Pheonix Research - Editorial Index
Editorial analysis anchored to industries, segments, and the market intelligence behind them.
CBRS's celebrated 420,000 deployed radios divide out to several hundred per operator — the signature of fixed wireless access, not of buildings. In-building private cellular is roughly 1.4 per cent of the installed base, and the administrators that make those radios legal are quietly leaving.
Brazil lost 12.9 per cent of its fixed lines in a year, to the lowest count since 1998. Cloud switchboard seats rose 2.5 times over the forecast. The two facts are compatible: the trunk stopped being copper, and the market's growth is coming from firms that were never in the fixed-line base at all.
A brine field costs USD 7,222 per square kilometre to cover. An underground mine costs USD 110,000. Per user, the same two sites invert: USD 2,600 against USD 942.86. Both numbers are correct, and which one a business case uses decides whether Argentina's next mine looks impossible or obvious.
CBRS sold 91 per cent of its licences at about USD 235,572 each and left 2,006 on the shelf. The indoor market's reliable demand engine is a fire code adopted one jurisdiction at a time, not a carrier's capacity budget.
Brazil layered mission-critical push-to-talk onto radio it already owns; Mexico put it on a wholesale network the state now partly finances. Neither is replacing its radios — and the thing both actually bought, the interoperability bridge, is where the recurring revenue sits.
India's satellite headlines belong to three constellation licensees who cannot yet bill a customer. The revenue will be booked by a different list of eleven — and the regulation now being written is designed to keep the network and the customer apart.
India has licensed three satellite-constellation operators and cleared none of them. Against a market where data already sells for ₹8.02 a gigabyte and falling, an unsigned spectrum order, a five-figure terminal kit and a capacity ceiling in every city decide who can actually build a business — and it is not the household.
