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Weekly Wireless Report July 21, 2017

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Weekly Wireless Report July 21, 2017 Week Ending: Weekly Wireless Report July 21, 2017 This Week’s Stories Qualcomm’s Net Income Plummets 40% As Battle With Apple Inside This Issue: Rages On This Week’s Stories July 20, 2017 Qualcomm’s Net Income Shares of Qualcomm sank this morning after the company posted a lackluster fiscal third quarter due Plummets 40% As Battle With largely to its ongoing licensing dispute with Apple. Apple Rages On WBA Extends Wi-Fi Roaming The chip making giant posted $5.4 billion in revenue, down 11% year over year, and net income fell a Program To 17 Cities This whopping 40% to $900 million. Operating income came in at $1.6 billion, down 51% year over year. Summer The results were generally in line with Wall Street expectations, but investors seemed surprised Koehler: IBM Cloud Advances nonetheless, sending shares down more than 5% by midday Thursday. With Integration, New Services “We delivered better-than-expected results in our semiconductor business this quarter, which drove Products & Services EPS above the midpoint of our expectations versus our April updated guidance,” Qualcomm CEO This Is Microsoft’s Gorgeous New Steve Mollenkopf said in a prepared statement. “Our products and technologies continue to enable Nest Competitor the global smartphone industry, and we are expanding into many exciting new product categories, including automotive, mobile computing, networking and IoT. We believe that we hold the high 5 Upcoming Android Phones ground with regard to the dispute with Apple, and we have initiated new actions to protect the well- That Will Be Worth The Wait: established value of our technology.” Pixel 2, Galaxy Note 8, And More The San Diego-based firm is in a massive battle with Apple that began in January over patent Emerging Technology royalties. The iPhone vendor earlier this year filed a $1 billion lawsuit against Qualcomm, contending Google Street View Now Lets You the chipmaker insists on onerous royalties for its technologies and demands payments for Tour The International Space technologies it didn’t develop, such as Apple’s Touch ID. Apple claimed in that suit that it “has been Station overcharged billions of dollars on Qualcomm’s illegal scheme,” although the suit seeks damages of just less than $1 billion. This Startup Wants To Replace Your Office With 3D Holograms Qualcomm filed a countersuit in April, claiming among other things that the iPhone vendor “breached” and “mischaracterized” agreements with the chipmaker and interfered in deals with Mergers & Acquisitions Qualcomm licensees. Amazon Quietly Buys A Startup To Make Alexa Smarter Apple returned fire last month, saying in a legal filing that evidence increasingly indicated First News Briefs: Sandvine And Qualcomm’s business model is “illegal.” The new claims alleged that Qualcomm’s strategy “burdens Procera, AT&T, Sprint, U.S. innovation,” Bloomberg reported, and that some patents for which Qualcomm is demanding royalties Cellular are invalid. Industry Reports Apple also said Qualcomm has failed to fulfill its obligation to charge fair and reasonable rates for the T-Mobile Adds 786K Net patents. The standoff escalated even further this week when four contract manufacturers joined Postpaid Phone Subscribers In Apple, filing a lawsuit claiming Qualcomm’s licensing practices are illegal, The Wall Street Journal Q2, ‘Continues To Fire On All reported. Cylinders’ Meanwhile, Qualcomm is fighting multiple other legal battles around the world. In April, Nvidia sued Society Just Scratching The Qualcomm in London, alleging it had unfairly forced Nvidia to pull the plug on the Icera business it Surface Of IoT Potential, Report bought in 2011. Qualcomm also faces a fine in South Korea of $853 million over alleged antitrust Finds violations. Connect with us Visit our website www.ksrinc.com Pag e | 2 And earlier this year, the FTC filed suit against Qualcomm, accusing it of using anticompetitive tactics to “maintain its monopoly” as the dominant vendor of semiconductors for phones and other mobile gadgets. The agency said Qualcomm imposed “onerous and anticompetitive supply and licensing terms” on hardware manufacturers, violating the FTC Act on several fronts. fiercewireless.com WBA Extends Wi-Fi Roaming Program To 17 Cities This Summer July 20, 2017 The City Wi-Fi Roaming project was so successful last year that organizers are running it for a second “The free Wi-Fi roaming year and adding more cities. service is based on the WBA’s NGH, which not only allows AT&T, BT, Orange, Telstra and Korea Telecom are among the 38 operators that are contributing to the project, which is facilitated by the Wireless Broadband Alliance (WBA). consumers to seamlessly connect to Wi-Fi hotspots The project enables consumers and visitors to automatically and securely roam between public Wi-Fi across major cities across the networks in 17 major cities around the globe. It started June 20 and runs until August 20. globe, but also ensures extra security and a better user Last year, the City WI-Fi Roaming project involved just four cities. This year, the project expands to experience are delivered to include Barcelona, Spain; Birmingham, U.K.; Bradford, U.K.; Dublin, Ireland; Singapore; Kazan, Russia; those that connect.” Leeds, U.K.; Limerick, Ireland; Moscow, Russia; New York City; Nizhny Novgorod, Russia; Perm, Russia; St. Petersburg, Samara, Russia; San Jose, California; Sendai, Japan; and Yekaterinburg, Russia. The WBA defined the framework and best practices for roaming for the project through its Next Generation Hotspot (NGH), which is based on Passpoint technology and WRIX, or Wireless Roaming Intermediary Exchange. The framework for Wi-Fi Roaming services provided by the WBA covers interconnection, data clearing, financial clearing and the exchange of Wi-Fi location information between operators. “The free Wi-Fi roaming service is based on the WBA’s NGH, which not only allows consumers to seamlessly connect to Wi-Fi hotspots across major cities across the globe, but also ensures extra security and a better user experience are delivered to those that connect,” said Shrikant Shenwai, CEO of the WBA, in a release. Besides the 38 operators, the project is supported by interconnectivity partners Accuris Networks, Syniverse and BSG Wireless, with infrastructure providers Cisco, HP’s Aruba and Ruckus Wireless. GlobalReach delivers the captive portal and provides a Wi-Fi AAA/Hotspot 2.0 online signup platform. The Wireless Broadband Alliance is supported by more than 120 leading names in the telecom industry, including operators and technology companies such as AT&T, BT, Cisco, Comcast, NTT DoCoMo, Google, Intel, Liberty Global and Orange. AT&T has said it sees Hotspot 2.0 as a “critical requirement” in its network and customer premises equipment. Hotspot 2.0 is designed to make public Wi-Fi as simple, secure and seamless for subscribers as cellular roaming. Passpoint-enabled networks use 802.1x to authenticate users onto WPA2 encrypted connections. Key benefits for end users include instant access to a network and security without the need of a VPN. fiercewireless.com Connect with us Visit our website www.ksrinc.com Pag e | 3 Koehler: IBM Cloud Advances With Integration, New Services July 17, 2017 Bryson Koehler, CTO of IBM Watson/Cloud, predicts a more unified face, powerful compute engine “IBM Cloud is integrating for IBM Cloud in coming year. many different services from Watson, The Weather With its acquisition of The Weather Company 16 months ago, IBM has moved from a Rube Goldberg approach to cloud computing toward a simpler, more integrated offering with a clearer path forward, Company, SoftLayer and according to IBM CTO for Watson and the IBM Cloud, Bryson Koehler. BlueMix into a single cloud offering, and will architect Koehler, the former CIO of The Weather Company, became part of IBM in January 2016 and his how those services are former CEO, David Kenny, was named senior VP of the Watson Platform business. orchestrated in-house.” Koehler sat down with InformationWeek at IBM's "cloud garage," the Galvanize developer center at 44 Tehama Street in San Francisco, to discuss the future of the IBM Cloud on July 12. IBM Cloud is integrating many different services from Watson, The Weather Company, SoftLayer and BlueMix into a single cloud offering, and will architect how those services are orchestrated in-house, Koehler said. When Koehler arrived at IBM, its approach to cloud services "was a mix of things," he said. He soon realized he and Kenny had been given the positions they hold to accelerate a process of transformation of IBM into a more unified cloud company. IBM is breaking away from the pattern of cloud infrastructure established by Google, Amazon and Microsoft. IBM's future cloud offering can be based on whatever form of virtualization and server hardware that IBM chooses, as opposed to following the model of all x86 Intel architecture that Amazon Web Services and most other providers do. "Electricity that comes out of the socket gets produced by a mix of coal, solar, hydro and nuclear, but it's still 120-volt electricity," Koehler said. By implication, he was saying in the future, cloud compute power may likewise stem from a mix of x86, IBM Power, Z series and graphics processors. Backing Off OpenStack A Bit That may be good news to IT managers running enterprise data centers who've wanted someone that understood their legacy needs, including mainframe applications, to come up with a cloud strategy. The IBM Cloud of 2018 is likely to present more of unified face and single virtualization environment to the world and won't necessarily resemble the odd combination of BlueMix, SoftLayer and assorted online services of the IBM clouds of 2016. For x86-style virtual machines, IBM has already chosen the Xen hypervisor, Koehler said. At some point in the future, if the IBM Cloud is running, say, Z series hardware, IBM would also use its own hypervisor, since it invented virtualization on the mainframe back in 1972.
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