T-Mobile US is building the best 5G network in the West. He’s reached 125 million with an average speed of 300 Mbps down, using the golden 2.5 GHz spectrum acquired from Sprint. Year end 2021 will be 200 million. 2023 or 2024 will be a guaranteed 100 down 5G for 300 million, 90% of the...
AT&T is a $207 billion company. Verizon’s market cap is $237 billion. Each has about $20 billion in cash flow per year. $40 billion is a helluva lot of money even for companies that size. Some pundits are panicking. But Craig Moffett points out the result could be “free cash flow accretive” after tax writeoffs....Continue reading
Verizon has abandoned plans to build an Edge Network only 18 months after announcing an audacious program. What Verizon has deployed runs at 4G speeds and Vestberg should not be calling it an “Edge Network.” It just marketing hype for a deal between Verizon and Amazon’s distributed cloud, with no interesting technical advantages. “”Improved edge...Continue reading
The low cost per bit of 5G means almost nothing if you can’t sell the bandwidth. I’ve been warning for at least five years that telcos’ biggest problem is overcapacity. In 95% of locations, most of the time, major telcos have excess capacity. The tech is moving incredibly fast, driving cost per bit down at...Continue reading
The U.S. 5G market is T-Mobile’s to lose. The golden 2.5 GHz Sprint spectrum will give T-Mobile the best network in 40-60% of the U.S. over the next 4-9 months. Speeds will typically be 100-300 Mbps, occasionally higher. Verizon may have triple the speed in their millimeter wave network, but that’s only in about 10%...Continue reading
Korea added only 313,000 5G users in December, half the August total. It missed the 5 million year end 2019 goal. The 15 million projection for 5G users in Korea at the end of 2020 is now uncertain. Phone subsidies have been cut sharply from the $400-600 earlier in the year. Coverage, at over 80%,...
Verizon has the only substantial mmWave network on the planet. They may have already covered 5% of the US, but most is not yet turned on. The company refuses to release any figures other than 30 million passed one day, about a quarter of the US. The majority of Verizon’s “5G” will be low or...Continue reading