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Market Watch

Nvidia and AMD’s ARM-Based Chips: A Threat to Intel’s Reign?

By Aiste Kryzanovske October 25, 2023

Nvidia, the graphics processing unit heavyweight, plans to enter Intel’s domain with ARM-based chips tailor-made for Windows PCs, according to insiders. AMD, another significant player in this space, is also reportedly considering ARM technology. This move, potentially hitting the market by 2025, has been stimulated by Microsoft’s interest in duplicating the efficiency of Apple’s ARM-use in AI processing. Yet, Nvidia’s past attempt to acquire ARM was thwarted by regulators, putting the company’s motives under scrutiny as the PC CPU sector braces for potential disruption.

Telco Buzz

AT&T’s Impressive Q3 Performance: Mobility Service Revenue Skyrockets

By Aiste Kryzanovske October 25, 2023

AT&T’s vast addition to their fiber net base underlines an impressive income growth. This growth is visible in their third-quarter report, boasting revenues over $30 billion. The influential role of AT&T’s fiber subscriptions reveals a customer base exceeding 8 million aided significantly by a striking 26.9 percent growth in AT&T Fiber revenues. Notably, the company’s recent launch, AT&T Internet Air, foresees further enhancement to their service offerings.

Telco Buzz

SMS Authentication Faces Decline in 2024 Due to Rising Prices and Fraud

By Aiste Kryzanovske October 24, 2023

A recent study conducted by Juniper Research, a renowned telecommunications authority, has revealed that the escalating costs of SMS authentication services and the emergence of fraudulent activities are poised to curtail the demand for SMS-based authentication among enterprises. As a result, telecommunications operators are projected to witness a mere 4% increase in traffic in 2024, in stark contrast to the average annual growth rate of 10% observed over the past five years.

People & Interviews

Inside Sinch’s MessageMedia Acquisition with Kate Gerwe

By Aiste Kryzanovske October 23, 2023

In the dynamic world of technology, Kate Gerwe, Chief Marketing Officer of Sinch SaaS Business Unit, possesses over 25 years of experience in marketing. In an exclusive interview, she discusses Sinch’s transformative acquisition of MessageMedia, propelling them into mobile customer engagement leadership. This synergy extends to culture, values, and over 85 integrations with CRM and e-commerce platforms. Sinch MessageMedia’s focus on small and medium-sized businesses includes a streamlined user interface and multi-channel engagement, all part of Sinch’s ambitious plan to shape the future of customer engagement.

Telco Buzz

FCC’s Vote: Reinstating Net Neutrality, Protecting Data Privacy

By Aiste Kryzanovske October 23, 2023

The FCC has set the wheels in motion to reinstate open internet protections, sparking dynamic public conversations around net neutrality. They aim to frame both fixed and mobile broadband as imperative telecommunication services by the Communications Act. This move could effectively address the recurring issue of broadband outages impacting significant sectors like jobs, education, healthcare, safety, and more. However, the proposal doesn’t stop there, it also plans to ensure stringent nationwide open internet regulations to prevent ISPs from manipulating content accessibility based on payment.

Broadband

Navigating UK Ad Rules: CityFibre’s True Gig Solution

By Aiste Kryzanovske October 23, 2023

CityFibre’s new, True Gig provides a 1.2 Gbps wholesale service, aiming to clear the haze in UK telecommunications advertising and help ISPs deliver gigabit broadband services to their customers. This offering not only circumvents stringent advertising regulations but also supports CityFibre’s vision of an honest high-speed fibre network. The question posed is, will this clear the muddy waters of broadband advertising while promoting a fibre revolution in the UK?

Telco Buzz

Nokia’s Struggles: Evaluating Effects of Job Cuts and Declining Sales

By Aiste Kryzanovske October 20, 2023

Navigating an increasingly challenging market, Nokia is bracing for reductions in staff numbers bolstered by a severe 15% year-on-year sales decline. Despite facing these obstacles, including a slowed pace of 5G deployment in India and underperforming Network Infrastructure division, Nokia’s Cloud and Network Services remain resilient. Amidst downsizing, CEO Pekka Lundmark forecasts a more optimistic fourth quarter, exemplifying the struggle between current hardships and future potential.

M&A

Vodafone-Three Merger: Job Creation Hope or Threatened Livelihoods?

By Aiste Kryzanovske October 19, 2023

The looming merger of Vodafone and Three in the UK sparks heated debate. Anticipated job creation sits around 12,000, yet union estimates portend a job cut of around 1,000 to 1,600. Amidst global job-shedding by Vodafone and Three’s concerning job loss record, an £11 billion pledge to enhance network coverage brings a glimmer of hope. However, hazy figures on staffing levels and possible challenges accessing skilled labor add to the uncertainty.

Broadband

Open RAN’s Performance: Dish’s Impressive 5G Aggregation Feat

By Aiste Kryzanovske October 19, 2023

Dish’s recent announcement differentiates them as the first operator to amalgamate both 2 uplink and 4 downlink 5G carriers, reaching compelling speeds with such configuration. Despite skepticism around Open RAN’s performance, Dish continues to silence critics and signifies an exciting possibility for future network builds.

Telco Buzz

T-Mobile’s Network Supremacy Challenged by Verizon and AT&T

By Aiste Kryzanovske October 18, 2023

Despite a minor dip in its median download speed, T-Mobile continues to reign in mobile performance. However, Verizon and AT&T are gradually closing the gap, as reflected in Ookla’s recent market report. Nonetheless, T-Mobile remains dominant, not only in download speed but across most network parameters. The race is particularly close in 5G latency and consistency, where all three telecom giants exhibit competitive performance. Stay tuned as these corporate titans strive to have the final say in technological supremacy.