The Problem with Stadiums

Peter Jarich
Peter Jarich

At the end of last month – back when the San Francisco Giants were still the reigning World Series Champions – AT&T released network usage data from the DAS system it operates at Busch Stadium in St. Louis.  The numbers were impressive: 196 GB of data consumed (40 GB during the peak hour), 17,640 voice calls, and 67,390 text messages. They were also part of a trend to call out stadiums as a use case for any number of different technologies or network innovations. Continue reading “The Problem with Stadiums”

Futurecom: What Your Suppliers Were Up To

Peter Jarich
Peter Jarich

Summary Bullets:

  • Most major network vendors showed up to Futurecom in Rio, Brazil this week, with their booths highlighting their regional priorities and strategies.
  • Mobile network coverage and capacity enhancements were one common theme, doubtless seen as a regional opportunity with the upcoming World Cup and Olympic events.

Did you or any of your colleagues make it down to Futurecom in Rio Brazil this week?  If not, don’t feel bad; we had never made the trip before, largely based on the notion that it’s regional in focus, a long way away from where most of our analysts are based and we weren’t sure we would be able to get them to come home after a few days in Rio.  With NSN hosting its Global Analyst Conference in Rio on the eve of Futurecom this year, it was a great opportunity to finally make the trip. Continue reading “Futurecom: What Your Suppliers Were Up To”

Cisco: Mobile Ambition vs. History

Peter Jarich
Peter Jarich

Summary Bullets:

  • Cisco’s position in mobile infrastructure has steadily evolved over the years.
  • Its recent vision around small cells, WiFi, policy, network optimization and monetization highlights that shift.
  • Now, it is incumbent on the vendor to demonstrate how it’s executing on that vision.

We’re currently in the middle of updating our assessment of Cisco in the mobile access infrastructure space.  This process involved multiple drafts, along with a vendor review opportunity.  As I was doing my part in the chain – getting Sr. Analyst Ed Gubbins some feedback on his solid analysis – it occurred to me just how far Cisco has come in wireless. Continue reading “Cisco: Mobile Ambition vs. History”

Ericsson: Connecting the Dots – Part Three (We’re Still Figuring Things Out

Peter Jarich
Peter Jarich

As if the launch of a new indoor wireless solution wasn’t enough to keep Ericsson’s marketing folks busy last week, the vendor also had to pull off its annual analyst conference.  From a self-serving standpoint, the timing couldn’t have been better; we had lots of questions about the Radio Dot System and Ericsson served up lots of execs who could answer those questions in person.  On top of that, the weather down in San Jose was beautiful! Continue reading “Ericsson: Connecting the Dots – Part Three (We’re Still Figuring Things Out”

Ericsson: Connecting the Dots – Part Two (The Need for BTS Capacity)

Peter Jarich
Peter Jarich

I’m not sure we can say that Ericsson timed its Radio Dot launch to our upcoming LTE eNode B product assessment updates.  I think we can say, however, that the new indoor wireless solution helps make a point that we’ve been arguing for some time. Continue reading “Ericsson: Connecting the Dots – Part Two (The Need for BTS Capacity)”

Ericsson: Connecting the Dots – Part One (The Business Opportunity)

Peter Jarich
Peter Jarich

Last week, Ericsson announced it’s so-called “Radio Dot System,” an in-building cellular solution aimed at providing 3G and 4G services, potentially leveraging existing indoor cabling and potentially even using existing outdoor infrastructure for capacity.  There have been plenty of write-ups on it, but if you haven’t seen our analysis, you should check it out here. Continue reading “Ericsson: Connecting the Dots – Part One (The Business Opportunity)”