Telefónica Tech Blockchain Platform Bolstering Telecom Tower Management

John Byrne, Service Director

Summary Bullets:

  • Telefónica Tech will utilize blockchain to accelerate automation within mobile operator networks and foster ecosystem development.
  • With new concepts such as ORAN promising more vendors within operator architectures, the ability to establish transparency will be crucial. Blockchain potentially addresses this challenge.

Spanish telecommunications infrastructure management company Atrebo announced in October that it will deploy Telefónica Tech’s blockchain platform to digitize over 200,000 towers and other telecommunications infrastructure assets. Continue reading “Telefónica Tech Blockchain Platform Bolstering Telecom Tower Management”

Vodafone Issues 5G/IoT Call to Action to UK Government in Advance of COP26

John Byrne, Service Director

Summary Bullets:

• In a new report, Vodafone warned that current initiatives underway by the UK government are insufficient to help meet aggressive carbon emission reduction goals, including a 2035 78% reduction target.

• Vodafone and its research partner WMI Economics offered solutions designed to help jumpstart progress on these aggressive goals by deploying 5G and IoT to a host of vertical segments, notably agriculture, manufacturing, and transportation.

UK telecom operator Vodafone warned in September that the UK government has much more to do to meet aggressive emissions reduction targets that call for a 78% reduction in carbon emissions by 2035 and net zero emissions by 2020. The company believes its Internet of Things (IoT) solutions can help.

In a new report issued in conjunction with political communications consultancy WPI Economics, Vodafone pointed to slow progress in important sectors including agriculture, manufacturing, and transport where IoT could potentially deliver important progress. In these three sectors alone, Vodafone estimates that existing IoT technology has the ability to reduce between 11.7 million and 17.4 million metric tons in annual greenhouse gas emissions – at the high-end, that would represent 4% of total UK emissions, or approximately the total emissions in the Northeast of England. The benefits of IoT vary by population density – Vodafone estimates that in city centers, 87% of the benefit would come from smart transportation solutions; by contrast, agriculture would drive 38% of emission reductions in rural areas.

TOTAL POTENTIAL ANNUAL CO2 SAVINGS FROM DIGITAL TECHNOLOGY
BY SECTOR AND SCENARIO

Source: Vodafone/WPI Economics “Connecting for Net Zero: Addressing the climate crisis through digital technology” (September 2021)

In order to fully realize these emissions reductions, Vodafone issued a call to action for the UK government. Among its recommendations:

• Set clearer targets and benchmarks for the adoption of digital technology within the company’s 2050 zero net emissions strategy.

• Incentivize adoption of IoT and 5G technologies in key sectors to accelerate emissions reductions.

• Increase the weight given to carbon reduction technologies and vendors’ internal carbon reduction targets in procurement processes.

• Expand the role of UK programs such as Digital Catapult and Connected Places Catapult that are tasked with accelerating digital technology innovation and adoption in high impact sectors of the economy.

• Allocate £500 million of public funding to regional innovation centers focused specifically on IoT and 5G applications that can reduce carbon emissions.

• Enable interoperability among solutions by introducing regulation to drive common security and data standards in IoT devices.

• Introduce a regulatory and policy framework that “creates the right signals for investment” in mobile networks across the UK.

For all the focus on the lead-up to COP26, the next annual UN climate change conference happening in Glasgow, Scotland in November, Vodafone also offers another, less altruistic rationale for focusing on 5G-based digital solutions to reduce carbon emissions: jobs. According to the September report, Vodafone estimates that 5G could add £6.3 billion to the value of UK manufacturing by 2030 and create 175,000 additional jobs across the economy.

Continue reading “Vodafone Issues 5G/IoT Call to Action to UK Government in Advance of COP26”

AT&T and Verizon Showcase Two Approaches to Environmental Sustainability

John Byrne, Service Director

Summary Bullets:

  • AT&T announced a new initiative designed to help its customers dramatically reduce greenhouse gas emissions. The company still has work to do on internal ‘greenification.’
  • Verizon is taking a different approach, issuing its second and third $1 billion green bonds recently to fund a host of renewable energy contracts.

AT&T arguably took a leadership position among U.S. telecommunication operators, announcing August 31 that it will drive a reduction of a gigaton of greenhouse gas (GHG) emissions —1 billion metric tons — by 2035, in conjunction with a consortium of partners that includes Microsoft, Equinix, Duke Energy, and a number of research universities. A gigaton is equal to roughly 15% of total U.S. greenhouse gas emissions and 3% of global emissions based on 2020 estimates. Continue reading “AT&T and Verizon Showcase Two Approaches to Environmental Sustainability”

H1 2021 CapEx Up Modestly for U.S. Operators, but Supply Chain Challenges Loom

John Byrne, Service Director

Summary Bullets:

  • Through midyear, U.S. network operators have performed as expected on capital expenditures, posting a modest increase in spend over last year’s COVID-dampened investment. T-Mobile USA stands out with a large year-to-year increase as it embarks on aggressive 5G buildout plans.
  • H2 2021 spending appears likely to also be up slightly compared to 2020; however, as evidenced by revised AT&T guidance, looming supply chain challenges could stymy some plans, particularly in fiber deployment.

A GlobalData analysis of U.S. operator financial results based on mid-year 2021 earnings releases shows capital expenditures (CapEx) spending increased just over 7% compared to COVID-impacted H1 2020. In total, the nine publicly reported carriers spent $38.5 billion in CapEx. GlobalData estimates that the big three operators that account for nearly 70% of total U.S. CapEx – AT&T, Verizon, and T-Mobile USA – spent just over $26 billion, up 6.1% from H1 2020. Continue reading “H1 2021 CapEx Up Modestly for U.S. Operators, but Supply Chain Challenges Loom”

Industry Mulling Impact of AT&T-Microsoft Core Deal

John Byrne, Service Director

Summary Bullets:

  • AT&T announced it will transfer its mobile network to the Microsoft Azure cloud, beginning with the 5G core.
  • Other operators are likely to make a similar transition, though many will take much longer to do so than AT&T.

AT&T certainly grabbed the headlines – and stole some of the already dim MWC Barcelona spotlight – with its announcement June 30 that it will move its 5G network to Microsoft’s Azure for Operators cloud, beginning with its 5G core. Continue reading “Industry Mulling Impact of AT&T-Microsoft Core Deal”

Vodafone Radio Contract with Samsung Is Small in Size but Large in Significance

John Byrne, Service Director

Summary Bullets:

  •  Samsung has traditionally found itself outside of the sphere of influence with European operators, but a combination of emerging vRAN and O-RAN technologies and geopolitics is creating a new opportunity.
  • The company’s O-RAN deal with Vodafone UK, announced in June, is small in size but could represent the beginning of a long tail of opportunity.

Vodafone UK announced in June it will deploy new radio technology from Samsung, including virtualized radio access network (vRAN) solutions as well as open RAN (O-RAN) compliant radios. For both technological and competitive reasons, the new deal – while relatively small in size – could be large in its impact. Continue reading “Vodafone Radio Contract with Samsung Is Small in Size but Large in Significance”

Subsea Deployments Driving Growth and Innovation for Many Vendors

John Byrne, Service Director

Summary Bullets:

  • Subsea cable deployments have represented a small but significant share of revenue for many vendors. However, that is changing as demand for broadband capacity continues to increase.
  • These vendors are also finding that subsea deployments serve not only as a source of growth, but as an ideal venue to showcase their latest product capabilities as well, particularly in 800G coherent optics.

Recent announcements by a number of subsea cable providers are showcasing a number of key trends: not only is subsea capacity more in demand than ever, but these deployments are also serving as an ideal technological proving ground. Continue reading “Subsea Deployments Driving Growth and Innovation for Many Vendors”

Homeworkers May Be the True Market Opportunity for 5G Fixed Wireless

John Byrne, Service Director

Summary Bullets:

  • Operators and vendors have been targeting the U.S. market recently with a number of new offerings that enable enterprises to provide a secure IT and communications environment for their employees that are increasingly likely to work-from-home even after the pandemic subsides.
  • 5G proponents have thus far struggled to identify workable use cases for 5G fixed wireless, particularly as a replacement for fixed broadband. The incremental enterprise opportunity may represent the true 5G FWA use case.

Google became the latest big company to embrace an extended – and perhaps permanent – employment paradigm in which many employees will be working from home, at least part-time, for the foreseeable future. Google CEO Sundar Pichai announced March 5 that Google will allow approximately 20% of workers to stay home permanently, and most employees will be able to work from home two days per week. Google joins a host of companies embracing hybrid working environments even once pandemic restrictions have fully eased. Continue reading “Homeworkers May Be the True Market Opportunity for 5G Fixed Wireless”

T-Mobile US–Lumen Alliance Combines 5G and Edge: Is a Merger the Next Logical Step?

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

• T-Mobile US and Lumen announced an alliance in April to sell packages of edge computing services and 5G wireless to enterprises in the U.S.

• The venture leverages the strengths and blunts the weaknesses of both companies. Longer-term, it could lead to a merger that would enable both companies to compete more effectively against AT&T and Verizon.

T-Mobile US and Lumen Technologies announced in April that they will embark on a strategic alliance to help business customers build, manage, and scale applications across distributed environments. The partners note that enterprise applications would benefit from Lumen’s hundreds of thousands of fiber-connected enterprise locations paired with T-Mobile’s large and fast 5G network. T-Mobile will also become a preferred wireless connectivity partner for Lumen, allowing for a more flexible and reliable connectivity solution for all enterprises. Continue reading “T-Mobile US–Lumen Alliance Combines 5G and Edge: Is a Merger the Next Logical Step?”

Huawei Annual Report Shows Increasing Reliance on Home Market in Response to Geopolitical Challenges

John Byrne, Service Director

Summary Bullets:

  • Huawei posted modest growth in 2020 despite pandemic-related challenges; however, the company relied heavily on its domestic market while revenue outside China declined significantly.
  • The Chinese market alone makes Huawei one of the largest ICT providers in the world; however, the company’s global supply chain will continue to pose significant challenges.

The 2020 annual report released by Chinese telecommunications vendor Huawei Technologies shows the company’s share of revenue coming from its home market rose sharply in 2020, increasing to nearly two-thirds of total revenue. In total, Huawei reported revenue of CNY 891.4 billion, or $136.7 billion, in 2020. The company managed to increase revenue nearly 4% compared to the prior year – an impressive feat in the midst of a global pandemic. Continue reading “Huawei Annual Report Shows Increasing Reliance on Home Market in Response to Geopolitical Challenges”