GSMA to MWC20 Exhibitors: ‘Take It or Leave It’ on COVID-19 Refund Package

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • Since COVID-19 forced the cancellation of its flagship Barcelona event, MWCA exhibitors have been waiting for details on a rebate or refund program.
  • The package announced March 25 provides a cash refund for smaller exhibitors but realistically represents a ‘take it or leave it’ package of rebates toward future events.

Since the GSMA made the difficult decision to cancel its annual conference in Barcelona in February, exhibitors have been awaiting details on the association’s refund package promised by the end of March. Now that offer has been announced, and while cash refunds are being offered for some, the vast majority of exhibitors will need to accept a package of rebates – albeit generous – toward future shows. However, the package looks punitive toward exhibitors that acted responsibly in withdrawing from the conference before it was officially cancelled. Continue reading “GSMA to MWC20 Exhibitors: ‘Take It or Leave It’ on COVID-19 Refund Package”

Nokia-Marvell Partnership Targets Crucial 5G Performance Gap

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • Nokia announced a partnership with Marvell Technologies in March to address a significant gap in 5G radio.
  • The Marvell partnership should help accelerate Nokia’s deployment of SoC solutions, but the company’s ill-fated decision to deploy FPGA silicon will put a damper on its results throughout 2020.

Nokia announced a new partnership with semiconductor specialist Marvell Technologies in March, under which Marvell will develop silicon for Nokia’s 5G radios. The deal is a crucial factor in Nokia’s bid to regain momentum after making some design decisions that have left it struggling to compete with other radio vendors in winning new 5G business contracts. Continue reading “Nokia-Marvell Partnership Targets Crucial 5G Performance Gap”

HAPS Alliance Envisions an Alternative to Satellite for Connecting Remote Locations

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

• The network will take years to develop, but the stratosphere’s stable climate and close proximity to Earth compared to satellite orbits could create a compelling value proposition. Bullets:

• The deep pockets of supporting companies, including Google/Alphabet, don’t hurt either.

A group of telecommunications, technology, aviation and aerospace companies announced on February 21 the formation of the HAPS (High Altitude Platform Station) Alliance, dedicated to the promotion of a new communications platform supported by aircraft hovering in the earth’s stratosphere.

Continue reading “HAPS Alliance Envisions an Alternative to Satellite for Connecting Remote Locations”

U.S. Government Control of Western Telecoms Vendors Would Be Naïve – and Damaging to U.S. Companies

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • U.S. Attorney General William Barr suggested the U.S. and its allies should consider buying a controlling stake in Nokia or Ericsson to compete more effectively in 5G.
  • Beyond being hypocritical and practically unworkable, the proposal runs counter to ongoing open RAN initiatives which could help U.S. vendors thrive in 5G by innovating.

Giving the keynote address at the U.S. Department of Justice’s China Initiative conference on February 6, U.S. Attorney General William Barr raised eyebrows by suggesting that the U.S. and its allies should consider buying a controlling stake in Nokia or Ericsson. The argument is that, while both vendors have proven successful in managing customers’ migration from 4G to 5G, they lack Huawei’s scale as well as the backing of a powerful country like China. Continue reading “U.S. Government Control of Western Telecoms Vendors Would Be Naïve – and Damaging to U.S. Companies”

Looking Into the Crystal Ball: GlobalData’s Most Intriguing Predictions in Telco Technology & Software in 2020

Summary Bullets:

  • GlobalData recently published its comprehensive set of 2020 predictions across mobile and fixed access, transport and routing, and telco software and services.
  • The predictions here represent some of the most intriguing industry trends that vendors and operators will need to track closely in the coming year.

Standalone 5G Rollouts: Mobile operators will begin to deploy standalone 5G, which doesn’t rely on an LTE core. Because the first wave of 5G, non-standalone, heavily incentivizes operators to simply add 5G to their existing 4G infrastructure, some operators will use standalone 5G as an opportunity to trial new suppliers and architectures, including virtual core suppliers and Open RAN architectures. The timing of deployments will depend in part on how quickly operators can transition their voice services, since 5G won’t offer a circuit-switch fallback option, as 4G did.

Proving 5G Value: Mobile operators will continue to struggle with proving the value of 5G mobile broadband to consumers, as indicated by recent reports of unimpressed 5G customers thus far in South Korea. At Mobile World Congress 2020 (the year that has been hailed for most of the previous decade as 5G’s arrival date), vendors will once again, for at least the third year in a row, emphasize that 5G is ‘here’ and ‘real.’ At the same time, they will also concede that the enterprise use cases at the heart of the 5G value story are still at an early stage of development.

Shifting RAN Vendor Landscape: It’s too difficult to predict whether more countries will follow the U.S., Australia, New Zealand, and Japan in erecting barriers to Huawei and ZTE’s participation in their network infrastructure markets. But in any case, what has already transpired – combined with the cloud of uncertainty it casts over the future – will likely have several near-term effects in 2019. Continue reading “Looking Into the Crystal Ball: GlobalData’s Most Intriguing Predictions in Telco Technology & Software in 2020”

Artificial Intelligence Playing Larger Role in Preventing Communications Fraud – but Slowly

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • A new survey by the Communications Fraud Control Association (CFCA) shows communications fraud remains a significant cost to network operators despite steady improvement over the past ten years.
  • A small but growing number of operators have begun implementing machine learning and artificial intelligence as crucial components of their fraud management systems, but most operators have not.

A new survey by the Communications Fraud Control Association (CFCA) shows both good news and bad news in network operators’ efforts to control communications fraud.  Communications fraud happens whenever a person or group uses communications services with no intention of payment.  In order not to encourage even more fraud, operators like Vodafone and AT&T are understandably reticent when it comes to revealing how their own fraud prevention mechanisms and procedures stack up against competitors.  However, these operators are more forthcoming in anonymously responding to the annual survey by the CFCA, which represents operators, security and risk management vendors, and law enforcement authorities. Continue reading “Artificial Intelligence Playing Larger Role in Preventing Communications Fraud – but Slowly”

Launch of Three New Streaming Services Represents Threat and Opportunity to Broadband Operators

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • Apple, Disney, and Google are all introducing new streaming services in November that are likely to create new levels of network performance challenges for broadband operators due to their use of 4K video and, in the case of Google Stadia, new uplink requirements.
  • Broadband operators should be able to monetize this new network usage in the form of upselling to higher-volume data plans. However, to do so, they will also need to invest in new network technologies to ensure they can stay ahead of demand.

Network operators are bracing for the introduction of a trio of high-profile, well-funded streaming services in November.  The new services are likely to introduce new challenges to network operators already struggling to keep up with growing demand for streaming video services.  This may provide a strong upsell opportunity for network operators, but it may also require a new wave of network investment for operators to stay ahead of the demand curve. Continue reading “Launch of Three New Streaming Services Represents Threat and Opportunity to Broadband Operators”