In this Episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss reduced CAPEX for US network operators and iSIMs. 

Caroline (00:38 - 16:20) takes a look at some of the reasons behind CAPEX cuts recently announced by TMO US, Verizon and AT&T, but also how these decisions will impact the wider RAN market. 

Phil (16:20 - 30:00) discusses iSIMs, some recent developments, and gives a prediction for when they will hit the mobile and handheld markets.

Hosted by Luc Braun.

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/usas-5g-capex-bubble-will-burst-this-year-as-three-main-operators-cut-back/

https://rethinkresearch.biz/articles/isim-gaining-in-small-iot-devices-will-take-longer-to-displace-esim-elsewhere/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

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