LEO

Telecom Disruption in Optical and RAN Showing Growing Importance

Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts,… Read More »Telecom Disruption in Optical and RAN Showing Growing Importance

Satellite Broadband to Compete with Traditional PON, Cable, and Fixed Wireless Broadband Access Connectivity; According to 650 Group

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SpaceX’s Starlink Takes Early Market Share Lead as Telecom Industry Defines the Role of Emerging Technology for Residential Access Incline Village, NV – Aug. 9, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique… Read More »Satellite Broadband to Compete with Traditional PON, Cable, and Fixed Wireless Broadband Access Connectivity; According to 650 Group

5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud

At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US… Read More »5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud

The Party-Crashers of MWC21

This week’s MWC Barcelona 2021 had several themes; the most important was that several outsiders to the telecom industry were ever-present.  The new entrants – the party-crashers – included Starlink, Microsoft Azure, Amazon Web Services, Google Compute, and NVidia.  These new players are forcing change either through economics, new technology,… Read More »The Party-Crashers of MWC21