5G mmWave Spectrum: Was Straight Path Worth the Price?

By | May 15, 2017

This past week saw Verizon overtaking AT&T in bidding for Straight Path Communications, owner of 28 and 39 GHz ‘5G’ spectrum, closing the contest at $3.1 Billion, more than double AT&T’s initial bid of $1.25 Billion ($1.6 B transaction value). The acquisition is framed within the context of spectrum for 5G services. What makes this… Read More »

Artificial Intelligence in Network Optimization

By | April 25, 2017

One clear trend in wireless is the increasing level of network complexity and the corresponding rise in operating expenses. Networks support three or four technologies (e.g. GSM, 3G, LTE, Wi-Fi). A proliferation of frequency bands ranging between 600 MHz and 3500 MHz lead to different service performance. There are many different types of base stations such… Read More »

600 MHz Incentive Auction: Beating Disappointment

By | March 27, 2017

Bidding on the 600 MHz ‘incentive band’ stopped at $19.63 billion. The assignment phase now in progress to decide on specific allotments.  Detailed results will be announced a few weeks after that concludes. Verizon, AT&T, T-Mobile, Dish and Comcast are among the bidders with Sprint a notable absentee. It will be a few short years… Read More »

The Value Proposition of mmWave 5G Networks

By | March 20, 2017

This year marked a coalescense* around the 28 GH band for 5G fixed access services. A year ago at MWC 2016**, different millimetter wave bands (mmWave) were still in play including the 70 GHz range. I recall discussing the performance of those solutions with exhibitors. They all claimed that mmWave access works in non-line-of-sight conditions. I even recall… Read More »

IoT Business and Technology Simulator

By | January 30, 2017

Multiple IoT technologies are competing for dominance with no one solution fits all applications. Rather, application requirements, regulatory, and deployment constraints will favor one technology solution over another. This makes it imperative for IoT service providers, vendors and investors to make sound and knowledgeable technology and business model choices. To help in strategic decision making, we at Xona… Read More »

A Year in Transition: A Look Ahead

By | December 30, 2016

As the year winds down, I wanted to share a few brief notes and observations. In short, I view 2016 as a ‘transitional’ year. This transition will unfold  unfold over multiple years. It will see new technologies and business models rising while others fading away. Some highlights based on what we at Xona Partners have been involved… Read More »

The Triumvirate Standoff and the New Telecom World Order

By | November 7, 2016

We are at a defining moment in the evolution of telecom. Forces are building across a fault line between service providers and Internet giants. Both sides appear to have reached a wall. It’s a matter of time before an earthquake reshapes the scene.  For service providers, the challenge lies in hard-to-scale rigid networks and a culture steeped… Read More »

Virtualize or Perish: The Software Transformation Challenge!

By | October 17, 2016

Telecom service providers are facing a challenging dilemma. While they are sitting financially comfortably, the forward-looking service providers know that they are required to implement sweeping changes in how they deliver services. Otherwise, they stand the risk of being relegated to commodity dumb pipe provider by visionary entrants with new service models. Thus, in facing the… Read More »