Wireless Watch 660 October 31: Will MNOs still rule in 5G?

 Key Issues: 

• US operators play one-upmanship, but MNOs’ role will be diminished in 5G 2
• Ericsson plays dangerously safe with new CEO, as core market implodes 9

Comment:

• Big risks as Qualcomm pays $47bn for NXP, and connected car leadership 15
• Apple and Samsung are no longer the ‘magical’ players in smartphones 18
• T-Mobile USA steals more subscribers with aggressive mobile video play 21
• Google’s strong results help justify its moonshots to investors 23

Multiplay Watch:

Will Sky expand its quad play MVNO to Germany and Italy? 24

4G Watch:

Vodafone UK hails results of Massive MIMO trial with TD-LTE 26

5G Watch:

China Unicom uses drones for live VR video over 5G 27

IoT Watch:

IBM Watson and GM create cognitive mobility for connected car; NEC furthers GE’s bid to be the platform for the whole industrial IoT 28

Mobile Enterprise Watch:

Aruba extends managed WiFi to three-tiered enterprise NWaaS offering 30

WiFi Watch:

EU’s €120m WiFi spend explained, but not excused 31