2020 Trends for Cloud Data Centers, Servers, and Network Connectivity
As we enter a new decade, I would like to share my view on the key trends that will shape the server market at both the cloud and edge. While various use cases of enterprises
Broadband Trends in Home Networking for 2020
At the end of each year, I like to reflect on the key trends that I believe will drive the products, purchasing, and messaging in the year ahead. I review the past year’s meeting notes
Ten 5G Predictions 2020
With the 5G mobile broadband ramp accelerating at a much faster pace than expected, and 5G NR comprising a double-digit share of the overall 1Q19 to 3Q19 RAN, the time is right to discuss some
Recap of Cisco’s “Internet for the Future” Event
I had the great fortune of attending Cisco’s exclusive Internet for the Future event held on December 11th in San Francisco. During the event, Cisco announced a number of new products and technologies, as well
Open RAN ‘value narrative is morphing’
The dominant open RAN talking points focus on leveraging open interfaces and general purpose hardware to lower total cost of ownership while providing operators the ability to mix-and-match at radio sites while fostering competition in
Virtualization Dominates Fall Broadband Shows
Whether spurred by the looming rollouts of 5G services or the continued attrition of video subscribers and revenue, fixed broadband technologies, services, and business strategies have changed. Whereas operators were once focused on driving scale
2019 MWC LA and Global MBBF Key Takeaways
We have had a couple of interesting days both in Zurich and Los Angeles attending Huawei’s Global MBBF event and MWC19 Los Angeles. We are sharing a few quick highlights/notes below. If you have any
WiFi 6 is a Game-Changer for Service Providers
For many years now, the evolution of WiFi has been focused on improving two key technical attributes: speed and range. WiFi 6, however, is the first iteration to take a more holistic view of wireless
Industry Voices — Pongratz: Will the rise of cellular in the enterprise impact Wi-Fi?
The combination of the faster than expected 5G ramp, positive CBRS momentum, optimism about industrial IoT and private LTE/NR, and the increased focus globally on various spectrum sharing platforms form the basis for the renewed focus
Telecom Capex 2018 to 2021
We recently published the 1H19 Telecom Capex Report. In short, we did not make any material adjustments to the overall capex forecast. With firmer readings about the market developments in the first half of the