It seems everywhere we went, we heard about the progress Intel has made in RAN and Core. Themeticlt, its progress is in Open RAN, but it goes beyond that. Samsung highlighted its Open RAN win with Canadian operator Telus, where baseband is running on unaccelerated Intel chips. We discussed Intel… Read More »MWC 24 was about Intel, Private Wireless and Satellite
At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year’s announcements by Apple and Starlink/T-Mobile USA’s entry to the satellite markets. Yes, there… Read More »Satellites and Enterprise Focus at MWC23
Hyperscalers, Open RAN, Private 5G and chip announcements were top news at the MWC show in Barcelona last week. Based on disclosures at the show, Open RAN looks to go commercial in 2023 and 2024, hyperscalers are obtaining contracts to carry an increasing amount of telecom-related workloads, Rakuten Symphony is… Read More »MWC 2022 Recap
Nokia’s Global Analyst Forum this week highlighted two main trends. First, the company says it has caught up to rivals in its 5G radio development. Furthermore, the company expects its wireless systems to become increasingly technologically differentiated from competitors. Second, the company emphasizes its message that it is the “green… Read More »Nokia Highlights its RAN, Cloud and Broadband Progress
Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry. The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders. The… Read More »Mavenir Hightlights is RAN Progress at its Analyst Meeting
Today, Rakuten announced that has acquired the rest of Open RAN startup, Altiostar. It already owned 67% of the pioneering vendor, and paid another $370 million to acquire the rest, at a valuation just over $1 billion. The company is adding Altiostar to its Rakuten Communications Platform (RCP) capabilities now… Read More »Rakuten Acquires Altiostar; and Announces European Customer, 1&1
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
On April 21, 2021, DISH, the fourth wireless operator in the US market, and hyperscaler Amazon Web Services (AWS) announced plans to work together, whereby DISH will leverage AWS infrastructure and services to build a cloud-based 5G Open Radio Access Network. The DISH/AWS announcement is important because this is the… Read More »Implications of the DISH / AWS Announcement
Cisco’s customer event, Cisco Live (virtual), is underway, and the company made many announcements. We are emphasizing what we think are the most relevant, which include Observability capabilities, Network as a Service (NaaS), and SASE. Here is a rundown of what we learned about today. Core portfolio (includes Campus Ethernet… Read More »Cisco Live Event Features Observability, Network-as-a-Service, SASE
In a briefing with Rakuten Mobile today, we learned two neat things: It is experimenting with 3GPP on satellite, and it hopes to announced a full-stack Rakuten Communications Platform (RCP) customer as early as next quarter. The company also shared some plans that it has for improving coverage to 96%… Read More »Rakuten Mobile Reveals Future plans
