Tuesday, July 11, 2017

Tidbits (#2460)

RURAL BROADBAND:

Microsoft will try to bring better broadband to two million rural Americans in the next five years. The company’s so-called Rural Airband Initiative is an attempt to partner with local providers to boost wireless internet.

The FCC will invest $4.5 Billion in rural 4G LTE broadband expansion to rate of return carriers via alternative Connect America model (A-CAM).

FIBER:

Study Shows Home Values Up 3.1% with Access to Fiber.

Can Easier Make-Ready Change the Business Case for FTTH? "Make ready" costs (the cost of readying an aerial facilities pole for a new set of communication cables) might represent $4,000 to $35,000 per mile of cost for a new distribution network. That represents about a low of two percent and perhaps a high of eight percent of total distribution network costs."

The war over high-speed access is fought on 40-foot-high wooden sticks.

POTS

End of copper landlines coming soon. Some people are not happy!

AT&T Looks to Discontinue Copper Landline Phone Service State By State.

Frontier bet $17B on landlines -- and is in serious trouble by the WSJ!

MERGERS:

Atlantic Broadband, a Cogeco Comms subsidiary, will acquire all of the cable systems under the MetroCast brand for $1.4 B. [source]

The telecommunications industry has lost 39,200 jobs in the last year. [source]

Cincinnati Bell is buying Hawaiian Telecom for $650M.

Acquisition complete: Mitel owns Toshiba UC Systems Business Assets.




Wednesday, June 28, 2017

How Much Will 5G Cost?

"A $130 billion to $150 billion fiber infrastructure investment is required in the U.S. to unleash innovation, close the digital divide, and fully prepare the country for 5G, according to a report from management consulting firm Deloitte." [source]

Some facts from the report are interesting:

"One of the key findings of the Deloitte report is that fiber passes less than one-third of U.S. homes and only 39% of consumers can chose from more than one service provider to get a 25 Mbps speed service."

"Deloitte found that 10 million rural homes and 3 million urban/suburban homes do not have broadband of at least 25 Mbps." (Which is the FCC definition of broadband 25x4)

"Perhaps even more troubling is that in rural communities, only 61% of the population have access to 25 Mbps wireline broadband, and consumers can pay nearly three times more than customers in larger cities."

Full report HERE.


Friday, June 09, 2017

4 Good Reads


Calix: Telcos Need to Adopt Tactical Strategies for Strategic Broadband Goals

The internet in rich countries will be unrecognizable from the rest of the world’s in five years (all CDNs)

Pushback for high-speed fiber project in Kentucky highlights political battle over broadband

2 big deals: SYNNEX buys Westcon and Digital Realty scooped up Dupont Fabros data centers.

Thursday, June 08, 2017

Colocation Promotion in Dallas, Los Angeles


Let's not forget that with 75+ network operators, there are usually good rates available for bandwidth (especially in data centers in the US). For example, a full GIG of DIA in a data center for $300 MRC with Cogent.

Wednesday, May 24, 2017

Webinar on Marketing Tactics for Fiber Broadband

30+ Tactics for Marketing Fiber: a webinar on 6/21/17 at Noon Eastern.

This one is a little different than others I have done on the topic. This won't be strategy or marketing 101. This will be the tactics (30 of them) that are working to market fiber or gigabit broadband.

Now you can add some tools to your toolbox in order to get that take rate up!

Register NOW!




Tuesday, May 23, 2017

4 Good Lessons from 4 Reads


Google HR boss explains the only 2 ways to keep your best people from quitting:
1. The quality of the people they work with.
2. The feeling that the work they do is meaningful.


Tedious work doesn't require 100% or Imagination. Workers tune out.

Mission, Vision & Values Are Dead & Forgotten (Here's A Framework You Might Actually Remember). Purpose, Way and Impact: a three-stage rocket to clarity and growth.


Amazon did not kill the retail industry. They did it to itself with bad customer service.
Netflix did not kill Blockbuster. They did it to itself with ridiculous late fees.
Uber did not kill the taxi business. They did it to itself with limited the number of taxis and fare control.
Apple did not kill the music industry. They did it to itself by forcing people to buy full-length albums.
Airbnb did not kill the hotel industry. They did it to itself with limited availability and pricing options.
Technology by itself is not the real disruptor.
Being non-customer centric is the biggest threat to any business. [Linkedin]

Thursday, May 18, 2017

The Duolpoly Dilemma (part III)

There are about 1600 small operators in the US.

"The NTCA–The Rural Broadband Association is the premier association representing more than 800 independent, community-based telecommunications companies that are leading innovation in rural and small-town America."

"NCTC has grown to serve over 850 cable companies across the United States."


These (mostly) small companies are facing some grim future. USF Reform changed some of their economics. But trends in the telecom sector have also hit their economics.

2016 National Health Interview Survey (NHIS) indicate that 50.8% of American homes did not have a landline
telephone but did have at least one wireless telephone. [source] More than half of homes do not have a landline now. It tipped.

"Over half of U.S. cord cutters (51.8%) canceled their pay-TV service subscriptions in 2015 and 2016, according to new market research TDG (The Diffusion Group)."

"Just over 1 in 5 broadband households (22%) have no legacy pay-TV subscription, representing roughly 22 million homes, according to TDG."

“TDG observed long ago that incumbents were going to have to make a choice: either resign themselves to being a ‘dumb-pipe’ provider, or invest in using IP, change the TV experience, and become the go-to source for all things video,” he said. Comcast with Xfinity went for a better CX (customer experience). Just about everyone else buried their head in the and.

Tele-Health is a big opportunity. Huge! I tell you. Just huge. Except: "A third of senior citizens in the U.S. say they never use the internet. That's according to a new survey from Pew Research Center that looks at how digitally connected adults over 65 are. Seniors make up 15% of the U.S. population, about 46 million people.

Getting people to adopt not just Internet but broadband and the IP enabled life is a challenge.


Gigabit has reached 56M households in the US, according to Telecompetitor. There are almost 126M households in the US. That is a lot of digging, fiber strands and CAPEX! Verizon spent $1.3B on fiber to be deployed in the next 3 years.

It was expensive for telcos to get into TV just as TV declined. Whoops!

DSL can't compete against DOCSIS 3.0. Cable is winning the broadband game - at the expense of telcos, especially RLECs. Smaller MSOs were already getting cherry picked by DISH and DirecTV. They had to double down on Internet -- but at a considerable expense.


In almost every pie - TV, voice, broadband, cellular - it is saturated. The only way through is Innovation. You have to make the Customer Experience so much better.


It isn't even just CAPEX. It is Strategy of where can you grow especially in a take away game filled with Me-too products (VoIP, TV, SD-WAN, cloud). Where is the opportunity? Where can growth come from? What skills do we have in house that can be leveraged?