Ericsson and Cisco agree that 80% plus of IP/Mobile will be video

This week both the Ericsson Mobility Report and the Cisco VNI got a refresh, the two forecasts which are most listened to, but in our view least accurate in the world. They both agree at least that all IP experiences are driven by the rising use of video on handsets, phones, laptops and smart TVs – with Cisco citing 82% of all IP traffic by 2022 and Ericsson 84% of all mobile traffic turning to video by 2024. The assumption is that Ericsson must know what’s going on in mobile, as it controls much of it (although not as much as Huawei) and so its forecasts have to be right. The truth is that this has become something of a…