600 MHz Incentive Auction Key Facts

Incentive Auction - TVWS - WhitespacesNow that the AWS-3 auction has concluded, not without controversy which will continue to reverberate for some time, attention will shift to the incentive auction planned by the FCC for next year. Being the first of its kind anywhere in the world, I thought it would be a good idea to summarize some of the inter-working of this auction by highlighting some key features: Read more of this post

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Mobile Edge Compute, The Threat of OTT and Changing Infrastructure Architecture

OTT ThreatThe threat of over-the-shelf services (OTTs) to wireless network operators is well established, but as of yet, there is no clear answer as to how mobile network operators (MNOs) can ward off the OTT threat. This is evident by eroding margins where many large MNOs are now standing in the 30% EBITDA margin range, down from around 50%. The introduction of data service have eroded earnings as operators went into a high capex spending cycle to upgrade networks to LTE and meet anticipated capacity demand. MNOs also embarked on aggressive strategy to acquire new spectrum for the LTE networks which is perhaps best exemplified by the recent AWS-3 auction valued at $44.9 billion. All the while, MNOs have failed at capturing much additional value from the services they provide. The path to increased profitability will have to come from a combined effort to reduce cost while at the same time increase revenues. Finding such a formula is not straight forward and various attempts taken by MNOs to ward off the threat of OTTs have so far largely failed. Read more of this post

AWS-3 Auction 97: Behind the Numbers

AWS-3 Aution 66Auction 97 for the AWS-3 band made headline news as operators spent $44.9 billion on 65 MHz of spectrum – a huge sum of money. But what’s behind the headline story; what do the numbers tell? Here are some of observations: Read more of this post

Cloud RAN Promises to Shape Future Wireless Networks

Wireless Cloud RANWe have released our annual Cloud RAN report with new insights and analysis on the development of this market during 2014. Cloud RAN is certainly gaining in interest in the operator community. This is due to practical reasons related to cost savings that can be realized first by the process of centralization and then by the virtualization of the radio access network. In our analysis of this market, we took a quantitative approach by analyzing the business case for different deployment scenarios (macro cell, HetNets) in different markets (Asia, North America), to determine a plausible evolution and market potential for Cloud RAN. The findings were extremely interesting as they exposed where Cloud RAN makes sense and under what conditions and use case scenarios. This is critical as Cloud RAN has impact on a number of other mobile network solutions such as small cells and distributed antenna systems (DAS). Read more of this post