SoftBank Sustainability Bond Plans May Face Skeptical Investment Community

John Byrne, Service Director

Summary Bullets:

  • SoftBank plans to issue a sustainability bond to help fund its high-altitude platform station (HAPS) project designed to enable Internet service in currently hard-to-reach locales.
  • Investors may be reluctant to invest in the new bond because of the long timeframe to commercial viability, lack of a clear path to profit, and emerging competition from LEO competitors like Starlink and Project Kuiper.

Japanese investment management conglomerate SoftBank Corporation announced it will issue a sustainability bond to fund its novel HAPS project designed to enable Internet service in currently hard-to-reach locales. Sustainability bonds are becoming an increasingly popular way for telecoms operators to fund environmental initiatives; however, investors may be skeptical of SoftBank’s plans to use a sustainability bond to fund development of its still-unproven HAPS model. Continue reading “SoftBank Sustainability Bond Plans May Face Skeptical Investment Community”

NEC and Netcracker Delve Deeper into 5G Xhaul

Emir Halilovic, Principal Analyst

Summary Bullets:

• NEC and Netcracker wrap their respective professional services and domain orchestration solution around Juniper’s IP networking and ADVA’s open line system for a multi-layer, multi-vendor, and automated 5G Xhaul.

• The cooperation has great potential to increase each of the vendors’ credibility in 5G transport, but must show tangible advantages in functionality and cost savings to uproot entrenched competitors.

The 5G transport market continues to heat up, as operators are gradually waking up to the fact that transport renovation and automation will be one of the key ingredients of their future end-to-end 5G architecture. In that context, accelerated activity by NEC and Netcracker in 5G Xhaul illustrates well the importance of transport for 5G, and the size of the market opportunity awaiting. NEC, Netcracker, Juniper, and ADVA contributed their leading capabilities to their joint solution introduced in September.

Continue reading “NEC and Netcracker Delve Deeper into 5G Xhaul”

Orange and Nokia Push the Circular Economy Forward with RAN Refurbishment

Andy Hicks, Principal Analyst

Summary Bullets:

  • Orange’s expansion of its equipment refurbishing efforts to the radio network represents new levels of scale, complexity, and maturity in its circular economy initiative.
  • Fears that reused radio equipment will not match the improved energy consumption of new units have not been borne out in real-world usage.

In October 2021, Paris-based multinational telecoms operator Orange announced an agreement with Nokia to increase its use of refurbished network equipment across its entire 26-country footprint. Beginning with radio access network (RAN) equipment, the arrangement will extend to other network infrastructure elements. In taking this step, Orange is establishing an advanced position that it hopes other telecoms groups will follow. Continue reading “Orange and Nokia Push the Circular Economy Forward with RAN Refurbishment”