Saturday, May 30, 2020

How To Install HBO Max on a Fire Stick, Right Now

source: The Android Soul


Many people who use Amazon Fire sticks on their TVs might also have--or want to have--a subscription to HBO Max. Unfortunately, there is a contract dispute between Amazon and Warner Media (AT&T) about revenue sharing. So HBO Max is not yet available on the Fire stick menu. 


But there is an elegant hack that will allow HBO Max subscribers to watch content on their TVs (smartphones and PCs are not a problem, since there is no Amazon inserted into the value chain). 


Watch this video and follow the directions to install HBO Max on an Amazon Fire stick.

Friday, May 29, 2020

Is Work From Home the Future for Many or Most Workers?

Is work from home the wave of the future; a work pattern that will be radically more common and permanent for most knowledge workers?  Not everybody thinks so. 


“The current increase in productivity may be an illusion,” say Jason Gold, managing director and Alec Stapp, director of technology policy at the Progressive Policy Institute. 


Right now, “employees are leveraging the relationships, routines, and habits they developed from interacting with coworkers in person on a daily basis, says PPI. “Over time, however, as workers begin drawing down on this social and organizational capital — culture, structure, and processes — we may find that they become less productive as collegial networks and opportunities to acquire new skills erode.”


“As employees switch jobs, problems linked to the withering of collegial relationships may start to seem more obvious,” says PPI. 


The other issue is whether remote work affects the development of professional networks that aid advancement in a company or industry. Some surveys suggest employees have that concern. So actual productivity or ability to collaborate might not be the whole issue. 


Some employees might rightly believe that being “out of sight means being out of mind,” even if most workers who can do so believe work from home is a productivity booster


source: Binfire


“The future will likely feature a robust and variable mix of telework and office work,” the authors say. “Companies that leap prematurely to the conclusion that their ability to prosper during the shutdown proves that the “office” is obsolete risk burning through their organizational capital, just as their rivals start to build it back up.”


If Not Video, What?

Many critics say AT&T’s move into video content ownership and subscriptions has been a big problem. Execution issues might be an issue, but there also is much evidence that revenue growth in the fixed networks business is coming almost exclusively from video subscription services. 


In 2017, for example, video subscription services represented about 27 percent of total telecom service provider revenues, according to the U.S. Bureau of Labor Statistics. “Telephony has made up a decreasing share of the wired industry’s revenues in recent years,” BLS says. “In 2017, this figure was 11.8 percent of industry revenues.”


Internet access services contributed 28 percent.

source: BLS


Put another way, even as observers universally say internet access is the revenue driver for cable and telco fixed services, video in 2017 was producing almost as much revenue as did broadband. 


Some would call video services a distraction, or perhaps only poorly executed. But for an entity with high needs for free cash flow, a revenue generator producing nearly as much revenue as does broadband is nothing to take lightly, especially when voice services are such a small part of the revenue picture.


Nobody can seemingly name a viable and sizable substitute revenue source than subscription video, at the moment. Most of the proposed new services and revenue sources are related to the mobile network: edge computing and internet of things being the salient cited examples. 


Scale Matters: Fixed Networks Lose, Mobile Wins

Lack of customer scale now seems to correlate with lower productivity and profits for fixed network connectivity businesses, while high scale seems also to correlate with mobile network productivity and profits. 


“The difference in labor input between wired and wireless is mainly a matter of scale,” notes the U.S. Bureau of Labor Statistics.  “The extreme rapidity of the labor productivity growth in wireless suggests that technological innovations—new ways of doing things with new types of hardware and software—still play a leading role in the story.”


 “The difference in labor input between wired and wireless is mainly a matter of scale,” says BLS. 


That arguably is true in most--if not all--businesses: scale and market share matter. Profits tend to correlate with market share, for example. Market share also tends to correlate with cost structure. 


Drives to reduce operating cost and capex for new networks have been issues for a couple decades in the telecom business. Headcount reductions, tower sharing, streamlined customer service, open architecture, “do it yourself” servers and routers and open source have been tools used for that purpose, and the work continues. 


But it appears much of the easy gains have been gotten, for mobile networks, computers, communications infrastructure and semiconductors, according to the U.S. Bureau of Labor Statistics. Only the mobile industry has improved its productivity since 1987. 

source: BLS


Scale matters elsewhere. In the U.S. market, fixed network revenue peaked around 2000, and has steadily fallen since then. For example, long distance minutes of use peaked in 2000. The number of U.S. landlines in service peaked about 2001. Long distance revenue peaked about 2001 as well. Most markets will follow a similar trajectory. 


But mobile revenue has grown since 2000. So scale arguably matters for profitability and productivity, not simply gross revenue. 


In the wired industry, output peaked in 2000. “The wired industry actually produced less output in 2018 than it did in 2000,” the BLS says. “Conversely, output for the wireless industry has continued to multiply, growing at an average annual rate of 13.1 percent since 2000.”


Open source and open architectures have played a role in reducing capex and opex, and continue to do so. The Open-RAN Alliance, GSMA, Telecom Infra Project and others are working to create open standards and interoperability of mobile radio access networks, core networks and other key infrastructure. That, in turn, is expected to lead to lower RAN costs. 


But scale does matter most. The basic problem for a fixed network provider is stranded assets, caused by lost market share taken by competitors, product substitution that shrinks demand for fixed access. The installed base of assets remains the same, but declining subscriptions and revenue mean the actual cost per customer keeps going up. 


At the same time, though prices have not fallen consistently for all products, the general trend is lower average revenue per account, or at least lower revenue per unit sold. 


Thursday, May 28, 2020

IoT Will Drive More Private WAN Networking

Internet of things deployments will likely rely on private networks rather than the public internet for connectivity, a study conducted by Omdia suggests. That should come as no surprise, if IoT deployment volumes grow as much as some expect. 


source: IoT Analytics


The study included 200 enterprise executives in North America and Europe in several vertical industries already using or in the process of deploying IoT, including financial services, retail, manufacturing, healthcare and hospitality. 


About 46 percent of respondents already use private networks and 40 percent are evaluating private networks to support their IoT deployments. That might tend to be important if private 4G and 5G networks operated by enterprises prove to be as big as Nokia hopes. 


If an enterprise uses its own private 5G network to support mission-critical operations, why would it not use a more-secure private WAN to support those operations, as enteprises now use private WANs?

source: Syniverse


Tuesday, May 26, 2020

Much Small Business Spending is Essentially Similar to Consumer Spending

There’s a reason tier-one service providers often report small business revenue in a “mass market” category with consumer accounts. Very-small businesses tend to buy consumer connectivity products, with buying processes very similar to that of consumers. Some surveys of small business suggest just 10 percent of such firms generate $500,000 or more of annual income.


source: Business Knowhow


According to the U.S. Census Bureau, there were about 7.6 million employer firms (businesses with employees) operating in the United States in 2017. Of those businesses, 89 percent have fewer than 20 employees.


According to statistics from the US Small Business Administration's Office of Advocacy, 81 percent of small businesses are classified as nonemployers because they have no employees. 


Possibly 40 percent of SMBs had annual revenue less than $100,000 in 2013, according to Parks Associates. Perhaps another 30 percent had annual revenue of less than $500,000. 


According to the U.S. Census Bureau, perhaps 26 percent of U.S. small businesses generated more than $1 million in annual revenue. 


source: U.S. Census Bureau


source: Parks Associates


One often hears rather big numbers where it comes to the number of SMBs. But a huge percentage of total businesses actually are very small, home-based businesses with no employees. 


source: the kickassentrepreneur


Average small business owner salaries were about $66,000 annually, according to PayScale, which gives you some idea of likely profits from many small businesses.  


The point is that much small business connectivity spending is not going to be that different from consumer accounts.


Verizon Says Calling and Text Messaging Already Have Returned to Pre-Covid Levels

Verizon reports that call volumes as well as text messaging are “returning to normal levels,” while physical mobility also is increasing. That last statistic is evidence that lockdown and stay-in-place rules are loosening. 


According to Verizon’s handoff metrics, 44 states have had increases in mobility over the last two weeks and 36 percent of states have surpassed their pre-COVID mobility levels, Verizon says. Verizon’s stats also show these trends have been in place since at least the end of April. 


Verizon’s April 29 report on usage indicated that “most categories of usage are starting to decline, with some falling significantly below peak levels.” Downloads were down five percent, week to week, and have dropped about 55 percent from the peak infection period. Gaming dropped 10 percent week over week and 45 percent from the point of peak infection. 


“Customers have placed 14 percent fewer wireless calls from the peak of COVID, while calling and wireless calls are now three percent shorter in duration,” Verizon said. 


On the other hand, we need to be careful about attributing literally every social phenomenon to the impact of the Covid-19 pandemic. Mobility normally increases in the spring, in any case. “In the spring, we often see an increase in handoffs as people move around more and volume on our networks increases over what we see in the winter,” said Verizon Chief Technology Officer Kyle Malady.  


Still, gaming is up 82 percent over pre-COVID levels, virtual private network connections are up 72 percent over pre-COVID levels and use of collaboration tools are about 10 times pre-COVID levels.


Nor can we be too confident about predictions of long-term changes in customer behavior as we move further from the pandemic. Changes that already were in place pre-Covid will persist. But the magnitude of such changes, out about five years, are hard to estimate. Even past traumatic events (the Great Recession of 2008, the internet bubble burst of 2001, 9/11 attacks) have produced changes that are hard to see, over longer periods of time. 


The return of calling and text messaging behavior might be an example. We are not yet out of the lock-down, and already basic behaviors are returning to pre-Covid levels.


That is not to say permanent changes in behavior are inconceivable. We simply should not extrapolate in a linear way from our emergency behaviors.


Monday, May 25, 2020

Fleet Logistics IoT Shows Impact of Stay-at-Home Orders on Traffic, Truck Speed

Fleet logistics analytics provider Geotab says the stay-at-home orders issued as part of Covid-19 mitigation rules have decreased the time trucks spend at intersections and increased average speed when driving. The data was gathered from fleet internet of things sensors. 


The U.S. city with the largest increase in average road speeds was found to be New York City, moving from an average speed of 17.5 mph to an average of 21.0 mph - a 20 percent increase. San Francisco and Washington had the second largest increase in average road speeds.


source: Geotab 


The city with the largest reduction in time spent at intersections was Atlanta at 17 percent, with an average of 35 seconds spent at an intersection compared to 42 seconds before March 15. The city that has shown the smallest reduction in time spent at intersections is Seattle, with a three percent difference since before March 15.


“As soon as the lockdowns began across North America, we saw a drastic reduction in (carbon dioxide) emissions, down to 40 percent or less of normal for some cities,” said Mike Branch, Geotab VP. 

New York City, in particular, has seen the largest reduction, sitting at 38 percent of pre-pandemic CO2 emissions.” 


No Surprise, Net Profit Margins are Generally Lower than in Monopoly Era

Globally, a  typical retail connectivity service provider selling to consumers and businesses, likely with universal service obligations, tends to have net profit margins in the five percent range, according to Deloitte, perhaps six percent in the first quarter of 2020, making the business more profitable than low-margin grocery retailing but far less profitable than finance or technology services. 


source: Factset


Ironically, those sorts of net profit margins are close to monopoly-era margins as well. In the monopoly days, profit margins were set at guaranteed rates of return not much different, often in the six percent to eight percent range. The difference is attributable in large part to competition, which tends to lead to lower prices and therefore lower profit margins for suppliers. 


But product substitution also plays a part, as consumer and business demand shifts from legacy to new products, not all of which require purchase of a service provider product. Better technology also plays a role in enabling supply of better or more product at equivalent or lower prices. 


That illustrates a near zero pricing trend for basic connectivity products, especially on a per-bit, per-incremental-unit or per-use basis. Over time, connectivity prices have tended to mirror computation prices: better performance and declining prices over time. 


In fact, some major business models are premised on near-zero pricing for computing and communications goods. Microsoft’s software business, Netflix, Amazon, Google and 
Facebook provide examples of major business models built on the assumption of cheap communications and cheap computing. 


That can be seen in declining average revenue per user or commoditization.

Friday, May 22, 2020

Brief Dip, Quick Rebound Likely for Telecom Revenue, Capex

Though many parts of many economies might not see a “V-shaped” recovery post-Covid-19, Analysys Mason believes 5G capital investment will do so. If that happens, and looked at from a longer time frame, it will be almost hard to see the impact of Covid-19 on capex. That would be in keeping with past experience in the aftermath of the 2008 Great Recession, for example. 


And though Analysys Mason also predicts a revenue decline in developed markets of as much as 3.4 percent in 2020, growth will return in 2021. That also would be in keeping with the connectivity provider revenue recovery from the Great Recession. 


source: Analysys Mason


"Your Connection is Unstable"

“Your connection is unstable” is a message I almost always see at least once per Zoom session these days. So I did some checking, assuming there had to be a performance issue on my access circuit. Apparently, not so. Jitter measures at 2 milliseconds, well under the threshold of perhaps 39 ms on that measure. Bandwidth downstream is always between 200 Mbps to 300 Mbps per user, upstream between 11 Mbps and 12 Mbps, so bandwidth is not the issue, and latency is about 29 ms. 


All of that, essentially, means the connection, including both access connection plus Wi-Fi link, should not have instability issues. And yet it wobbles. Perhaps to be expected on a “best effort” internet connection, even with a new router. 


Most of the solutions I could think of involve removing the Wi-Fi link and direct connecting to the router using Cat 5 or Cat 6 cable, which is not an option since my PC no longer has an Ethernet port and uses Wi-Fi exclusively. 


I briefly looked at buying any available over the top QoS solution, but at least so far nothing seems suitable. And, in any case, it does not appear that jitter could be an issue. The apparently momentary unstable connection issues are annoying, but not mission critical for video conference calls. 


That is going to be a bigger issue when I am the one conducting webinars. About all I think of right now is rebooting the router before each Zoom session.


Thursday, May 21, 2020

Australian ACCC Says Many Households Only Need 50 Mbps

A new report by the Australian Competition and Consumer Commission says 50 Mbps is sufficient to support household consumption of two concurrent high-definition video streams. For that reason,  “higher priced NBN100 services are not generally required to support many households’ consumption of streaming services, and that in most cases an NBN50 service is sufficient.” In other words, 50 Mbps works fine for household HDTV video streaming. 


“For most RSPs (retail service providers), nearly all NBN50 services would be able to stream from Netflix in High Definition, even if two people were watching different programs at the same time. This remained true even during busy hours,” the ACCC says. 


source: ACCC


6G as Industrial Policy

It has been quite some time since the idea of national “industrial policy” has had much currency in the United States, but 6G mobile network platforms seem to be shaping up as one area where attitudes could change, especially in the areas of indigenous supply chain. To be sure, 3G and 4G have been viewed as arenas for industrial policy in other parts of the world, and 6G is viewed as an area of policy for China. 


Despite the growing interest in 6G standards, it might not be so clear how leadership leads to advantage that can be reaped by countries, suppliers, service providers or consumers. The Alliance for Telecommunications Industry Solutions speaks of  “core technologies and recommended government actions,”  “rapid innovation and development” and  “common national purpose.”


Referring to 5G, ATIS notes the advantages of “development and early deployments” that, in a 6G context, might also confer leadership of “ideas, development, adoption and rapid commercialization of 6G.”


The idea is to focus on ways to “complement–not abandon or usurp–global standards in the ICT sector.” Key is “leadership of ideas.”


ATIS says “leadership begins with identifying a vision for the next decade,” although some related competencies include AI-Enabled Advanced Networks and Services, advanced antenna and radio systems, multi-access networks and likely a few key use cases. 


As a practical matter, that means “defining the technological breakthroughs that can lead the U.S. to sustainable technology leadership, with incentives for research and development and early investment.


Those steps, in turn, are viewed as vital to promoting time to market and “wide scale commercial adoption.”


More tactically, ATIs suggests tax credits for development in areas where U.S. firms might lead, continued spectrum policy support and support for efforts to commercialize 6G use cases. 


None of that would sound unusual, in the context of government policy in the 3G, 4G and now 5G eras. It is a mix of policies to spur supply and demand. Similar approaches arguably were common when many other nations--China, Singapore, South Korea, Japan, Israel--likewise chose to target economic growth in leadership, and as many others now also intend (Malaysia, Thailand, India and others). 


The methods will vary, but the idea is to focus effort, perhaps always easier on the supply than the demand side, but both have roles. 


It also is not too soon to argue what ultimately will matter most is not standards, which, by definition, will be global, but the ability to usefully deploy technology. By definition, every firm and nation will have access to the standards. 


But some firms, nations and regions might hope to create competencies in supply, or advantageous demand profiles. Scale, experience curves and intellectual property will matter. But so will skill at the application of new technology and leverage of existing assets.


Were that not the case, we should never see significant differences between productivity gains, for example, among any countries. As we used to say, tele-density and economic development should be directly related. And yet benefits are differential, even when tele-density, or internet usage, or network speeds, are identical or similar. 


The point is that what matters is the ability to leverage technology for economic advantage. High rates of deployed technology are only proxies for what benefit those deployments are expected to bring. 


That is not to say standards are unimportant. 


Technology standards in computing and communications are said to provide benefits for enterprises by reducing cost, minimizing risk, increasing the range of suppliers and making possible standardized training for employees. Such standards historically have been crucial in the hardware realm, much more than in the applications arenas. 


For consumers, standards are expected to produce the best goods and services, more value, lower cost and therefore wide availability. 


Benefits might also accrue to particular suppliers when proprietary standards become consumer or enterprise commercial “standards,” as was true for IBM and become true for Microsoft and Apple, Cisco and others. 


“Open” standards have also grown more important in the hardware and firmware spaces, as Linux, Android and Transmission Control Protocol/Internet Protocol suggest. 


The world of applications is much less dependent on international standards. In the internet era, Google, Facebook, WeChat, Amazon, Alibaba, Netflix and other solutions have not established themselves so much through standards as because consumers simply prefer to use them. 


Broadly speaking, broad global standards reduce risk for infrastructure suppliers, as they create larger markets and create more niches for original equipment manufacturers. 


What matters is productivity; the ability to wring value from investments. Industrial policy might help. Still, success will ultimately be determined by demand, not supply.


Wednesday, May 20, 2020

Short, Shallow Dip in Service Provider Revenue Because of Covid-19?

Though it might seem counter-intuitive, connectivity service provider revenue might not change all that much because of the Covid-19 pandemic, and a revenue rebound might be quite swift, in some markets.Some product lines and some geographies might not fare that well, but there are historical reasons to believe any dip will be shallow and short lived.


By way of comparison, that is what happened to telecom service provider revenue in the wake of the global Great Recession of 2008.


To be sure, some believe global telecom revenue will fall by 3.4 percent in 2020 compared to 2019, before returning to growth (0.8 percent) in 2021, according to Analysys Mason. Analysys Mason had previously forecast growth of 0.7 percent in 2020 and 0.8 percent in 2021. 


International Data Corp., on the other hand, predicts that global telecommunications and subscription TV services revenue will dip less than one percent in 2020. Most observers might agree that a dip of some size will happen. What is likely more contentious is the size of such a dip, or its duration. 


With all the talk about a new normal caused by the Covid-19 pandemic, where life in many ways will be permanently altered, it is worth keeping in mind that past traumatic events such as the Great Recession of 2008 can be very hard to detect in time series data where it is possible to track trends over time. 


So even if it seems too optimistic, the IDC prediction is well within historical expectations. The Great Recession of 2008 caused a momentary flattening of revenue growth, with the prior pattern asserting itself quickly afterwards. A modest dip would not be without precedent, even if we fear greater damage. 


And though it is reasonable to expect a dip in business customer spending (with economies shut down and significant bankruptcies expected), consumer spending on telecom services might well increase, as it did in the United States in the aftermath of the 2008 Great Recession. 


source: Statista


IDC estimates global service provider revenue at nearly $1.6 trillion in 2020, a decrease of 0.8 percent compared to 2019. IDC expects the decline to continue in 2021, but at a somewhat lower degree. 


The mobile segment, the largest segment of the market, will post a slight decline in 2020 due to lower revenues from roaming charges, less mobile data overages due to the stay-at-home situation, and slower net additions, especially in the consumer segment, IDC argues.


Fixed data services spending will increase by 2.9 percent in 2020. Spending on fixed voice services will continue to decline.


Subscription video services will be boosted by the lockdown, but also affected by the economic downturn, so the spending in this category is expected to decline slightly, says IDC.


The Americas market will see a tiny decline of 0.04 percent. Europe, the Middle East, and Africa (EMEA) and Asia/Pacific (including Japan) will dip more. Growth is not expected in EMEA or Asia/Pacific before 2022 as the users in emerging markets are expected to remain cautious about spending for some time, IDC estimates. 


source: IDC


Tuesday, May 19, 2020

Most Connectivity Service Providers Do Not Rank High on Customer Satisfaction, and Never Have

Connectivity service providers tend not to score high on customer satisfaction surveys, though it appears satisfaction with mobile services has improved over the last decade, according to the latest report by the American Customer Satisfaction Index (ACSI). 


Internet service providers still score near but not at the bottom of all industries for customer satisfaction. Linear TV subscription services, video on demand services hold that baleful distinction. Fixed line services are near the bottom of industry rankings as well. 

source: ACSI


Yesterday's Power User is Today's Light User

Definitions always matter. What is “fast” or “slow” changes over time. How much data a “power user” consumes also changes over time. The cost of supplying a bit likewise changes over time. 


That means we move the goalposts over time. Yesterday’s power user is today’s light user. 


For most potential U.S. internet access customers back in 1995, dial-up access ran at 56 kbps, tops. In 2002 or so, AOL had more than 26 million customers buying its dial-up service, for example, and speed had increased to perhaps 128 kbps, using better modems. At least, that is what I seem to remember. 


Pre-1996, the speed of a fiber-to-home internet access connection was 10 Mbps. When Verizon launched FiOS in 2005 speed was 30 Mbps. Now FiOS offers speeds up to a gigabit per second. 


One sees the same progression for digital subscriber line and cable TV hybrid fiber coax networks, or U.S. average speeds.  

source: NCTA 


source: Alcatel-Lucent


With static reference points, over time, all users become power users. So we adjust the definitions upward. 


The latest OpenVault data shows the power user category grew to about 10 percent of subscribers, the definition of power user being the consumption of more than 1 TB of data per month. 


source: OpenVault


"Tokens" are the New "FLOPS," "MIPS" or "Gbps"

Modern computing has some virtually-universal reference metrics. For Gemini 1.5 and other large language models, tokens are a basic measure...