2024-02-13
Open RAN is suddenly back in vogue among big US wireless network operators. That's in part because the Biden administration is hoping to show some progress on the topic after years of hyping open RAN as a “Huawei killer.” https://www.lightreading.com/ ...
Washington Post
How the US plans to use open radio access networks, or Open RAN, to unseat Huawei's lead in telecom tech, including committing $1.5B+ to bolster global adoption
Eva Dou / Washington Post :
2024-01-06
“This represents a 53% growth in MVNOs in the past five years, pitting the ratio of MVNOs to mobile network operators (MNOs) at well over 2:1.” https://techcrunch.com/... via @TechCrunch @psawers
TechCrunch
A look at the MVNO market as eSIM eases distribution; the global MVNO market is valued at $84B and is expected to grow 40% in the next five years to $116.8B
The MVNO opportunity is an amazing opportunity to add mobility to already existing brands and propositions, or simply to compete with MNOs. … Brooke Hartley Moy : Here at Humane, w...
2023-11-14
The 5G industry has been clamoring for the US military to release part or all of the lower 3GHz band for 5G. Biden's new national strategy takes no clear stance on that issue. https://www.lightreading.com/ ...
Bloomberg
The Biden administration directs agencies to work toward giving up airwaves to make room for commercial 5G networks, as part of the National Spectrum Strategy
2023-10-13
Qualcomm said it will cut 1,258 jobs across its operations in San Diego and Santa Clara, California. The company joins T-Mobile, Cisco, Juniper Networks, Crown Castle and others that have shed jobs recently. $qcom https://www.lightreading.com/ ...
Bloomberg
Filing: Qualcomm plans to cut 1,258 jobs in California, including 750+ from its engineering ranks, starting in mid-December 2023; the company has ~50,000 staff
Ian King / Bloomberg :
2022-08-12
The FCC has REJECTED both LTD and SpaceX's Starlink from its $9.2 billion RDOF program: https://www.fcc.gov/... Those were the first and fourth biggest winners: https://www.lightreading.com/ ... That's noteworthy in light of the NTIA's ongoing $42 BILLION BEAD program.
TechCrunch
The FCC rejects SpaceX's application for an $885M subsidy to provide Starlink broadband to rural America over 10 years, after tentatively approving it in 2020
Devin Coldewey / TechCrunch : Source: Federal Communications … .
2022-08-11
The FCC has REJECTED both LTD and SpaceX's Starlink from its $9.2 billion RDOF program: https://www.fcc.gov/... Those were the first and fourth biggest winners: https://www.lightreading.com/ ... That's noteworthy in light of the NTIA's ongoing $42 BILLION BEAD program.
TechCrunch
The FCC rejects SpaceX's application for an $885M subsidy to provide Starlink broadband to rural America over 10 years, after tentatively approving it in 2020
Devin Coldewey / TechCrunch : Source: Federal Communications … .
2022-06-28
T-Mobile is happily selling customers' app habits to advertisers - via @verge https://www.theverge.com/... I'm honestly curious what @JohnLegere would have had to say about this.
The Verge
T-Mobile launches App Insights out of beta, letting marketers target its customers based on apps they have installed and engagement patterns; users can opt out
Allison Johnson / The Verge :
2022-03-09
Less than two years ago, Verizon CEO @hansvestberg touted the benefits of mmWave #5G during the unveiling of Apple's iPhone 12. But the newest iPhone doesn't support mmWave at all. https://www.lightreading.com/ ...? CC @saschasegan $VZ
PCMag
Though marketed as a 5G iPhone, the new iPhone SE won't support mmWave 5G, and AT&T says it won't be able to use its upcoming 3.45GHz 5G network
AT&T is holding back some of its 5G prowess for later this year, but the new iPhone SE will not work on AT&T's upcoming 3.45GHz 5G network, the carrier confirmed to PCMag.
2022-02-07
The pricetag for the FCC's ‘rip and replace’ program for Huawei and ZTE equipment started at just $700 million in 2019. https://www.lightreading.com/ ... Now it has BALLOONED TO ALMOST $6 BILLION https://www.fcc.gov/... Good grief.
The Verge
The FCC notifies Congress that service providers requested ~$5.6B to replace Huawei and ZTE equipment in US networks, up from the FCC's $1.8B estimate in 2020
In 2020 the estimate was $1.8 billion — now it's $5.6 billion — The estimated cost of replacing Huawei and ZTE equipment in US networks has increased substantially.
2021-08-25
Here's the chart @NevilleRay and company have been waiting for. $TMUS https://twitter.com/...
PCMag
Testing of carriers across the US shows T-Mobile with a commanding lead in 5G, winning speed tests in 24 cities and rural regions to AT&T's eight, Verizon's two
2021-06-30
According to the DoJ, AT&T and Verizon FOR YEARS tried to squash eSIM technology in the US. Now T-Mobile is using eSIM to make switching over to its network as EASY AS DOWNLOADING AN APP. https://www.lightreading.com/ ... The era of eSIM is upon us. https://twitter.com/...
The Verge
T-Mobile is letting owners of eSIM-compatible iPhones try out its cell network with a 30-day free trial just by installing an app; no billing info is required
Owners of newer iPhones can start a free 30-day trial just by downloading an app thanks to eSIM
2021-04-14
MY LATEST SCOOP AT&T, Verizon and T-Mobile announced in 2019 that they would jointly launch RCS messaging in 2020. But it was not to be. “The owners of the Cross Carrier Messaging Initiative decided to end the joint venture effort,” says Verizon. https://www.lightreading.com/ ...?
Light Reading
Comments from Verizon, AT&T, and T-Mobile suggest they have killed their joint Cross Carrier Messaging Initiative, which aimed to establish RCS interoperability
Rich Communications Service, a tech to replace SMS & MMS and make regular text messaging more like Apple Messages or Facebook's WhatsApp. @mikeddano pinged several US players, and ...
2021-03-09
BREAKING from @iainwmorris @ericsson dealt a massive blow to this year's delayed #MWC21 in Barcelona from @GSMA when it decided to WITHDRAW ENTIRELY from the event, citing continued health and safety concerns amid the ongoing #coronavirus pandemic. https://www.lightreading.com/ ...?
Bloomberg
GSMA says Mobile World Congress Barcelona will go ahead in June, with plans for up to 50,000 in-person attendees
Exceptional times call for exceptional safety measures. Christopher Baugh / iPhone in Canada Blog : MWC Barcelona Conference Planning for 50,000 Attendees, Reveals Health and Safet...
2020-12-24
HERE ARE THE CURRENT C-band estimates: Verizon: $28B AT&T: $18B Comcast/Charter: $30B T-Mobile: $4B UScellular: $2B Dish Network: $2B C-band #5G auction now totals $70B (!!!) https://www.lightreading.com/ ...? https://twitter.com/...
Wall Street Journal
FCC's ongoing 5G wireless licenses auction has fetched over $69.8B after three weeks, beating the $44.9B sale of 4G licenses in 2015, and will resume January 4
Drew FitzGerald / Wall Street Journal :
MY LATEST Sky-high prices for 3G spectrum licenses helped to ruin many European operators after auctions in the 2000s. With $70 billion in current bids, the C-band auction for #5G could do the same to US operators. https://www.lightreading.com/ ...?
Wall Street Journal
FCC's ongoing 5G wireless licenses auction has fetched over $69.8B after three weeks, beating the $44.9B sale of 4G licenses in 2015, and will resume January 4
Drew FitzGerald / Wall Street Journal :
2020-09-03
BREAKING Verizon, Dish, Comcast, Charter, Cox and Windstream are among the big winners in the 3.5GHz midband CBRS auction. This reinforces Dish as a #5G player, Verizon's midband spectrum hunger, and cable's mobile ambitions (including Cox). https://www.fcc.gov/... $VZ $DISH
FierceWireless
FCC says Verizon, Dish, Charter, and Comcast were the 4 highest bidders in a ~$4.6B 3.5GHz band auction; Dish secured the most 3.5GHz licenses with nearly 5,500
As widely expected, Verizon showed up at the auction of 3.5 GHz Priority Access Licenses (PALs) in a big way …
2020-05-15
Microsoft just acquired Metaswitch. HERE IS THE COMPANY'S FULL 2019 REPORT, showing annual revenue of $180 million, up 2.5% from the prior year and about 13.5% up from the $158.5 million it hauled in during 2015. https://www.lightreading.com/ ...?
CNBC
Microsoft says it will acquire Metaswitch Networks, a provider of virtualized network software whose customers include telecom companies like BT and Sprint
Jordan Novet / CNBC :
MY LATEST Although @metaswitch reported revenues of just $180 million in 2019, the company is viewed as a knowledgeable vendor of deep networking services. @Microsoft acquisition of the company signals ambitions in the space. https://www.lightreading.com/ ...?
CNBC
Microsoft says it will acquire Metaswitch Networks, a provider of virtualized network software whose customers include telecom companies like BT and Sprint
Jordan Novet / CNBC :
2020-03-21
WOW Netflix to cut European traffic by 25% due to coronavirus - Reuters https://www.reuters.com/... A stark admission that European networks cannot handle extra coronavirus-related traffic. I'm expecting a similar development in the US shortly.
Reuters
Netflix, YouTube, and Amazon Prime Video say they will reduce their streaming quality in EU to reduce traffic on the network, as millions are confined at home
for Now Mark Sweney / The Guardian : Amazon Prime Video to slow streaming to fight broadband overload Charlie Osborne / ZDNet : YouTube follows Netflix in limiting streaming qualit...
2020-03-20
WOW Netflix to cut European traffic by 25% due to coronavirus - Reuters https://www.reuters.com/... A stark admission that European networks cannot handle extra coronavirus-related traffic. I'm expecting a similar development in the US shortly.
Reuters
Netflix, YouTube, and Amazon Prime Video say they will reduce their streaming quality in EU to reduce traffic on the network, as millions are confined at home
BRUSSELS (Reuters) - Alphabet Inc's (GOOGL.O) YouTube said on Friday it will reduce its streaming quality in the European Union …