We have argued that the US carriers won’t see additional consumer revenues from 5G. If there is an incremental revenue opportunity, it comes from the enterprise market.
The enterprise opportunity in 5G will be among the major themes we explore at the New Street Research and BCG Global 5G Conference, on November 15th (agenda here, and registration here).
Stephen Bye from Dish (3:50-4:30PM ET) will discuss how their network architecture will give them an advantage in deploying private enterprise networks. Adam Koeppe from Verizon (8:40-9:20AM ET) will discuss the early lead they believe they have with investments in Mobile Edge Compute. Andre Fuetsch from AT&T (3:10-3:50PM ET) will discuss their approach to enterprise. Neville Ray from T-Mobile (1:00-1:40PM ET) will discuss how their early lead in mid-band 5G may be helping them take share in the enterprise market.
The cloud platform providers are critical partners to the carriers but they also have their own aspirations in enterprise 5G. We will explore this tension with Sameer Vuyyuru from AWS (10:20-10:50AM ET) and Shawn Hakl from Microsoft (11:50AM-12:20PM ET) in a bid to better understand how the value from new enterprise applications and services will be divided between carriers, platforms, and all the players in between.
We will also explore the theme from the enterprise side, discussing the role 5G could play for critical infrastructure with Roger Kranenburg from Eversource and in revolutionizing everything from battlefield tactics to consumer retail with Michael Helfrich from Blueforce Development Corporation(9:20-9:50AM ET). We’ll discuss other 5G enterprise applications with Christoph Fleischmann of Arthur Technologies(9:50-10:20AM ET), which specializes in augmented and virtual reality solutions for enterprises with a focus on dynamic collaboration; as well as in our panel with Alvaro Cuba of Nuro, which focuses on autonomous delivery (2:10-3:10PM ET).
Finally, we will explore the role that CBRS will play in enterprise private network deployments with Iyad Tarazi from Federated Wireless (11:50AM-12:20PM ET).We will be doing one-on-one and small group meetings with most of these executives. Please submit all one-on-one requests before the end of the day on Friday November 5th(register for one-on-ones here).
Conference speakers and agenda here.
Register for the conference here.
One-on-one requests here.
Full 12-month historical recommendation changes are available on request
Reports produced by New Street Research LLP, 18th Floor, 100 Bishopsgate, London, EC2N 4AG. Tel: +44 20 7375 9111.
New Street Research LLP is authorised and regulated in the UK by the Financial Conduct Authority and is registered in the United States with the Securities and Exchange Commission as a foreign investment adviser.
Regulatory Disclosures: This research is directed only at persons classified as Professional Clients under the rules of the Financial Conduct Authority (‘FCA’), and must not be re-distributed to Retail Clients as defined in the rules of the FCA.
This research is for our clients only. It is based on current public information which we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. We seek to update our research as appropriate, but various regulations may prevent us from doing so. Most of our reports are published at irregular intervals as appropriate in the analyst's judgment. This research is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients.
All our research reports are disseminated and available to all clients simultaneously through electronic publication to our website.
New Street Research LLC is neither a registered investment advisor nor a broker/dealer. Subscribers and/or readers are advised that the information contained in this report is not to be construed or relied upon as investment, tax planning, accounting and/or legal advice, nor is it to be construed in any way as a recommendation to buy or sell any security or any other form of investment. All opinions, analyses and information contained herein is based upon sources believed to be reliable and is written in good faith, but no representation or warranty of any kind, express or implied, is made herein concerning any investment, tax, accounting and/or legal matter or the accuracy, completeness, correctness, timeliness and/or appropriateness of any of the information contained herein. Subscribers and/or readers are further advised that the Company does not necessarily update the information and/or opinions set forth in this and/or any subsequent version of this report. Readers are urged to consult with their own independent professional advisors with respect to any matter herein. All information contained herein and/or this website should be independently verified.
All research is issued under the regulatory oversight of New Street Research LLP.
Copyright © New Street Research LLP
No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of New Street Research LLP.