Some RAN deliveries moved forward from Q4 to Q3
From the investor call
Operators delaying core projects due to server supply chain constraints [heard this quite a bit, fyi. Mainly a pricing issue, I understand]
CEO @justinhotard -- In mobile, it's not just pricing, it's also supply and visibility. Some customers want to buy ahead. (Seems like Japan, esp)
This is a broader based supply chain issue than 2021
RAN sales up 10% YoY at Nokia. Interested to know how much of this is volume driven and how much price driven. Either way, it's a welcome bump.
And similar to Ericsson showing broad-based market trend
Gabriel Brown retweeted
Yes, bundled fixed/mobile is where telcos & cablecos want to fight. But Musk's commentary was about "demand for 1,000x more bandwidth...because AI or SI agents will on a per agent basis, use far more bandwidth than a person, & there will be far more agents than there are people"
Nokia gets the headline but Ericsson steal the show at T-Mobile AI RAN. My analyst quote within:
lightreading.com/ai-machine-…
"This is a wow moment," said Gabriel Brown, senior principal analyst @OmdiaHQ , "It shows AI models deployed directly in the basestation can give very measurable and significant performance gains, and that's with software updates to deployed equipment."
Ad-hoc #NetworkX thread.
First up my Omdia colleague Dario Talmesio: Record telecom cash flow off reduced capex
This in a nutshell is what Huawei thinks you need a new "intent interface" and why you need a new NAS and 6G core
Decided to try the new T-Travel app for eSIM connectivity in Vienna. Performance on its own Magneta network will surely be excellent?
T-Travel app seems pretty good, although having to manually input card details to pay feels old school (in a bad way).
Let's see if it works