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Broadband

Unraveling the Implication of Italian Government’s Stake in TIM

By Aiste Kryzanovske August 15, 2023

The Italian government’s decision to acquire a stake in TIM’s NetCo operation could smooth the path for its sale. Undoubtedly, this move will give the government a stronger voice in future strategic decisions. Despite initial concerns regarding the re-nationalization of certain telecom assets, the involvement of the state-owned Cassa Depositi e Prestiti in the process and the pending approval from the EU suggest that there is a potential for a favorable outcome for TIM. Yet, potential hurdles include the disagreement over asset valuation with the French firm Vivendi.

Market Watch

Exploring Nokia’s 360-Degree Live Streaming for the Metaverse Era

By Aiste Kryzanovske August 11, 2023

Nokia, TPG and Mediatek are collaborating to showcase the power of carrier aggregation technology in live-streaming 360-degree broadcasts, a key element for future metaverse applications. The demonstration at Nokia’s 5G Futures Lab used multiple sub-6 GHz frequency bands to maximize 5G uplink speeds, enabling real-time transmission of high-quality video. The technology could revolutionize the viewing experience for TV, movies, sports and industrial metaverse scenarios such as remote-controlled robots performing hazardous tasks.

5G

Navigating 5G Spectrum Auctions in Poland Amid Policy Uncertainties

By Aiste Kryzanovske August 11, 2023

As Poland launches its long-awaited 5G spectrum auction in the 3.5GHz band, all four national mobile operators are joining the race. With COVID-19 delays and governmental cybersecurity amendments posing uncertainties, the stakes remain high in Poland’s quest for competitive 5G capabilities. As the process evolves, international eyes are keenly watching the influence of these audacious moves on the global telecommunications landscape.

M&A

Airtel Uganda’s Planned Listing: A Boost for Local Ownership?

By Aiste Kryzanovske August 10, 2023

In a significant move, Airtel Africa has announced plans for its Uganda branch to list on the Ugandan Securities Exchange (USE). Some 20% of the company’s shares, amounting to roughly 8 billion, will be offered publicly. This strategy, aimed at boosting local ownership, coincides with a government directive and is expected to underscore the growth of capital markets. However, the final say lies with the Ugandan Capital Markets Authority…

Broadband

Unraveling the Intricacies and Potential of Private Cellular Networking

By Aiste Kryzanovske August 10, 2023

Amid declining telco capital expenditures impacting vendor profits, private cellular networking shines as a beacon of hope. Recent research reveals a significant 60% YoY increase in Q2 revenues for private cellular networking equipment, offering new revenue streams for industry giants like Ericsson and Nokia. However, with greater benefits come complex challenges that, if overcome, could potentially catapult the market worth to a substantial $7.7 billion by 2027.

Broadband

Exploring Telefónica and Starlink’s Alliance for Global Connectivity

By Aiste Kryzanovske August 10, 2023

Delving into satellite technology, Telefónica forms a strategic alliance with Starlink to enhance global connectivity, specifically targeting rural and hard-to-reach regions. With initial implementation in Mexico, this high-speed internet service is set to expand to five more markets, indicating a promising shift in accessible global digital inclusion. But is this the harbinger of a new connectivity era or just a companion to existing solutions?

Broadband

NEC radio unit receives first O-RAN compliance certification from JAPAN OTIC

By Aiste Kryzanovske August 9, 2023

NEC Corporation has obtained O-RAN Certification from Japan OTIC (Open Testing & Integration Centres) for its MB5450 5G base station radio unit (RU), certifying that the RU conforms with the O-RAN Fronthaul Interface Specifications established by the Open Radio Access Network Alliance (O-RAN ALLIANCE). This RU has been delivered to Rakuten Symphony and is being deployed globally.

M&A

Dish and EchoStar Merger: Navigating Financial Stability and 6G Ambitions

By Aiste Kryzanovske August 9, 2023

The intriguing merger between Dish Network and EchoStar creates a powerful entity in wireless connectivity, poised to lead in both terrestrial and non-terrestrial realms. Fusing Dish’s comprehensive services with EchoStar’s satellite solutions promises robust connectivity options, utilizing a vast array of technology and expertise. Yet, beyond the marriage of technology, the merger is primarily a tale of economic survival and growth. The incorporation of EchoStar’s financial stability into Dish’s uncertainty may just be the lifeline

Telco Buzz

Unveiling Symphony’s Future after Amin’s Sudden Departure

By Aiste Kryzanovske August 9, 2023

As Rakuten Symphony’s CEO, Tareq Amin, unexpectedly departs, it heightens the mystery around the company’s subdued performance this year. Despite a promising start and securing a deal with Germany’s greenfield mobile operator 1&1, Symphony’s momentum appears to have plateaued. Yet a recent MoU with Veon to explore Open RAN solutions offers a beacon of hope. Amidst tricky market conditions and scarce major RAN deals, all eyes are now on acting president Sharad Sriwastawa to breathe new life into Symphony.

AI

Unveiling Inherent Biases in Large Language AI Models

By Aiste Kryzanovske August 8, 2023

Delving into the biases within artificial intelligence (AI), a recent study highlights how large language models (LLMs) inherently reflect limited perspectives. This becomes particularly intriguing when considering the varying ethics exhibited by AI systems from OpenAI and Meta.