5G threatens the mobile competition model (Part 1)

There is no doubt that talk about 5G is still mostly hype. That’s not to say the technology isn’t being developed or worked on, but in practice no one has yet figured out a way to make money by

Panel Session on Pipes and Platforms

This is the full video capture of a Panel Session I spoke at with Gary Kim and Dean Bubley back in January at PTC’19. It’s a short round of Q&A that leads to some interesting considerations about where the market

FTTP Opportunities in Asia Pacific

Diffraction Analysis partnered with the Broadband Asia event held in Bangkok on April 24-25th. In the run up to the event, I will be sharing some thoughts about market trends in Asia.

Asia Pacific is a paradox when it comes

Present and Future of Panasian Telecoms

Diffraction Analysis partnered with the Broadband Asia event held in Bangkok on April 24-25th. In the run up to the event, I will be sharing some thoughts about market trends in Asia.

One of the striking aspects of the Asian

Leading French TV Group Demonstrates the Lack of Value of its own Content

Once in a while in the business world you see something so unbelievably stupid that you know the moment it happens that it will be taught in business schools as a case study in fatal mistakes for decades to come.

Altice and ERDF: a perfect match for rural fiber in France?

Altice has drawn significant attention from the French telecom world since it announced 3 months ago that it would deploy fiber throughout France without public subsidies. The unexpected pledge brought further uncertainty to a national broadband plan struggling to

Is this the end of triple-play offers?

Developing closer ties with the media sector has been a key strategic question for telecom service providers since the early 00s with the deployment of the earliest triple play bundles. Recently though the topic seems to have gained a new

Android is not Windows

The European Commission declared today that it had sent a Statement of Objections to Google and its parent company Alphabet regarding the Android OS, accusing the Mountain View firm of abusing its dominant position by imposing restrictions on OEMs and

How Can Telcos Create Value for End-Users ?

I have written in the past about my fundamental dislike of Uber. In a nutshell, I don’t think Uber is particularly innovative, and I don’t think it would work if the industry they are attacking hadn’t been so behind