Searching Weekly Analysis
Searching Weekly Analysis
Following our coverage of a Limelight Networks webinar last week, discussing the declining support for Flash, CDN rival Akamai got in touch with Faultline Online Reporter to confirm it also supports the delivery of Flash content, but will end-of-life this service by 2020, at the same time as Adobe. “In order to address the main use case for RTMP (Real-Time Messaging Protocol), which is low latency, Akamai has been innovating and recently introduced new services and technologies such as Media Services Live, with 2-second segments or CMAF (Common Media Application Format) chunked transfer encoding. Regarding WebRTC, Akamai uses the data channel of this framework for our P2P solution but currently we are not supporting WebRTC video and audio channel for…
The ongoing state of flux at satellite fleet titan SES makes for intriguing viewing, as continued financial losses reflect a delayed adaptation strategy, but one the company’s recent executive reshuffle is expected to help execute. The changes up top might provide a clue why, despite revenue and profit declines, the first quarter of 2018 was hailed a success and future outlook considered rosy. It was a quarter of damage limitation for SES, setting the scene for a potential recovery back into the black in the second half of the year, according to some satellite industry financial analysts. Yet even carrying an extra 150 channels compared to last year could not rescue SES Video revenue, which slipped 3.6% to €321.5 million…
Tata Communications has partnered with South African IT firm, Dreamtime Technologies (DTTech), to build a cloud-based virtual mobile network to serve mobile and IoT service providers across national borders in Africa. DTTech will also use the cloud-based network to give MNOs the flexibility to introduce new services and extend their geographical reach rapidly, with limited upfront investments. This virtual mobile network will support DTTech customers in sectors such as healthcare, transport, mining, agriculture, banking and retail, said the companies. They will be able to buy mobile network access from MNOs across Africa cost-effectively, on a pay-as-you-go basis. The new infrastructure will use Tata’s MOVE mobility and IoT platform, which will support regional break-out to Internet providers in Africa. That means…
Reeling from a heavy blow in its long-running copyright battle with Oracle, Google has quietly published more details of its Fuchsia operating system. The OS, designed on a non-Linux kernel, could be a long term strategy to help Google shift to a platform without exposure to the same claims of infringement, though while IoT developers might be drawn by its promised performance, to shift all the Google IoT devices from Android to Fuchsia would be an impossible task. Google has been ordered to pay Oracle damages for infringing on the Java API (application programming interface). Oracle reckons this figure should be close to $8.8bn, but a separate case will decide that final amount. The most recent ruling rejected a 2016…
Speculation is mounting that the US government will impose similar sanctions on Huawei to those announced last month on ZTE, as trade tensions with China worsen. The DoJ launched an investigation into whether Huawei violated US sanctions against Iran as early as last fall, as a result of the ZTE affair. The probe has now widened to include the FBI, the Treasury Department’s sanctions unit, the Office of Foreign Assets Control (OFAC), and the Department of Commerce. This was the issue which originally sparked the current policy towards ZTE. The ZTE case began with a similar probe and resulted in the firm paying fines of $892m last year. However, last month the US government imposed a seven-year ban on sales…
There have been various reports in the Chinese press that Huawei is developing its own mobile operating system, to reduce its reliance on Google and Android. This has been widely reported as a response to the recent escalation of trade tensions between the US and China, though in reality, Huawei has been living with virtual exclusion from the US market for years now – and has been reported to be developing its own smartphone OS since 2012. But perhaps the current tensions will accelerate its efforts, and spur the wider Chinese effort to achieve technological self-sufficiency. The vendor played down the rumors, saying it had no such plans “for the foreseeable future”, but the fact remains that it has been…
At Wireless Watch, we have lamented the UK regulator’s failure to use the recent 3.5 GHz auction to enable a new entrant to the market. Other countries – Ireland already, and many others considering it – have seen the relatively plentiful supply of this midband spectrum as a way to set some aside for an additional operator with a new business model. That is the key however – a new business model, such as the neutral host, business-to-business platform proposed in Ireland by new licence winner Airspan, which would enable new services while not touching the MNOs’ central revenue streams. Introducing a newcomer to compete with the established MNOs in their core consumer retail business is a far riskier prospect,…
Nokia has arguably been the most edge-focused of the major network vendors, throwing heavy support behind ETSI’s MEC (Multi-access Edge Computing), and behind services that would leverage a combination of wireless connectivity and a distributed cloud. Now it has gone a step further and announced its own edge server, a compact addition to its AirFrame cloud infrastructure platform, sporting an open architecture and Nokia’s own new ReefShark chipset. First shown at the recent Zero Touch and Carrier Automation conference in Madrid, this is designed to support ultra-low latency processing, whether to support the links between the edge and the central cloud in a Cloud-RAN, or to enable IoT services for consumers and industries. As such, it fits well with operators’…
Deutsche Telekom (DT) will be hoping that third time’s a charm for its plans to acquire Sprint, as its US arm, T-Mobile USA, agrees to a deal which would value Sprint at about $56bn. Together, the two companies, based on their 2017 results, would generate annual revenues of $73.9bn, have about 30% of mobile customers, and about 50% of spectrum (though divestments would be likely to be imposed). The companies have been engaged in merger talks twice before, but these previously collapsed amid disagreements about valuations, and fears that the transaction would be blocked by antitrust regulators, because it will reduce the number of national MNOs from four to three. This time around, they have managed to agree a deal…
// M&A, Strategies, Alliances // Verizon has reported that its IoT revenues have risen 13%, at double the pace of its other Q1 revenues – which topped out at $31.8bn. Its automotive telematics revenue, part of the IoT wing, hit $234m in the quarter Cyient has acquired AnSem, a Dutch semiconductor specialist spun out of Imec, for around $17m, to boost its analog and mixed signal ASIC offerings. // Forecasts, Surveys. Reports, and Blue-Sky Thinking // There will be 5.4m connected vending machines by 2022, according to Berg Insight, growing from an estimated 2.6m in 2017 at a CAGR of 16.2%. // Hardware // ARM has announced a new set of security and development features for its Mbed Platform, which…
Scottish and Southern Electricity Networks (SSEN) has partnered with Open Utility, a cloud and utility software provider, to help SSEN shift from being a Distribution Network Operator (DNO) to a Distribution System Operator (DSO). Simply put, Open Utility will be providing the platform to help SSEN shift from its one-way network to a system that can accommodate renewables, storage, and other smart grid technologies. The DNO to DSO transition topic has been hot for a few years, but seems to be picking up steam – although the shift itself is going to take until 2030 or so. Key to the shift is the creation of a system, of interconnected components that can provide cost-savings and efficiency improvements. These systems need…
There was a smack of desperation about the call from scientists around Europe to set up a hub to compete with the US and China over AI. It seems that this proposed Ellis Institute, detailed in an open letter, may be motivated by the wrong reasons – to stem an already flowing drain of talent to US firms (primarily), rather than representing a coherent strategy to be a world leader in AI. The European Commission itself was also rather nonplussed, having been setting out its own plans for AI some of which sounded reasonable if confused and inadequate in scale to meet the challenge from east and west. To some extent, in the case of AI, like other fields of…
These are still early days in the evolution of connected car ecosystems, and too soon to judge which ones will dominate when the dust settles, as Android and iOS have done in the mobile sphere. As in that market, the big manufacturers are contenders along with major infrastructure providers such as Google itself building around the Android Auto app. China’s principal provider of search, Baidu, has emerged as a major player with its Apollo platform, which has just been upgraded in its version 2.5 with features designed to stimulate development in the two closely related key fields of safety and security against cyber-attack. Another Chinese giant, Huawei, is also a contender with its OceanConnect platform – developed for the whole…
Automotive startup Gluon was on show at the IoT Tech Expo, looking to spread the gospel of its marketplace service offering that it hopes to use to carve out a slice of the vast market for automotive care and servicing. Using an OBD dongle, Gluon plans on using vehicle data to link cars to businesses looking to service them. Sharing its name with the AWS and Microsoft Gluon library, an open source deep learning interface that the pair hope will allow developers to more easily build machine-learning models, Gluon’s OBD-II device pulls data from the car that can be presented to the user via a smartphone application – offloaded via Bluetooth, WiFi, or cellular in more expensive models. Currently, Gluon…
Reeling from a heavy blow in the courts, Google has quietly published more details on its Fuchsia operating system. The OS, designed on a non-Linux kernel, could be a long-term strategy to help Google avoid IP or copyright claims, and while IoT developers might be drawn in by its promised performance, to shift the entire Android ecosystem from Android to Fuchsia seems like an impossible task. Currently, Google has been ordered to pay Oracle damages, for infringing on that API. Oracle reckons this figure should be close to $8.8bn, but a separate case will decide that final amount. The most recent ruling rejected a 2016 decision that Google’s use of the copyrighted Java API was acceptable under fair use, and…
Most people think the day when telco messaging services lose out completely to WhatsApp, Skype and iMessage is very close. Not Google, however, which has been seeking to breathe new life into the GSMA’s Rich Communication Services (RCS) and, in the process, create an effective messaging application for itself. Google has been working with RCS since it acquired Jibe Mobile in 2015 and in 2016 it released a universal profile which would allow different implementations to work together. Its unexpected interest was probably the only thing that saved RCS from being completely moribund, given that only a small handful of operators had supported it, and only Spain and South Korea had multi-operator roaming. Now the search giant has decided to…
Comcast’s Xfinity Mobile venture was viewed by many industry observers as an unassuming entrant into the mobile arena, providing minimal threat to existing US mobile network operators. Almost one year on since Xfinity Mobile made its debut, Comcast is bulking up its mobile back end operations through a partnership deal with Charter – to accelerate Xfinity Mobile services as well as Charter’s soon-to-launch Spectrum Mobile MVNO venture. A common platform for operations such as mobile billing between the two US cable operators has been public knowledge since Comcast unveiled Xfinity Mobile, yet this week’s joint announcement reveals the collaboration is even closer than initially assumed – potentially preparing for a mega merger following Comcast’s rejected pursuit of Sky in the…
Google parent Alphabet is the latest FAANG (Facebook, Amazon, Apple, Netflix, Google) company to post first quarter earnings as results season gets under way, reporting rapturous revenue and profit growth – while opening the taps on its capital expenditure, spending $7.7 billion in the period, up from $2.4 billion in Q1 2017. This inflated spend comes with the caveat Google is belatedly initiating an arms race with rivals in cloud technologies and consumer device markets – where Google has allowed an immense gap to form. YouTube is the third and final part of what Google CEO Sundar Pichai referred to as the company’s “big three areas” – yet YouTube is far more established than Google’s cloud and hardware businesses, a…
Spain’s La Liga remains in the spotlight as it strives unsuccessfully to close the gap on the English Premier League (EPL) as the world’s most valuable football property for TV rights. But this is really a story of a bubble inside another bubble and does not entirely reflect the global picture, which varies between countries and with the choice of sport. There is clear evidence that longstanding gains in TV audiences for the big premium sports, primarily American football, baseball and basketball in the US and soccer football elsewhere, have tailed off or even reversed. Yet it is only football rights prices in Europe that have stalled or even slipped in the latest rounds covering the next few seasons and…
Most major web browsers today block Adobe Flash Player, in turn causing a decline in RTMP (Real-Time Messaging Protocol) usage which was so prevalent in early OTT video, meaning few content delivery networks (CDNs) now support Flash. One CDN provider, Limelight Networks, says it will continue to deliver Flash content until late 2018 or early 2019, urging companies with large Flash content libraries to re-encode their entire catalogs to HLS or DASH – and in doing so, Limelight is going after the lunch of the encoding firms. A webinar from Limelight Networks this week, called Overcoming the Latency Hurdle in Delivering Streaming Video, talked up WebRTC, an open-source RTP (Real-time Transport Protocol) browser project, as the protocol sliding in to…