Simon Murray (Digital TV Research) on Pay-TV revenues:
"North American revenues will fall by a huge $22 billion between 2017 and 2023"
Reed Hastings (CEO, Netflix) on their earnings call:
"We're a fraction of the hours of viewing of YouTube. We're a fraction of the hours of viewing of linear TV"
Jeff Bezos (Amazon) in his annual shareholder letter:
Ed Gubbins (GlobalData):
"The defining promise of 5G is to allow operators to connect people and machines with a common network, thus attaining greater efficiency and profitability than any previous generation"
@kaistinchcombe:
"There is no single person in existence who had a problem they wanted to solve, discovered that an available blockchain solution was the best way to solve it, and therefore became a blockchain enthusiast"
Tom Rebbeck (Analysys Mason):
Bengt Nordström (CEO of the Northstream):
"Unless sales increase dramatically, bucking the trend of the last few years, the implication is that most operators will take around seven years to build out nationwide 5G networks"
Sydney Morning Herald on the disruption risk from 5G on NBN:
"If the NBN Co doesn't closely monitor its pricing, some service providers who offer both broadband and mobile services may turn to 'encouraging consumers to take up alternative network options, such as wireless services'"
Wang Jianzhou, (China Mobile chairman) on 5G:
"The new focus is on applications. At present, we don't have an existing business model"
James Faucette:
"5G challenges include the backhaul, siting, and spectrum"
Andre Fuetsch (CTO, AT&T) on their plan to use White Box routers:
"AT&T is pushing hard on this path because of the looming demand it expects to see on its network, which today carries 200PB of traffic on a typical business day, up from 137PB per day a year ago"