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5G mobile network deployment - implications for MNOs and towercos - AnalysysMason Jul 2019
"The number of 5G deployments is increasing worldwide and these deployments are making use of new spectrum and new technologies. Mobile network operators (MNOs) and towercos will need to respond differently to the network architecture and infrastructure requirements for 5G. More specifically, MNOs need to fully understand the costs associated with 5G in terms of both capex (for example, new equipment) and opex (for instance, site rental), whereas towercos must consider how they can maximise revenue from their towers amidst changes to site configurations, while also identifying opportunities to address the changing infrastructure requirements of MNOs. This article discusses how mobile network deployment is changing in response to 5G technology and examines how these changes will affect MNOs and towercos."
AnalysysMason  cellular  5G  business 
22 days ago by pierredv
5G FWA: more of a challenge than a complement to fixed broadband, AnalysysMason Jun 2019
"Operators tend to think about 5G fixed–wireless access (FWA) in one of two ways:

as a complementary technology, useful only where fibre or cable is uneconomical
as a challenger technology, good enough to exploit deficiencies in existing fixed broadband supply and pricing."

"In neither case is anyone really talking about 5G fully replacing the fixed networks: it is more a matter of degree. Our study suggests that the market opportunity is for about 20–30% of broadband connections in developed economies by 2023, higher in emerging ones. That is an addressable market of 290 million static locations. We forecast that the challenger opportunity will be about twice as large as the complementary opportunity"

"I have argued elsewhere that the capacity angle to 5G tends to get overshadowed by – sometimes incompatible – longer-term thinking centred on new use cases and service-based slicing. The operators that emphasise this brave new world are usually the largest, with deep investment in FTTP or cable. Mobile-only operators often see it differently, and they see the potential immediate, more old-world, benefits of 5G as a capacity play."
AnalysysMason  5G  FWA  business-models  cellular 
june 2019 by pierredv
The 5G contradiction and lessons from fixed networks - AnalysysMason Apr 2019
"What really drives interest in 5G slicing is not efficiency, but the lure of price discrimination; this has always been operators’ dream, but it always fails to deliver on the commercial promise."
"What really drives interest in 5G slicing is not efficiency, but the lure of price discrimination; this has always been operators’ dream, but it always fails to deliver on the commercial promise."

"Bandwidth in modern wireline networks is not a scarce resource, and very few applications other than voice need more than best-efforts. This will also be true for 5G networks. It is useful to remember that, as the 5G era dawns, the average busy-hour usage per mobile subscriber in South Korea is about 35kbps, and that the average 4G macrocell bandwidth utilisation in modern economies such as Germany is less than 10Mbps."

"It is therefore perhaps better for MNOs to embrace 5G as a high-capacity dumb pipe, and to use it for low-yield but bandwidth-hungry services such as fixed–wireless access. 5G makes mobile a more effective fixed broadband substitute, so there are real organic revenue growth opportunities for mobile services. This is neither smart nor ‘efficient’, but rather wasteful in a positive way, and likely to end in less commercial disappointment than trying, once again, to make smart monetisation work."
AnalysysMason  5G  NetNeutrality 
april 2019 by pierredv
Established players can become cloud service providers - Analysys Mason Mar 2019
"Hyper-scalers such as AWS, Azure and Google are expanding their public cloud services globally, which makes it more difficult for moderately sized (relatively speaking) cloud providers to be competitive with their infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) offerings. Nevertheless, a growing opportunity exists for these smaller cloud providers to supply additional solutions and services above and beyond what is provided by the hyper-scalers. Many hosters and service providers are moving away from offering services on their own data centres and are offering more managed services instead."

"Businesses will need support in order to navigate the changes to their IT environments during the transition to the cloud. Hyper-scalers such as AWS, Azure and Google rely on partners to distribute their IaaS offerings and create bundled solutions for end users. This includes onboarding workloads and providing uptime assurance and added security. Service providers can also analyse KPIs to ensure optimal performance for given workloads. This is where cloud service providers can make an impact, and some are already well-positioned to do so."

"CenturyLink and Rackspace are just two examples of cloud providers that are placing a greater emphasis on building stronger partnerships with hyper-scalers in order to offer their customers the most well-rounded cloud experience possible"
AnalysysMason  cloud  computing  business  CenturyLink  Rackspace 
march 2019 by pierredv
Telecoms, media and digital economy prediction trends 2019 - AnalysysMason Jan 2019
Here are the headline predictions for 2019 from Analysys Mason Research:

5G: there will be many commercial 5G launches but consumers will not notice
IoT: the market for IoT connectivity will continue to develop and new models will appear
Enterprises: operators will buy IT operations to expand portfolios and there will be many SD-WAN launches
Small and medium-sized businesses: this market will streamline with DaaS and cloud apps
Homes: the battle for control of the emerging home ecosystem will intensify
Digital transformation: operators will offer mobile apps for customer care, and will push into edge computing and network slicing
Artificial intelligence: automation will lead operators to cut jobs and MSPs will capitalise on the needs of SMBs
Investor value: business simplification initiatives will enable telecoms operators worldwide to reduce headcount
AnalysysMason  prediction  IoT  5G  AI 
january 2019 by pierredv
AT&T will not launch any more satellites for DirecTV, Analysys Mason Dec 2018
"AT&T will not launch any more satellites for DirecTV: is the writing on the wall for satellite TV?"

"AT&T’s acquisition was motivated by an appetite for DirecTV’s content rights (notably for National Football League (NFL) American football matches) as much as its subscriber base, but the recent announcement indicates just how quickly the US pay-TV market is evolving."

"One of the reasons why the move to OTT is so rapid in the USA is that traditional pay-TV bundles are expensive. "

"What does this mean for satellite TV providers? Analysys Mason agrees that IP-delivered TV and video services will eventually dominate the market, but it will be a long time before direct-to-home satellite services disappear entirely. "
AnalysysMason  AT&T  satellite  TV  OTT 
january 2019 by pierredv
In-flight connectivity will be main driver of high-data-rate satellites, AnalysysMason Oct 2018
"Wi-Fi on board passenger aircraft will become the main driver of demand for next-generation high-data-rate satellites."

"We were asked to develop new regional market forecasts to 2025 for the following markets.
= Service provider trunking. Traditional point-to-point connectivity for telecoms service providers and mobile backhaul.
= High-bandwidth enterprise services. Both land-based and offshore services.
= Mobility platforms. In-flight connectivity (IFC) for passenger aircraft; connectivity for cruise ships, ferries and other large vessels; passenger connectivity on railway trains."

"We forecast that the worldwide market for high-speed satellite trunking services will grow in value from EUR1.9 billion in 2017 to EUR4.7 billion in 2025. We believe that the fastest-growing segment will be in-flight connectivity for passenger aircraft, where wholesale revenue will grow from EUR278 million in 2017 to EUR1.9 billion in 2025."
AnalysysMason  satellite  Wi-Fi  market-research 
october 2018 by pierredv
Consumers can ‘pay’ for better broadband with higher prices or reduced choice - analysys mason Oct 2018
"Consumers can ‘pay’ for better broadband with higher prices or reduced choice"

“Investment, regulation and competition investigations are shifting to focus on full-fibre broadband networks, but consumer revenue is what is needed to pay for fibre”

"Consumer revenue is the essential part of the business case for FTTP/B networks ... the full-fibre take-up in Western European countries with a relatively high spend on broadband services has increased significantly"

"(De)regulation and relaxation of competition/merger rules may support higher prices and reduce the intensity of price competition, but can this revenue be used to benefit fibre network investment?"
AnalysysMason  broadband  competition  antitrust 
october 2018 by pierredv
Telecoms AI ecosystems: increasing automation in processes - Analysys Mason Jul 2018
Operators have been aiming to use automations driven by artificial intelligence (AI) to improve processes for a long time, but the effort involved has limited the number of instances in which intelligence can be applied. The introduction of AI ecosystems means that AI and other analytics techniques can be used to model processes and apply optimisation algorithms. Moreover, where processes require dynamic optimisation, machine learning (ML) and deep learning (DL) tools can automatically reoptimise processes as they change.
This report:

looks at the shift that is underway within the analytics market as telecom vendors develop telecoms-specific solutions
explains what the above shift is, the reasons behind the change and the implications for communications service providers (CSPs) and vendors
provides profiles of significant vendors in the market and a comparison of their approaches and tools.
AnalysysMason  AI  ML  telecoms 
september 2018 by pierredv
Spectrum management approaches for E-BAND (70/80GHz) in selected markets - Reports - Content | EPiServer Site
"This latest report explores how E-band frequencies have been licensed for use in selected markets around the world and identifies the regulatory regimes best suited to current and future uses of the band. ... Internationally, E-band includes the frequencies from 71–76GHz and from 81–86GHz."

"As highlighted by the report, this combination of attractive channel characteristics and easy interference management offers significant opportunities for regulators to implement simplified coordination mechanisms for the licensing of links in E-band, compared to other frequency bands used for point-to-point services.

Adopting flexible, lightly licensed approaches when allocating these frequencies, as implemented in a number of leading countries such as the US, the UK and very recently Nigeria, to avoid the need for fully coordinated, interference-managed approaches to assignment, could unlock the significant potential of the E-band for innovative broadband communications."
AnalysysMason  E-band  light-licensing  licensing 
may 2018 by pierredv
Regulating the Sharing Economy: New Wine in Old Bottles - Analysys Mason Mar 2018
"The [NYT] article also highlighted another issue, namely differences between ride-sharing services and regulated cabs, in terms of fare regulations, vehicle equipment requirements, and disabled access. "
AnalysysMason  trends  Uber  taxis  transportation 
march 2018 by pierredv
The US incentive auction and what it means for spectrum auctions in other countries
Good summary

"The recent US incentive auction has cleared 84MHz of TV broadcasting spectrum in the 600MHz band and assigned 2×35MHz nationwide (barring a few unsold lots) for mobile use, with a net gain for the US Treasury of almost USD9 billion. This article considers how successful the incentive auction was and whether the approach used by the FCC is likely to be adopted in other countries to facilitate the transfer of spectrum to new uses."
AnalysysMason  FCC  incentive-auction 
october 2017 by pierredv
Machine learning still needs data scientists to optimise results - Comments - Content | EPiServer Site
"Machine learning is not a 'one-size-fits-all' technology, but a growing library of technologies that need to be understood and deployed correctly to achieve meaningful results."

Good survey of techniques and algorithms
AnalysysMason  MachineLearning  AI  automation  Communications  algorithms 
october 2017 by pierredv
5G gives Samsung an opportunity to break into radio access networks, Analysys Mason, Sep 2017
Samsung missed out on the 3G opportunity, together with some other network equipment providers (NEPs), such as Motorola and NEC. The company then tried to capture a reasonable share of the 4G RAN market, but was unable to do so, as it invested in the WiMAX standard rather than LTE.
Samsung has several decades of experience in the telecoms market, but the wireless infrastructure ecosystem is becoming increasingly complex, particularly for 5G.
Samsung  Arqiva  AnalysysMason  FWA  5G  mmWave 
october 2017 by pierredv
Network security: threats and opportunities for operators
"The software-controlled transformation of CSPs’ organisations and network infrastructures creates both opportunities and risks in terms of network security. The increased openness, speed and flexibility of software-defined networking (SDN) and network function virtualisation (NFV) create a host of new vulnerabilities that increase the level of risk to the organisation and its customers. Conversely, that same openness, speed and flexibility provides the CSP with very much better tools with which to spin-up and deploy security features to detect and mitigate real-time threats in its networks."

"Another example is the risk of DDoS attacks originating in the 5G radio access network. This already represents a threat to network availability in the current 3G and 4G network environments, but this will escalate with the introduction of 5G endpoints capable of supporting up to 100 Mbps. There are new opportunities for vendors in delivering products and feature sets that will meet these new 5G security challenges."
AnalysysMason  SDN  NFV  cybersecurity  vulnerability  5G 
june 2017 by pierredv
MWC 2017: IoT has no compelling need for 5G, so the focus was on competition between LTE variants - Comments - Content | EPiServer Site
"5G is failing to provide any compelling vision for IoT services, so the competition between LTE-M and NB-IoT to be the dominant IoT technology for LTE-based solutions became the focus of attention."
AnalysysMason  MWC  IoT  5G  LTE  LTE-M  NB-IoT  SigFox  LoRa  Nokia  Verizon 
march 2017 by pierredv
Verizon and Charter: the Trump era heralds a wave of European-style cable–mobile consolidation - AnalysysMason Jan 207
"Seeing every Verizon move through the teleology of 5G misses the point; US mobile is shrinking and Verizon needs to spread its bets."

"In pursuing a mobile-first strategy, Verizon has progressively shrunk its wireline footprint. In the early part of last decade, the company was a proponent of FTTP, but found the capex burden intolerable, and of its 22% wireline coverage, only 15% has FiOS (FTTP) availability, with the rest on low-grade ADSL. Charter acquired the larger Time Warner Cable and the smaller Bright House Networks in 2015."

"Analysys Mason's view is that the USA is waking up to the same realities that hit Europe a few years ago: a mobile-first strategy no longer makes any 'industrial' sense, and the survival of mobile-only operators into the 5G era is in question. Market structure (with a geographical fragmentation of fixed but not mobile) has shielded the USA from this, as it has in other markets with a similar asymmetric structure such as Finland and Russia. While 5G-readiness is something to aspire to, the rationale for any merger is, from Verizon's point of view, much more immediate and banal: mobile revenue will come under increasing pressure; broadband/video has more growth potential than mobile; and fixed–wireless may not work."

"Analysys Mason forecasts rises in consumer wireline revenue and a decline in mobile revenue between now and 2021 in the USA."

"We believe that Verizon's interest in cable is at least in part motivated by the realisation that mmWave fixed–wireless (pre-standards 5G) is not the best way to address the great indoors."
AnalysysMason  Verizon  Charter  *  broadband  cable  mobile  cellular  LTE  Vodafone  mmWave 
february 2017 by pierredv
Successful deployment of NB-IoT will depend on spectrum choices - Analysys Mason - Jan 2017
Standardisation of “narrowband IoT” (NB-IoT) occurred rapidly during 2016, and major mobile operators such as Deutsche Telekom and Vodafone are planning wide-scale roll-out. This article discusses the spectrum options for NB-IoT and their commercial implications. Noting that there are three options for deployment – namely in-band deployment alongside LTE traffic, ‘guard-band’ deployment at the edges of existing LTE carriers, and use of separately assigned spectrum – the article discusses the trade-offs involved and the factors determining the best deployment choice.
AnalysysMason  IoT  NB-IoT 
january 2017 by pierredv
The investment case for 5G mobile is more distant without fixed wireless - Comments - Content | Analysys Mason - Aug 2016
Most people who have followed 5G will be familiar with the three use cases that are usually cited as the commercial justification for it:
enhanced mobile broadband
massive connections (that is, IoT)
ultra-reliable networks.
Fixed wireless represents a fourth use case. Fixed wireless is likely to be the first to appear, and could be of greater commercial value than the other three combined for several years to come. However, the use of fixed wireless technology for 5G raises many techno-economic questions. This comment briefly addresses the main questions.
- See more at: http://www.analysysmason.com/5G-fixed-case-Aug2016#sthash.1aEaKHGR.dpuf
5G  AnalysysMason 
september 2016 by pierredv
Permissionless innovation with blockchain technology: computer says yes - Insight - News | Analysys Mason April 2016
“There is currently much interest in using and building on blockchain, the technology underlying Bitcoin, and regulators and governments will have to adapt to this change – in some cases, they may also wish to adopt these new technologies.”
Key points:
* A new era of permissionless innovation
* Blockchain offers a flexible public co-operation mechanism
* Blockchain is extensible
blockchain  AnalysysMason 
july 2016 by pierredv
Operators’ strategies for IoT are guided by three main motives - Analysys Mason Quarterly - News | Analysys Mason Feb 2016
Motive 1: Use IoT to generate new connectivity revenue, especially in automotive Motive 2: Use IoT to support and defend existing business Motive 3: Use IoT to enter new vertical markets
AnalysysMason  IoT  cellular 
february 2016 by pierredv
TD-LTE is deployed more often in emerging markets than in developed markets - Comments - Content | Analysys Mason July 2015
"The relatively low level of deployment of TD-LTE in developed regions suggests that a 'spectrum crunch' does not exist in those regions, or has been mitigated."
AnalysysMason  TD-LTE  LTE  spectrum-crunch 
august 2015 by pierredv
Small-cell deployments need a rethink from a fibre-first perspective - Comments - Content | Analysys Mason July 2015
"Each year, vendors' analysis of the state of small cells becomes increasingly familiar: a 'painful' and unmanageable data 'explosion', followed by small-cell densification to avert a crisis in capacity. However, most operators admit (as they did 2 or 3 years ago) that they are not experiencing much 'pain' in managing data growth." "It is time to address the myth of exponential data traffic growth" "In the US, the CTIA recently recorded 26% traffic growth in 2014. If this figure is correct, the average usage per US mobile data subscriber barely changed at all in 2014: the recorded number of data subscribers grew by 22%, and the expected exponential curve of data traffic has morphed into an s-curve." "Operators need to consider a fibre-first approach for small-cell supply"
AnalysysMason  spectrum-crunch  small-cells  deployment  fiber 
july 2015 by pierredv
Low Earth orbit satellite broadband makes a comeback - Insight - News | Analysys Mason
"the hot topic of conversation at the Satellite 2015 conference and trade show in Washington, DC was a series of rival proposals from OneWeb, SpaceX and LeoSat for new LEO constellations designed to provide global broadband connectivity" - Why? 1) Iridium & Globalstar constellations deployed, running; 2) broadband market now much more developed than 1990s; 3) new entrants have shown that LEO satellites can be built at low cost; 4) advances in terminal antennas
AnalysysMason  LEO  satellite 
april 2015 by pierredv
How leading CSPs are integrating social media within customer care - Insight - News | Analysys Mason
"Customers who post service problems on Facebook and Twitter expect their CSP to respond within 30 minutes."
AnalysysMason  socialmedia 
march 2015 by pierredv
Public wi-fi report - Analysys Mason Feb 2015
"This latest study from Analysys Mason explores how consumers in the United Kingdom perceive public Wi-Fi services. Analysys Mason surveyed 2000 UK residents for the study. Respondents were asked a number of questions including how often they used public Wi-Fi networks 1 and their impression of public Wi-Fi networks in comparison to cellular networks." Key findings: -- Public Wi-Fi highly relevant for 4G subscribers -- Non-4G subs prefer public Wi-Fi to cellular -- UK mobile subs would like a mix of cellular and public Wi-Fi -- users see mobile operators as most likely provider of public Wi-Fi networks
AnalysysMason  Wi-Fi  public-Wi-Fi 
march 2015 by pierredv
Why the US AWS-3 spectrum auction result exceeded all expectations and what it means for future auctions - Insight - News | Analysys Mason - Feb 2015
"Aggressive bidding by DISH appears to be the main reason why the auction raised so much money. Figure 1 shows the winning bidders for each block in the ten cities where most money was raised.3 It can be seen that DISH won the G block in all ten cities, the A1 block in nine cities, the B1 block in seven cities and the H and I blocks in the three of the top four cities. In total it won 32 out of the 60 blocks available, compared to 15 for AT&T, 7 for Verizon and 2 for T-Mobile."
AnalysysMason  auctions  AWS-3  spectrum-auctions 
february 2015 by pierredv
NFV and SDN enable CSPs to stay relevant to their customers in the digital economy - Newsletter – Analysys Mason Quarterly - News | Analysys Mason
"A strong vNGN platform and a streamlined operations approach will support increased relevance in the digital economy provided CSPs build attractive new services on these assets. NFV and SDN Since the commercialisation of the Internet, telecoms has ceased to be a closed market with its own unique standards and processes; we just did not realise it. It has taken the market two decades to come to terms with the business consequences, and for communications service providers (CSPs) and their vendors to realise that increasing their relevance in the wider Internet economy will require significant changes to their organisations and processes. Using virtualisation techniques from IT, including network function virtualisation (NFV) and software-defined networking (SDN) technology to rethink the way communications networks are built and managed is critical for CSPs to rebuild relevance."
AnalysysMason  NFV  SDN 
january 2015 by pierredv
NEPs' network management systems: worldwide market shares 2013 - Reports - Content | Analysys Mason
"Network management systems (NMS) generated USD4.6 billion in revenue worldwide during 2013, up 2% from USD4.5 billion in 2012. Network equipment providersEricsson continued to lead the network management systems (NMS) market, retaining its 21% share of worldwide revenue in 2013. The first five of the top-six vendors and their order were the same as in 2012, but Samsung moved into the sixth position ahead of ZTE. The top-six network equipment providers (NEPs) were – Alcatel-Lucent, Ericsson, Huawei, Nokia Solutions and Networks, Cisco Systems and Samsung. These six accounted for 80% of revenue in this highly consolidated market. The NMS market returned to growth in 2013, mainly because communications service providers (CSPs) increased spending on LTE network deployments."
AnalysysMason  network-management  market-shares  market-assessment 
may 2014 by pierredv
Operators in Europe benefit from active infrastructure sharing while those in Asia–Pacific remain wary - Insight - News | Analysys Mason
"Many operators in Europe share network infrastructure to expand into new market segments, while most APAC operators compete on network coverage and may lag behind in monetising their networks." "Asia–Pacific (APAC) accounts for only 25% (or 9) of the 36 active network sharing arrangements signed in APAC, Europe and North America to date, according to Analysys Mason's forthcoming Network sharing tracker. By comparison, Europe accounts for 61% (or 22). Sharing network coverage has allowed operators in Europe to quickly and cost-effectively expand into new market segments. European operators are also more focused on competing by differentiating their services rather than their coverage." "Active network sharing refers to sharing of active electronic infrastructure and radio spectrum. Shared equipment includes: antennas, feeder cables, radio access networks (RANs), base transceiver stations (BTSs)/Node Bs, BSC/RNC, backhaul (transmission) and microwave radio equipment."
AnalysysMason  network-sharing  infrastructure-sharing  spectrum-sharing 
may 2014 by pierredv
Submarine cables in Sub-Saharan Africa: terrestrial networks need to keep up - Newsletter – Analysys Mason Quarterly - News | Analysys Mason
"Every country on the African continent apart from the Central African Republic, Eritrea and South Sudan has some form of fibre connectivity to one or more submarine cable landing stations and a large majority of countries have more than one national fibre network.1 However, many of these networks have been built by mobile operators for their own use, rather than for resale, while others are owned by national governments and utility companies that often lack the skills or the inclination to market them effectively to third-party ISPs and other commercial users. ... Only five countries (Kenya, Nigeria, South Africa, Zambia and Zimbabwe) can be said to have effective competition among multiple players." "there is a 'chicken-and-egg' problem with low demand: because the cost of operating a long-distance fibre network is largely fixed, low demand tends to keep prices high, which in turn discourages take-up."
AnalysysMason  fiber  Africa  broadband  World  Bank  PPP 
may 2014 by pierredv
Mobile data will grow 6.3 times between 2013 and 2018 and growth will be strongest outside Europe and North America - Insight - News | Analysys Mason
"In most developed economies, the volume of public Wi-Fi traffic has grown much faster than mobile data during the past 2 years. This has been driven mainly by fixed and cable operators rather than MNO offload strategies, but small cells will have enabled MNOs to stabilise and begin to reverse the trend of handset offloading to Wi-Fi by the end of the forecast period (2018). We expect that public Wi-Fi will primarily carry mid- and large-screen traffic (and handsets' share of public Wi-Fi traffic will decline), and many fixed- or cable-provided public Wi-Fi services will evolve into hybrid MVNO, small-cell and Wi-Fi networks."
small-cells  cellular  trends  traffic  AnalysysMason  MVNO  data  traffic  forecast  cable  Wi-Fi  mobile  data 
october 2013 by pierredv
Customer experience as a service: a double benefit - Newsletter – Analysys Mason Quarterly - News | Analysys Mason July 2013
“A common observation in network operations (in-house and outsourced) is that service perception and network performance do not often align. Customers (and CEOs) complain about poor service quality, dropped calls or slow Internet access, while according to network operations (and the CTO) network KPI targets are being met.” “This difference in performance perception is largely a result of the legacy of network performance and management. As the number of technologies required to deliver services has multiplied, specialised silos of expertise and management have been created. End-to-end service management was not possible because of the lack of cross-silo, co-ordinated resources, processes and tools.” The solution, at least as far as the management consultants were concerned, was “converging customer and network operations, and combining technical and commercial teams within the operator to agree the customer experience targets.” Hard to see how that maps to unlicensed – except in...
cellular  customer  experience  AnalysysMason 
august 2013 by pierredv
Help for LTE: Wi-Fi benefits and challenges for mobile operators - Insight - News | Analysys Mason Jul 2013
Nearly 70% of fixed and mobile operators we surveyed have deployed Wi-Fi to meet the data consumption and service requirements of their customers, yet most operators are finding it difficult to create a compelling business case for Wi-Fi.1 However, as the role for Wi-Fi in a mobile network becomes clearer, the monetisation options are becoming clearer as well... Wi-fi plays 4 key roles: = capacity and coverage extension = supplementary wireless data services = roaming support = service and brand differentiation "Monetisation options are largely limited to direct user charging, location-based services or charging the venue operator, sponsored content and retail partnering with stores such as Starbucks. We expect future monetisation options to include selling insight about Wi-Fi users' behaviour and usage as well as direct marketing activities such as couponing and tie-ins to loyalty programmes by retailers."
monetization  cellular  AnalysysMason  LTE  Wi-Fi  commerce 
july 2013 by pierredv
Bidding halted in Czech Republic’s LTE auction: can spectrum auctions raise too much money? - Insight - News | Analysys Mason
"On 8 March 2013 the Czech Telecommunication Office (CTO) halted the Czech Republic's multi-band auction for spectrum at 800MHz, 1800MHz and 2.6GHz frequencies. "Excessively high" spectrum prices were cited as the main reason for the cancellation. In this article, we examine the prices in the Czech auction and consider whether or not they can be described as "excessive", before outlining problems that might arise from high auction prices. Finally, we consider the CTO decision in the context of the recent UK multi-band auction (for 800MHz and 2.6GHz frequencies), where prices were lower than anticipated."
CzechRepublic  auctions  AnalysysMason  spectrum  LTE 
march 2013 by pierredv
4G spectrum auction in the UK: were the prices paid low or merely average? - Insight - News | Analysys Mason
MHz.POP prices for UK auction: "We found that assuming values of GBP0.44 (EUR0.51) per MHz per pop for the 800MHz spectrum, GBP0.07 (EUR0.08) for the 2.6GHz paired spectrum and GBP0.04 (EUR0.04) for the 2.6GHz unpaired spectrum, while assuming that the coverage obligation (which applies only to O2) carries a cost of GBP10 million (EUR12 million), gives answers that are within 1% of each winning bid announced by Ofcom on 20 February 2013."
auction  price  spectrum  UK  Ofcom  AnalysysMason 
february 2013 by pierredv
US LTE operators achieve 4G success by focusing on coverage and multi-device strategies - Insight - News | Analysys Mason Jan 2013
"US operators initially marketed LTE by highlighting its speed benefits, and kept the same pricing plans as 3G services in order to entice users onto the new networks, including customers on flat-rate plans. AT&T and Verizon have both shifted their pricing strategies in order to increase revenue. Initially, both operators largely eliminated flat-rate pricing plans in favour of tiered pricing, and in 2012 both operators implemented a multi-device, tiered data package pricing strategy. Operators are still adopting the strategy of 'no premium for LTE', with the only difference between a 3G subscription plan and an LTE plan being the device used. Instead of charging more for the LTE service, operators want to connect additional devices for a nominal fee (usually USD10–30) to encourage users to switch to larger data plans. This strategy appears to be working"
Verizon  cellular  speed  coverage  4G  MetroPCS  T-Mobile  AT&T  AnalysysMason 
january 2013 by pierredv
Crisis ahead for European mobile operators: data growth dangerously slow, and network costs unhealthily low - Insight - News | Analysys Mason Group
"Instead of worrying about the impact of a mobile data explosion, operators should worry about making it happen in the first place."
broadband  data  cellular  *  AnalysysMason 
september 2012 by pierredv
Moving forward with dynamic spectrum access - Insight - News | Analysys Mason Group
Quote: These 'gaps' in utilisation, which provide opportunities for DSA, arise for a number of reasons. Coverage: a licence holder might not be using its allotted licence in a specific region. Time: an area of spectrum might by less-frequently required at different times during a day (or on longer timescales). Lack of service users: there may be a limited number of subscribers taking advantage of a service. Licence technical parameters: the regulator may have mandated that a piece of spectrum can only be used for a specific purpose, while other technologies emerge during the life of a licence that can use the same spectrum. Pragmatic under-utilisation to prevent interference: empty guard bands are placed between spectrum bands to stop transmission leakage to prevent interference, which could be re-used by systems that have the appropriate characteristics to avoid interference.
sharing  cognitiveradio  DSA  spectrum  AnalysysMason 
july 2012 by pierredv
Major satellite operators adopt contrasting approaches to next-generation high-throughput capacity - Insight - News | Analysys Mason Group
"On 7 June 2012, Intelsat announced its plans for its EpicNG platform, comprising two high-throughput satellites to be launched in 2015 (Intelsat 29e, with coverage of the Americas) and 2016 (Intelsat 33e, covering Asia, Europe and Africa). This announcement means that we can now see the approach that each of the major Europe-based satellite operators is taking to next-generation capacity. The approaches vary widely"
satellite  broadband  Europe  AnalysysMason 
june 2012 by pierredv
A second digital dividend in Africa: hurry up and slow down - Insight - News | Analysys Mason Group April 2012
Subject to further study and agreement, the 700MHz band has recently been allocated to mobile broadband in Africa, Europe and the Middle East from 2015. While this has the potential to accelerate deployment of high-speed broadband and is a welcome development for broadband enthusiasts, we shouldn’t forget that brakes (in the form of slow digital switchover) are being applied at the same time.
Africa  DigitalDividend  cellular  700MHz  AnalysysMason 
april 2012 by pierredv
How to make better use of UHF spectrum: use the white spaces, or re-allocate entirely? - Insight - News | Analysys Mason Group
Pressure on whitespaces from incentive auctions, and how applicable that would be in Europe: "It is unclear whether a similar approach will be appropriate for re-setting the balance of UHF spectrum allocations between broadcasting and mobile use in countries other than the USA. In particular, incentive auctions are unlikely to take place in countries where terrestrial TV is the most important TV platform, since UHF frequencies in those countries are in high demand for DTT services – which includes many European countries (see Figure 1), and also in Brazil and Mexico (the two most populous countries in the Americas after the USA)." "A further complexity in implementing incentive auctions is that different countries use various different approaches to licensing spectrum for DTT services – in some cases, individual transmitters are licensed, whilst in others a block of frequencies is awarded either to broadcasters, or to a separate transmission provider."
television  whitespaces  Europe  regulation  licenses  AnalysysMason 
january 2012 by pierredv
A K(Hz) of Italian spectrum costs twice as much as a K(g) of gold | Analysys Mason Oct 2011
"The Italian spectrum auction ended the last Thursday of September after 469 rounds, totalling revenues that exceeded the expectations of the government and of many stakeholders. "
auction  spectrum  licenses  800MHz  Italy  AnalysysMason 
october 2011 by pierredv
Utilities: the gold is underground | Analysys Mason Oct 2011
Forcing utilities to give away duct space may not be the solution, as there is a win-win scenario for both the telecoms and the utility sectors.
utilities  broadband  fiber  infrastructure  AnalysysMason 
october 2011 by pierredv
Exploiting the Digital Dividend – an African approach | Analysys Mason Oct 2011
"The World Radiocommunications Conference 2012 (WRC-12), a four week marathon of spectrum policy, will be held in Geneva early next year. As African countries prepare they should be asking themselves: how will we be investing our ‘Digital Dividend’?"
cellular  digitaldividend  UHF  africa  mobile  TV  AnalysysMason 
october 2011 by pierredv
Utilities: the gold is underground | Analysys Mason
"With fibre network roll-outs on the rise globally, utility companies are sitting on an asset that – if appropriately identified, managed and valued – could enable them to reap significant benefits. Civil engineering costs (for example, digging new trenches) are often the main barrier to fibre network roll-out. However, most utilities already own a number of underground ducts, whose primary use includes power supply, district heating, street lighting and so on, but which are also suitable to deploy fibre (provided there is sufficient space). Forcing utilities to give away duct space may not be the solution, as there is a win-win scenario for both the telecoms and the utility sectors."
broadband  fiber  AnalysysMason 
september 2011 by pierredv
3G and 4G spectrum requirements: a question of balance - Janette Stewart, AnalysysMason
7 July 2011 Janette Stewart Senior Manager “We believe that models for estimating future spectrum requirements need to be reconsidered to take into account various interrelated market and economic factors.”
3G  4G  cellular  trends  ITU  ITU-R  WRC  AnalysysMason 
july 2011 by pierredv
IXPs: the key to sustaining and expanding a healthy global Internet ecosystem - Insight - News | Analysys Mason
" Internet market players began to create more interconnection facilities across a range of countries and regions, in the form of Internet exchange points (IXPs)."
internet  architecture  topology  IXP  traffic  AnalysysMason 
february 2011 by pierredv
Growth in the M2M market will have long-lasting mobile network effects - Newsletter – Communiqué - News | Analysys Mason
One of the key concerns is that most services are deploying 2G only, which may constrain the ability of operators to migrate to 3G and 4G since embedded devices typically have very long life cycles
wireless  commerce  cellular  M2M  AnalysysMason 
february 2011 by pierredv
Sharing the airwaves: can Kenya’s 4G partnership work? - Insight - News | Analysys Mason
"The Kenyan government has recently put forward a plan to simultaneously promote cost-effective use of the 2.6GHz band and save operators from having to spend money in an auction. The plan is to offer the management of the band (up to 190MHz of spectrum, which is suitable for high-speed mobile data services) to an independent company in order to create an open access wholesale network"
cellular  spectrum  open-access  infrastructure  AnalysysMason 
december 2010 by pierredv
LTE TDD will seal the fate of mobile WiMAX - Insight - News | Analysys Mason
"Mobile WiMAX is an advanced technology that was ahead of its time. Now that its time has come, so has LTE TDD, which is threatening to displace mobile WiMAX completely."
mobile  LTE  wimax  AnalysysMason 
november 2010 by pierredv
Despite mixed signals, LTE is on a roll -- Urgent Communications article
"The firm states that while mobile data traffic in Europe grew by 110% in 2009, it’s only projected to grow 35% in 2010, with no real prospect of picking up in 2011."
LTE  mobile  data  broadband  AnalysysMason 
november 2010 by pierredv
The collision of national security and telecoms operators - Newsletter - News | Analysys Mason
Should governments bar certain equipment from countries they don't trust (which seems to be a synonym for "the Chinese") "The sanctity of national security normally overrides a nation’s desire for a free market economy or a completely liberalised telecoms sector. This issue was revived recently by the Indian Department of Telecommunications’ decision to forbid the use of carrier equipment manufactured by the Chinese company Huawei. This is an unusual step as, in general, it is very rare for a regulator to endorse or prohibit a particular supplier. "
security  network  geopolitics  AnalysysMason 
july 2010 by pierredv
European mobile broadband market continues to grow – but continues to cost - Insight - News | Analysys Mason
July 2010 "Mobile broadband in Europe continued to grow strongly in 2009, fuelled mainly by consumer segments. As revenue from traditional mobile voice and messaging services declines or stagnates, mobile broadband will be one of the primary revenue drivers for European operators in the next five years. Mobile broadband will contribute almost 10% of total mobile service revenue by 2015 (see Figure 1). We forecast that total mobile broadband revenue in Europe will increase from EUR6 billion in 2009 to EUR17 billion in 2015, at a CAGR of 18.7%. Total mobile broadband connections will increase in number from 32 million in 2009 to almost 120 million in 2015, at a CAGR of 24.8% in 2009–2015."
cellular  mobile  broadband  factoids  AnalysysMason 
july 2010 by pierredv
Interference to radio links from wind farms needs more serious consideration - Newsletter - News | Analysys Mason
"For obvious reasons, wind turbines are often sited in sparsely populated areas on high ground, to take best advantage of the prevailing wind. Unfortunately, these are just the locations that utility companies have chosen as microwave sites and scanning telemetry radio sites, and so turbines and radio sites are often in close proximity to one another. "
interface  energy  rf  SCADA  AnalysysMason 
may 2010 by pierredv
Why demands on bandwidth aren’t the real problem for fibre networks - Newsletter - News | Analysys Mason
"We do not believe that capacity will be the main limiting factor in fibre access networks. Bottlenecks are more likely to develop due to the operational upgrade from one generation of FTTH to the next. The challenge will be ensuring, for instance, that there is enough space in the infrastructure network to facilitate the installation of new equipment" "An Analysys Mason study for Ofcom found that bandwidth in access networks is likely to increase significantly in the next 25 years, but that operators and manufacturers must continue to introduce innovative solutions to problems facing the installation of fibre networks. "
broadband  infrastructure  ofcom  AnalysysMason 
may 2010 by pierredv
Open versus controlled content ecosystems: how does the industry compete with Apple? - Insight - News | Analysys Mason
The problem with openness: "an Ovi developer has to create and manage three times the number of SKUs to address a market that is one-fourteenth the size of Apple’s"
apple  openness  AnalysysMason 
may 2010 by pierredv
Ethernet: the final frontier? = Analysys Mason
analsysis of the history of and prognosis for Ethernet, particularly to support core carrier networks
networking  ethernet  mpls  AnalysysMason 
july 2009 by pierredv
Mobile broadband: high take-up but high usage can lead to low profits = Analysys Mason
""... while the rapid take-up of mobile broadband has provided impetus to revenue protection/revenue growth, concerns remain regarding the future profitability of the flat-rate model due to the high usage ..."" Excellent graphic
broadband  wireless  AnalysysMason 
january 2009 by pierredv

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