Jennifer Artley

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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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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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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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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🚨 Attention OEMs and VAR partnerships! 🚨 Introducing T-Priority powered by T-Mobile For Business “T-Priority: A Solution Built for Tomorrow’s Emergencies. Ready Today. T-Priority is a first-of-its-kind solution to keep first responders connected in the 5G era of public safety. The world’s first network slice for first responders helps ensure best-in-class connectivity, not just day-to-day, but also in times of extreme congestion, and supports a wide range of data-intensive applications that make up an increasing share of traffic in the day-to-day lives of first responders. …It makes sure they get lower latency and faster 5G speeds more consistently for data-intensive communications tools by giving them up to 5 times the network resources of the average user. “ - T-Mobile For Business

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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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Curious about what's next in the world of telecom?   Hear from Lumen Technologies CEO, Kate Johnson, on how Lumen is embracing #AI and reshaping the industry.   Click the link to find out why Lumen is the #TrustedNetwork for AI.  #InnovateWithLumen 

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Curious about what's next in the world of telecom?   Hear from Lumen Technologies CEO, Kate Johnson, on how Lumen is embracing #AI and reshaping the industry.   Click the link to find out why Lumen is the #TrustedNetwork for AI.  #InnovateWithLumen 

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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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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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When it comes to private #5G, the clearest trend we're seeing at Spirent Communications is for smaller and simpler systems. Read more about where the market goes from here. https://okt.to/ctiQAG #5G #Industry40

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New article on Comcast Business's plans. Comcast reported its Q1 results today. As in previous quarters, the EBITDA margin for its business division is very high - 57%; much higher than the other operators we track. It is planning to trade some of this margin for growth, which makes sense. As I argue in this piece business revenue is on the low end compared to peers (when measured as a share of total revenue). https://lnkd.in/eUK8Pd8Q

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Private connectivity fabric is the key to unlocking the full potential of AI. Learn why more and more leaders are turning to this innovative solution from Lumen Technologies:

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T-Mobile's network is prepared for Hurricane Debby. Here's how we plan to keep customers connected through commercial power outages: 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗱𝗻𝗲𝘀𝘀 T-Mobile’s network is performing strong through the storm, with previous hardening through permanent backup power solutions at sites along the storm’s anticipated path helping to keep customers connected through commercial power outages. 🔋Generators and batteries have been topped off at key sites such as network switches and local towers, and fueling stations are ready for emergency response vehicles and refueling trucks. 🔗T-Mobile has also positioned network equipment for rapid deployment post-storm as conditions safely allow, including: 🚙T-Mobile’s Mobile Emergency Operations Center: Large RV with network management and monitoring equipment 🚚SatCOLTs and SatCOWs: Satellite cell-on-light-trucks and satellite cell-on-wheels that teams can drive to impacted areas to temporarily restore or boost service 📡Quick-deploy and portable VSATs: Satellite dishes called “Very Small Aperture Terminals” that can provide a layer of coverage across broad areas ⚡Microwave solutions: Network technology that offers high throughput and low latency for better data usage 🔌Generators: Portable power solutions 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝗳𝗼𝗿 𝗣𝘂𝗯𝗹𝗶𝗰 𝗦𝗮𝗳𝗲𝘁𝘆 T-Mobile’s emergency teams are collaborating with federal, state and local agencies, including being in-person at the Florida State Emergency Operations Center (EOC) and coordinating with EOCs in Georgia, North Carolina and South Carolina. This collaboration helps prioritize restoration efforts and address the needs of public safety and other recovery organizations, including the swift deployment of temporary network equipment. Additionally, we are working with FEMA’s Region 4 Regional Emergency Communications Coordination Working Group along with FEMA Disaster Emergency Communications and the Cybersecurity and Infrastructure Security Agency Region 4. Agencies needing communications assistance can contact our 24-hour emergency hotline at 888-639-0020 or email at [email protected]. More info: https://lnkd.in/gArGvq9M

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This public admission illustrates the managerial challenges facing the wholesale telecommunications industry. Lumen has five separate networks as result of the acquisition of Qwest (2010), Time Warner Networks (2014), Lumen itself, Centurylink (2017), and Global Crossing (2011). Many of these acquisitions included a lot of debt and because the networks were not integrated, network costs have remained much higher than necessary. Lumen management just recently announced they plan to assimilate all these separate assets into one, unified network. Note that all these acquisitions should have been integrated immediately, not 14 to 7 years after the fact. We are looking at probably a cumulative loss of $10 billion on the bottom line due to the integration delays. Done promptly, integration would have kept Lumen a global player with South American and European assets all of which have been sold. On the bright side, if network savings are a billion dollars a year, this would help reinvigorate Lumen and give it a brighter future. #lumen #networks #integration #opex #savings #synergies

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Join experts from Ciena, TeleGeography, and Colt on May 21 at 10:00 Eastern Time for a live webinar discussing growth in bandwidth demand that is driving new technologies and new trans-Atlantic cables.

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Since connectivity is key to survival, learn how Windstream can support your always-on journey with robust networking solutions: https://okt.to/NrBn9l #BusinessGrowth #SDWAN #BusinessContinuity #NetworkConnectivity #TeamWE

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