It’s official! Telecom is a utility! The admission comes from service providers themselves. Service providers struggled to monetize value added services to keep from being dumb pipes. Now, it seems that they have resigned themselves to being a utility and are happy to be the pipe. This admission came at the TMT M&A Merger Forum… Read More »
Results from the recent UK spectrum auction and the minimum price set by the Korean regulator show record 3.5 GHz spectrum valuation. UK operators paid £1.16 Billion ($1.64 Billion) for 150 MHz. In Korea, the regulator asked for close to $2.5 Billion for 280 MHz. For comparison, the 3.5 GHz UK spectrum is more than 5x… Read More »
It is common to pin the 5G value proposition on its performance, mainly capacity* and latency. These features will enable applications that operators can monetize. However, I will argue here that capacity and latency are secondary to realizing the full 5G value proposition. Capacity and latency make for big headlines and are easy to grasp… Read More »