5G is Coming to Planes but Probably Not Yours Anytime Soon

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

• Gogo announced it will build out an air-to-ground 5G network supported by 250 towers in the U.S. Gogo expects the network to be available for business and commercial aviation in 2021, at which time all the major U.S. operators will be on their way to widespread 5G.

• Unfortunately, the number of customers that will benefit from 5G will remain small, and in many cases “elite.” Gogo continues to see strong ATG traction in the private jet segment, and those jets will be the first to benefit from Gogo’s new 5G network.

Gogo, which provides in-flight WiFi, announced plans to build a 5G network to support in-flight services. However, despite the headline, it’s clear from the announcement that most air travelers won’t see the benefit anytime soon.

Gogo announced in May that it will build out an air-to-ground 5G network supported by 250 towers in the U.S. Gogo expects the network to be available for business and commercial aviation in 2021, which aligns well with mobile operator deployment plans. All the major U.S. network operators, AT&T, Verizon, T-Mobile USA, and Sprint (alone or as part of T-Mobile USA if that proposed merger is consummated) are likely to be well on their way with 5G deployments by then. Continue reading “5G is Coming to Planes but Probably Not Yours Anytime Soon”

Cellular and WiFi Figuring Out Their 5G Identities

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • WiFi continues to enjoy near-ubiquitous penetration of smartphones, tablets, and laptops. However, improved cellular speeds enabled by LTE may be creating an inflection point.
  • In looking at how 5G and WiFi are evolving to face emerging market requirements, significant changes are likely that will strengthen 5G’s value proposition in a number of use cases.

Two conferences offering significantly different visions for the future of ‘local’ wireless are poised to take place the week of May 21. In London, the Small Cell Forum will be showcasing a largely cellular-centric view focused on 5G densification and the regulatory challenges implied therein. In Atlanta, the Wireless Broadband Alliance will hone in on the role of WiFi 6 within the 5G era. The simultaneous timing of these two conferences, while unintentional, certainly underscores the increasing questions being asked by operators and network equipment vendors on the optimal role of WiFi and 5G technologies. Continue reading “Cellular and WiFi Figuring Out Their 5G Identities”

The Vibrant 5G Ecosystem is Shortening Adoption Cycles to Two Years

Glen Hunt – Principal Analyst

Summary Bullets:

• A robust ecosystem is driving 5G deployments to support enhanced mobile broadband (eMBB) and fixed wireless access (FWA) use cases, which sets the stage for sophisticated 5G applications requiring low latency and high reliability.

• The 5G device ecosystem is being driven by timely investment in new chipsets and terminals to support new services and drive opportunities – the 5G device ecosystem includes multiple form factors and end user devices, which are ready or near ready for commercial deployment.

The Well Developed 5G Device Ecosystem, Simplifies and Accelerates Deployment:

There is a clear correlation between the maturity of the device ecosystem and the time it takes for the market to deliver on the goals and business objectives. For example, the 3rd generation (3G) buildout, required five years to build a sufficient supply of affordable devices, and the 4th generation (4G) buildout, required just two years. The availability of 5G devices now, enables the market to mature in concert with the underlying infrastructure buildout. Continue reading “The Vibrant 5G Ecosystem is Shortening Adoption Cycles to Two Years”

Infrastructure Vendor IoT Strategies: What Impact Do They Have on Service Providers?

Kitty Weldon – Research Director

Summary Bullets:

  • Last week, Nokia announced a strategy to build out private industrial LTE networks, Ericsson carved out four cellular IoT segments, and Cisco offered solutions to bring ‘intent-based’ networking to the edge.
  • What do these announcements imply about the future of the IIoT and how should service providers respond?

Last week, three of the most powerful infrastructure and networking equipment vendors made IoT-related announcements, some in conjunction with their Q4 earnings reports. While this clearly denotes how strongly they view IoT as a key growth market, it also brings into question their relationships with the operators which in many cases have been their primary customers. Continue reading “Infrastructure Vendor IoT Strategies: What Impact Do They Have on Service Providers?”

Amazon-Enabled Federated Wireless Private LTE Initiative Should Serve as a Shot Across the Bow for Public Operators

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • Federated Wireless announced a consortium designed to stake out a growth position in the emerging private LTE/CBRS market.
  • The consortium as comprised is incomplete; however, the announcement should serve as a wakeup call to public network operators that have thus far not taken a strong position in private LTE.

Amid the flurry of announcements emerging from this week’s AWS re:Invent in Las Vegas, which is quickly becoming one of the most important networking events of the year, was the announcement of a private LTE network consortium that relies on a number of partners to enable fast deployment of industrial IoT applications. Specifically, the consortium, led by Federated, includes:

  • Federated Wireless – using its cloud-based Spectrum Controller to enable secure access to the 3.5 GHz band;
  • Ruckus – providing what it bills as the “industry’s first” indoor LTE access points to use the 3.5 GHz CBRS spectrum;
  • Athonet – which sells a cloud mobile core product specifically designed for private networks;
  • Amazon Web Services (AWS) – specifically, the AWS cloud IoT platform to connect, manage, and monitor IoT devices at scale (Athonet’s BubbleCloud resides on the AWS cloud).

Continue reading “Amazon-Enabled Federated Wireless Private LTE Initiative Should Serve as a Shot Across the Bow for Public Operators”

Nokia Partnering Up to Sharpen Focus on Enterprise Market: Is a CSP Clash Inevitable?

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • Nokia continues to expand its partner and channel initiatives to better pursue enterprise opportunities, including a strategic alliance with Infosys announced in November.
  • The company sees major opportunities in the enterprise but may ultimately have to decide if pursuing them is worth alienating traditional CSP customers.

Over the past year, Nokia has been stepping up its focus on moving outside its traditional target market of communication service providers (CSPs) in a bid to diversify its revenue stream and tap into growth opportunities to offset flat or declining CSP spending. Based on the company’s ‘Future X for Industries’ vision, it believes there will be a EUR 22 billion market by 2023 for digital automation in the enterprise segment. Continue reading “Nokia Partnering Up to Sharpen Focus on Enterprise Market: Is a CSP Clash Inevitable?”

AT&T SHAPE 2018: Visions of New Content Creation and Delivery Innovations

Erik Keith – Principal Analyst

Summary Bullets:

  • AT&T SHAPE 2018 preceded AT&T’s federal court win and subsequent closing of its acquisition of Time Warner by just over a week, highlighting AT&T’s confidence that it had the firm legal standing/precedent to move forward.
  • The focus of AT&T SHAPE 2018 was dramatically different from the 2017 version; for 2018, AT&T and partner vendors highlighted how new content will be both created and delivered to its customers.

AT&T’s SHAPE event took place once again in Burbank, California, during the first weekend in June. In some respects, SHAPE 2018 built upon the foundation set at last year’s SHAPE event. As in 2017, the SHAPE 2018 showcased the content and creative assets AT&T would take ownership of (i.e., Warner Brothers Studios) by utilizing the WB campus again, perhaps to reiterate the magnitude, breadth, and depth of the WB assets, both physically and virtually, and the vital role AT&T sees them playing under the AT&T umbrella. AT&T’s own description of SHAPE was of “an immersive event that explores the convergence of technology and entertainment.” Continue reading “AT&T SHAPE 2018: Visions of New Content Creation and Delivery Innovations”