The hottest Telecom Substack posts right now

The Telecom bubble had compounding levels of leverage throughout the value chain, which is a defining difference from today's AI companies.
The barrier to entry in the Telecom industry seemed lower than in the AI industry, allowing for more new entrants.
Supply is reactive to demand, and the telecom bubble showed that supply can quickly outstrip demand, leading to a glut.

YouTube TV started as a great alternative to cable, offering a slim package of channels for a low price, which many people loved.
Over the years, YouTube TV gained huge popularity, reaching nearly all U.S. households and becoming the biggest streaming TV service.
However, instead of improving the service, they have raised prices while not delivering better features, making customers feel it's a worse deal now.

Vietnam's contribution to the 5G technology development seems minimal, with no significant participation in organizations like 3GPP.
Vietnamese companies like Viettel are making strides in 5G technology, but their global leadership in the field is questionable.
Involvement in alliances like O-RAN can offer Vietnamese companies opportunities in the 5G space, but it doesn't necessarily establish global leadership.

Analyst pointed out Ericsson's struggles with return to 2018 revenue levels and significant growth decline, raising concerns about pricing and cost-cutting efforts.
Nokia's CEO indicated a challenging forecast with no recovery until 2026, expressing concern over irrational pricing actions by competitors in the market.
TSMC CEO emphasized confidence in the company's advanced technology, dismissing the impact of edge AI on revenue growth in 2024.

Vodafone and Three UK plan to merge to become the largest mobile operator in the UK.
Merging may reduce prices for consumers but also raise concerns about market competition.
Regulators will play a critical role in deciding if the merger is beneficial for customers or not.

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Africa has hidden unicorn companies in telco mobile money subsidiaries
Telecom operators are monetizing their mobile money subsidiaries due to increased investor interest in Africa's digital payments sector
Airtel Africa and MTN have successfully sold stakes in their mobile money businesses to unlock value

China Unicom established a security subsidiary with a significant capital and a focused cybersecurity strategy.
Telecom operators like China Unicom, China Mobile, and China Telecom are escalating their investments in cybersecurity, which may impact the industry structure.
The cybersecurity landscape in China is evolving rapidly, with companies offering a wide range of security products to meet the needs of the digital economy.

Aduna is a new company aiming to improve global network API usage. They want to make it easier for developers to access and innovate with network capabilities.
HubSpot's CRM Imports API will start checking for required properties before creating records. This means missing important details will cause an error when trying to import data.
Exabeam has launched a new security platform that supports OpenAPI standards. This will help improve detection of security threats and make the operations center more efficient.