RCR Wireless
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Latest posts
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Upper 6 GHz – the mobile side of the story (Analyst Angle)
The GSMA is making the case for mobile priority in upper 6 GHz, arguing that Wi-Fi’s capacity bottleneck is device upgrades, not spectrum. But its city-wide data leaves unanswered questions…
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SpaceX to buy Boost Mobile? (Telco Diary)
From the newsletter (November 2; sign-up or follow if you want it sooner): SpaceX is reportedly in talks to buy Boost Mobile from EchoStar, potentially securing an MVNO route into…
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What will an AI crash look like? (Analyst Angle)
The AI infrastructure boom could end in a crash resembling telecoms’ late-1990s fibre bust, leaving investors nursing huge losses but potentially handing utilities and infrastructure funds cheap assets to power…
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American Tower sees four catalysts extending wireless investment cycle
Steve Vondran, chief executive officer of American Tower, told a conferece call with investors that the company is seeing increasing evidence that these catalysts could create overlapping investment cycles In…
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SMO/RIC-based RAN automation gains momentum (Reader Forum)
Operators are moving beyond legacy SON towards SMO/RIC-based automation as part of mid-cycle 5G RAN modernization and vendor swap-out projects, writes SNS Telecom & Research, with annual spending on SMO…
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From AI factory to factory-factory – Qualcomm, Nvidia and the race to put AI to work (Telco Diary)
From the newsletter (October 30; sign-up or follow if you want it sooner): Qualcomm’s push to bring AI into industrial IoT, robotics and other physical devices raises big questions about…
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América Móvil expects Televisa-AT&T deal to open door to pay TV
America Movil’s chief executive officer Daniel Hajj said the company does not yet know what Televisa’s strategy will be once the transaction is completed but noted that Televisa will be…
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Direct-to-device leaves the lab as Orange, Skylo and Kyivstar sell continuity
Two direct-to-device services, one from GEO, one from LEO In sum – what to know: For all the discussion of 6G architectures and WRC-27 agenda items, direct-to-device (D2D) is already a…
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T-Mobile beats forecasts, sets-out mid-term AI build-out and pay-out
T-Mobile has raised its full-year guidance, but its earnings call pointed to bigger bets ahead: more spectrum spending, edge compute economics, and AI-driven network efficiency – as it, again, rejects…
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Telia expands 5G SA push as Norway RAN deal reshapes network
Speaking during Telia Company’s third-quarter earnings call, the company’s chief executive officer and president Patrik Hofbauer said the operator was expanding commercial 5G standalone capabilities for connectivity, security and new…
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Building the 6G standard: Narrowing the path to Release 21
New 6G reference-device types, higher uplink modulation for fixed wireless access and open questions on migration as Release 21 takes shape What you should know: As discussed in our previous…
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Satellite land-grab, tower premiums, 6G money problems (Telco Diary)
From the newsletter (October 28; sign-up or follow if you want it sooner): Amazon Leo’s $11.5bn Globalstar deal intensifies the direct-to-device satellite race, while Bell Canada’s tower valuation highlights infrastructure’s…
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Webinar: Deterministic Networks by Design: Why operators can’t let AI guess on live networks
Only 16% of GenAI deployments have reached network operations, and most operators are still at TM Forum autonomy Levels 2-3. The reason isn’t a lack of AI. It’s that nobody…
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Verizon targets 10–15 million additional premises with 1 Gbps FWA
Speaking during Verizon’s third-quarter earnings call, the telco’s chief executive officer Daniel Schulman said the company had developed an FWA solution using its millimeter-wave spectrum that will enable it to…
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Electrons, Electricians & Inference: What It Takes to Scale AI with Chris Sharp of Digital Realty
In this episode, Chris Sharp, Chief Technology Officer of Digital Realty, shares his perspective on what it really takes to scale AI infrastructure beyond the hype. Drawing on more than…
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Boldyn’s big bet – own the pipes, stay neutral on the radios (Analyst Angle)
Boldyn Networks is betting on neutral-host fiber, sites and power to support successive radio generations, prioritizing US expansion and owner-funded converged networks while remaining cautious on private 5G, Open RAN,…