Blog
Nokia Analyst Meeting UPdate; A Focus on Enterprise
Our big takeaway from its recent global analyst meeting was that Nokia is formalizing its enterprise business. Of course, the company’s primary business, which focuses on telecom service providers, is undergoing major product updates, including towards 5G, Fixed Wireless Access and towards network slicing. We have published about these topics… Read More »Blog
Our take on Mavenir, new entrant to Radio Access Network (RAN) market
At Mavenir’s analyst meeting in Dallas today, the company stated that it expects to grow its revenues about 10% Y/Y in 2018. In arriving at this revenue, it is pursuing a price-aggressor strategy to some extent and has a surprisingly broad portfolio of telecom-focused products. Its product line is software-oriented,… Read More »Blog
5G Americas Update on Mid-Band, CBRS, 5G C0re
Mid-band spectrum shortages in the US was the main thrust of the 5G Americas sponsors. The idea is that the rest of the world has lots of mid-band spectrum available and service providers in countries that could be considered economic leaders (Japan, Korea, China, Western European countries) have plenty of… Read More »Blog
Mobile World Congress Americas (MWCa) And AT&T Spark – All About 5G
We attended Mobile World Congress Americas (MWCa) in Los Angeles, CA this week, as well as the AT&T Spark event in San Francisco. Since 5G is launching first the US, these two events became the public events where significant 5G-related announcements happened. Verizon. Will launch 5G Fixed Wireless Access (FWA)… Read More »Blog
ERicsson and Juniper Re-Partner To Pursue 5G; ECI also announced
Yesterday, Ericsson and Juniper announced plans to partner to tackle 5G transport challenges together. Additionally, Ericsson announced a partnership with optical transport company, ECI. The companies said that Ericsson’s Router 6000 product family will focus on fronthaul and backhaul and edge compute and will be complemented by Juniper MX, PTX and… Read More »Blog
Nokia Fixed Broadband Update From Tokyo
We attended the Nokia Fixed Broadband group analyst meeting in Tokyo last week and found that the company’s portfolio is expanding rapidly. The company’s view is that capital spending at its customers will be flat in future, and therefore the company is taking the approach to grow its portfolio beyond… Read More »Blog