There may be subtle signs of problems in earnings reports, and I think that’s the case with those of Verizon and AT&T for the 4th calendar quarter of 2022. I covered the reports broadly in our first TechsRay podcast, but one specific point needs a bit more development, and that’s the business services trend both…
Metaverse-wise, I’ve got good news and bad news, and they’re actually the same news. We seem to have gotten some momentum up for an open metaverse concept, and there’s both a Linux Foundation and World Economic Forum framework being put into place. That’s good because we need an open metaverse, but bad because collective processes…
I doubt that there are many who believe things are coming up roses for the network operators globally. The challenges with declining profit per bit have been recounted by just about everyone, including operators themselves. Wall Street is getting antsy regarding the sector, and a growing number of analysts are expecting some major changes. Like…
Well, here’s a surprise. Four major European telcos (DT, Orange, Telefonica, and Vodafone) plan to create a joint venture that’s aimed at attempting to address their “disintermediation” and “profit-per-bit” problems. EU operators have already asked the EU to approve traffic subsidies for telcos by the OTT giants. Is this latest JV an indication that the…
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What is the difference between “sales” and “marketing”? Why do incumbents have an advantage in deals? Are new technologies, particularly revolutionary ones, sold differently than established ones? Should they be? All of these questions relate back to something even more basic, which is “how does something actually get sold?” That seems a pretty basic question…
Let’s be honest, 5G has been a bit of a disappointment. There were all manner of wild claims made for it, starting when it was a gleam in the eye of standards-writers and continuing until real deployment started. Then people started to realize that the average mobile user would never know they had it at…
What, exactly, is the potential for edge computing? It seems to me that we’re seeing more of a need for the “what-is-the-potential” or “what’s-the-justification” sort of pieces every week. Most of that, I think, is generated because there’s an endless appetite for exciting things, and less so for true things. The problem is that excitement…
It’s tempting to attribute the growing interest in capex reduction among network operators to the current economic malaise. The problem is that the push to buy less gear, or at least spend less on it, has been around for well over a decade. The recent interest in capex plans by AT&T and Verizon, then, are…