Frank Rayal

Helping tech investors with technical and commercial due diligence; Making sense of high tech; Filtering out the noise and hype...

[Frank Rayal @frankrayal]

We reviewed the physics and did the math, so no speculation on this topic!
https://t.co/VUlPu8sZyO
#NTN #5G #6G #Starlink
@xonapartners

[Frank Rayal @frankrayal]

The mobile capex spend is deeper and will last longer than analysts’ estimates. Chip exits signals reaching a bottom, but this time will take much longer to recover.
https://t.co/CZdlX5YzDB
#5G #6G @xonapartners

[Frank Rayal @frankrayal]

Europe taking a step closer to allocate upper 6 GHz spectrum for mobile services:
https://t.co/wccsjA5UMO
#6G #spectrum

[Frank Rayal @frankrayal]

Cloud players keep failing in telecom. Microsoft exited first, now AWS shuts down its Private Wireless Network service which was ridiculously priced.
https://t.co/HnZ0n8J6O3
#5G #telecoms #AWS

[Frank Rayal @frankrayal]

The upper-middle band is poised to be the focal point for #6G spectrum, offering ample capacity and coverage comparable to mid-band. However, power consumption presents a significant challenge. Should this influence #spectrum valuations? See: https://t.co/EHCB1Y1tTJ @xonapartners

[Frank Rayal @frankrayal]

The #6G vision emphasizes simplicity and evolution, helping operators manage costs and avoid #5G's 'over-flexibility' pitfalls. Revenue-driven applications remain a focus, but financial practicality guides the approach to future connectivity. Learn more: https://t.co/Z81Ypj4Ntg

[Frank Rayal @frankrayal]

Starlink’s meteoric rise to 5 million subscribers in just over 4 years came at the expense of more than just broadband GEO service providers. For full article: https://t.co/BbstQWSWdr
#Starlink #SatelliteTech #5G #Innovation

[Frank Rayal @frankrayal]

Rising geopolitical tensions spotlight the urgency of resiliency in subsea cables. My latest post: https://t.co/Rby6Xgucq8 #SubseaCables #Connectivity #Broadband #Resiliency

[Frank Rayal @frankrayal]

mmWave was once seen as 5G's future but now faces scrutiny over its true value and practicality. Market dynamics fuelled expectations—and valuations—that it couldn’t meet. There's much to learn from this chapter in telecom history. #5G #mmWave

https://t.co/7mvuhXe94A

[Frank Rayal @frankrayal]

In the direct-to-device #satellite race, the debate on power flux density limit highlights the competitive landscape pitting market-leading #SpaceX against #AST and its MNO partners AT&T & Verizon. For what’s at stake, see: https://t.co/3ollou4I3d
#5G #SatelliteToCell #telecom

[Frank Rayal @frankrayal]

Overcoming long distances and signal interference are key to the performance and viability of D2D satellite constellations. Different strategies are employed to shape the success of these services. See: https://t.co/qE19bu7TlB #5G #D2D #Satcom #Tech #Connectivity @xonapartners

[Frank Rayal @frankrayal]

Canada's MVNO policy allows regional wireless players to expand nationally, but shuts out 3rd party players. With infra build requirements and 7 yr term limit, will the policy succeed in increasing competition? See https://t.co/ZzxXSlX8VH #Telecom #MVNO #Canada #5G @xonapartners

[Frank Rayal @frankrayal]

Mobile infrastructure capex: permanent weakening or short-term decline? Five industry trends point to a prolonged downturn. Read more here: https://t.co/s2pBnSElXK
#telecom #5G #6G #wireless #technology #IndustryInsights #economictrends @xonapartners

[Frank Rayal @frankrayal]

The #FCC's new CBRS 2.0 rules reduce interference restrictions, expanding unencumbered spectrum access. This change will benefit #GAA users near coastal areas and federal facilities. For details and #CBRS market update: https://t.co/JIHSZvVtBr
#Wireless #5G @xonapartners

[Frank Rayal @frankrayal]

From emergency services to industry verticals, 5G is set to revolutionize positioning and location services with higher accuracy and lower latency. for details: https://t.co/gan3voQczw #5G #GPS #Technology @xonapartners

[Frank Rayal @frankrayal]

What are the new frequency spectrum allocations to support the next generation of mobile services? Find out at: https://t.co/B7UcZIeNw6
#5G #6G #Connectivity #SpectrumAllocation @xonapartners

[Frank Rayal @frankrayal]

Exploring new horizons in active mobile infrastructure sharing! Discover the opportunities and benefits in our latest industry Insight Note. Read more: https://t.co/iRSrUYQtMw #Telecom #InfrastructureSharing #MobileNetworks #5G @xonapartners

[Frank Rayal @frankrayal]

How will USCellular adapt its spectrum strategy after T-Mobile's acquisition? Insights into future plans and market impacts. Read more: https://t.co/3FXXfMMofV #USCellular #TMobile #SpectrumStrategy #Telecom #5G

[Frank Rayal @frankrayal]

Many license remained unsold from previous 3500/3800 MHz spectrum auctions; some in major cities.
#ISED #5G #Wireless @xonapartners

[Frank Rayal @frankrayal]

Announcements from ITU-R and #3GPP suggest meaningful #6G deployments would begin around 2031.
@xonapartners #5G #technology
https://t.co/iIM7jvy2ml