Xona Partners in cooperation with TMT Finance, has launched its one-day executive workshop series: Xona eXponent. The workshop on November 28th in London, will be focused on AI Investment. The event features four Xona team members who have worked in the Automotive, Financial Services, and Telecom Infrastructure industries bringing cutting edge technology to life. Recent… Read More »
Blockchain investments have long ceased to be the preserve of the fintech industry, having branched out over the past 2 – 3 years to different industries including health care, real estate, insurance, retail, and education to name a few. The telecom and Internet sectors are no exceptions. Focusing on the telecom space, we find that… Read More »
It has been a long time since I attended an ‘academic’ conference, focusing instead on industry and finance events. But this week, I had the chance to drop by at IEEE VTC Fall, one of the leading conferences on mobile technology to get the pulse on the state of R&D and keep tab on latest… Read More »
Blockchains has evolved from a technology for cryptocurrencies to one supporting applications in multiple industries, including telecom. A few leading telcos are investigating the potential of blockchains (link). Many applications are being proposed including roaming fraud mitigation, flexible service offering or selection, IoT contracts, authentication and many use cases. However, when it comes to actual… Read More »
A survey of smart city activities around the world shows that much of the focus of smart city projects remains on establishing the most basic of services such as connectivity. In fact, there is a clear lag in the deployment of technologies and services in smart city applications, versus what technologies enable. We call this… Read More »
Applications of millimeter wave (mmWave) technology in 5G fixed access are subject to a few important levers. To start, it’s important to understand that the cost of fixed access networks is directly proportional to the number of houses passed. This provides the advantage of growing the network selectively on geographic basis. But it also means… Read More »
Artificial Intelligence is riding the hype curve, again! Pervasive digitization and connectivity, advances in processing power and low-cost storage are making possible what once could only be imagined. AI is penetrating every aspect of business with organizations seeking to build knowledge from data to gain competitive edge, sway customers and increase profits. This created high… Read More »
We’re mid-way through 2017. That’s only 8 months from the Pyeongchang winter olympics – supposedly a poster for 5G technology [Link2]. Obviously, true, commercial 5G will not happen in 8 months, but the hype machine will kick into increasingly higher gears. Hence, I thought to put together a few thoughts on the state of the market… Read More »
Edge computing has been attracting a lot of interest lately. The reasons are many, not the least is the potential for service providers to create and monetize new services and applications. I recently chaired a panel on MEC at the Layer123 NFV Congress 2017 in San Jose. In speaking with different ecosystem players, I noted… Read More »
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 »
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 »
Two days at TMT Finance M&A Forum in London were an excellent forum to get the perspective of the business community on developments in telecom, media and technology space. For me, it was the perfect opportunity to hear the CFOs’ view points on many topics that occupy CTOs – anything from evolution of technologies in… Read More »
Cloud RAN has reached the peak of the hype cycle, but I don’t expect the buzz to fade soon. My recent discussions at MWC2017 with many solution architects, vendors and service providers convinced me that Cloud RAN is foggy! This is because marketeers intent on capitalizing on the ‘Cloud’ trend took over the Cloud RAN… Read More »
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 »
This year marked a coalescence* around the 28 GH band for 5G fixed access services. A year ago at MWC 2016**, different millimeter 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 »