RESEARCH

What Is 5G For?

November 9, 2020

Some of the most common questions we get from investors include: “are there any killer-applications that require 5G”, “will 5G drive new revenues for the industry”, and “will 5G matter for market share among the carriers”.

​​In prior years, our 5G conference has focused on the carriers building 5G networks and the equipment companies and infrastructure providers that support them. This year, at our 5G conference on November 17th, we are broadening our focus to include more of the companies building applications and services that will ride on 5G networks in the hopes of answering these questions.

We have Frank Boulben from Verizon who is responsible for securing high profile partnerships with Apple, Disney, Snap, the NFL, and other sports franchises. These partnerships put Verizon at the intersection of 5G networks and the applications and services that will ride on them. Verizon has been forward thinking in other ways too – they are behind the five 5G Labs across the country, which incubate startups that are developing interesting applications for their 5G future, fostering collaboration with teams from academia and large enterprises (featured here).

Andre Fuetsch from AT&T will discuss business-to-business 5G applications and the opportunity that AT&T sees for new revenues as they help enterprises deliver new services and capabilities across a range of different industries.

We have a host of other companies developing applications that will ride on 5G networks, including: Hatch, a lead in cloud gaming; XR Space, who is building applications at the intersection of virtual reality and social; Magic Leap, the controversial augmented reality pioneer; Droniq, who is developing network connected drones for a host of industrial applications, and; B&R, who is focused on leveraging 5G for industrial automation.

We also have LG Uplus, who showcased 5G applications that they had developed internally at our conference last year and will undoubtedly have more to show us this year. LG Uplus is a 5G pioneer that is seeing strong growth in usage and revenue per user from their 5G customers.

Our hope is that by the end of the event clients will have a much better sense of the applications that might drive demand for and competitive advantage among 5G networks. We hope to be one step closer to knowing whether all the investment carriers will pour into networks will deliver anything more than additional capacity at a lower cost per byte.

 

To register for the conference and for 1x1s, please click here.

For the list of speakers, please click here.

For the agenda, please click here.


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