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pierredv : business-models   6

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 
11 weeks ago by pierredv
Taking Risks to Stimulate Backhaul Demand - NSR May 2019
"Assuming a BTS 20 km away from the closest backbone node and satellite capacity pricing at $300 USD/Mbps/month, satellite is the most cost-effective solution if the station consumes under 600 GB/month. To add a bit of context, the average plan in Sub-Saharan Africa consumes 0.6 GB/month, so a new station supporting less than 1,000 subscribers would be most cost-effectively backhauled via satellite."

"When a satellite actor pitches a rural deployment to an MNO, aversion to change is one of the biggest barriers. For the commercial department, an additional site in a rural location might not move the needle for their sales targets, and most of their efforts are centered on marketing for urban areas. Similarly, the operations department usually likes to work with standardized products that do not add complexity to managing their network."
NSR  backhaul  broadband  business  rural  business-models 
12 weeks ago by pierredv
An audacious new plan will make all science free. Can it work? | New Scientist
"We fund scientific research through our taxes but often have to pay a hefty fee to read its findings. An uprising aims to bring the knowledge paywall crashing down"

"This all adds up to a very lucrative business. In 2013, academic publishing generated global revenues of $25.2 billion. Profit margins are reported to be between 30 and 40 per cent: the figure is hard to verify, although not disputed by the industry’s leading trade body, the International Association of Scientific, Technical and Medical Publishers. Indeed, last year Elsevier, the world’s largest academic publisher, reported a profit margin of nearly 37 per cent, amounting to £913 million. In other words, academic publishing is one of the most profitable businesses in the world."
NewScientist  PlanS  Research  publication  business-models 
may 2019 by pierredv
Satellite and the Arrival of Telecom Pricing? - Northern Sky Research
"The advent of bulk HTS satellite capacity has changed the satcom game. Irreversibly. What started as an alternative to FSS, an innovation with frequency re-use spot beams, has become mainstream and dictated price changes for at least the past 2 years. 60% wholesale price drop across HTS verticals, most prominently for backhaul and consumer broadband, is a telling factor for any industry. The data market is striving to achieve the holy grail of telecom pricing through capacity supply acceleration, led by players like ViaSat, Hughes, SES and upcoming LEOs, among others. Compared to the addition of 600 Gbps in the first 10 years, the above companies will add more than 4.5 Tbps in the next 3 years alone till 2021."

"whether satellite broadband can reach this price point at over a $1B lifetime cost?"

"building a feasible business out of an enormous 1 Tbps satellite needs customers in large volumes – and a price capped at $8-$12 level probably won’t reach current telco pricing that is seen in India."

"CAPEX/Gbps ratios per satellite under $10 from ViaSat-3, Jupiter-3, SES mPower"
NSR  satellite  HTW  business-models 
may 2018 by pierredv
GDPR and the End of the Internet’s Grand Bargain
A "sky is falling" argument, framed as questions for deniability: "The age of the free and open internet may come to an end, and quickly."

"In May the European Union’s General Data Protection Regulation goes into effect, two years after passage by the European Parliament. This radical new privacy law, which covers any business that processes information about EU residents, will dramatically affect the way data is collected, stored, and used, including for U.S. companies doing business abroad."

"For those who can afford it, the EU’s new deal for data will make interactions feel more private and less, well, creepy. The question EU regulators and their supporters abroad never seem to ask, however, is this: What about the rest of us?"
HBR  Larry-Downes  opinion  internet  business-models  advertising 
april 2018 by pierredv
Are you ready for 5G? | McKinsey & Company, Feb 2018
"Smart operators will consider seven no-regrets moves to position themselves for advantage amid radically changing industry dynamics."
1. Develop 5G offers
2. Plan at the micromarket level
3. Rethink network deployment and operations
4. Consider sharing the cost
5. Secure access to key resources
6. Work closely with regulatory authorities
7. Develop a comprehensive spectrum strategy

Critiques of 4 use cases

1. "Enhanced mobile broadband ... wireless data prices are falling and growth in demand can be met in other ways (for example, densification of LTE networks and Wi-Fi off-loading). Another hurdle is that constant connectivity—a must-have for mobile broadband—will be severely limited for high-band 5G due to propagation losses at higher frequencies."

2. "Internet of Things ... average IoT revenues will be a fraction of those for mobile broadband because of low usage. Moreover, 5G will have to compete against other technologies, such as Wi-Fi and Zigbee."

3. "Mission-critical control ... as with IoT, operators can expect the associated revenue to be incremental at best."

4. "Fixed wireless access ... could represent a truly new revenue stream for wireless operators, but typically only in areas where consumers don’t already have access to fiber to the home and DOCSIS 3.0/3.1 cable broadband."

Conclusion: "the economics, business model, and ability to monetize these use cases at scale in the near term to justify a nationwide rollout of 5G in any country today remain unclear"
McKinsey  5G  critique  trends  commerce  business-models  strategy 
february 2018 by pierredv

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