In the news, Insights

Total Telecom – Online giants are still firmly in the telecoms ascendancy

The likes of Amazon, Facebook and Google “like that operators are rolling out networks all over the world, but they think it’s happening too slowly, and they think it’s too costly, so they’re experimenting quite a lot,” noted Bengt Nordstrom, CEO of Swedish consultancy Northstream. Unlike telcos, these online giants have none of the legacy, […]
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Published December 12, 2016 in , , .


In the news, Insights

European Communications – The IoT will contribute max 5% to operator revenues, say market watchers

Bengt Nordstrom, CEO at Northstream, told the European Communications/Mobile Europe IoT Conference 2016 in London last week that the best telecoms practitioners were making, perhaps, one percent of their total revenue from IoT services currently, and that such gains have comes after years of careful strategy and execution in the space. “The telco industry acts […]
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Published December 8, 2016 in , , .


Insights, Predictions

#1 – 5G still 6+ years away, but 4G gears up

Commercial deployments of fully standardized, standalone mobile 5G technology are not expected to happen before 2019-20. Although Verizon is set to begin piloting 5G in the form of fixed wireless access (FWA) towards the end of 2017, we expect mass 5G deployments to still be at least 6 years away. Until then, Northstream predicts that […]
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Published December 2, 2016 in , , , .


Insights, Predictions

#2 – Speech Recognition goes mainstream, but Europe is left in the dark

In 2017, Automatic Speech Recognition (ASR) will approach maturity and go from hype to everyday life, from a niche market technology to mainstream adoption. It will have broad applications and a huge impact on both smartphone and IOT devices. However, in stark contrast to historical trends, Europe will trail behind the US and China in […]
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Published December 2, 2016 in , , , .


Insights, Predictions

#3 – The NFV hype is over, now it will really take off

Northstream predicts a breakthrough and strong growth in NFV activities in 2017. The incentives for operator implementation are high as some new services (e.g. VoLTE) will benefit from virtualized network functions and some future ones (e.g. network slicing) are dependent upon them. As a result, NFV in 2017 will be driven by services such as […]
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Published December 2, 2016 in , , .


Insights, Predictions

#4 – Infrastructure vendors’ market shares stabilize and price pressure eases

Infrastructure vendors’ have had challenging years where profit margins have been squeezed and market shares redistributed as the 4G roll out swept across the world. For the coming years we see the bulk of network investments taking place in existing installation upgrades rather than new roll outs. We also believe that operators are keen to […]
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Published December 2, 2016 in , , , , , .


Insights, Predictions

#5 – IoT makes waves, operator divergence emerges

Globally, operators’ IoT revenues as a share of total revenue have been increasing steadily over the last few years. Some operators are now generating up to 1% of their revenue from IoT services and Northstream expects that though most will remain under or around 1% in 2017, a selection of leading operators will succeed in reaching […]
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Published December 2, 2016 in , , , .


In the news, Insights

NyTeknik – Tele2 blir först med virtuella nät

Konsulten Bengt Nordström i Northstream håller med. – Den stora virtualiseringen av telenäten börjar nu. Det börjar med att operatörerna virtualiserar någon viktig tjänst som telefoni (Volte) eller bredband. Sedan får vi en gradvis utveckling, säger han. – Det är sannolikt att många operatörer väljer Full Stack nu i början för att minimera sin risk. […]
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Published November 30, 2016 in , , , .


In the news, Insights

Bloomberg – Future Holds Lean Times, Maybe IT Mergers for Nokia, Ericsson

Nokia Oyj and Ericsson AB need to get used to lean times as their phone carrier customers hold back on network investments while next-generation 5G wireless technology offers scant hope of a material spending boost, according to industry consultant Bengt Nordstrom. “Operator revenue trends are flat or negative, while many forecasters are still too optimistic,” Nordstrom, […]
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Published November 16, 2016 in , , , , , , .