Posts by Gary Kim

Author Gary Kim has been a market researcher and journalist covering communications for more than 25 years, with significant interludes spent working at Internet-related start-ups. Gary got his undergraduate and Masters degrees at the University of Oregon, and is a member of Mensa. He was named a "Power Mobile Influencer" by Forbes.

Reasons for Video Cord Cutting May Be Different Than for “Cord-Nevers”

The recent decisions by HBO and CBS to launch their own branded over the top video streaming services naturally have refocused questions about when OTT services will start to challenge the linear video business model in a significant way. Opinions differ, as the decline of linear video subscriptions is quite gentle, at the moment. To...Learn More

Uncertain Demand for Gigabit Driven by Uncertain Cost to Supply

In some ways, gigabit Internet access is a “tomorrow” issue for many of the world’s Internet service providers, as it might well be for many providers of Internet access in rural areas of the United States. Global average connection speeds were 4.6 Mbps in the second quarter of 2014, for example. The global average peak...Learn More

OTT Video Adoption: Why the Inflection Point Matters

As a rule, major transitions in technology and revenue models are slower to develop than most predict. In other words, when looking at the transition from linear TV to online TV, or the business impact of any major new technology, the amount of change tends to be overestimated in the near term, and underestimated in...Learn More

Connected Car Revenue Models and Forecasts

Connected cars have recently become a key AT&T new product initiative, for perhaps obvious reasons: AT&T wants to fuel growth (revenue and subscriptions) for its mobile business. AT&T expects meaningful subscriber growth for its connected car services in the next three to five years, and already supplies connections for almost two million vehicles. About 500,000...Learn More

CAF Speed Target Could Create New Winners and Losers

Even as some urban Internet service providers are boosting high speed access speeds to a gigabit, while many competitors are raising speeds to 50 Mbps to 100 Mbps, rural ISPs might face a similar challenge in the near future, if not to the same degree. If the Federal Communications Commission gets its way, “high speed...Learn More

Mobile Vs. Wired Broadband Speeds: A Reversal Ahead?

Mobile substitution has been a nightmare for fixed network service providers, the chief case in point being consumer purchases of “voice services.” In many markets, including the United States, consumers simply are abandoning use of fixed network voice, in favor of mobile calling. At the same time, cable companies have become the clear alternate suppliers...Learn More

Cable Operator Revenues Approach Historic Shift

Leichtman Research Group (LRG) says the largest U.S. cable TV operators now have more high speed access customers than they do video customers, according to  Bruce Leichtman, LRG president and principal analyst. And, sometime in 2015, it is possible AT&T will have more fixed network video subscribers than high speed access or voice customers, if...Learn More

Benchmarking, While Valuable, Has Disruptive Implications

Benchmarking–the practice of comparing one’s performance against other firms in the same industry–is widely practiced. Typically, such measures provide an indication of how well a firm is doing, compared to its competitors. Benchmarking across industries likewise can be quite useful, highlighting gaps or areas where one firm, or an industry, tends to excel. But benchmarking...Learn More

Wireless M&A and U.S. Mobile Market Stability

If the Federal Communications Commission will not allow Sprint and T-Mobile US to bid jointly on spectrum, what are the odds the FCC will allow Sprint to buy T-Mobile US? “We must make sure that the biggest providers are not able to limit broad participation in the spectrum auction,” said  Roger C. Sherman, FCC wireless...Learn More

Mobile Operators and IoT: Why the Big Interest?

Any way one looks at the matter, telecom service providers have to invent or create big new revenue sources to replace dwindling voice revenues that historically have driven revenue and profits. In 2001, about 65 percent of total consumer end user spending for all things related to communications and video services went to “voice.” In...Learn More

Is There a VoLTE Business Case?

VoLTE rollouts are taking off, but “there is no business case,” at least yet, for voice over Long Term Evolution, says Stéphane Téral, Infonetics Research principal analyst. The reason is simply that the initial rollouts have been relatively small, in the sense that VoLTE provides value when both ends of a session are VoLTE-enabled. That...Learn More

AT&T Revenue Mix Would Change Dramatically, Post-DirecTV

How soon will AT&T and Verizon, whose revenues once were driven by voice products, find they both generate more fixed network revenue from video and high speed access than from voice? Answer: AT&T will likely get there sooner than Verizon. In fact, AT&T might find that voice is just the third most important revenue source,...Learn More

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