MWC 2024: Carrier Capex Doldrums
MWC 2024: Carrier capex looks likely to disappoint this year. Work should start on 6G next year, with deployments likely no earlier than 2028.
Tag Archives: Nokia
Did AT&T and Ericsson Finish off O-RAN?
AT&T took the highly unusual step of moving to a single vendor for its RAN. There is no technical reason for this. Economics (probably with some subsidies) and a quest for “open” networks are more likely. Either way, this is not good for O-RAN.
How Productive Are We?
We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.
Global Comms Revenue Comparisons
A comparison in revenue growth for the global telecom equipment makers and the cloud service providers. Sometimes unfair apples-to-oranges comparisons are the most telling.
Rumble on the Open RAN Boulevard
Ericsson may or may not be attempting to fragment the Open RAN project. Meanwhile, Facebook has made a generous contribution to the project, which makes them look like the only sober person in the diver bar when the fight breaks out.
A Battle in Wireless Networking Semis
There is a battle brewing for wireless network semis featuring Intel whose chip looks pricey, Marvel who is highly flexible and Qualcomm who has serious radio skills but also a history of losing interest in this market, and even a start-up, Picocom.
Open RAN – Same as it Ever Was
Open Ran – This is not your beautiful house. This is not your beautiful car.
Nokia and Ericsson: Adrift
What role is left for Nokia and Ericsson? Are they systems integrators? Specialty equipment vendors? Enterprise mobility solution provider? None are great options.
We’re from the telco, and we’re here to design software
Vodafone is doubling down on its internal software team – we think this model will not work for most other telcos.
MWC 2021: No News is Just No News
MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.