Searching Weekly Analysis
Searching Weekly Analysis
Every week brings a new development in the rapidly moving area of open source platforms for telcos, many of them driven by operators which want to free themselves from the stranglehold of their established vendors and shake up their cost base. In this context, one of the demonstrations at this month’s Mobile World Congress will be particularly important. Run by the Open Networking Foundation (ONF), it will show the latest code written for the P4 programming language, running on powerful white box switches based on merchant switch-chips from Barefoot Networks, Cavium and Mellanox. The operators supporting this demonstration include AT&T, China Unicom, Comcast, Deutsche Telekom, NTT Group and Turk Telecom, and significantly, they are joined by Google. Significantly because, while…
As if the US’s CBRS band in 3.5 GHz hasn’t been hyped enough as the future face of mobile spectrum, cableco Charter Communications has placed it at the center of what it shamelessly dubbed its ‘6G’ trial. This seemed to ignore the fact – much bewailed by T-Mobile USA – that the US regulator, the FCC, has actually focused on LTE usage in this band, rather than 5G. That is shortsighted, TMO argues, because elsewhere in the world, the C-Band spectrum (various bands between 3.4 GHz and 4.2 GHz) is being earmarked as a pioneer band for 5G. That is being driven heavily by China and Japan, but is also seen as a way to accelerate early 5G deployments, because…
Researchers from Harper Adams University in the UK have partnered with startup Precision Decisions, in a successful trial to grow barley using autonomous farm machinery. This should be a shot in the arm for agricultural automation, which is looking for ways to improve its margins – and cater for rising global populations. The robotic tractors and harvesters were augmented by surveillance drones, in a project called the Hands Free Hectare (HFH) project – the first to achieve a barley without a single person stepping foot in the field itself. The crop is going to be used to make beer, and while still in early stages, the approach has great potential. Although the project was successful, after completing the harvest in…
Corinex and IBM have won what looks set to be a very big contract with E.ON, a German multinational utility and major player in energy markets, to supply broadband over powerline (BPL) technology for E.ON’s low voltage grids – the bits of the network nearer the end-users, after power has been stepped down from the high-voltage distribution network. It seems that IBM is reanimating BPL, after an abortive attempt to use it for commercial broadband back in 2009. E.ON says it plans to deploy the BPL tech to support its German smart meter and smart grid rollout, and will be implementing it in transformer stations and street cabinets – roughly 60,000 systems. The protocol being used is SNMPv3/IPv6, but E.ON…
Telefónica is preparing to be the first major operator of 2018 to integrate Netflix into its pay TV offering, in a long line of traditional TV providers accepting their fates – a twist which may have been ignited by a bemused Telefónica boardroom studying Netflix’s seemingly unstoppable trajectory after last week’s set of results. The Spanish TV market leader has stood firm since rumors surfaced last year about negotiations between the two. According to reports from local Spanish news outlets, speaking to sources at Telefónica, Netflix CEO Reed Hastings and Telefónica President Luis Miguel Gilpérez have held discussions to provide Movistar+ subscribers with Netflix content on set tops in the next quarter. Befriending Netflix rather than battling it has been…
Leading a charge against North America and Europe in the voice technology market, South Korean operator SK Broadband has launched a new IPTV service based on its artificial intelligence (AI) system Nugu, unveiled by parent company SK Telecom in 2016 after years of development – with a few clever tricks up its sleeve. Having shipped around 10,000 of its voice-controlled smart speaker devices a month since early 2017, including a full integration with SK Telecom’s TV service BTV, the operator has taken the plunge by making Nugu an integral component of how TV is viewed. It has therefore built a new TV offering around AI, rather than the other way around – technologies which have been in the works since…
AT&T, a company hellbent on toppling Title II, has apparently changed its spots and wants to promote an “Internet Bill of Rights” – calling for Congress to create new laws guaranteeing an open internet and consumer protection. After all AT&T has done to drag net neutrality through the dirt, the US operator now claims it has suffered at the hands of regulators and wants to clear its name by influencing a new internet regime – one where AT&T is at the core. Concerns are mounting because with such deep-seeded influence over government decisions, combined with backing from Comcast, AT&T’s plea to Congress could be acted upon sooner than expected – as the industry becomes increasingly desperate for a solution to…
The European operators have been the most vocal in warning major vendors that their entrenched position will be under threat from open platforms and start-ups in the 5G era. Orange’s deputy CEO Gervais Pellissier has made the warning even more explicit, telling a press briefing in London last week: “We need to keep freedom vis-à-vis suppliers and introduce new ones with 5G ideas. I’m not sure we will order 100% of 5G infrastructure needs from existing suppliers.” He, along with allies like BT, Deutsche Telekom, plus AT&T in the US and Japan’s Softbank, have said that operators learned their lesson from previous lock-ins, and have made it their business to seize control of how future platforms develop. Their argument goes…
In its fifth year, Vodafone’s IoT Barometer report has found that, compared to the first edition’s findings in 2013, IoT adoption among enterprises has risen from 12% to 29% in 2017, with the number of companies with deployments of over 50,000 devices having doubled in the past year. Vodafone says that nearly all companies (95%) say that they have already seen some return on investment (ROI) for their IoT projects, and that the average increase in revenue from these projects was 19% – although that figure is only based on those projects that had reported an increase. The operator says that there’s a correlation between the scale of adoption and the ROI. Of those who had the smallest projects (of…
Internet of Things services provider Cradlepoint has enjoyed considerable success shipping its enterprise M2M routers to customers looking to provide both primary and redundant LTE connectivity to their assets. This week, the company has unveiled a reinvented business model, which bundles its cloud services into its new IoT-focused routers, in a move to create a stickier offering. The new family of LTE routers, the IBR200 range, is the basis for a reinvention of the Cradlepoint model, which will see the company bundle more of its software and services with the hardware – in the new NetCloud Solution Packages, and their subscription-based model. It’s a big change, but one that is becoming more common among hardware providers – which see the…
Google has finalized its $1.1bn acquisition of HTC’s mobile teams, and though the Taiwanese firm will continue to make its own handsets and its Vive virtual reality gear, the deal is still firmly focused on Google’s counter-intuitive ambition to be a mobile device giant. Android may be the most successful mobile software platform ever, but Google has not been satisfied with that, or even with the huge amount of mobile searches, adverts and transactions the operating system drives its way. It has struggled with the open source nature of Android, which means device makers can design user experiences which sideline the actual Google services, or blemish the operating system’s reputation with poor performance. The Open Handset Alliance, which sets rules…
Open source platforms are becoming more and more fundamental to the new telecoms network architecture, raising exciting prospects for a more democratic ecosystem and rapid innovation. But open source also comes with the risk of fragmentation, which has already been seen in industry splits over different approaches to management and orchestration (MANO) in virtualized networks. A large number of open projects has emerged in the areas of virtualization, software-defined networking (SDN), MANO and even telecoms hardware initiatives like Facebook’s OpenCellular. Many of the most prominent are hosted by the Linux Foundation, and that increasingly powerful force in the telecoms landscape has announced that it will be combining six major projects under a common “horizontal umbrella” called the LF Network Fund…
It has come full circle for the big mobile vendors. They used to control every aspect of the design of their platforms, from antennas to processors to devices, but increasingly they looked to reduce cost by focusing on a few key elements and delegating the rest to partners. In the age of virtualized networks, it seemed that trend would intensify, as the game became all about software on commodity boxes. Except that it didn’t. In the access and backhaul networks, the remaining physical components, such as antennas, have to perform at unprecedented levels to meet the demands of the massive data loads the virtualized architectures promise to support. There is differentiation, once again, to make in the chips and the…
The World Economic Forum (WEF) has published a report that warns of the dangers of AI-based automation on the current workforce. Its focus in on the ability to spot the types of jobs that are most at risk, and the WEF claims to have created a formula to help identify the workers that are most in need of retraining – so that our human capital can be redistributed in the upcoming machine upheaval. ‘Towards a Reskilling Revolution: a future of jobs for all,’ to use its full name; the report opens by saying that as the types of skills needed in the labor market change rapidly, individual workers will need to embrace life-long learning to remain employable. For businesses, reskilling…
The Trump Administration has been announced a tariff on the import of solar panels into the US. Solar operators have warned that it will slow the growth of the market for solar and associated storage, and cost tens of thousands of jobs. Solar panels are one of the critical distributed energy generation assets, and any disruption to their adoption has the potential to slow the transition towards a decentralized smarter energy network. The tariff will start at 30% and then step down over the next four years to protect domestic manufacturers. The tariff will depreciate by 5% every year until finishing in 4-years’ time at 15%. Neither Suniva nor SolarWorld, the two companies that brought the original case to the…
In its fifth year, Vodafone’s IoT Barometer report has again found growing adoption among businesses, and compared to the first edition’s findings in 2013, IoT adoption among respondents has risen from 12% to 29% in 2017, with the number of companies with deployments over 50,000 devices having doubled in the past year. Vodafone says that nearly all companies (95%) say that they have already seen a return on investment (ROI) for their IoT projects, and that the average increase in revenue from these projects was 19% – although that figure is only based on those projects that had reported an increase. Vodafone says that there’s a correlation between the scale of adopt and the ROI. Of those who had the…
Cradlepoint has mostly stayed under Riot’s radar, enjoying considerable success shipping its enterprise M2M routers to customers looking to provide both primary and redundant LTE connectivity to their assets. This week, the company has unveiled a reinvented business model, which bundles its cloud services into its new IoT-focused routers, in a move to create a much stickier and well-received package. The new family of LTE routers, the IBR200 range, is the basis for a reinvention of the Cradlepoint business model, which will see the company bundle more of its software and services with the hardware – in the new NetCloud Solution Packages, and their subscription-based model. It’s a pretty big change in the business model, but one that is becoming…
Comcast lost 33,000 pay TV subscribers in Q4 2017, reducing its total video customer base to 21.3 million and bringing net video losses for the year to 151,000, although the operator says video revenue increasing by 1.5% to $5.7 billion in the fourth quarter helped offset losses. It also gained 350,000 new internet subscribers in the quarter to reach just under 25.9 million. X1 licensing agreements contributed to revenue growth in Comcast’s Other sector of 2.3% to $693 million. It said that Xfinity mobile now has 380,000 customers, up from 250,000 last quarter. UK operator Sky gained 380,000 new subscribers on TV and mobile services in the UK, Ireland, Germany and Austria in the second half of 2017, to offset…
CES 2018 was not the stage for a battle to the death between Amazon, Google, and Apple. It was home to a plethora of product announcements, each a little victory for the big-three consumer brands, but no one dealt a knockout blow. But working in the background, cable TV giant Comcast prepared an opening salvo in its fight to sew up the Smart Home as a Service (SHaaS) market. Comcast has been developing its Xfinity Home platform for a few years now, and has just opened the doors for third-party integrations – setting the stage for a licensing business that could go global, if it pulls the trigger. There’s an inherent tension between the new BYOD approach and the existing…