Comcast is recruiting a cellular team – but why is it so late in the day?

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It was March 2013 when we first heard a cable company talk about WiFi Homespots and their potential for cellular offload, and a month later when Comcast chimed in and said that it would build out WiFi to look into that opportunity and partner with Liberty Global from across the Atlantic, in Europe. And yet today there remains no clear service addition at Comcast nor a date on the near horizon for its launch.

We know that it built out its network to establish AAA servers that will allow authentication to any dual mode WiFi-LTE partner network, by installing mostly Alcatel equipment and software. The goal is for the network to work all the time, every time, by adding things like customer self-activation, customer care and another layer of authentication, using the 3GPP Trusted Wireless Access Gateway – all of which equate to instant network scalability. But it had achieved all that by mid-2015, when the real work began in earnest – how could Comcast take on the Verizon-AT&T duopoly in cellular, and be sure it’s efforts would be successful or at least not disastrous.

Another 12 months further on, clues that show Comcast is now hunting down potential recruits who understand how to run an MVNO, seems to mean that it has yet to solve its business problems.

At the recent results discussions, Comcast execs agreed they would “take a paddle” at the forthcoming auction for cellular capacity, when just a few weeks earlier Comcast had been talking up the benefits of taking up its option to get into an MVNO situation, on the back of the last auction it took part in, when it gave up its spectrum to Verizon for cash and the promise of an MVNO.

Presumably any new spectrum that Comcast manages to win at another auction, would end up being used in much the same way – as fodder to attract terms of an MVNO agreement, again at Verizon. Given that it should already have that agreement in the bag, it worries us that Comcast is unsure of its way forward.

The recruits that Comcast seems to be lining up on its own Comcast Careers website are the lead technologist in a mobile technology lab to operate in both licensed and unlicensed spectrum bands, and also a VP of business development strategy with expertise in MVNO agreements and familiarity with GSM, CDMA, LTE, VoIP, VoLTE, iOS and Android.

The point we would make it that it is very late in the day to be recruiting this type of strategic executive, when its network has been ready for almost a year. It looks like Comcast has spent a year prevaricating over what type of service to launch, at what price, with what partner, and still hasn’t made up its mind, so is recruiting someone to help.

Our early suggestions that a Comcast WiFi first service would emerge by the middle of 2014, were corrected by technologists close to Comcast, who told us to “think a year further out,” – and now we are a year past that.

Of course we understand that a company like Comcast does not stand still, and there will have been two or more things staying its hand. It watched as Cablevision rushed into a WiFi First service and perhaps wanted to see how well it went – so far there has been little word on that subject, so we suspect it is not going too well. Secondly Comcast had a merger going on with Time Warner Cable, and potentially, after that was sunk by the FCC, wanted to see who might move for TWC and how Comcast might have to react to that.

This means that it is presumably still waiting, given that the Charter-TWC-BrightHouse Networks deal has not been confirmed by the FCC as yet, although that could be any day and Comcast will need a series of business responses to that. To read more try the wireless watch service.

 

 

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Mr. Fellah, is a Senior Analyst and founder of Maravedis with 20-year experience in the wireless industry. He authored various landmark reports on Wi-Fi, LTE, 4G and technology trends in various industries including retail, restaurant and hospitality. He is regularly asked to speak at leading wireless and marketing events and to contribute to various influential portals and magazines such as RCR Wireless, 4G 360, Rethink Wireless, The Mobile Network, Telecom Reseller to name a few. He is a Certified Wireless Network Administrator (CWNA) and Certified Wireless Technology Specialist (CWTS).

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