In the news, Insights

Light Reading – EC Signs Off Tele2, T-Mobile Merger in Netherlands

Bengt Nordström, the CEO of consulting company Northstream, says European regulators have for a long time been too consumer-focused in their policymaking, leaving European markets with too many small players. “We have consistently invested less [than US operators] in network upgrades over the last five to seven years and have continued to invest less because […]
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Published December 10, 2018 in , , , , , , .


In the news, Insights

Light Reading – Bill Shock: Orange, China Telecom Fret About 5G Energy Costs

Others remain skeptical of the broad AI sales pitch. The label is often used as an umbrella term for technologies that do not strictly qualify as artificially intelligent, they say. Northstream experts are unconvinced by a general vendor argument that 5G networks will be too complex to manage without AI. In that context, the technology is unlikely […]
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Published December 10, 2018 in , , .


Insights, Predictions

#1 – Telco IT goes from misunderstood synergy enabler to customer value creator

In 2019, the trend of IT and Networks integration will decline, taken over by more business-oriented IT functions. The trend was based on an overestimation of the potential synergies, which have proven hard to reach. While some parts of IT can benefit from being part of Networks, the main part, i.e., application development and maintenance, […]
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Insights, Predictions

#2 – Operators to refine their ‘Cellular IoT strategy’ to better seize the global digitalization opportunity

In 2019, the telecom industry will be wiser about its role in the global digitalisation trend. It will be more apparent to operators that the Cellular IoT (CIoT) connectivity option is suited to certain use cases; the automotive and logistics verticals being among the most promising ones. We believe that operators will revise their CIoT […]
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Published November 30, 2018 in , .


Insights, Predictions

#3 – Operators will overcome the fear of eSIM, it’s time to get excited about the potential!

For long operators have been concerned with how eSIM will impact their businesses; would they lose the direct relationship with the end-user, or will they face increased competition from other connectivity providers. At the same time, with the introduction of GSMA based eSIM standard, eSIM has started to gain considerable traction among OEMs that offer […]
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Published November 30, 2018 in .


Insights, Predictions

#5 – A new category of operator owners arise with focus on sustainable cash generation rather than revenue growth

It has taken half a decade to get here, but with Europe on the doorstep of the next generation of mobile communications, we believe regulators’ arguments for sustaining four-player mobile markets in the interest of consumers have finally become too weak. Consolidation is a must in order to create sustainable operators with capital available to […]
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Published November 30, 2018 in , .


Insights, Predictions

Bonus 20-year prediction: Mobile networks come back to where it all began – a single network per market

This year, Northstream celebrates our 20-year anniversary. In our founding year, Nokia became the world leader in mobile phones, there were 100 million mobile subscribers globally, and Northstream was occupied with projects touching upon cutting-edge technologies such as WAP, i-mode, and WCDMA. To highlight this milestone, we want to raise our gaze from the one […]
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Published November 30, 2018 in , .


In the news, Insights

Light Reading – Huawei Has Shipped 10K 5G Basestations Outside China

Bengt Nordström, the CEO of analyst firm Northstream, says further restrictions on Huawei could hit the entire industry. “If this is leading to difficulties for Huawei to sell in Western countries that will, of course, have negative consequences for the sector as a whole because the Chinese government may respond,” he told Light Reading on […]
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Published November 22, 2018 in , , .