Telecom Industry Voices—Heynen: Spending growth for DOCSIS infrastructure is now the norm
Outside plant upgrades in 2020, including optical node splitting and segmentation to support sharp increases in both broadband consumption and new subscribers will open the door to increasing DOCSIS channel purchases in 2021 and beyond,
What comes after the C-Band?
With the U.S. C-Band auction on track to approach or surpass $70 billion, the question is not so much about the investment thesis but more about what this means for future mobile bands. After all,
Analyst Angle: Enterprise Wireless Networks Become A Collage of Technologies
Given the strong uptake of 5G, the intense interest for deploying private CBRS LTE/NR in-building, and the accelerating development of the industrial IoT, we review the progress of CBRS penetration in the enterprise.
Industry Voices — Pongratz: RAN Forecast Defies Economic Forecast
Our estimates suggest average radio access network (RAN) investment levels during the 2002 and 2003 period were roughly 20% lower than both 2001 and 2004 levels. RAN investments declined sharply as well during the Great
Industry Voices—Heynen: Mediacom’s 10G smart home shows future speeds aren’t so far away
When it comes to delivering new speeds and services, cable operators tend to opt for conservative, incremental steps rather than wholesale upgrades and replacements. They often follow the path of least resistance and go with
Industry Voices — Heynen: Mixed messages in 1Q20 broadband equipment
The first quarter of the year saw service provider investments in broadband access equipment drop to $2.5 billion worldwide, down 15% both quarter-over-quarter and year-over-year. Notoriously slow to begin with after operators flush their budgets
Analyst Angle: CBRS investments accelerate in 1Q20–adds confidence to forecast
Preliminary estimates suggest 1Q20 CBRS RAN revenues were in line with expectations, accounting for 1% to 3% of the overall 1Q20 North American RAN market. Even if the regulatory process has taken significantly longer than
Cable gears up for DAA and Virtualization
2019 was not kind to traditional suppliers of DOCSIS infrastructure to the world’s largest cable operators. Significant year-over-year reductions in scalable infrastructure capex at some of the world’s largest cable operators, including Comcast, Charter, Liberty
Small Cells Are Growing Up
The RAN architecture has changed dramatically over the past couple of years as operators leverage all the tools at their disposal to navigate growing data traffic and changing end user dynamics. In parallel with macro
What’s next for cable broadband networks?
The COVID-19 pandemic has certainly turned our world upside-down, as it represents a human tragedy affecting millions around the world. There have been countless acts of selflessness on a global scale as we all work
