Curtis Govan

The interim Brief is out. We discuss T-Mobile's earnings a bit and also the NTIA comments concerning non-fiber technologies made at last week's Fiber Connect conference. More inside... #sundaybrief

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Why Volume Commitments Matter for Turnkey Broadband Solutions When it comes to broadband projects, committing to volume isn’t just a numbers game—it’s a strategy for success. Here’s how partnering with TAK as a turnkey provider and consolidating your work can make a real difference: 🔹 Better Pricing: Volume commitments help us plan ahead, reduce costs, and pass those savings on to you. More work equals better rates—simple as that. 🔹 Guaranteed Resources: Committing volume means dedicated teams and equipment ready for your projects. No delays, no scrambling—just smooth progress. 🔹 Stronger Partnerships: When we work closely together, our teams align with your timelines and goals. The result? Seamless execution and better outcomes, every time. Let’s simplify broadband deployment and build the future of connectivity—together. #BroadbandSolutions #TurnkeyBroadband #FTTH #MDUConstruction #IntegratedDelivery

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Did you know T-Mobile for Business has the only nationwide #5G standalone #network in the U.S.? 5G Standalone is a "100% 5G network," built entirely on the latest 5G technology—without depending on older 4G systems like non-standalone 5G does. Standalone 5G is faster and more efficient than our 4G systems. And you need 5G standalone for innovations like: ✅ Network slicing ✅ Ultra-low latency ✅ Private 5G networks Discover how 5G standalone can take your business further: https://t-mo.co/4bKYfiT

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I enjoyed the discussion and insights from GSMA and others on Private 5G deployment use cases and what it takes to drive adoption.

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Boost Mobile and Wind River collaborate on the largest CaaS vendor changeover on an Open RAN network! Another great win for #WindRiver, and a moment of reflection. My takes from this success are three. Never give up. My colleagues had a dream (sound familiar?) and pursued it despite headwinds/adversities and delays. Perseverance and constancy gave them (and the client) the sense of being the right choice. Reputation is like a bee; it can fly but can sting you. An incumbent position is not a fixed status, it is not granted, and you need to maintain it and gain it every time. Challenge yourself. You can be Goliath tomorrow so, don’t forget you were David. Focus on what’s next, your client, be grounded, and don’t let the other determine who you are. Well done team! #WeAreWindRiver #StarlingX #CoreToEdge 🔗Learn more: https://ow.ly/iVMl30sIwTn

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Interesting development with T-Mobile acquiring US Cellular. This move will surely bring changes to the industry landscape. It will be important to watch how this merger impacts both companies and their customers and their suppliers. #telecom #merger

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With power comes responsibility, and as T-Mobile continues to shine and transform the industry, we know our actions have an impact. Which is why we make it our responsibility to be a force for good in our business and communities.    Here are a few of my favorite Corporate Social Responsibility accomplishments from 2023: https://lnkd.in/gYmzZrsD

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Lumen: The Good, The Bad, and The Ugly Lumen is enjoying a Renaissance under new CEO, Kate Johnson. She recognized the hard truth that Lumen had too much debt and managed to sell the South American and European assets above fair value to Colt and one other player. Less widely known is that Lumen sold off its ILEC business to Brightspeed for $7.5 billion. In addition, she is focusing on fibre-to-the-home deployment as opposed to trying to protect legacy twisted copper wire assets. Many telecom CEOs are unable to make the hard choice of cannibalizing or selling slow growth PSTN services like POTs and DSL in order to deploy new, technologically more advanced services. But the stock market approves the strategy as far sighted. Furthermore, Johnson has recognized that Lumen should finally integrate its five networks into one. These five networks reflect purchases of distressed assets that previous CEOs made over 15 years ago, including Qwest Communications, Time Warner Telecom, Global Crossing, and others. Integration is estimated to slash network expenses by a billion USD a year. If Lumen has integrated these assets in a timely fashion, Lumen's shareholders would be about $15 billion dollars richer today. It would still have its international assets and be a global player. Kate Johnson is making Lumen's focus the AI industry. This is good marketing and investors are likely to buy it short term. Nonetheless, AI has all the marking of a gigantic bubble as the revenue potential of generative AI is limited and certainly not great enough to justify the massive investments in the sector. Large language models are simply gigantic nonlinear statistical models that ape whatever language samples are used to estimate them. Reasoning ability is extremely limited. If a model was estimated using Donald Trump's tweets, it would insist that the 2020 election was stolen and that he is the most oppressed man on the planet. This so-called AI is basically regurgitation. It will be sensible if trained on the Wall Street and New York Times or downright crazy if trained on the proceedings of the Flat Earth Society. It is likely Lumen will benefit from being a partner of the Digital Titans, but I suspect the growth benefit will peter out in a few years when AI undergoes its own crisis just like the bursting of the dotcom bubble in 2000. I would focus more on reducing head count as transport and transit services can be profitable, but only if the company is lean and mean. I wish Lumen the best of luck. #lumen #renaissance #integration #leverage #katejohnson #ai

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Telecom vendor selection isn't the same as other procurement. So if your vendor selection process tries to: - Only factor in price, - Rely on outdated information, - Overlook location-specific coverage... ...expect it to create sub-optimal connectivity at best, business disruption at worst. This one-size-fits-all approach might work in centralized procurement but in telecom - it falls short. Which is why I'm equal parts surprised & not surprised it's so common. Surprised because it's clearly the wrong approach. But also not surprised because it's easy to see how we got here... Telecom used to be very centralized. And, at that time, this made perfect sense. The carriers were limited. The options were standardized. Most services didn't leave the bounds of the office. These stakeholders needed to be able to control costs. The process supported that. It was only when remote work did end-users start having sway over connectivity decisions. In response, telecom procurement corrected course. But it over-corrected. And now the correction needs correcting. I'm not saying throw out procurement best practices. But I am saying that it should enable productivity as quickly & efficiently as possible. Eliminate the guesswork. Keep the oversight.

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Kaleido Intelligence has released new research that dives into the 5G roaming scene. This report breaks down the latest trends, market changes, and what operators are looking for in today's landscape. It’s a great snapshot of where 5G roaming is headed and what’s shaping its future. 📶👇 https://hubs.li/Q02KBkwL0 #5G #Connectivity

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🌐 The telecom sector in the US is gearing up for notable expansion in the coming years. Industry giants like AT&T, Verizon, and Comcast are channeling substantial resources into research and development, paving the way for cutting-edge advancements. The telecom landscape is set for exciting change with these leaders driving progress. Follow InteleCOM for the latest updates and developments in this ever-evolving industry. If you need assistance upgrading your building's telecom connectivity, give us a like and reach out—we're here to help! 📲 Contact us today at 703-282-7065 | [email protected] or Schedule a meeting here at https://lnkd.in/dAdnhhYM #Telecom #Telecommunications #TechUpdates #USMarket #Innovation #R&D #ATT #Verizon #Comcast #InteleCOM #IndustryUpdates #MarketExpansion #TechNews #BusinessAdvancement #FutureOfTelecom

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It may be a little early to put a nail in this coffin, but the device upgrade "super cycle" seems to be eluding US carriers. Was this to be expected? With #AI trending across tech sectors throughout 2024, software is being used more and more to differentiate products. Are customers ready for that? Are customer using it? Are sales reps in retail location equipped to sell? Devices *used* to be different because of the hardware - memory, battery life, camera, form factor, etc - but more and more software is the driver. Selling software is a much different process than selling hardware. I, for one, use a fraction of my smartphone's capabilities...and I'm pretty sure I'm not alone. So what gives first? Can hardware become a differentiator again? Or can sales channels (and users) be trained to use their devices enough that they can realize the differentiation? #ATT #Verizon #supercycle #upgrade https://lnkd.in/gK8D7wpW

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How are you collecting data? According to a recent survey with HeavyReading, the top two priorities for broadband services providers collecting and analyzing data are: 📊 KPIs ⚠️ Trouble tickets Data can be utilized at any point in your business journey. Learn how to expand your data usage strategy in this recent blog by Sam Achuff, Vice President Business Insights, Calix. 🔗

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Empower your teams with #5GLaptops—without breaking the bank. 🏦 Right now is the time to begin talking about what your 2025 connectivity needs look like. 😃 As an EAE for T-Mobile for Business I can help your organization take advantage of cutting-edge tech as a manageable monthly expense. Let’s connect to talk about how you can: • Move tech spend from CapEx to OpEx • Snag credits on top laptops 💻 • Streamline vendors • Boost security 🛡️ 📧[email protected] to start that conversation today. Click to learn more. ⬇️ https://lnkd.in/gx7iGDva

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Some truly incredible technology went into the T5G Range at #PGAChamp. 🏌️‍♀️T-Mobile for Business's Director of Product Management David Chan shares what went into this groundbreaking 5G solution. 5G-powered wireless broadcasting is revolutionizing the game by: • Enhancing Video Quality: Delivering stunning video in full 4K at 60 frames per second, thanks to 5G’s higher throughput. ✨ • Enabling Near-Real Time Broadcasts: Allowing for remote broadcasts wirelessly in near-real time with 5G’s much lower latency. • Capturing Dynamic Angles: Supporting more mobile cameras to capture fresh angles not possible with fixed cameras, such as drone shots and POV perspectives. 🎥 • Boosting Creative Freedom: Offering agility and flexibility to capture the most interesting action, giving producers more creative freedom. • Enhancing the Fan Experience: Giving fans the ability to watch the broadcast from virtually anywhere, onsite or off, via a mobile app. 📱 This is just the tip of the iceberg—a small glimpse of the innovation #5G enables for businesses across industries. 🚀 https://t-mo.co/4bCY48V #TFBxPGA

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Exciting news for #tech enthusiasts! #Android15 might soon enable two-way messaging over satellite in Messages application. Google's upcoming satellite feature on our Messages app will redefine how we communicate, by enabling users to stay connected even without internet or cellular service. This feature could be particularly useful in areas with poor #connectivity or during natural disasters when #communication infrastructure may be damaged or unavailable. It is indeed paving way for seamless communication even at the face of an unforeseen crises. The future of communication is here, and it's all about staying connected no matter where you are!

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This report raises questions about the success of O-RAN. Is it truly failing? Is it another "engineering" idea that lacks business sense for operators? Seeking insights from technical and business experts! #O-RAN #BusinessOpinions #TechnicalInsights https://lnkd.in/eDNsgz35

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How Many ACP Providers Were there in America; 1,600 or 3-5? And Why is the FCC’s Data Covering it Up? Coming up next: This FCC chart showed the ACP ISP provider revenues for the Top wireline, cable, broadband/internet, and wireless companies as of February 2023. But the FCC neglected to detail that on the wireless side, almost all of the companies are reselling one of 3 wireless networks: AT&T, T-Mobile or Verizon   We created this chart based on simple searches that asked "What wireless networks does (Name of company) use? "and/or typing in the term "MVNO" and the name of the company. --

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How are you collecting data? According to a recent survey with HeavyReading, the top two priorities for broadband services providers collecting and analyzing data are: 📊 KPIs ⚠️ Trouble tickets Data can be utilized at any point in your business journey. Learn how to expand your data usage strategy in this recent blog by Sam Achuff, Vice President Business Insights, Calix. 🔗https://ow.ly/RxRz30sFtkb

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