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Submission + - Disruption, Leverage and MBaaS: Softbank is the Telco Platform of the Future (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "If you look at the consolidated revenue chart, below, Sprint catapults the combined entity to almost double Softbank’s previous revenue to $80 Billion USD. This is an absolute revenue engine. The scale synergies are mostly illusory as we are talking about cross border operations, but the combined entity will have a high degree of free cash flow and produce significant leverage in the most important mobile markets in the world, Japan and USA. These two markets have the highest ARPU (Average Revenue Per User) by far of any country. China activates more IOS and Android devices per day than the US, but the installed base of these platforms is still bigger in the US."

Submission + - Understanding America's Second Rate Broadband and Solutions (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "If we stop to ponder the reasons why America has a second-rate broadband infrastructure, behind many other industrialize countries, we only have to look at our private business model. Leaders talk about effective competition as a possible solution to the ills of virtual monopolies which flagrantly resist upgrading infrastructures to improve speeds across the U.S. It is a simple economic reason of supply and demand and investment vs. payback. Yes, companies invest in infrastructure to make a reasonable payback based on perceived consumer demand. That is exactly why we must work toward an equitable fast broadband solution."

Submission + - Leverage: Sprint Softbank Japan and Sumo vs Judo (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "Sumo: How to Throw 20B of Mass
You’ve probably seen the 20+ billion dollar deal that will leave Softbank of Japan owning 70 percent of U.S. telco Sprint. There are layers upon layers of rationale for any deal of that size, but here are some of the common themes.
Leverage:
Yen to dollar exchange rate is shockingly close to a 10-year low
Corporate tax rate in Japan is quite high
Bank of Japan prime lending rate is between 0.0 and 0.1 percent
Japan networks and mobile user behavior is very advanced
A point that doesn’t by itself produce leverage (but creates a strong motivation for overseas expansion) is the saturation of the Japan market and the slower growth there."

Submission + - Sprint – Softbank Deal: Analysis Reveals Mobile Industry Shake-Up (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "Softbank (TSE: 9984) must feel confident enough in the strength of its 70% stake in Sprint (NYSE: S) by offering $20.1 Billion to eliminate any doubt of industry analysts that the deal is not solid. Both Sprint shareholders and the company are winners both in the short and long-term. On a larger note the deal reveals a mobile industry shake-up for AT&T (NYSE: T) and Verizon (NYSE: VZ). They now have a hefty competitor with capital infusion allowing the continuance of a 4G-LTE upgrade/build-out which could cause customer defections, especially from AT&T, historically known for lackluster customer service."

Submission + - SoftBank to Sprint: We think you have what it takes (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "Let’s take a look at this deal pragmatically. Right now it is only a rumor, as both companies have been identified by reliable sources as being in serious merger discussions. Obviously SoftBank Mobile Corporation (TSE: 9984), a seller of mobile communication services along with mobile phones and handsets has become a major player in the Japanese mobile market. In my opinion SoftBank believes Sprint (NYSE: S), has what it takes to grow into a profitable and competitive company."

Submission + - DSL Rings®: Solution to Fast Broadband without Fiber (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "Genesis Technical Systems has reported a groundbreaking solution in offering fast broadband over existing Phone Company’s copper infrastructure. DSL Rings is a patented technology which upgrades copper lines to provide 400 MB/s broadband speeds at a fraction of the cost to use expensive fiber to get the job done. Deployed in a Ring configuration on existing telecom standards RPR, VDSL2 and G.Bond, Genesis seems to have solved the last-mile solution to fast broadband access without a defined technology structure from backhaul to network."

Submission + - Presidential Debate Misses on Broadband Being Key Economic Driver (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "The first Presidential Debate was all about creating jobs for the middle-class. But leaving out broadband as a key economic driver was an oversight and mistake by both candidates. Observers seemed more concerned with presentation, preparedness, and likeability. In essence, the focus incorrectly shifted to a winner and loser based on personal semantics. Each candidate missed a great opportunity to tout broadband as a 21st Century job creator for America."
Network

Submission + - Dish Network Internet: Breaking with Bundled Video (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "Dish Network (NASDAQ: DISH), announced the launch of DishNet this past week, a broadband TV service that will target rural areas of the US with a OTT (Over-The-Top) cable service for un-served or under-served consumers. Seeking to break with bundled video, the satellite TV provider is in current talks with Viacom, owner of MTV, Univision, and Scripps Networks for programming rights. As Dish, the second largest satellite TV provider behind Direct TV, moves to enhance its coverage, satellite broadband just may be the key as a differentiator."

Submission + - Obama – Romney on Broadband Policy (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "With both Presidential candidates working diligently to gain support during the last days of a heated campaign, each has a general view of broadband policy innovation to carry America through the next four years. Speaking in generalities will not get the job done and both Obama and Romney should be straightforward on what policies and strategy are critical to growing our economy.
What are the specifics of each candidates plan to drive technology innovation securing Americas place as the leader in broadband innovation?
How can each candidate ensure broadband access, speeds, proliferation, affordable prices, and job creation?
These questions and more should be intelligently answered for the American public, our business sectors to win the presidency for the next four years."

Submission + - How US Capitalism Allowed the Creation of Broadband Cartels (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "U.S. capitalism has long been envied as an American staple, promising innovation through competition, but delivering infinite corporate greed. This capitalistic model has been distorted, from originally intended, into a creation of Broadband Industry cartels. These DE Facto cartels control broadband speeds and prices which are miserably out of touch with consumer affordability and access. We have lower speeds and higher retail prices than many like countries. How did this happen?"
Network

Submission + - LHN to ESPN: Where's the Beef? (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "LHN (Longhorn Network) owned by University of Texas, Austin, TX, created LHN supposedly to offer the huge fan base the college has garnered in the US access to their sports program. A recent contract between LHN and ESPN for exclusive rights has backfired with University of Texas fans, saying “where’s the beef? It seems rather than open up access, UT college officials have actually done the opposite. Many fans in Austin, TX and around the US are currently denied access to certain football games, courtesy of ESPN and its contract negotiations with service providers."

Submission + - Devices Dominate Shift in Traditional Content Consumption (broadbandconvergent.com)

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broadbandconvergent
broadbandconvergent writes: "Consumer quest for video content continues to grow and traditional TV viewing continues to dominate that landscape, although a shift in viewing preferences is evident. It is understandable, according to the latest Nielsen survey, Cross-Platform Report that consumers from all demographics, including age, are using a wide variety of devices and programming resources to get their content fix. The study indicates a device/time-shift in viewing access and habits, that is, multifaceted devices are fueling a fragmentation in content viewing. As Traditional TV viewing dropped by 6 minutes per week according to the report, other devices filled in that gap."
Network

Submission + - Cisco Touts Euro Partnerships with CDN Solutions (broadbandconvergent.com)

Submitted by
broadbandconvergent
broadbandconvergent writes: "Cisco (NASDAQ: CSCO), is at the IBC conference in Amsterdam, Netherlands touting its strong partnerships with Euro video distributors such as Eurovision, SBB-Telemach Group and ARD. Solutions center on the new and enhanced content delivery network distribution engine Cisco Videoscape Distribution Suite (VDS), created with newly acquired NDS. With an open platform VDS delivers video content across multiple screens,"
Wireless Networking

Submission + - Will FCC Dictate Terms of Broadcaster Spectrum Grab? (broadbandconvergent.com) 1

Submitted by
broadbandconvergent
broadbandconvergent writes: "The Federal Communications Commission has finally decided to move forward on its long-awaited plan to dictate use of existing UHF spectrum held by TV broadcasters, sitting idle, and not being used. A wireless industry has for years warned of impending bottle-necks in mobile consumer access and use of existing networks as overall demand continues ramping up as predicted. It looks imminent that a voluntary relinquishing of valuable wireless spectrum is not going to be as easy as just asking for it. This brings up an interesting question, will FCC commissioners dictate to broadcaster’s terms and conditions of acquiring a high demand resource?"
Television

Submission + - TV Everywhere: Back from Dead – Will Customers Stop Cord-Cutting? (broadbandconvergent.com)

Submitted by
broadbandconvergent
broadbandconvergent writes: "Troubles for cable TV operators trying to extend their product coverage via the TV Everywhere concept may be a thing of the past as authentication software is catching up to customer demand. During the Olympic Games cable customers were able to watch streaming content via multiple devices realizing an increase in authentications that were 10 times the normal rate. That, in itself, is a historic number compared to lackluster performance of the TV Everywhere concept to date. Is this the break-through the cable industry has been anticipating? It may be just the tool to curb cord-cutting, at least somewhat."

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