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Byline: Roger Entner It's been a year since Nvidia announced that it would buy ARM from SoftBank for $40 billion. At the time, Nvidia and SoftBank expected the acquisition to [...]

Byline: Roger Entner Nvidia announced during its GTC21 conference it is working on a new data center chip called Grace, after Rear Admiral Grace Hopper, one of the first computer [...]

Recon Analytics explores where T-Mobile might look next to expand its fiber empire. [ABSTRACT FROM AUTHOR]

Recon Analytics interviewed more than 40,000 home internet customers in the first 12 weeks of the year and the results are clear: FWA customers are happier with their service than with service through any other technology. [ABSTRACT FROM AUTHOR]

A bill to create a new spectrum pipeline comes as the NTIA releases its National Spectrum Strategy Implementation Plan. [ABSTRACT FROM AUTHOR]

The launch of a new iPhone is still the most significant event in the wireless year. When consumers prepare to get their next iPhone, they are also undertaking a major financial decision and are often using that opportunity to evaluate new mobile service provider options. [ABSTRACT FROM AUTHOR]

MobileX announced a multi-year exclusivity agreement with Walmart, making the new mobile provider an instant player in the prepaid business. [ABSTRACT FROM AUTHOR]

Of the almost 53 million ACP-eligible households, more than 20 million have signed up. Almost half of ACP recipients would lose internet access altogether if ACP were to go away. [ABSTRACT FROM AUTHOR]

Today, AT&T marks the start of the expansion of AT&T's fixed wireless home internet service called AT&T Internet Air. [ABSTRACT FROM AUTHOR]

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AT&T and AST's call shows that the technology works not only on paper but also in the field. [ABSTRACT FROM AUTHOR]

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Recon Analytics added some questions to a recent survey to get a few more insights on how consumers think about T-Mobile's home broadband offer. [ABSTRACT FROM AUTHOR]

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In a recent op-Ed in the Wall Street Journal, Paul Wolfowitz, one of the architects of the Iraq War, laid out his plans to re-architect the United States wireless industry. [ABSTRACT FROM AUTHOR]

Microsoft is buying AT&T's 5G core technology and expertise and is moving it to its cloud infrastructure. This is a big move for AT&T, but a huge move for Microsoft's Azure for Operators as it is instant validation of its platform. [ABSTRACT FROM AUTHOR]

What no one seems to realize is that Deutsche Telekom only provides fiber to 5% of German homes. So high-speed broadband in Germany is not a "fiber only" solution. [ABSTRACT FROM AUTHOR]

The death of intercarrier RCS happened slowly at first, and then very quickly. The demise signifies another loss for consumers and carriers but a win for Apple and Google. [ABSTRACT FROM AUTHOR]

The two most significant communications topics among policy geeks these days are net neutrality (NN) and the Universal Service Fund's reform. Both issues are generally discussed inside the beltway as separate and discrete items only affecting telecommunications providers, whereas they are more expansive and interrelated. [ABSTRACT FROM AUTHOR]

One of the powerful features of the Rakuten Communications Platform (RCP) is that an MNO can mix and match from any vendor in the RCP portfolio. [ABSTRACT FROM AUTHOR]

How carriers utilize disparate spectrum bands with different propagation and capacity characteristics often is an important factor in the speed and capacity available to consumers. [ABSTRACT FROM AUTHOR]

What are the drivers for spectrum prices? Looking at some of the most important auctions over the last 15 years gives us some important pointers, both when comparing prices within an auction and from auction to auction. [ABSTRACT FROM AUTHOR]

ARM is so successful that virtually all mobile devices use ARM-based CPUs. Apple, which has used ARM-based processors in the iPhone since inception is now also switching its computer processors from Intel to ARM-based internally built CPUs. [ABSTRACT FROM AUTHOR]

The M1 helps developers with the same CPU instruction set on iOS devices as well as Macs [ABSTRACT FROM AUTHOR]

The cost structure of telecom networks makes it difficult for new network-based entrants to compete against the established providers. [ABSTRACT FROM AUTHOR]

Rakuten's 5G launch in Japan proves that SDN and NFV are not pipe dreams, but that it is both the present and the future of wireless networking. [ABSTRACT FROM AUTHOR]

China and the U.S., U.K. and European Union all must approve the $40 billion acquisition of Arm by Nvidia, but trade politics--especially between China and the U.S.--could block the deal. [ABSTRACT FROM AUTHOR]

The Argentinian government declared telecommunications services a "public service" and decreed no price increases for the remainder of 2020. [ABSTRACT FROM AUTHOR]

Unlike Germany, U.S. mobile operators make their new mobile technology available for the same price point as the last generation technology. [ABSTRACT FROM AUTHOR]

Contrary to common stereotypes, there is no significant difference when it comes to smartphone ownership – mobile is colorblind. [ABSTRACT FROM AUTHOR]

One of the most hotly debated solutions being proposed to close the digital divide is to have the government support municipal broadband. [ABSTRACT FROM AUTHOR]

The Federal Communications Commission (FCC) is on a rampage trying to make as much spectrum available for 5G as it can. But in so doing, is it creating an imbalance in spectrum allocations in the U.S.? If so, what will that mean for the mobile industry in the U.S.? [ABSTRACT FROM AUTHOR]

AT&T, under pressure from Elliot Management to improve margins, and Verizon will probably experience a revenue, profit and margin hit from this particular T-Mobile initiative. It pressures AT&T and Verizon on the public safety market, opens up the fixed broadband market to wireless, and puts tremendous pressure on the low end of the market. Connecting Heroes Initiative, even if nobody takes T-Mobile up on the offer, will be a success as it devalues AT&T's and Verizon's opportunity. [Extracted from the article]

Industry Voices - Entner: Back to the future on net neutrality The D.C. Circuit Court of Appeals affirmed the Federal Communications Commission's order in which the agency adopted a light touch regulatory framework to ensure net neutrality. Activists hailed the order barring the wholesale pre-emption of state regulations as a major victory, apparently hoping that some U.S. state will institute Title II-based net neutrality rules. [Extracted from the article]

Industry Voices - Entner: Elliott's ideas for fixes at AT&T are anything but easy Offerings like Digital Life, which was a bet on the part of AT&T and did not pan out, are hard to sell because they integrally use AT&T's fixed and mobile assets for connectivity. If AT&T or Verizon would lower their wireless gross margin to 38%, lower prices, and add in some goodies, customers would flock to them as well. [Extracted from the article]

Highlights from the article: After the three years, the customers have to be off the Sprint network, either on Dish's 5G Network or T-Mobile's network. After T-Mobile has integrated the Sprint sites into its network, Dish will be able to take over decommissioned cell sites and retail locations, which is a blessing and a curse at the same time. AT&T, Verizon, and soon the New T-Mobile will spend $10 billion every year to maintain and improve their already existing networks. In Q2 2019, T-Mobile added 710,000 postpaid phone customers, AT&T added 72,000, Verizon added 245,000 and Sprint lost 128,000.