There is clear battle brewing between the wireless industry and the cable industry. AT&T, Verizon, T-Mobile and the rest of the nation's top wireless carriers are increasingly developing products and services that stand as a direct challenge to cable operators like Comcast and Charter Communications. Such actions are doubtlessly causing headaches in the cable industry.
5G has entered full industry hot topic mode. Vendors all want some realistic way to tie their solutions to the next generation of mobile technology. 5G ready and 5G platforms were common product descriptors at Mobile World Congress. Conferences and associations (see 4G World to 5G World and 4G Americas now 5G Americas) want that 5G shine to keep interest high as well. I get it, everybody wants to be relevant and associating with 5G should keep one relevant for the next several years to come. But, here is the thing: nobody is going to be selling much 5G gear until next decade.
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Prepaid customers have long been almost an afterthought for most major U.S. network operators, who have opted instead to focus on postpaid users who often generate higher ARPU and lower churn. But as the growth of smartphone sales slows -- and as the gap between prepaid and postpaid ARPU narrows -- carriers are increasingly focused on the prepaid segment.
The cable industry is rapidly becoming an extremely complex and competitive world where new technologies such as high dynamic range (HDR) and 4K are coming to market and OTT providers increasingly target viewers on tablets, smartphones and other platforms. And uncertainty regarding potential regulation looms as the FCC tries to address a market that has expanded far beyond traditional video providers and networks.
Sigfox announced plans to expand its U.S. operations in a big way, vowing to deploy its IoT network in 100 cities across America this year. The move could create additional challenges for AT&T and Verizon as they work to sell IoT services through their LTE networks.
Dish Network is lobbying the FCC to deny Verizon's proposed $1.8 billion acquisition of XO Communications' spectrum assets and fiber business, claiming among other things that the deal would have an adverse impact on competition in multiple markets.
Sprint continues to improve its liquidity as it defers -- or is forced to defer -- network spending. But whether that's a winning combination is far from clear.
Sprint is rapidly losing prepaid customers, and its self-branded prepaid phones are disappearing from retail stores as the carrier prepares to relaunch its Virgin Mobile brand in an effort to boost sales in that market.
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Arris reported a 33 percent uptick in first quarter revenue to $1.615 billion, a result that exceeded analysts' forecast and was driven by improvements in both network/cloud and CPE sales.
AT&T is shifting the web properties once hosted by Yahoo to a new provider, Synacor, including its att.net portal, search feature, and branded applications, The Wall Street Journal reports.