The Enterprise Opportunity in 5G

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

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