|By Esmeralda Swartz||
|April 21, 2014 10:00 AM EDT||
Some people really want Google to be a wireless carrier. The most recent speculative episode was early in April when The Information published an exclusive suggesting that Google might be thinking about an MVNO deal with Verizon or AT&T, based on comments by people who were unnamed (but might have been close to Google).
Now I don't want to be picky, but the notion that Google might want to become a wireless carrier has been talked about by unnamed "experts" in bars for many years, and lots of that speculation has been published with enthusiasm. It is rather evident that becoming a wireless carrier might be something that Google (and Apple or Samsung) could seriously consider. For Google especially the pairing of wireless with fixed broadband access might seem attractive, but it's hardly a novel concept. Note that if any of those companies want to move into the mobile wireless carrier space in a hurry, then an MVNO deal with one of the major U.S. wireless operators is the only way to do it. Google doesn't own the spectrum needed to provide nationwide cellular coverage, so renting another carrier's capacity is the only practical way forward. No new insights there.
And speaking of spectrum: it was in 2007 that people were speculating that Google's intention was to compete as a wireless carrier when Google announced it would bid on the newly available 700MHz bands. Why bid for spectrum unless you want to become a wireless company? People were asking themselves, "Could Google kill the cellphone industry?" Eventually it became clear that Google's objective was not to become a carrier, but to ensure that at least some carriers were required to offer spectrum that would be open to any device. The ploy sort of succeeded. In the January 2008 auctions, Google managed to push the price up and the purchasers were committed to some openness, but not with any enthusiasm. Google didn't have to buy spectrum to make an impact - it just had to say it would bid (a ruse dubbed the "Google Effect" by one team of researchers.) Chunks of this spectrum were still being hawked from carrier to carrier as recently as January 2014 (one careful owner, good condition, lightly used).
When Google decided to go into the device business in 2008 with the launch of its first Android phone, people thought that might be a clue that Google was still aiming to be a carrier. But no, Google actually just wanted to go into the device business. Speculation rose again with the launch of Google's own branded phone, the Nexus One, in January 2010, but again we found that Google's aim was just to disrupt the phone distribution model (in which it didn't succeed) - not to become a wireless carrier.
And let's not forget the excitement around Google's 2011 MVNO experiment in Spain, which was going to lead to Google setting up MVNOs across Europe. It didn't happen right away, but that didn't stop the same rumor emerging when the EU promised (or threatened) in May 2012 to get tough on excessive roaming charges. It was speculated this would create a wireless opportunity not just for Google, but for Apple too.
Google is already one of the dominant players in wireless. In July 2013, Google Play overtook the Apple Store as the leader in number of mobile app downloads. Google's Android OS is now the best-selling mobile device platform in every major world market. Google Voice has hardly started to achieve its potential yet, but in principle it could become a cross-platform, multi-carrier asset when Google decides to give the product some serious attention. And in 2012 when Google acquired Motorola Mobility, it rather quickly sucked all the patents out of it and now plans to sell off the Motorola manufacturing business to Lenovo, suggesting that Google has interests wider than the mundane world of running factories.
Similarly, it's likely that Google has less interest than fans might think in the mundane world of running wireless networks. Carrying the bits safely across the network is an essential and noble trade, but increasingly it's not where the real action is. Being a wireless carrier is geographically constrained, subject to regulation in most countries and relatively labor-intensive. It also requires operational skill sets that Google may not have or wish to acquire. If Google can run the wireless industry by proxy, through deals and partnerships, and by exercising influence through platforms, apps and over-the-top services, that might be more fun than becoming a ‘me too' wireless carrier and picking fights with the incumbents. If Google ever decides to become a wireless carrier it will not be because they feel an urge to become a conventional phone company. It will be because they have dreamed up a disruptive business model that will shake up the market. And that will be news, when it happens.
Interested in learning more about these industry developments (and rumors)? Tweet us your questions!
SYS-CON Events announced today that ProfitBricks, the provider of painless cloud infrastructure, will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. ProfitBricks is the IaaS provider that offers a painless cloud experience for all IT users, with no learning curve. ProfitBricks boasts flexible cloud servers and networking, an integrated Data Center Designer tool for visual control over the cloud and the best price/performance value available. ProfitBricks was named one of the coolest Clo...
Jul. 6, 2015 05:00 PM EDT Reads: 2,123
The 4th International Internet of @ThingsExpo, co-located with the 17th International Cloud Expo - to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA - announces that its Call for Papers is open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than
Jul. 6, 2015 05:00 PM EDT Reads: 1,874
"In the IoT space we are helping customers, mostly enterprises and industry verticals where time-to-value is critical, and we help them with the ability to do faster insights and actions using our platform so they can transform their business operations," explained Venkat Eswara, VP of Marketing at Vitria, in this SYS-CON.tv interview at @ThingsExpo, held June 9-11, 2015, at the Javits Center in New York City.
Jul. 6, 2015 04:30 PM EDT Reads: 476
SYS-CON Events announced today that WHOA.com, an ISO 27001 Certified secure cloud computing company, participated as “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo® New York, which took place June 9-11, 2015, at the Javits Center in New York City, NY. WHOA.com is a leader in next-generation, ISO 27001 Certified secure cloud solutions. WHOA.com offers a comprehensive portfolio of best-in-class cloud services for business including Infrastructure as a Service (IaaS), Secure Cloud Desktop, Cloud Storage, Disaster Recovery, Integrated Applications and Security.
Jul. 6, 2015 02:45 PM EDT Reads: 939
SYS-CON Events announced today that Intelligent Systems Services will exhibit at the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Established in 1994, Intelligent Systems Services Inc. is located near Washington, DC, with representatives and partners nationwide. ISS’s well-established track record is based on the continuous pursuit of excellence in designing, implementing and supporting nationwide clients’ mission-critical systems. ISS has completed many successful projects in Healthcare, Commercial, Manu...
Jul. 6, 2015 02:15 PM EDT Reads: 1,052
The Internet of Things is not only adding billions of sensors and billions of terabytes to the Internet. It is also forcing a fundamental change in the way we envision Information Technology. For the first time, more data is being created by devices at the edge of the Internet rather than from centralized systems. What does this mean for today's IT professional? In this Power Panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, panelists addressed this very serious issue of profound change in the industry.
Jul. 6, 2015 02:15 PM EDT Reads: 1,849
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo in Silicon Valley. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 17th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The Internet of Things (IoT) is the most profound change in personal an...
Jul. 6, 2015 02:00 PM EDT Reads: 1,320
SYS-CON Events announced today that kintone has been named “Bronze Sponsor” of SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. kintone promotes cloud-based workgroup productivity, transparency and profitability with a seamless collaboration space, build your own business application (BYOA) platform, and workflow automation system.
Jul. 6, 2015 01:45 PM EDT Reads: 2,138
Discussions about cloud computing are evolving into discussions about enterprise IT in general. As enterprises increasingly migrate toward their own unique clouds, new issues such as the use of containers and microservices emerge to keep things interesting. In this Power Panel at 16th Cloud Expo, moderated by Conference Chair Roger Strukhoff, panelists addressed the state of cloud computing today, and what enterprise IT professionals need to know about how the latest topics and trends affect their organization.
Jul. 6, 2015 01:15 PM EDT Reads: 1,814
SYS-CON Events announced today that SoftLayer, an IBM company, has been named “Gold Sponsor” of SYS-CON's 17th International Cloud Expo®, which will take place November 3–5, 2015 at the Santa Clara Convention Center in Santa Clara, CA. SoftLayer operates a global cloud infrastructure platform built for Internet scale. With a global footprint of data centers and network points of presence, SoftLayer provides infrastructure as a service to leading-edge customers ranging from Web startups to global enterprises. SoftLayer’s modular architecture, full-featured API, and sophisticated automation pro...
Jul. 6, 2015 01:15 PM EDT Reads: 2,200
17th Cloud Expo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy. Meanwhile, 94% of enterprises are using some form of XaaS – software, platform, and infrastructure as a service.
Jul. 6, 2015 01:00 PM EDT Reads: 1,725
The enterprise market will drive IoT device adoption over the next five years. In his session at @ThingsExpo, John Greenough, an analyst at BI Intelligence, division of Business Insider, analyzed how companies will adopt IoT products and the associated cost of adopting those products. John Greenough is the lead analyst covering the Internet of Things for BI Intelligence- Business Insider’s paid research service. Numerous IoT companies have cited his analysis of the IoT. Prior to joining BI Intelligence, he worked analyzing bank technology for Corporate Insight and The Clearing House Payment...
Jul. 6, 2015 01:00 PM EDT Reads: 858
SYS-CON Events announced today that CommVault has been named “Bronze Sponsor” of SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. A singular vision – a belief in a better way to address current and future data management needs – guides CommVault in the development of Singular Information Management® solutions for high-performance data protection, universal availability and simplified management of data on complex storage networks. CommVault's exclusive single-platform architecture gives companies unp...
Jul. 6, 2015 12:15 PM EDT Reads: 2,087
"ciqada is a combined platform of hardware modules and server products that lets people take their existing devices or new devices and lets them be accessible over the Internet for their users," noted Geoff Engelstein of ciqada, a division of Mars International, in this SYS-CON.tv interview at @ThingsExpo, held June 9-11, 2015, at the Javits Center in New York City.
Jul. 6, 2015 11:45 AM EDT Reads: 713
Buzzword alert: Microservices and IoT at a DevOps conference? What could possibly go wrong? In this Power Panel at DevOps Summit, moderated by Jason Bloomberg, the leading expert on architecting agility for the enterprise and president of Intellyx, panelists peeled away the buzz and discuss the important architectural principles behind implementing IoT solutions for the enterprise. As remote IoT devices and sensors become increasingly intelligent, they become part of our distributed cloud environment, and we must architect and code accordingly. At the very least, you'll have no problem fillin...
Jul. 6, 2015 11:45 AM EDT Reads: 2,580
The 17th International Cloud Expo has announced that its Call for Papers is open. 17th International Cloud Expo, to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, APM, APIs, Microservices, Security, Big Data, Internet of Things, DevOps and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal today!
Jul. 6, 2015 11:30 AM EDT Reads: 1,727
The 5th International DevOps Summit, co-located with 17th International Cloud Expo – being held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA – announces that its Call for Papers is open. Born out of proven success in agile development, cloud computing, and process automation, DevOps is a macro trend you cannot afford to miss. From showcase success stories from early adopters and web-scale businesses, DevOps is expanding to organizations of all sizes, including the world's largest enterprises – and delivering real results. Among the proven benefits, DevOps is corr...
Jul. 6, 2015 11:15 AM EDT Reads: 1,761
Internet of Things (IoT) will be a hybrid ecosystem of diverse devices and sensors collaborating with operational and enterprise systems to create the next big application. In their session at @ThingsExpo, Bramh Gupta, founder and CEO of robomq.io, and Fred Yatzeck, principal architect leading product development at robomq.io, discussed how choosing the right middleware and integration strategy from the get-go will enable IoT solution developers to adapt and grow with the industry, while at the same time reduce Time to Market (TTM) by using plug and play capabilities offered by a robust IoT ...
Jul. 6, 2015 11:00 AM EDT Reads: 2,539
SYS-CON Events announced today that Secure Infrastructure & Services will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Secure Infrastructure & Services (SIAS) is a managed services provider of cloud computing solutions for the IBM Power Systems market. The company helps mid-market firms built on IBM hardware platforms to deploy new levels of reliable and cost-effective computing and high availability solutions, leveraging the cloud and the benefits of Infrastructure-as-a-Service (IaaS...
Jul. 6, 2015 10:00 AM EDT Reads: 1,835
Today air travel is a minefield of delays, hassles and customer disappointment. Airlines struggle to revitalize the experience. GE and M2Mi will demonstrate practical examples of how IoT solutions are helping airlines bring back personalization, reduce trip time and improve reliability. In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect with GE, and Dr. Sarah Cooper, M2Mi’s VP Business Development and Engineering, will explore the IoT cloud-based platform technologies driving this change including privacy controls, data transparency and integration of real time context wi...
Jul. 6, 2015 09:45 AM EDT Reads: 1,796