Sigfox Launches 100-City U.S. IoT Network

Sigfox, the Internet of Things communications network, is deploying across 100 U.S. cities in 2016.  Sigfox operates in the non-licensed ISM bands (similar to Wi-Fi), using the 868 MHz band in Europe and the 902 MHz band in the United States. Sigfox is optimized for low-power, low-bandwidth Internet of Things devices that must communicate over metropolitan area distances. By way of comparison, Sigfox signals propagate further than GSM (2G) signals

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Sigfox Launches 100-City U.S. IoT Network

U.S. Consumer Satisfaction Falls for 8 Straight Quarters

Somehow, no matter what investments U.S. businesses are making to better serve their customers, consumer satisfaction continues to fall. A steep downward trajectory in national customer satisfaction continues, as the free fall of the American Customer Satisfaction Index (ACSI) reaches the two-year mark. The aggregate ACSI score for the fourth quarter of 2015 is down 0.5 percent to 73.4 on a 100-point scale, its lowest score in a decade after eight consecutive quarters of decline. Customer satisfaction might not be identical to the equally nebulous concept of “quality of experience,” but one has to presume that less satisfied consumers are experiencing declining Experiences with a broad array of services and products

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U.S. Consumer Satisfaction Falls for 8 Straight Quarters

India Will Become 2nd-Biggest Smarthphone Market in 2017

India will overtake the United States to become the second-largest smartphone market in 2017, says Morgan Stanley. “Following our survey of more than 2,600 urban smartphone buyers in India, we raise our global smartphone unit growth estimate by one percentage point in each of 2017 and 2018,” Morgan Stanley said. The firm expects 23 percent compounded annual growth rate for Indian smartphones through 2018, representing about 30 percent of the global unit growth.

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India Will Become 2nd-Biggest Smarthphone Market in 2017

Who Can Most Easily Build a Platform?

All discussion of “platforms” revolves around business strategy, and the ability to create advantage in the ecosystem. In some cases, platforms have been built on operating systems, devices or applications. Almost never–if ever–have big platforms been built on “functions.” Microsoft, Apple iOS and Android; iPhones and Facebook are examples of the former. But Amazon is an example of the latter: a platform built on a function, namely a retail transaction function. You might also argue that Google Play and the Apple App Store function as platforms,  inseparably from a device

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Who Can Most Easily Build a Platform?

U.S. Accounts for 46% of Glboal Data Center Sites

The United States now accounts for 46 percent of major cloud and internet data center sites globally, say researchers at Synergy Research. China has seven percent of the sites, while Japan has six percent. Australia, Singapore, Germany, the United Kingdom and Brazil each represent three percent to five percent of the global market. On average, each of the largest 17 firms had 14 data center sites. The companies with the broadest data center footprint are the leading hyperscale cloud providers such as Amazon Web Services,, IBM and Microsoft

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U.S. Accounts for 46% of Glboal Data Center Sites

Telia Carrier lights another low-latency West Coast route to connect Bay Area with Hollywood

Telia Carrier has built a new West Coast optical network in the United States to deepen its 100G transport services in its Bay Area metro markets in order to satisfy the growing needs of its content and entertainment provider customers.

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Telia Carrier lights another low-latency West Coast route to connect Bay Area with Hollywood

Telefonica Looks for Other O2 Options in United Kingdom

source: Informa It is starting to appear that regulators will not allow the proposed merger of Three and O2 in the United Kingdom, a prospect that now has Telefonica looking at other options  for its U.K. business. Among the other options conceivable in the event of a merger denial are selling to another buyer or spinning O2 off as an independent company. And some speculate that Liberty Global, owner of the Virgin Media cable TV assets in the United Kingdom, will be interested. Any successful acquisition by Liberty Global would be a further move by major cable TV operators into the core mobile services business

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Telefonica Looks for Other O2 Options in United Kingdom

U.S. Fixed Wireless Market About to be Rearranged

With Google , Facebook and AT&T exploring, testing or intending to deploy fixed wireless  for Internet access networks, the fixed wireless industry is on the brink of major redefinition. AT&T alone has said it would use fixed wireless to serve 13 million locations. Others such as Starry , also are hoping fixed wireless emerges as a major platform for providing Internet access. In 2012, there were perhaps 2,000 to 2,500 fixed wireless Internet service providers supplying Internet access to two million to three million subscribers in the United States, according to the Wireless Internet Service Providers Association.

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U.S. Fixed Wireless Market About to be Rearranged

Typical Uber Ride Generates 19 Cents of Earnings Before Interest, Taxes, Employee Compensation

You might have heard more than a few Uber drivers grumble about the 25 percent share of gross revenue Uber takes from each ride sold to a passenger. In February 2016 Uber earned 19 cents per ride in the United States,  according to company documents. Of the 25 percent share of a typical fare, most goes to antifraud efforts, credit-card processing, customer support, marketing, and software development. That 19 cents estimate does not include such matters as interest, taxes, or equity-based compensation for employees.

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Typical Uber Ride Generates 19 Cents of Earnings Before Interest, Taxes, Employee Compensation

Ruinous Competition, in Healthcare or Telecom, Can Destroy Industries

In the telecom, as in any other business, markets “seek” equilibrium, where a relatively stable balance of supply and demand exists. Policies that distort either supply or demand will upset equilibrium. In Texas, for example, reimbursement rates for services such as Medicaid arguably are simply too low, causing health care workers to be paid less than they might, which in turn causes people to avoid working as health care workers. As a result, some nurses and staff are quitting their jobs at Texas nursing homes for more money working at McDonald’s. Texas has one of the lowest Medicaid reimbursement rates, which makes it difficult for nursing homes and service providers to offer competitive wages.

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Ruinous Competition, in Healthcare or Telecom, Can Destroy Industries

AT&T, Verizon express divergent opinions on U.S.-Cuba route policies

AT&T and Verizon are eager to take advantage of the service opportunity in Cuba as the United States has started to lift decades-long restrictions with the island country, but the two telcos take a different view on U.S.-Cuba route policies.

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AT&T, Verizon express divergent opinions on U.S.-Cuba route policies

Birch Communications confirms its acquisition of Primus’ assets, gains over 250,000 customers

Birch Communications confirmed that it is moving forward with its acquisition of Primus, expanding its service footprint with over 250,000 business and consumer customers. The deal also includes 20,000 customers in the United States and Puerto Rico.

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Birch Communications confirms its acquisition of Primus’ assets, gains over 250,000 customers

U.S. Moving Ahead on 28 GHz for Mobile Uses

Most spectrum actually does not get used, most of the time. Hence the new emphasis on sharing of existing spectrum. That takes a variety of forms. New methods for allowing mobile networks native access to Wi-Fi, as well as sharing of other spectrum bands between licensed and commercial users, provide examples of the trend. In other cases, sharing between commercial users is the task.

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U.S. Moving Ahead on 28 GHz for Mobile Uses

Will Netherlands Businesses See Higher Prices After Ziggo-Vodafone Merger?

The Netherlands communications market will see an interesting real-world test of what happens when a market consolidates, particularly in the areas of prices for business services and churn rates, as Viggo and Vodafone merger their Netherlands operations. Coursr Research, for example, predicts prices will rise as a direct result of the combination, as competition lessens. Duopolies, though, have not always–perhaps almost never in the Internet era, lead to that result, for voice or data communications in the business segment, where prices have fallen for decades. To be sure, prices often fall in hyper-competitive markets as well, for a time.

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Will Netherlands Businesses See Higher Prices After Ziggo-Vodafone Merger?

Communications Policy is Becoming Disconnected from Reality

High speed access markets in the United Kingdom and United States show a pattern that should fundamentally challenge the prevailing communications policy framework. Simply put, lightly-regulated cable TV operators are emerging as the dominant suppliers of consumer triple-play services. Telcos not only are losing installed base and market share, but not are facing additional pressure from cable TV suppliers in small business, mid-sized and increasingly enterprise services as well. Soon, cable TV will enter the mobile business as well.

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Communications Policy is Becoming Disconnected from Reality

Ofcom Decides Not to Fully Separate Openreach from BT

The U.K. regulator, Ofcom, has concluded, after a review of U.K. communications structure , that it is not best to fully separate fully separate BT from Openreach, the wholesale services division of BT, as a way of promoting innovation and investment in U.K. fixed network communications. In Australia, New Zealand and Singapore, full separation exists as the current framework for access services.

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Ofcom Decides Not to Fully Separate Openreach from BT

Eliminating Digital Divide: 1/2 of the Gap Will be Closed in India and China

Some problems–ensuring that every human being has access to communications, clean water and sanitation, freedom from violence or hunger or disease often seem intractable. The difficulties sometimes can obscure genuine progress. Fewer people than ever can remember when “people unable to make a phone call” was a major problem. That remains a problem in some population segments, but largely has been solved. The new problem is how to give everyone access to the Internet

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Eliminating Digital Divide: 1/2 of the Gap Will be Closed in India and China

OTT Could Claim 39% of U.S. Telecom Ecosystem Revenue by 2020; 21% in China; 12% in India

Over the top applications are going to keep taking a greater share of telecom ecosystem revenue, between now and 2020. That will be true in the United States, China and India, for example. In the U.S. market, for example, OTT revenue might hit 39 percent of total ecosystem revenues by 2020, with telecom services representing 40 percent of ecosystem revenues, while device revenues (sold through all channels) account for 22 percent of ecosystem revenues.

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OTT Could Claim 39% of U.S. Telecom Ecosystem Revenue by 2020; 21% in China; 12% in India

U.S., Canada drove FTTH subscriber growth in Q3 2015

China may still be the reigning FTTH growth champion, but a new Point Topic report shows that the Americas also saw FTTH technology share increase in the third quarter, mainly led by the United States and Canada.

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U.S., Canada drove FTTH subscriber growth in Q3 2015

Escaping "Dumb Pipe" Value and Role Requires Embrace of Content

One can argue about whether telecom and banking are logical partners, as one can argue about the upside for mobile payments and other banking-related transaction businesses. Many have struggled to find sustainable partnerships around social media and messaging apps. Fewer think entertainment and content are illogical areas that could drive service provider revenue growth. There is one theme that underlies thinking about all those potential growth avenues. The logic is to make an information asset a “communications” asset

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Escaping "Dumb Pipe" Value and Role Requires Embrace of Content

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