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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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Expectations are high for the fixed wireless customer premises equipment market, driven by exponential growth in the number of 5G devices.
Broadband

5G Waves in FWA: Doubling Shipments, Boosting Potential, Spotlighting Care

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Elevated expectations surround the fixed wireless customer premises equipment (CPE) market, largely fueled by an upsurge in 5G device development. Recent data indicates over twofold growth in 5G FWA CPE shipments, predicting a robust growth of 86% in 2023. However, the fluctuating sample size in the annual survey calls for a prudent interpretation of these statistics. As the data suggests, 5G devices are set to dominate the market, with a projected rise from 29% to 40%. The swift expansion of battery-powered pocket routers promises a solid growth in the overall FWA CPE shipments, with telcos driving 77% of the market. The United States leads in leveraging the 5G technology, promising extraordinary industry advancement.

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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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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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In its aim to compete against T-Mobile and Verizon in the 5G fixed-wireless access (FWA) space, AT&T is cautious not to compromise mobile users or its fibre business.
Broadband

AT&T’s Cautious 5G FWA Approach: Balancing Innovation and Risk

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AT&T has delicately entered the 5G fixed-wireless access (FWA) industry with its Internet Air product, targeting a specific demographic and remaining wary of impacting its mobile and fibre operations. Discussing the challenges and benefits of this strategic approach, we examine its potential against market leaders T-Mobile and Verizon. Are they being too cautious? Are they possibly missing out on the emerging FWA boom in the U.S?.

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With mobile operators currently juggling a record high of international roaming traffic, the necessity of countless wholesale roaming partnerships around the globe becomes evident.
Telco Buzz

Unlocking Roaming Potential: Netting Efficiency and Profitability Balance

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As mobile operators grapple with record levels of international roaming traffic, they are faced with intricate wholesale roaming partnerships. Syniverse’s Senior Director, William Oliver, sheds light on intricacies surrounding such relations, mainly due to time-consuming discount calculations. Oliver proposes ‘multilateral netting’ as a solution to streamline cash flow and decrease workloads, taking into account not just roaming bills, but a variety of other payments.

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TDS, the parent company of UScellular, might be exploring different strategic directions for the mobile operator.
Telco Buzz

Navigating UScellular’s Strategic Directions and Potential Outcomes

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TDS, UScellular’s parent company, is reportedly reviewing strategic paths for the mobile operator, with market whispers around a possible sale or welcoming new investors, guided by Citi advisor. Currently the fifth-largest mobile service provider in the U.S., UScellular’s assets, including investment in 5G and numerous mobile towers, make it an attractive prospect for big-name telecoms like T-Mobile, Verizon, and AT&T. However, its segmented presence may pose challenges.

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