Verizon’s 5G Enterprise: Hoarding mmWave for Viability

$500.00

Published October 9, 2020. 30 pages

— The priority of Verizon’s 5G strategy has never been based on the false, industry-wide narrative of offering its subscribers any unique applications broadly, but more simply on its intense concern of running out of adequate wireless capacity in general, resulting from the burgeoning data requirements of its present and near-term customers.

Description

Published October 9, 2020. 30 pages

The priority of Verizon’s 5G strategy has never been based on the false, industry-wide narrative of offering its subscribers any unique applications broadly, but more simply on its intense concern of running out of adequate wireless capacity in general, resulting from the burgeoning data requirements of its present and near-term customers – in short, ensuring its sheer survivability is the 5G business case. In fact, fibeReality strongly asserts that T-Mobile, making coverage and penetration its priority, resulting in limited differentiation from 4G smartphones — while ignoring the critical investments necessary in its mmWave spectrum, is akin to putting the cart before the horse. More recently, Verizon has been forced to become more cautious and tentative than usual with its 5G mmWave buildout not only based on the Covid-19 outbreak, but because of the unexpected expenses and of the additional time necessary to deal with technical difficulties. Consequently, for equipment vendors up and down the food chain, which were depending on purchases in a more significant way a lot sooner, the stakes will become greater with noticeably smaller opportunities in the short term.

The report addresses the following matters:

  • wireless CAPEX projections
  • strengths and weaknesses of major suppliers
  • Verizon Wireless’ competitive advantages/disadvantages
  • mmWave penetration levels
  • impact of Verizon’s traditional culture and new shifts
  • possible Verizon exit game plan
  • enterprise vs residential/consumer applications
  • Covid-19 consequences
  • 5G budgetary shocks
  • architectural considerations
  • effects of DSS and carrier aggregation
  • future technological direction of NG-PON2
  • modeling of large business apps
  • extent of truly private 5G opportunities
  • evaluations of Amazon and Boingo
  • third-party partnerships
  • BlueJeans acquisition
  • importance of tier-2 cities
  • 5G health concerns

Table of Contents

SCOPE AND METHODOLOGY

1.0 EXECUTIVE SUMMARY

1.1 HIGHLIGHTS IN THE CLASH OF SUPPLIERS TO VERIZON’S 5G PROJECT

1.2 VERIZON’S 5G FUTURE BUSINESS AND NETWORKING CONSIDERATIONS

1.3 UNIQUE NATURE OF 5G

1.4 IMPORTANT DISCOVERIES AND COMMENTS

2.0 PROJECTED COVERAGE OF VERIZON’S 5G MMWAVE IN CITIES AND TOTAL WIRELESS CAPEX FORECAST

2.1 FORECASTING VERIZON’S 5G MMWAVE PENETRATION IN URBAN AREAS

Exhibit A: Verizon 5G Central Business Districts vs. USA Cities With > 100K Population

Exhibit B: Verizon 5G Deployments vs. Cumulative City Area

Exhibit C: Total Area (sq km) by Population and 5G Coverage Area Scenarios

Exhibit D: CapEx to Provide 5G mmWave Coverage for Verizon Wireless

2.2 WRAP-UP ALONG WITH WIRELESS CAPEX MODIFICATIONS

Exhibit E: Total CapEx Projections for Verizon Wireless

3.0 OUTLOOK FOR VERIZON’S 5G BUSINESS

3.1 COMPETITIVE ANALYSIS OF VERIZON’S 5G BUSINESS

Exhibit F: Verizon’s Biggest Weaknesses on 5G

Exhibit G: Impact of Covid-19 Virus on Verizon’s 5G Plans

Exhibit H: Verizon’s Total Customer Two-Month Delinquency Rate*

Exhibit I: Verizon’s Three Largest Strengths on 5G

3.2 INDUSTRY MISCONCEPTIONS OF VERIZON’S PAST INTENTIONS

Exhibit J: Verizon’s Actual Objectives vs Common Perception

3.3 COMPARATIVELY LIMITED “5G HOME” PLAY

3.4 VERIZON’S 5G STRATEGY FOR LARGE ENTERPRISES

Exhibit K: Verizon’s 5G Pitch to Fortune 500 Customers

3.5 TARGETING MANUFACTURERS

3.6 DISTRIBUTION WAREHOUSES AND AMAZON

3.7 AIRPORT APPS AND BOINGO WIRELESS FACTOR

3.8 VERIZON’S EXIT AS A CORPORATION?

3.9 ADDITIONAL 5G BUSINESS CONSIDERATIONS FOR VERIZON

4.0 VERIZON’S 5G WIRELESS/OPTICAL NETWORK REQUIREMENTS

4.1 LARGEST JOLTS TO VERIZON

Exhibit L: Three Big Networking Surprises for Verizon in 5G Buildout

4.2 VERIZON WIRELESS’ UNIQUE 5G ARCHITECTURE

4.3 DSS AND THE SHANNON LIMIT

4.4 FUTURE NG-PON2 DEVELOPMENTS (G.HSP.TWDM)

4.5 OTHER TECHNICAL CONSIDERATIONS

5.0 BATTLES OF 5G NETWORKING GEAR VENDORS TO VERIZON

5.1 ERICSSON VS NOKIA VS SAMSUNG

5.2 CALIX VS ADTRAN

5.3 FUJITSU/HFR NETWORKS

5.4 Corning vs Prysmian Group vs OFS Fitel

5.5 PICADVANCED VS AEPONYX

5.6 COMMSCOPE

5.7 CLEARFIELD

5.8 PIVOTAL COMMWARE

5.9 ENERSYS

5.10 ED2

5.11 OTHER SUPPLIERS SPARRING IN OVERALL 5G NETWORKING SPACE

5.11.1 Huawei Technologies

5.11.2 Ciena

5.11.3 ADVA

5.11.4 Ribbon Communications

5.11.5 Sumitomo vs MACOM Technology Solutions

5.11.6 II-VI vs Lumentum Holdings

5.11.7 Molex

5.11.8 Inphi

5.11.9 Keysight Technologies vs Viavi Solutions vs Anritsu

5.11.10 EXFO vs Viavi vs VeEX

5.11.11 Qualcomm

5.11.12 Sedona Networks