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The Sunday Brief: Q1 earnings preview—cable’s moment

Greetings from Florida and the Midwest.  Pictured is one of our newest finds in North Kansas City called the Iron District,  a collection of shops and restaurants including the best sourdough in town (website here).  We hope everyone is enjoying both NCAA tournaments this weekend, and,...

T-Mobile to light up additional 2.5 GHz spectrum

T-Mobile US will finally turn up airwaves that it bought in 2022 T-Mobile US plans to turn up much of its long-awaited Auction 108 2.5 GHz spectrum in the next few days, in what it says will provide an "immediate boost" in performance for tens...

The AI-native telco—in conversation with Rakuten Symphony

With all the talk of AI-native telcos, it’s important to remember that to be AI-native, first you have to be cloud-native. What does that mean? It means there are very few operators that are cloud-native, so their perspective on being AI-native isn’t necessarily grounded...

Nokia taps Dell for servers, becomes Dell’s preferred private network partner

In an extension of an existing partnership, Nokia will transition its Nokia Airframe server customers to Dell Technologies' PowerEdge servers, while becoming the preferred enterprise private network provider for Dell. The companies say they are also going to continue their joint R&D work at the...

Stage X becomes fourth mobile operator in South Korea

Stage X will launch its 5G network using spectrum in the 28 GHz band A local consortium dubbed Stage X has been selected as the new company to operate the spectrum in the 28 GHz band, effectively becoming the country’s fourth mobile carrier, local news...

India set to allow telcos to lease spectrum for private networks

This move by the government of India will allow domestic telcos to secure additional sources of revenue India’s Department of Telecom (DoT) will soon announce the rules around the leasing of mobile spectrum by local carriers to companies willing to deploy private networks, paving the...

Arcep extends trial platform for 5G use cases

Arcep said it has awarded a total of 81 trial licenses since March 2022 French regulator Arcep said it will extend an ongoing trial platform in the 3.8 – 4.0 GHz band for manufacturers and market players wanting to experiment and test new 5G use...

Verizon reports ‘meaningful’ power efficiency improvements in Intel-supported vRAN deployment

Verizon said that it was able to demonstrate a "significant boost to network performance" on its commercial network, as well as "meaningful power efficiency gains" and the capability to support higher throughputs, through the use of Intel's 4th generation Xeon Scalable processor with vRAN...

Vodafone supplies hybrid 5G private network infra to Italian energy company

The Vodafone hybrid 5G private network infrastructure will cover 23 of Snam's facilities Vodafone Italia is providing Italian energy infrastructure company Snam with a hybrid 5G private network infrastructure that will cover 23 of the company’s facilities and connect a large number of devices simultaneously. “The...

Telstra buys cloud services company Versent for $267.5m

As part of the deal, Telstra will also acquire Versent subsidiary Stax, an enterprise self-service management platform Telstra has solidified the purchase of Melbourne-based cloud services company Versent for $267.5 million. The deal will bolster Telstra Purple, the carrier’s tech services business, while enabling Versent...

Open RAN—where are we vs. where we’re going

Buy-in from incumbent vendors could catalyze Open RAN deployment With Dell’Oro Group estimating that Open RAN manufacturer revenues accounted for a mid-single digit share ($2 billion to $3 billion) of the total $40 billion annual RAN market in 2022, analyst Stefan Pongratz expects disaggregated radio...

Qualcomm, Baidu team up on XR, metaverse technology

Baidu will integrate the Qualcomm Snapdragon Spaces XR developer platform into its XiRang metaverse platform Chinese internet giant Baidu announced this week on social media that it has partnered with Qualcomm announced on extended reality (XR) and metaverse technologies to create a new metaverse platform...

TSMC moves ups renewable energy target by 10 years

TSMC is a member of RE100, a global renewable energy initiative that targets net-zero carbon emissions by 2050 Taiwan Semiconductor Manufacturing Company (TSMC) is now aiming to use 100% renewable energy for its global operations by 2040, ten years ahead of its original target. Further,...

Kagan: How Qualcomm is dealing with growing China problem

Bloomberg has reported that Qualcomm has just suffered another significant stock decline. They have in fact been struggling for several different reasons over the past several years. The good news is, they remain one of the few leaders in the smartphone chip market, worldwide....

Fighting fire with fire: Telcos must combat AI scammers with own AI strategy (Reader Forum)

The telecom industry, and Americans across the country, continue to be inundated by robocalls — to the tune of 77 billion unwanted robocalls over the past 12 months. Robocalls have undermined consumer trust in voice calling to such an extent that 68% of Americans...

Kagan: Spectrum Mobile has an edge over Xfinity Mobile in 5G wireless

Spectrum Mobile from Charter costs less and offers a more reliable connection to wireless data service compared to Xfinity Mobile from Comcast. The problem is these two companies do not compete. That means there is zero competitive pressure to keep all competitors at their...

Is plug-and-play Open RAN attainable? Yes, but…

Intel talks the importance of a robust Open RAN/vRAN ecosystem Intel’s Kartik Srinivasan, senior director of product for Intel Ethernet, views virtualized and Open RAN as “game changer” that will only benefit from ongoing vendor-led work to muck through interoperability and integration requirements. In a...

It’s time for 5G to Standalone

The rich 5G vision that captured the popular imagination years ago, with articles in the media on how 5G would transform the way we live and work, has yet to be fully realized. There is growing consumer sentiment that 5G has been a letdown; that it...

European Commission says Orange-MásMóvil JV may hurt competition

The European Commission believes that the proposed merger of Spanish operatorsOrange and MásMóvil may reduce competition in the mobile and fixed internetmarkets. On April 3, 2023, the European Commission opened an in-depth investigation toassess if the proposed merger would potentially restrict competition in several marketsegments...

Indian state telco BSNL targets private 5G networks via new partnership

India has earmarked a total of INR890 billion ($10.8 billion) for the allotment of 4G and 5G spectrum for BSNL Indian state-run operator Bharat Sanchar Nigam Limited (BSNL) has inked a strategic partnership with engineering services company L&T Technology Services (LTTS) with the aim of...

To deliver 5G to enterprises, operators need a reinvention

Dell talks taking an ecosystem approach to help reposition operators as “trusted business partners,” and capture new 5G service revenues “If you go back 20 years, telcos provided a broad range of services to enterprises, and they were a trusted business partner,” Dell Technologies Senior...

Sigma Wireless teams with Nokia to deploy private LTE for ESB smart-grid in Ireland

Irish energy company ESB Networks has appointed Dublin-headquartered critical comms provider Sigma Wireless and Finnish network equipment vendor Nokia to deploy a private LTE network over a three year period. Nokia is supplying the core and radio access networks. The new infrastructure will support...

3.3bn IoT devices – 10% of IoT market – in ‘economy of things’ by 2030, says Vodafone

UK operator Vodafone has issued a report, written by telecoms consultancy STL Partners, that there will be (up to) 3.3 billion IoT devices variously trading with each other in an ‘economy of things’ by the end of the decade. The number is a colossal...

NVIDIA thinks carriers can monetize AI while cloudifying 5G

With generative AI putting a spotlight on NVIDIA, the company is pushing “accelerated computing” as key to bringing AI to bear across industries The idea is to use NVIDIA services, software and systems to build “AI factories” that also run 5G RAN workloads NVIDIA, SoftBank partnership...