Net Neutrality Rules, or Absence of Rules, are Just Noise

Some argue U.S. customers are worse off since the end of network neutrality regulations, referring to transparency of charges and fees. Others would offer argue that net neutrality rules are sort of “noise,” not signal. 

With or without the rules, speeds are climbing--and fast--while prices are in line with global norms or have decreased. 

source: Speedtest

Though there are many other reasons for investments in networks that lead to speed improvements, network neutrality rules were in place from 2015 to 2017. 

source: Trading Economics

The larger point is that average U.S. fixed network speeds have risen dramatically since 2010. 

source: Statista

Some focus on price as the problem, but absolute prices do not appear to have changed much, even as speeds and usage allowances have grown rapidly. Stand-alone pricing for residential internet access costs between $50 and $60 a month, less if purchased as part of a bundle, which most consumers do.  

Broadband prices also are not high in U.S. markets, as a percentage of household or national income. Prices over time arguably have dropped, as between 1990 and 2000, for example. Adjusting for purchasing power parity, U.S. prices are in line with global prices.

U.K. Service Provider Revenue has Dropped Since 2012

Connectivity traditionally has not been a “growth” business. Far from it, telecom had for most of its history been considered a natural monopoly, on a par with water, sewer and electrical service. Around the turn of the century there was some thinking that might have changed. 

Alas, the connectivity business still seems to be a slow growth--in some cases no growth--type of industry. The latest data from U.K. regulator Ofcom shows this. Since 2012, total service provider revenue in the United Kingdom has dropped. Monthly household spending on communications has remained relatively flat, growing about one pound per household, per month. 

source: Ofcom

Heavy Mobile Video Viewers More Likely to Drop Fixed Network Inrternet?

“Potential broadband cord-cutters rely on their mobile devices for entertainment,” says Parks Associates senior research director Brett Sappington. “They are significantly more likely to watch live video content via mobile, including live TV broadcasts and live streaming, averaging an hour more per week each compared to average broadband households.”

That is a partial answer to the question of whether heavier mobile video usage can lessen the value of fixed network internet access as well.

Parks Associates argues U.S. broadband households highly likely to drop linear video services  in the next 12 months watch more than six hours of video content on their mobile phone a week, compared to 2.5 hours among all US broadband households. 

“Roughly 10 percent of broadband subscribers are likely broadband cord-cutters, with half of them highly likely to make the change in the next 12 months,” said Sappington. 

source: Parks Associates

PTC Academy Bangkok

PTC Academy Bangkok: Executive Insight for Exceptional Leaders will be held 23 September through 25 September, 2019 at CAT Tower, 72 Charoen Krung Road, Khwaeng Bang Rak

Khet Bang Rak, Krung Thep Maha Nakhon 10500, Thailand. Registration is limited to the first 30 students. 

Register here.

The event begins with a dinner cruise on the Chao Phraya Princess, offering compelling views of the Bangkok metro area from the The Chao Phraya river. 

source: TripAdvisor

source: Bangkok.com

The first day of classroom instruction includes:

Pioneering Technologies: How Are They Breaking the Mold of Legacy Subsea Infrastructure? Learning Outcomes: What new technologies are changing long-haul networks? What new capabilities are most important? What apps/use cases will benefit? Presenter: Keith Shaw, VP Business Development EMEA, Equinix, Netherlands

Tea/Coffee Break

What is 5G All About, and Why Do You Care? Learning Outcomes: What is 5G? What will 5G mean for industry capabilities and competitors? How does 5G enable the Internet of Things? How does 5G enable edge computing? Presenter: Gary Kim, Content Developer, IP Carrier, USA

Lunch

What Unique Challenges Will You Face in Moving Towards a Next-Gen Future? Learning Outcomes: How will your own segment of the business change? What strategies are available to you? What organizational changes must you make? How can you make those changes? Presenter: Sean Bergin, Co-Founder & President, APTelecom, Cambodia

Tea/Coffee Break

Getting the Balance Right Learning Outcomes: How to manage revenue, social obligations, and costs Harvesting legacy revenue Building new revenues Presenter: Eric Handa, Co-Founder & CEO, APTelecom, USA

The second day’s class includes:

Evolution of OTTs and Their Impact on Traditional Revenue Streams: Opportunity or Threat? Learning Outcomes: Is OTT an opportunity or threat? What can executives do to convert threats into opportunities? What are the key threats to revenue? What are the key responses to create new revenue streams? Presenter: Tony Mosley, Director, Business Operations, Ocean Specialists, Inc. (OSI), Guam

Tea/Coffee Break

Capacity Procurement: Yesterday and Today Learning Outcomes: How has capacity procurement worked traditionally? How have interconnection models changed? Presenters: Eric Green, Senior Consultant, Cambridge Management Consulting Ltd., United Kingdom and Grant Kirkwood, Founder & CTO, Unitas Global, USA

Lunch

Using LinkedIn to Love a Career in Telecoms Learning Outcomes: Understanding the objectives of your LinkedIn Profile, and how to achieve them Learn how your routine use of LinkedIn can increase your knowledge, build your reputation, and grow your network Presenter: Russell Lundberg, CTO, Intelefy, LLC, and Bangkok Beach Telecom, Thailand

Tea/Coffee Break

Overview of the Mobile App Ecosystem Learning Outcomes: Understand how mobile apps monetize users Understand the importance of attribution for the app ecosystem Insights into app revenues by vertical Insights into the major players in the app ecosystem (advertisers, publishers, ad networks) Examples of telcos moving up the stack with apps and app partnerships Presenter: Jonah Kadish, Director, Learning & Development, APAC, AppsFlyer, Thailand

5G Spectrum Allocation Policies Differ in Japan, Korea

Communications policymakers in various countries will have to decide how to allocate additional mid-band and millimeter wave spectrum to various contestants. In some cases, policy might allow contestants to bid as vigorously as they like. In other cases, government policy might be more akin to “supporting a level playing field” by allocating spectrum on an equal basis. 

Here’s a look at mid-band spectrum held by the leading mobile operators in Japan, according to Gaku Nakazato of Japan’s Ministry of Internal Affairs and Communications. As you might guess, KDDI and NTT have the largest allocations. NTT and KDDI have the largest subscriber shares, and therefore arguably require the most spectrum. 

source: MIC

Policy in South Korea seems to aim for equal capabilities for the leading service suppliers. Both mid-band and 28-GHz millimeter wave allocations are virtually equal. 

source: Korea Ministry of Science and ICT

Is Network Slicing Underneath Vodafone UK's 5G Service Plans?

It seems highly likely that one of the most-important benefits of Vodafone UK's virtualized network is the ability to use network slicing to create consumer data access tiers that differ by speed.

The 5G launch by Vodafone UK contains at least a couple of novel developments. For starters, Vodafone’s 5G will come in speed tiers. Vodafone Unlimited Max features unlimited mobile data usage at speeds as fast as the device and the network will allow. 

Vodafone Unlimited offers speeds of up to 10 Mbps. Vodafone Unlimited Lite supports speeds up to 2 Mbps.

source: Telecoms.com

For customers accustomed to buying their data usage as a variable cost, the new Vodafone approach shifts offer differentiation to speed, much as fixed network offers do. Pricing is differentiated by maximum downstream speed, not usage buckets. 

The other development is that usage is unlimited for all plans, removing the usage allowance as the key difference between plans. 

Vodafone has not specifically said how it is creating the tiers, but network slicing network slicing is one conceivable approach, where customers are different plans essentially use different network slices, some of us would guess. 

source: Cisco

5G Drives Transport Protocols

Enhanced Common Public Radio Interface (eCPRI) and Optical Transport Network (OTN) topped the list of most important 5G transport technologies in a survey conducted by Heavy Reading.

The eCPRI protocol was developed specifically to meet the bandwidth and performance requirements for 5G fronthaul, so it is difficult to imagine 5G fronthaul without eCPRI, many would argue. 

OTN ranked high across all geographies, which many will take as a proxy for wavelength-division multiplexing. 

source: Light Reading