Author Archives: Frank Rayal

About Frank Rayal

Telecom industry management consultant.

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 »

The Future of 5G: Risking Disappointment?!

By | October 6, 2016

Monitoring the progress of 5G at the recent 5G Americas analyst summit, where carriers including AT&T, T-Mobile and Sprint engaged industry analyst on many 5G topics, I noted few observations. For context, the industry remains fixated on capacity: how to scale to support 11 GB in 2019 from ~4 GB monthly usage? This is fuelling the… Read More »

Why Are Telecom Service Providers Interested in Open Source?

By | September 29, 2016

Open source in telecom networks is an emerging concept that could disrupt the telecom value chain. Hardware solutions make up the vast majority of today’s telecom network infrastructure. In recent years, Network Function Virtualization (NFV) and Software Defined Networks (SDN) solutions began to appear in networks – a trend that will accelerate in the future. While virtualization provides… Read More »

How to Get to 5G?

By | August 12, 2016

Never before in the history of wireless that as ambitious a program as 5G was put in place. The scope of requirements far exceeds anything that came before it. Moreover, 5G comes at a time when mobile network operators are facing their toughest challenges as their financial performance demonstrates. Consolidation in the ecosystem is wide-spread… Read More »

Will 5G be the Last ‘G’!

By | August 8, 2016

The 3GPP recently agreed to accelerated timelines 5G standard definition to bring in a new radio system in both non-standalone (LTE EPC core) and standalone (next generation core) architectures within Release 15 targeting June 2018 for completion of specifications.In the meantime, the ‘more mature’ version of 5G will come in Release 16 in conjunction with ITU… Read More »

What Capacity Problem?! A View on the Small Cell Market.

By | July 22, 2016

Small cells have existed and been talked about for about a decade now. The technology and market went through different phases tracking 3G, LTE and now 5G technologies. Yet, the deployment of small cells has been timid and numbers fall below expectations. The fundamental thesis behind small cells is that demand for capacity exceeds supply. The… Read More »

Midterm Observations on the Telecom Industry.

By | July 2, 2016

Three events were held this past week that provided an opportunity to get a midterm pulse of the telecom industry: the MWC-Shanghai, 5G World and WBA Congress. Having attended the last two, I wanted to summarize a few observations: * The vision for 5G is converging; industry is aligning along common themes.  A few leading operators are racing to… Read More »