more widely later this year Vodafone has selected Nokia as its sole software-defined network manager and controller (SDN-M&C) provider for its multi-access fixed network. Currently, the companies are conducting joint proof-of-concept trials in Europe, with the intention of...

Hispasat to acquire Axess Networks to enhance IoT, satellite 5G solutions

The acquisition is part of a larger strategic plan for Hispasat to become a satellite solutions and services provider Spanish satellite operator Hispasat has announced the acquisition of Axess Networks, a teleport operator and satellite services provider with a presence in Latin America, Europe, the...

Should the RIC be free? (Analyst Angle)

My friend Tareq Amin made an interesting suggestion recently: He believes that the RAN Intelligent Controller (RIC) should be given away for free, in order to host the open world of applications for mobile networks. As I circulated at the Mobile World Congress, each vendor...

Qualcomm announces $100 million metaverse fund

President and CEO Cristiano Amon has previously called Qualcomm the 'ticket to the metaverse' Qualcomm has announced a $100 million-dollar metaverse fund, pledging to offer financial support in the form of investments and grants to those creating foundational technologies and content experiences for the emerging...

SASE networking and security spend tops $4 Billion, says Dell’Oro Group

SASE combines network security functions together with principles of SD-WAN According a new Dell’Oro Group report, the Secure Access Service Edge (SASE) market saw a 37% growth in 2021, fueled mainly by the convergence of WAN enterprise networking and security. As a result, stated the...

Why telecom turned its attention toward the enterprise (Reader Forum)

Historically focused on consumers, telecom providers are now targeting large-scale enterprise customers Let’s start with a simple question: Are you paying more today than in previous years for your home internet service? The speed, efficiency and overall capabilities have certainly evolved, but providers have not...

What is the impact of the current semiconductors supply chain on the 5G agenda?

Constraints on the supply chain are disproportionately impacting the non-advanced chipset market, signaling a particular challenge for 5G Global supply-chain constraints, driven mostly by the COVID-19 pandemic, are continuing to impact nearly every industry, even as much of the world is returning to pre-pandemic life....

Verizon awarded US Dept. of Defense contracts worth nearly $1 billion

The Verizon, DoD Pentagon project involves converting more than 52,000 voice lines to an integrated IP environment with optimized voice and video services Verizon Public Sector will provide the U.S. Department of Defense (DoD) with network modernization services and technical support at the Pentagon, the...

5G offers ‘a long tail’ of services and monetization opportunities

There is a long journey ahead for 5G monetization but CSPs can start by tuning up their networks to deliver the best experience possible 5G is setting the stage for a boom in cellular use cases that extend beyond those in the consumer segment, creating...

In a two-act reinvention, AT&T ‘retrenches’ from entertainment, focuses on connectivity, software

AT&T CEO John Stankey: 'When our first act is done, we’ll be a more focused, agile and capable domestic network leader' At AT&T’s analyst and investor day, CEO John Stankey signaled a two-act reinvention for the operator, describing a company more focused on connectivity and...

Macquarie Telecom, Kelsian Group sign multi-million-dollar cloud services deal

Under the new agreement, Macquarie will extend cloud and SD-WAN services across 35 of Kelsian Group’s Australian public transport division locations Australian operator Macquarie Telecom has kicked off a multi-million-dollar cloud services project with land and marine, tourism and public transport service provider Kelsian...

The Sunday Brief: The new (yet old) AT&T

Greetings from Kansas City, Nebraska and Louisiana.  Pictured is one of the stops on Jim’s broadband tour of the Cornhusker state, Buck’s Bar and Grill in Venice, Nebraska.  Terrific food and amazing service (and, while not personally witnessed, the live music also has a pretty darn...

Telefónica Vivo works with Cisco, NEC to build automated transport network

The IP transport network deployment is part of the Telefónica Vivo Fusion Network Project, which leverages automation to incorporate services into a single network infrastructure Telefónica Vivo is deploying what it says is a simplified and automated, 5G-ready IP transport network for its converged...

Qualcomm sees ‘one technology roadmap’ as proof that its R&D engine scales

Last year Qualcomm rolled out its vision of leveraging a unified technology roadmap to grow its end market well beyond smartphones and grow addressable market 7-fold over the next decade to $700 billion. Now the company is rapidly executing on that plan with across...

Verizon capex to peak in 2022 as C-Band deployment continues

Verizon CFO Matt Ellis notes the intersectional importance of lower capital intensity and revenue/margin growth Looking at the next few years, Verizon CFO Matt Ellis sees a clear path to grow revenue by 4% by 2024 while capital investment will peak this year and normalize...

T-Mobile US says almost 50% of traffic is carried on its 5G network

T-Mobile is pacing to increase enterprise market share to 20% by end-2025 Speaking this week at the Morgan Stanley Technology, Media and Telecom Conference, T-Mobile US executives tied network differentiation to opportunities in rural and smaller markets, and among enterprises and governments. According to Neville...

Zain to market HTC Vive’s VR devices as part of larger metaverse play

Zain will also market the HTC Vive's ecosystem and Viveport content platform across its e-sports division As part of larger metaverse play, Zain Group will distribute HTC Vive's virtual reality (VR) system to the Middle East region. Zain will sell the VR devices to its...

Orange, Masmovil start negotiations to merger their operations in Spain

Orange noted that the transaction is expected to be completed in the second quarter of 2023 Spanish operators Orange and Masmovil have announced the start of exclusive negotiations to merger their operations in the country. In a release, Orange said that each carrier will own 50%...

ZTE’s 2021 revenues up 12.9% year-on-year

ZTE’s business in China accounted for 68.2% of its overall revenue last year Chinese vendor ZTE Corporation has reported a full-year revenue of CNY 114.5 billion ($18.2 billion) in 2021, an increase of 12.9% compared to the previous year. According to ZTE’s results, net profit attributable...

How is DISH approaching 5G monetization?

Competitors are focused on FWA and MEC as routes to 5G monetization With operators spending billions to deploy, package and sell connectivity-backed solutions, 5G monetization has moved front-and-center in operator's messaging. Verizon, for instance, recently laid out its three-year service revenue outlook and sees fixed...

Super QAM: Higher 5G throughput translates to reduced energy consumption

The leap to higher order modulation doesn’t require a 5G base station upgrade Sustainability is top of mind for governments, corporations, investors and individuals. Against this backdrop, the global Information and Communications Technology sector is uniquely poised to not only make itself more efficient and...