We attended the 5G Americas conference this week and came away with few themes we felt were impactful: NTN, more spectrum lobbying, 6G, environmental sensing, and Sliced Services. We think the most important of these themes is Satellite NTN/D2C as it has the greatest potential to disrupt the mobile market… Read More »Top 5G Americas Wireless Operator Event Themes included Satellite and 6G
T-Mobile US this week announced a major expansion of T-Satellite with Starlink, bringing satellite data connectivity for popular apps to dozens more smartphones. Powered by 650+ Starlink Direct to Cell (D2C) Satellites, T-Satellite customers can now use their phones to access essential off-the-grid apps like WhatsApp, AllTrails, AccuWeather, Google Maps,… Read More »T-Mobile US Announces Data Transmission over Starlink
Yesterday, T-Mobile US fulfilled its satellite service plans, partnering with SpaceX’s Starlink service to deliver texting and data transfer services. We are very bullish on this offering as it represents a significant expansion in territory that is covered, while simultaneously reducing the need for rural towers. We believe the capital… Read More »T-Mobile US announces Texting and Data from Space using T-Satellite
Last year, when Mavenir parted ways with John Baker, its Open RAN evangelist, it was pretty clear that Mavenir hadn’t met its plans for its RAN business. This week, it announced a $1.3 billion debt and equity restructuring, and today we learned of its plans to save $400 million per… Read More »Mavenir’s Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core
