In the news, Insights

SvD – Mikael Törnwall: Risken för nyemission i Ericsson rycker närmare

Både 3G och 4G innebar smärre revolutioner när telekomoperatörerna kunde erbjuda helt nya tjänster för sina kunder. 5G är ett mycket mer blygsamt steg, som enligt konsultföretaget Gartner inte motiverar någon premie alls. Det svenska konsultföretaget Northstream förutspådde i slutet av förra året att 5G kommer att nå stora volymer först 2021. Och inte ens då […]
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Published August 16, 2017 in , , , , .


In the news, Insights

DN – Nytt teknikskifte väntar för skakigt Ericsson

– När 3g kom var inte tekniken tillräckligt bra. Telekombranschen kunde inte tillräckligt om datakommunikation, förväntningarna var felställda och myndigheterna var giriga att få in pengar vid licensauktioner. Skadan för branschen blev monumental, sammanfattar Bengt Nordström, vd för analysföretaget Northstream. – 4g blev en jättestor framgång. Branschen hade lärt sig datakom på vägen och tillväxten […]
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Published July 18, 2017 in , , , , .


Blog, Insights

Battle without retreat: From Over-the-Top to Under-the-Top disruption

Part 1: The challenge Telcos have been facing disruption from Over-the-Top (OTT) players over the past decade as voice and messaging services migrate to the internet (cloud), ultimately resulting in the decline of telcos’ share of the markets and revenues. Despite some good fights, telcos as a whole have not been able to fully materialize […]
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Insights, White papers

Massive IoT: different technologies for different needs

As more industrial verticals join the journey of business transformation through IoT, the number and density of connected devices are growing exponentially, leading us into the era of massive IoT. Among the connectivity technologies, from the widely discussed ones like NB-IoT and LoRa to the less well-known mesh solutions, it is not always obvious which […]
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In the news, Insights

Reuters – Exclusive – Ericsson scraps push for new clients beyond telecoms

Ericsson has ditched its goal of winning more clients beyond the telecoms industry to refocus on selling networks to mobile phone companies in a move to cut costs and halt a dramatic fall in its share price. Ericsson sees opportunities to sell products to telecom clients which will need to upgrade their networks to address […]
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Published June 27, 2017 in , .


In the news, Insights

SvD – Toppanalytiker: ”Kan inte se varför 5G skulle ge tillväxt”

Standardiseringen av 5G går för fullt och någon gång efter 2020 är den nya tekniken kommersiellt tillgänglig. Det konstaterar Bengt Nordström, vd för konsultföretaget Northstream. Han påpekar att vi med 5G får mer kapacitet och högre datahastighet för fler användare samtidigt. Men som en av telekomvärldens mest meriterade analytiker varnar han också för att 5G […]
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Published June 16, 2017 in , , , .


In the news, Insights

Light Reading – How Much Will 5G Cost? No One Has a Clue

Software could have a massive impact. If one sensibly assumes that deployments based on millimeter wave spectrum (very high frequencies) will be limited to hotspots like airports and shopping malls, then many operators may already have much of the physical infrastructure in place. The growing software “upgradeability” of today’s network technologies could make the transition […]
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Published June 16, 2017 in , , , .


In the news, Insights

Total Telecom – EU roaming charges finally scrapped

While retail roaming rates are a thing of the past, wholesale roaming rates are not. Telcos must find a way to cover the cost of providing roam-like-at-home services, either by making savings elsewhere in the business, raising prices, or finding a new source of revenue altogether. “Some will roll out new ‘more for more’ data […]
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Published June 15, 2017 in , , .


In the news, Insights

Financial Times – European telecoms brace for losses as roaming charges end

A mixture of European officials, lobbyists and politicians will gather in the opulent 17th-century Upper Barrakka Gardens in the fortified Maltese capital of Valletta to toast a long-awaited success on Thursday evening: the end of mobile phone roaming charges in the EU. The shindig overlooking the Mediterranean marks the culmination of a decade of wrangling between telecoms […]
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Published June 15, 2017 in , , , .


In the news, Insights

Telecoms.com – Telcos are a commodity and not innovative; so what?

While the world is worried about the trend of commoditization, a former Ericsson and Smartone telecoms industry heavyweight is asking what the big deal is. Bengt Nordström, now CEO of consultancy Northstream, can boast of a more hands-off view on the telco landscape, and questions what the panic is all about. Yes, the telcos are […]
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Published June 7, 2017 in , , , , .