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.



Cable Operator Revenues Approach Historic Shift

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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

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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

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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?

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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?

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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

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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

Regardless of Mobile Telecom M&A, Market May Have Four to Five Key Players

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Oddly enough, whether Sprint decides to bid for T-Mobile US, and whether that deal is approved or rejected, the U.S. mobile market is may likely retain its current structure. Only the names might change. Over the longer term, Comcast may emerge as the number-three provider, no matter what happens with Sprint and T-Mobile US. The...Learn More

Telecom Strategy Could See Big Changes From Modern Computing

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There is one single thread weaving through cloud computing, network functions virtualization, over the top applications, the Internet of Things and all software defined functions. All are examples of the fundamental architecture of modern computing, which separates applications from the pipes that deliver apps, or computing instances and storage from the places and devices where...Learn More

Cable vs Telecom Operating Costs: Who’s Really Better?

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It has been a rule of thumb that U.S. cable TV operators have operating costs lower than their major telco competitors. But on one metric–revenue per employee–AT&T and Verizon arguably perform much more efficiently than U.S. cable TV operators. Tier one service providers, no less than other service providers, have been working to control or...Learn More

When Will Cable Start Shifting Bandwidth Away from Video and to Internet Access?

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If an ISP’s highest-margin product is projected to have demand growth of an order of magnitude growth, or more, while other products with lower profit margins are declining, should we not expect more bandwidth to allocated to the fast-growing, highest-margin service? Internet bandwidth, despite all worries about the “dumb pipe” implications, is the highest-margin product...Learn More

In the Coming Gigabit Era, Not All ISPs Can Win

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Now that Google Fiber is to be built in three U.S. cities, and given AT&T’s announced intention to counter with a 1-Gbps network of its own in Austin, Texas, new attention will be paid to precisely what has to be tweaked in an ISP’s business plan to make such networks possible on a wider scale....Learn More

Google Fiber for Austin, Texas?

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By April 9, 2013, we should know whether Austin, Texas will become the second U.S. city to get Google Fiber. And observers still will ask whether Google Fiber is a sustainable commercial proposition.  Of all the assumptions necessary for Google Fiber to be a sustainable business, the critical assumption is penetration rate. Though some argue...Learn More