Understanding The Disruptive Potential Of A New Virtual & Open Network
Perhaps the most controversial topic surrounding US Wireless is the potential for Dish to deploy a brand new 5G network, with disruptive potential driven by much lower unit costs than the incumbents. Investors have been broadly skeptical that Dish will succeed in building a disruptive network, and they are equally skeptical that it will be a good business, even if it does get built.
Stephen Bye, the Chief Commercial Officer for Dish’s Wireless business, will be at our 5G Conference on Tuesday November 17th to explain why Dish will succeed and why a wholesale wireless network, built on virtual and open standards, with a very low cost per GB, is a very good business (see our own thoughts here). Stephen will be presenting on the main stage at 2:40 PM EST on Tuesday.
Rakuten was the global pioneer when it comes to building a greenfield, virtual and open network to go up against entrenched incumbents in a developed market. They have often been characterized as a canary in the coalmine for Dish’s endeavors. Tareq Amin, Rakuten’s CTO, will be at the conference to discuss the challenges they have faced and the opportunities they see with their network deployment in Japan and the opportunities for the network architecture they have pioneered in other markets. Tareq will be presenting at 8:00 AM EST on Tuesday.
Rakuten’s virtualized network integrates 4G/5G mmWave 5G small cells supplied by Airspan, runs 100% on Intel compute and Red Hat’s (an IBM company) cloud software stack. Chris Wright, Red Hat’s CTO, will be presenting 8:40 AM EST on Tuesday. Dan Rodriguez, the GM of Intel’s Network Platform group will be presenting at 9:10 AM EST, followed by Abel Mayal, SVP Tech & Marketing at Airspan at 9:50 AM EST.
Altiostar is one of the main enablers of both Rakuten and Dish’s virtual, open networks. Thierry Mauplie, Altiostar’s chief of strategy, will be presenting at 10:20 AM EST. Dish also just announced that they will be working with Qualcomm on the wireless network deployment. Alejandro Holcman, Qualcomm’s SVP of Corporate Engineering, will be presenting at 12:00 PM EST on Tuesday.
Our hope is that by the end of the day investors will have a much better understanding of the technology and platforms underpinning Dish’s ambitions as well as a better understanding of the business model. This should in turn shed light on Dish’s disruptive potential and the impact it might have on Verizon, AT&T and T-Mobile as well as on the myriad companies that might leverage Dish’s network to deliver new products and services to consumers and businesses.
To register for the conference and for 1x1s with these speakers, please click here.
For a list of speakers, please click here.
For an agenda, please click 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.