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North American telecom equipment expenditure suffered an unanticipated drop in the first half of this year, new findings illustrate.
Infrastructure

Unraveling North America’s Surprising Telecom Equipment Revenue Drop

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Telecom equipment expenditure in North America experienced an unexpected downturn in the first half of this year. Despite global telecom hardware revenues remaining steady, North America’s marked decline significantly impacted the total number. In contrast, other markets, particularly Asia-Pacific, showed robust growth. The reasons behind North America’s decline extend to slowing 5G expenditure and reduced spending on broadband access equipment. Looking ahead, no major global alterations are anticipated, though the volatility of the telecom industry hints at potential changes.

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The 'Connected Nations' report has unveiled impressive statistics about the reach of "Full Fibre" (FTTP) in the UK.
Broadband

Navigating UK’s Telecommunication Landscape: Full Fibre & Beyond

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Explore the ‘Connected Nations’ report showcasing a promising surge in “Full Fibre” reach across the UK, now covering 52%. However, a static picture emerges for “superfast broadband” stuck at 97%, while Gigabit broadband registers a rise, and changes in 3G usage towards obsolescence are also highlighted. Further, discussions on smart devices over-harvesting consumer data and potential changes in the nation’s broadband landscape spark curiosity.

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Telecom News | Week #36: Google Chrome design update, Apple smart glasses, Verizon NaSS for enterprises, Google unveils its Pixel 8 series.
News Roundup

A quick roundup of the news in Telecoms | Week #36

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Google Chrome’s desktop version is set for a Material You design update. Apple hints at traditional smart glasses development through a recent patent, complementing their Vision Pro headset. Verizon introduces a versatile Mobile Onsite Network-as-a-Service for enterprises, offering private networks, edge compute, SD-Wan, and satellite connectivity. Meanwhile, Google unveils its Pixel 8 series and teases the Pixel Watch 2 ahead of an October 4th launch event.

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Phoenix Tower International has completed two transactions that add a total of 1,978 sites in densely populated French regions.
Infrastructure

Phoenix Tower International’s Expansion: Benefiting France Telecom Market

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Phoenix Tower International has bolstered its French network with two acquisitions totaling 1,978 sites, strategically placed in populous regions. With the latest addition of SFR-hosted and Bouygues Telecom sites, PTI’s French portfolio now stands at 3,600 sites which is expected to surpass 5,000 within two years. CEO, Dagan Kasavanas highlighted how these acquisitions will enhance wireless connectivity across France, positioning the country as a key player within PTI’s 21-country operation range.

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Infovista plans to harness their Ativa™ Suite to enhance fault-finding with in-depth pattern identification, correlation, and analysis.
Telco Buzz

Infovista Spearheads Telecom Revolution with Advanced Automation

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Infovista is set to revolutionize telecoms with their Ativa™ Suite. Promising to reduce fixed voice blackouts and service disruptions, an impressive aspect of the tech is that it could potentially reduce solution times for CSPs by 66%. This major step towards automation could transform customer relations. While on the other side, milestones such as Ericsson and TDC NET launching Denmark’s first 5G Standalone network, Vodafone initiating the UK’s largest Open RAN rollout, and Vodacom and Eskom venturing into virtual power wheeling, signal a fast-paced evolution of global telecommunications.

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Week #35
News Roundup

A quick roundup of the news in Telecoms | Week #35

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EdgeCore Digital Infrastructure has partnered with Zayo to enhance connectivity at its Santa Clara data center. Meanwhile, a US-led operation dismantled the Qakbot malware network, preventing further infections and seizing $8.6 million in cryptocurrency. Global roaming fraud is projected to cost $8 billion by 2028. KDDI and SpaceX plan to launch satellite-to-cellular services in Japan by 2024, bridging connectivity gaps in remote areas beyond 5G and 4G coverage.

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Iliad Group has carved a unique path in the European telecommunications landscape, touting its "Iliad way" as the driving force behind it.
Telco Buzz

Iliad Group Spurs Growth Across European Telecom Markets

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The France-based Iliad Group has carved a unique path in the European telecommunications landscape, touting its “Iliad way” as the driving force behind its outperformance in the three key markets of France, Italy, and Poland. Iliad reported impressive group organic revenue growth, with France contributing 7.7%, Italy 12.2%, and Poland 5.6% for the first half of 2023.

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Telecom News | Week #34: Broadvoice and Bridgepointe, OpenAI GPT-3.5 Turbo, Verizon 5G, Versa tops Gartner's SASE report.
News Roundup

A quick roundup of the news in Telecoms | Week #34

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Broadvoice collaborates with tech advisory firm, Bridgepointe Technologies Inc., enabling the latter to offer Broadvoice’s cloud communication services to mid-market clients. OpenAI’s latest release, GPT-3.5 Turbo, can now be fine-tuned by businesses, customizing it for specific tasks. Verizon, Ericsson, and MediaTek’s successful data sessions on Verizon’s 5G network pave the way for cost-effective 5G devices. Versa Networks achieves top scores in Gartner’s SASE report, streamlining security and networking solutions.

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Vocus is participating in high-level negotiations over an AUD 6.3 billion acquisition bid comprising various key assets of TPG Telecom.
M&A

Navigating Vocus’ High-Stakes Bid for Key TPG Telecom Assets

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Vocus, a well-known fibre operator in Australia, is in high-stakes discussions for a $4.2 billion bid on crucial assets of TPG Telecom, including Vision Network, its wholesale infrastructure arm. Although the deal is far from done, Vocus’ ambitious plans to strengthen its market presence make it a possible game-changer in Australia’s rapidly evolving telecommunications landscape. The telecom industry keenly observes how this potential acquisition will shape the competitive arena.

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The U.S government recently unveiled draft guidelines outlining permissible equipment purchases from outside the country.
Infrastructure

Exploring BEAD’s Impact on Domestic and Overseas Telecom Equipment Purchase

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The US government has recently provided clarity regarding foreign equipment purchases under the Broadband Equity, Access and Deployment (BEAD) programme. The emphasis is on minimizing exceptions to ‘buy American’ rules, particularly reflected in the fibre-optic sector. Notwithstanding, one significant provision allows sourcing glass used in fibre optics from overseas. This comes as a relief for firms worried about supply sufficiency and costs. The spotlight of foreign vendors, meanwhile, is potentially electronics, with proposed exemptions including most semiconductors.

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