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Here are some of Strand Consult’s free reports:

The real cost to rip and replace Chinese equipment from telecom networks

This report offers a critical review of the discussion of whether to replace mobile network equipment made by firms owned and / or affiliated by the Chinese government, notably Huawei and ZTE. The need for network security is not a new debate. Since 2005 many intelligence officials, militaries agencies, and security analysts have noted security risks of using such equipment, including theft of intellectual property, surveillance, espionage, and sabotage. Based on these reports, the United States, New Zealand, and Australia have restricted Huawei and ZTE from networks.

Strand Consult´s analysis shows that the concerns about Chinese made network equipment is not limited to national governments and the military intelligence operations. Nor is the concern confined to telecom operators which build and run networks.  It is the small, medium, and large enterprises that use networks which fear that their valuable data will be surveilled, sabotaged, or stolen by actors associated with the Chinese government and military. Consequently, it is also the clients of telecom operators which push to restrict Chinese-made equipment from networks. 

Understanding the GDPR and Its Unintended Consequences
While the EU had preeminence in mobile for a time, it failed to create the companies that powered the Internet and is already behind the curve on 5G. Now the EU hopes to capture its former glory--not by making anything new or innovative--but in wielding the most draconian data protection regulation the world has ever seen. In so doing, it projects geopolitical leadership, empowers European regulatory institutions, and forces the nations and companies of the world to bend to its wishes. The General Data Protection Regulation (GDPR) claims to regulate data processing for “mankind”, but make no mistake, the goal is to carve out one global domain in which the EU is not the loser. For a region that claims to want to be a competitive destination for innovative technologies and exit the lingering financial crisis, the GDPR is not what the doctor ordered.

The GDPR applies to any entity processing data of a European resident, regardless of where it is located. This applies to corporations (Google, AT&T, Alibaba), non-profits (UNICEF, Doctors Without Borders), and even individuals and households if they are engaged in data processing for commercial purposes. The regulation still applies even if the entity has no presence in the EU. EU government entities are exempt, as is data processing conducted for national security purposes. The GDPR has 47 specific provisions including consent, data portability, right to erasure, right to object to profiling, breach notification, data protection assessments, and data protection officers. Penalties for non-compliance and/or violation can be up to 4% of turnover or €20 million, whichever is greater.

The moment of truth – a portrait of the fight for hard net neutrality regulation by Save The Internet and other internet activists

Over the last few years, Strand Consult has followed the net neutrality debate and published a number of research notes and 7 detailed reports on the topic. Hard net neutrality rules are in place in some 50 countries even though soft rules are proven to work better to support investment and innovation. With the free report “The moment of truth – a portrait of the fight for hard net neutrality regulation by Save The Internet and other internet activists” Strand Consult shares its knowledge and offers a free 40 page report detailing how sophisticated global coalitions such as Save the Internet have succeeded to overwhelm seemingly “independent” telecom regulators and implement hard rules.

The Wireless Ecosystem, US vs. EU

By the end of 2016, it is expected that two-thirds of all mobile subscriptions in the US will be 4G/LTE. The European Union at best will see 30 percent of subscriptions being 4G/LTE. The US has multiple operators with pan-American 4G networks, but the EU can’t claim even a single mobile operator with pan-European 4G scale. The European Commission, while having paid lip service to the need for more infrastructure investment, reports that investment has stayed flat for the last two years. Meanwhile the US had a record year in wireless investment in 2014. These are some of the conclusions in Strand Consult’s latest report ,”The Wireless Ecosystem, US vs. EU”. Order it for free today.

This report follows what Strand Consult observed in 2014 in ”The EU’s Broadband and Telecom Policy is not working. Europe is falling further behind the US”. The EU, which had accounted for a third of the world’s capital investment in telecom infrastructure in the preceding decade, fell to less than one-fifth. Meanwhile per capita, America’s private telecom providers invested at double the rate of providers in the EU. In fact, the US maintained global leadership in infrastructure investment, accounting for about a quarter of the world’s total from 2003-2013. It reviews the most recent official data from the FCC, European Commission, and other prominent sources on international broadband comparisons, infrastructure investment, wireless competition, coverage, and subscriptions.

The EU’s Broadband and Telecom policy is not working. Europe is falling further behind the US

There is much discussion about how to create a healthy and competitive telecommunications market in Europe and how the EU can meet its 2020 broadband goals. Strand Consult has made a research note describing the differences between the American and European approach to broadband. The conclusion is clear: The EU’s broadband and telecom policy is not working. The gap between the EU and the US in investment, next generation access, and the digital economy is growing in America’s favor. While the EU Commission has made an attempt to address the imbalance with a Digital Single Market initiative, the effort relies on feel-good solutions such as roaming and the app economy without taking on the major issues that need fundamental reform, namely eliminating the failed managed access “ladder of investment” regime, removing barriers to consolidation, and reducing opportunities for tax arbitrage.

The 10 Myths and Realities of Broadband Internet in the USA
Strand Consult’s report the “10 Myths and Realities of Broadband Internet in the USA” investigates the debate about broadband.
Recently there have been a series of books and media telling a negative story about broadband in America. We have read these books and articles and have reviewed the relevant data. We see these materials as part of a the larger ”America is falling behind” literary tradition, the kinds of books and magazines that are sold in airports warning of the next crisis, how America is slipping, and how the author’s recommendations will help the country achieve its former glory. We are reminded of Hans Christian Andersen’s tale “The Emperor’s New Clothes” in which persons of high station abuse their credibility to mislead the people.

The moment of truth, a portrait of the iPhone
Much has been said and written about the iPhone, but even before its initial launch, Strand Consult was very critical - a criticism that was based on our experience and analyses. On the other hand we are the first to admit that there are many that disagree with our statements and the conclusions that have come out of our analyses.

In the report The moment of truth, a portrait of the iPhone we take a closer look at the iPhone, the iPhone effect and whether a mobile operator can actually measure the iPhone effect, or whether there are other areas or mobile handsets that an operator would do better focusing on?

We have had a close dialogue with a number of operators, we have examined their financial figures and analysed whether the iPhone has created value for those mobile operators that have been focusing on the iPhone. In the report we take a close look at the 10 largest myths about the iPhone:

The Moment of Truth, A Portrait of the Mobile TV Market

This report not only analyses DVB-H and the other mobile TV technologies, the report also explains why we believe that DVB-H most probably will join the list of Telco technologies that were terminated almost before being activated! Quite simply, we believe that DVB-H has been left standing still by the mobile broadband development we are seeing around the world.

When studying mobile TV, it is important to analyse the underlying business case. The foundation of mobile TV is the cash flow generated by mobile TV customers. That cash flow must be divided between the content providers, the mobile TV signal distributer and the other players that are part of the mobile TV value chain. Strand Consult has received the figures from mobile TV from around the world. We have examined what customers are doing today, how revenue and costs are being divided and what the market will look like in the future.

Report - The Moment of Truth, A Portrait of the Mobile TV Market