The approval of the $26.5 billion T-Mobile and Sprint merger by a federal court in New York opens the gates for a long awaited deal close. Contested by thirteen US states as a marriage that would water down competition and cause harm to the consumer, the transaction is expect to create a formidable third telecommunications player in the US market. The hopes and fears associated with the combined company will depend on thoughtful integration and realization of compelling synergies that could substantially change the competitive dynamic of the US telecommunications industry.
While the White House has touted a major victory in the trade war with China with the signing of a so-called “Phase One” deal, it was difficult not to notice the very visible absence of Chinese President Xi Jinping himself. Instead, the Trump Administration received a congratulatory letter from President Trump’s Chinese counterpart read by Vice Premier Liu He, a level-three member of the Chinese Politburo.
The global race for 5G is on with operators in advanced markets such as the US, South Korea leading the way with the first deployments of 5G networks in their respective markets. Given all the excitement and hype that has shrouded 5G over the last couple of years, telecom operators around the world are under pressure to jump on the 5G bandwagon as governments push to position their economies for the digital era. Especially for the U.S. and China, 5G has become a strategic economic imperative that both countries believe will determine the economy and doctrine that will lead in our digital future. But what does the 5G race mean for the emerging and developing markets? Do operators in these markets have the opportunity to rethink the network to enable new economic possibilities in the era of 5G?
As the IoT and 5G have evolved the models have moved from a simple Sensor to Gateway, to Cloud, to Edge, to near Edge, to Mobile Edge hype and perhaps one to two more terms that are circulating out there in the hype cycle. The terminology is confusing and typically is market speak or used to hype a specific technology and location between the Cloud and endpoint device that will be used for the majority of the collection, compute, response, and storage of the data.
With the advent of 5G there has been growing interest in what the next-generation mobile network technology means for industry. Operators and industrial OT (Operational Technology) players have been investigating the use cases and potential value that the 5G promises and technology can bring to manufacturing, supply chain and the factory of the future. It is commonly known and expected that 5G will bring about massive Machine Type Communications (mMTC), Ultra-Reliable Low-Latency Communications (URLLC) and enhanced Mobile Broadband (eMBB), but what do these use cases mean for manufacturers? Are these really the 5G promises that matter for the smart factory and the ongoing evolution of Industry 4.0?
July has been a watershed month for AT&T as it enters into two major "cloud deals", one with Microsoft and another with the newly merged IBM and Red Hat. At first glance, the two deals seem oddly contradictory - a collision of proprietary Microsoft cloud (although about half of Azure workloads run on top of Linux) with open source cloud from the combined IBM and Red Hat. But why two cloud deals? What makes them different? What does it mean for the companies involved?
You can't blame technology vendors and service providers for pushing the limits of marketing hype with Artificial Intelligence (AI). After all, it is hottest buzzword since cloud computing. But digital service providers in the emerging era of 5G need practical, real "AI" solutions to cost-efficiently scale their operations and deliver the quality of service that will deliver the promise of 5G to themselves as well as their customers. Hybrid approaches to AI are needed to accelerate return on investment as operators evolve their infrastructure and operations for a 5G future.
neXt Curve attended Sprint Business' Analyst & Consultant Day 2019 held in Sprint's office in Midtown Manhattan on the 25th of June with the goal of understanding how Sprint is progressing their enterprise strategy, executing on the evolution of their network toward 5G and building out their IoT platform and service offerings in becoming a "digital service provider".
neXt Curve was in Nice, France attending the premier global event for digital transformation in the telecommunications industry held from May 14th through May 16th and hosted by TM Forum. Leading vendors and operators converged to discuss what it will take help the telecom industry reinvent itself and aid telecom service providers in becoming digital service providers. Now that 5G has arrived in select markets around the globe, the pressure is on for telecom operators to transform their operating models to capture the value promised by the next generation network.
The 5G promise is broad and ambitious, but business leaders need to recognize that we are at the very beginning of this journey, and emerging technologies under the 5G umbrella are creating new opportunities for new entrants to fill the gaps as the world moves toward the promise of 5G such as 5G-enabled IoT, new shared spectrum resources, hybrid multi-cloud services brokering, network slicing on demand within mobile computing nano-data centers at the carrier edge.