By Vinay Tripathi with Ajay Lotan Thakur

Introduction

In the dynamic realm of networking, AI/ML has emerged as a transformative force to reshape the networking world by making it more secure, reliable, efficient and optimized. In this blog we will dive into characteristics, possibilities, use cases and challenges of AI/ML in the networking.

About AI and ML

Definitions of AL/ML

AI and ML are often used interchangeably, but there are some key differences between the two.

• AI is the ability of machines to perform tasks that would normally require human intelligence, such as understanding natural language, recognizing objects, and making decisions.
• ML is a subfield of AI that allows machines to learn from data and improve their performance over time.
• DL = Uses neural networks for complex structured models and greater insights.

Types of AI/ML

AI/ML encompass a wide range of techniques and algorithms that can be used to solve a variety of problems. In the context of networks, AI/ML technologies can be broadly categorized into the following types:

Key Points:

• AI/ML taxonomy is continuously evolving due to industry growth and various methodologies and algorithms.
• The choice of AI/ML algorithm significantly influences business outcomes, including training time, prediction accuracy, and resource usage.
• The selection of algorithms depends on the type and volume of available data for a specific use case.

Popular ML Types:

• Supervised/Unsupervised: When available data is simple or significant pre-processing has resulted in high data quality:
• Neural Networks and Deep Learning: When you have substantial amounts of unstructured/structured data or unclear features these may offer superior accuracy over Classical ML methods
• AutoML: When you need to streamline machine learning model development, especially with limited expertise, time, or resources.
• NLP: When tasks involve text or language data and require automation, understanding, or generation of natural language content.
• Reinforcement learning: Suitable when you need to train agents to make sequential decisions in dynamic environments, optimizing for long-term rewards, and when there is a need for autonomous decision-making, such as in robotics, game playing, or autonomous systems.

  Figure-1: Hierarchy of AI, ML and DL

  

Applications of AI/ML

AI and ML technologies provide a diverse array of applications in networks, encompassing security, engineering, capacity planning, and operations. These technologies have the capability to augment network security, optimize network design and performance, forecast traffic demand, and automate network tasks. This leads to enhanced efficiency, reliability, and overall network performance. Here are some specific examples:

Network Security

• Intrusion Detection System (IDS): AI-powered IDS can detect and respond to cyberattacks in real-time, providing a more robust defense against threats.
• Thread Detection and Prevention (TDP): AI can analyze network traffic to identify and prevent threats before they can cause damage.
• Anomaly Detection: AI can detect deviations from normal network behavior, indicating potential security incidents.

Network Engineering

• Quality of Service (QoS): AI can optimize network resources to ensure consistent and reliable performance for critical applications.
• Routing and Traffic Management: AI can optimize routing decisions and manage traffic flow to avoid congestion and improve network performance.
• Optimized Traffic Flow: AI can analyze traffic patterns and make real-time adjustments to optimize traffic flow, reducing latency and improving overall network performance.
• Load Balancing: AI can distribute traffic across multiple servers or network links to balance the load and prevent bottlenecks.

Network Capacity Planning

• Improved Capacity Forecasting: AI can analyze historical data and predict future traffic demand, enabling network operators to plan for future capacity needs.
• Efficient Uses of Resources: AI can identify and allocate network resources more efficiently, reducing costs and improving network performance.

Network Maintenance, Troubleshooting, Operations and Monitoring

• Real-time Monitoring: AI can continuously monitor network performance and identify potential issues before they cause outages or disruptions.
• Quicker Resolutions of Vendor/Hardware Issues: AI can diagnose and resolve vendor and hardware issues more quickly, minimizing downtime.
• Faster Root Cause Analysis: AI can analyze large amounts of data to identify the root cause of network issues, enabling faster resolution.
• Quick Mitigations of Network Issues: AI can automatically implement mitigations for network issues, reducing the impact on users and applications.

AI/ML Based Network in Action

The seamless integration of AI/ML components at various levels of the network (edge, core, management, etc.) enhances its reliability, efficiency, and security by optimizing performance and safeguarding against vulnerabilities.

The diagram illustrates a practical application of AI/ML within one of the extensive networks.

Figure-2: AI/ML in action in a cloud network

Trends in AI/ML

AI/ML are revolutionizing the field of networks. These technologies are being used to improve the performance, security, and reliability of networks.

Here are some of the key trends in AI/ML for networks:

1. Simplify and scale data operations.

   AI/ML can be used to automate and simplify many of the tasks involved in managing and analyzing network data. This can free up network administrators to focus on more strategic tasks.

2. Increase accuracy of forecasts.

   AI/ML can be used to predict network traffic patterns, identify potential problems, and plan for future capacity needs. This can help organizations to avoid costly downtime and improve the quality of service for their users.

3. Decrease time to market.

   AI/ML can be used to automate the process of designing, deploying, and managing new network services. This can help organizations to bring new products and services to market faster.

4. Enable insights on otherwise unusable data

   AI/ML can be used to extract insights from network data that would otherwise be too complex or voluminous to analyze manually. This can help organizations to identify security threats, optimize network performance, and improve customer experience.

   Figure-3: Trends in ML

   

AI/ML Use Cases

The introduction of AI/ML use cases in network functions has revolutionized the field of networking. AI/ML technologies are being leveraged to enhance network security, optimize network design and performance, anticipate traffic demand, and automate network tasks. This integration leads to improved efficiency, reliability, and overall network performance.

Examples of the popular use cases of AI/ML in large networks.

Figure-4: AI/ML Use Case: Hardware Failure Prediction

Figure-5: AI/ML Use Case: Network Demand Forecasting

ML vs Non-ML Networks

The comparison of ML-based and non-ML-based networks provides valuable insights into the advantages and limitations of each approach. By examining the key aspects such as scalability, flexibility, accuracy, and security, organizations can make informed decisions about the most suitable solution for their specific networking needs. This comparison can guide network engineers, architects, and decision-makers in selecting the optimal approach to meet their performance, efficiency, and security requirements.

A comparison between ML-based and non-ML-based solutions is provided in the followingtable:

Figure-6: Comparison of ML and non-ML solutions

Reasons Not to Use AI/ML

While AI/ML technologies offer significant benefits for networks, there are certain scenarios where their application may not be suitable or feasible. Several factors, such as data availability, use case definition, cost considerations, the need for customized models, and the effectiveness of existing automation, can influence the decision to refrain from using AI/ML in networks. Understanding the limitations and potential drawbacks of AI/ML is crucial for organizations to make informed choices about the most appropriate approach for their specific networking needs.

1. Not enough data sets to train the model:
   • AI/ML models require large amounts of high-quality data to train effectively. In the context of networks, it may be challenging to collect and prepare sufficient data. Factors such as network size, traffic patterns, and security considerations can make data collection a complex and time-consuming process.
   • The lack of adequate data can lead to models that are not well-generalized and may not perform well in real-world scenarios.
2. Use case is not defined well:
   • AI/ML models are designed to solve specific problems or achieve specific goals. If the use case for AI/ML in networks is not clearly defined, it can be difficult to develop a model that effectively addresses the desired outcomes.
   • A poorly defined use case can lead to misalignment between the model’s capabilities and the actual requirements of the network.
3. High cost is a problem:
   • Implementing AI/ML solutions in networks can be expensive. Factors such as hardware requirements, software licenses, and the cost of hiring skilled professionals contribute to the overall cost.
   • Organizations need to carefully evaluate the cost-benefit analysis before investing in AI/ML for their networks. In some cases, the cost of deploying and maintaining an AI/ML solution may outweigh the potential benefits.
4. Customized AI/ML model is required:
   • Off-the-shelf AI/ML solutions may not always be suitable for specific network scenarios. Organizations may require customized models that are tailored to their unique requirements.
   • Developing customized AI/ML models requires specialized expertise and resources, which can further increase the cost and complexity of the project.
5. Existing automation is already serving the requirement:
   • Many networks already have existing automation solutions in place, such as network management systems (NMS) and configuration management tools. These solutions provide a range of automation capabilities that may already be sufficient for the organization’s needs.
   • Implementing AI/ML in such scenarios may not offer significant additional benefits or may require a substantial investment to achieve incremental improvements.

AI/ML Challenges in Networks

AI/ML in networks has benefits but also challenges. Complexity arises from numerous interconnected components and interactions, which AI/ML further complicates. Data limitations and algorithmic bias are additional concerns. Regulatory compliance adds another layer of complexity. Some of the challenges are described in detail below:

Complexity

• As networks become increasingly complex, it can be difficult to troubleshoot issues that arise. This is due to the large number of interconnected components and the complex interactions between them.
• For example, a problem with a single router can have a cascading effect on the entire network, making it difficult to identify the root cause of the issue.
• Additionally, the use of AI and ML in networks can further increase complexity by introducing new layers of abstraction and decision-making.

Data Requirements

• AI and ML algorithms require large amounts of data to train and operate effectively. This can be a challenge for networks, as they may not have access to sufficient data to train their models.
• For example, a network security system may not have enough data on recent attacks to train a model to detect and prevent future attacks.
• Additionally, the data that is available may be biased or incomplete, which can lead to inaccurate or unfair models.

Algorithmic Bias

• AI and ML algorithms can be biased, which can lead to unfair or discriminatory outcomes. This is because the algorithms are trained on data that may contain biases, such as racial or gender bias.
• For example, a facial recognition system may be biased towards certain ethnicities, leading to false identifications or denials of service.
• It is important to address algorithmic bias in networks to ensure that AI and ML are used in a fair and responsible manner.

Regulatory Compliances

• Networks are subject to a variety of regulatory compliance requirements, such as the General Data Protection Regulation (GDPR) and the Health Insurance Portability and Accountability Act (HIPAA).
• These regulations impose strict requirements on how data is collected, stored, and used.
• AI and ML can add additional complexity to compliance, as they can introduce new data processing and decision-making processes.
• Organizations need to carefully consider the regulatory implications of using AI and ML in networks to ensure that they are compliant with all applicable regulations.

Ethical Concerns

• The use of AI and ML in networks raises several ethical concerns, such as the misuse of data and job replacement.
• For example, AI-powered surveillance systems could be used to track and monitor people without their consent, raising concerns about privacy and civil liberties.
• Additionally, AI and ML could lead to job automation, which could displace workers and have a negative impact on the economy.
• It is important to consider the ethical implications of using AI and ML in networks to ensure that they are used in a responsible and ethical manner.

Networks: AI/ML Benefits

In today’s digital world, networks are becoming increasingly complex and interconnected. To manage and operate these networks effectively, organizations are turning to AI/ML. AI/ML can automate repetitive tasks, identify, and mitigate network threats, and optimize network performance. AI/ML can also help organizations to gain more insights from their network data, which can lead to better decision-making and improved business outcomes. Some of the top benefits are described below:

Lower Cost:

• Automated tasks: AI/ML can automate repetitive and time-consuming network tasks, such as configuration, monitoring, and troubleshooting. This can free up staff to focus on more strategic initiatives.
• Efficient customer support: AI/ML-powered chatbots and virtual assistants can provide 24/7 customer support, answering common questions and resolving simple issues. This can reduce the need for human customer support representatives, saving costs.
• Improved performance: AI/ML can be used to optimize network performance by identifying and resolving bottlenecks and inefficiencies. This can lead to reduced latency, improved throughput, and better overall network performance while minimizing the network operation cost.

Reduced Network Risk:

• Resilient network: AI/ML can be used to create more resilient networks that are better able to withstand outages and attacks. This can be done by predicting and preventing network failures, and by quickly identifying and resolving issues.
• Identify and mitigate threats: AI/ML can be used to detect and mitigate network threats, such as malware, DDoS attacks, and phishing attempts. This can help to protect sensitive data and systems from being compromised.
• Accurate network trends and forecast: AI/ML can be used to analyze network data to identify trends and forecast future needs. This information can be used to make informed decisions about network planning and investment.
• Network outage prediction: AI/ML can be used to predict network outages before they occur. This can help to prevent downtime and lost productivity.

More Revenue:

• Enhanced network and capacity planning: AI/ML can be used to optimize network and capacity planning, ensuring that the network has the resources it needs to meet current and future demands. This can help to avoid costly over-provisioning or under-provisioning of network resources.
• Faster time to market: AI/ML can help to accelerate time to market for new network services and applications. This can be done by automating the testing and deployment process, and by identifying and resolving potential issues early on.
• Better customer experience: AI/ML can be used to improve the customer experience by providing personalized and proactive support. This can lead to increased customer satisfaction and loyalty.

Networks: AI/ML Innovation Catalysts

The convergence of AI/ML with networks is revolutionizing various industries. Here are some key factors driving this transformation:

1. Increase in Data/Compute and Storage:
   • The proliferation of IoT devices has led to an exponential growth in data generation, fueling AI/ML innovation.
   • High-performance computing (HPC) clusters and cloud platforms provide the necessary compute and storage resources for complex AI/ML models.
2. Edge Computing:
   • Edge computing brings AI/ML capabilities closer to data sources, enabling real-time decision-making.
   • Edge devices, such as sensors and gateways, collect and process data locally, reducing latency and bandwidth requirements.
3. Cloud Infrastructure:
   • Cloud platforms offer scalable and elastic infrastructure for deploying and managing AI/ML workloads.
   • Cloud-based AI/ML services provide pre-built tools and frameworks for developers, accelerating the development and deployment of AI/ML applications.
4. Increase in Devices Running AI:
   • Smartphones, smart home devices, and autonomous vehicles are increasingly equipped with AI capabilities.
   • These devices generate vast amounts of data and use AI to perform tasks such as image recognition, natural language processing, and predictive analytics.
5. Pre-trained Models:
   • Pre-trained models, such as open-source BERT and ResNet, provide a starting point for developing custom AI models.
   • These models have been trained on large datasets and can be fine-tuned for specific tasks, reducing the time and resources required for model development.
6. Human and AI Cooperation:
   • AI/ML is augmenting human capabilities, enabling collaboration between humans and machines.
   • Human-AI teams can leverage their respective strengths to solve complex problems and make better decisions.

Conclusion

AI and ML are revolutionizing the field of networking, bringing efficiency, automation, and significant performance improvements. As networks continue to grow and complexity, traditional management methods are becoming increasingly ineffective. AI and ML offer a powerful solution by enabling networks to self-configure, self-optimize, and self-heal, leading to a more agile, resilient, and cost-effective network infrastructure. The use of AI and ML in networks is still in its early stages, but it has the potential to transform the way networks are designed, built, and operated. As AI and ML technologies continue to evolve, we can expect to see even more innovative applications that will further unleash the potential of networks.

References

1. https://cloud.google.com/blog/products/infrastructure/google-network-infrastructure-investments
2. https://www.cisco.com/c/en/us/solutions/collateral/executive-perspectives/ai-ml-overview-of-industry-trends.html

_{**** This blog post was written with the assistance of Google’s Gemini. The AI was used to generate initial draft, rephrasing, and brainstorming, which I then refined, edited, and expanded upon.}

By Vinay Tripathi with Ajay Lotan Thakur

Introduction

We live in an era of rapid digitization and ubiquitous connectivity where networks touch every aspect of our lives. From the global telecommunication infrastructure enabling seamless voice and data communication to the diverse social media platforms facilitating instant global interactions, the way we collaborate, communicate, and access information is heavily dependent on the seamless operation of networks. However, as networks continue to evolve, expanding in size and complexity, managing, provisioning, and optimizing them efficiently poses significant challenges.

Introducing Artificial Intelligence (AI) and Machine Learning (ML), offering a transformative solution to simplify network provisioning, streamline operations, enhance network performance, and unlock valuable insights from the vast amounts of network data. AI and ML empower network administrators, architects, planners, engineers, and managers with a range of capabilities that significantly improve network efficiency and effectiveness.

Type of Networks

Networks can be classified into various types based on their purpose, size, and geographical coverage. Some common types of networks include:

1. Core Networks:

• Form the backbone of the internet, connecting large geographical regions and major network providers.
• Characterized by high-speed data transmission, typically fiber optic cables, and redundant paths for reliability.
• Responsible for routing traffic between different parts of the internet and carrying large amounts of data.

2. Data Center Networks:

• Designed to support the infrastructure of data centers, where large amounts of data are processed and stored.
• Highly interconnected and optimized for low latency and high bandwidth to facilitate efficient communication between servers and storage systems.
• Often utilize specialized networking technologies such as Ethernet and InfiniBand.

3. Enterprise Networks:

• Connect devices and resources within an organization or company.
• Include local area networks (LANs) for devices within a building or campus and wide area networks (WANs) for connecting geographically dispersed sites.
• Provide secure and reliable connectivity for employees, customers, and partners.

4. Cellular Networks:

• Provide wireless connectivity for mobile devices such as smartphones, tablets, and IoT devices.
• Consists of cellular towers or base stations that communicate with mobile devices using radio waves.
• Offer various cellular technologies such as 2G, 3G, 4G, and 5G, each providing different levels of speed and capacity.

Here’s an example that demonstrates various types of networks:

Figure-1: Various types of Networks

Figure-2: Google Network Infrastructure

Network Functions

Networks are designed to achieve specific goals, for example, edge networks can have very different routing and switching requirements when compared to core networks. However, there are some functions which are common to all networks.

• Engineering:Deals with design, optimization, provision and development of the network infrastructure and services. Engineering teams ensure the network operates efficiently, reliability and meets all the performance and scale requirements.
• Capacity Planning & Forecasting:Estimates future demand of network resources such as routers, switches, servers, storage and bandwidth. It helps in network planning and scaling by analyzing history consumptions and future demand.
• Implementation:Physically deploys the network components like routers, switches, servers, etc. It integrates the systems to the rest of the network and services based on the designs and plans developed by the engineering team.
• Monitoring:Another critical function of network infrastructure which provides vital insights to the current state of network infrastructure. Data collected from the systems can be used by other network functions to improve network performance, reliability, and security.
• Operation:A crucial function of the network which focuses on day-to-day management, maintenance and support of network infrastructure and services. It ensures the network operates smoothly, efficiently and with least disruptions.
• Security:Maintains confidentiality and integrity of information and systems. It uses firewall, intrusion detection systems and access control lists to keep the network secure.

Network Without AI/ML

Many large-scale network outages result from human manual errors or automated system malfunctions. Avoiding such issues is difficult when humans are involved in daily operational decision-making. Many network functions have been automated in recent years, but they still rely on predefined values or actions that require continuous system or service updates. Additionally, there are still many networks or functions that are not automated due to a lack of expertise, resources, or willingness. Even in automated networks, operators must perform manual operations in certain situations, such as tooling infrastructure failures or recoveries. Some scenarios where automated and/or manual operations are performed in a network include:

• Manual/automated security provisions:
  • Manual security provisions involve tasks such as manually configuring firewalls, intrusion detection systems, and other security devices.
  • Automated security provisions involve using software tools to automate security tasks, such as vulnerability scanning, patch management, and threat detection.
• Manual/automated configuration of network devices (switches, routers, etc.):
  • Manual configuration involves manually configuring network devices, such as switches and routers, using command-line interfaces or web-based interfaces.
  • Automated configuration involves using software tools to automate the configuration of network devices, which can save time and reduce errors.
• Manual/automated monitoring dashboard with predefined values:
  • Manual monitoring involves manually monitoring network performance and security metrics using technologies such as Telemetry, SNMP, and syslog.
  • Automated monitoring involves using software tools to automate the monitoring of network metrics and generate alerts when predefined thresholds are exceeded.
• Manual/automated troubleshooting of network issues:
  • Manual troubleshooting involves manually diagnosing and resolving network issues, such as connectivity problems, performance issues, and security breaches.
  • Automated troubleshooting involves using software tools to automate the diagnosis and resolution of network issues, which can reduce the time it takes to resolve problems.
• Manual/automated mitigation of network events:
  • Manual mitigation involves manually responding to network events, such as security breaches, denial-of-service attacks, and natural disasters.
  • Automated mitigation involves using software tools to automate the response to network events, which can help to minimize the impact of these events.
• Manual/automated capacity planning process:
  • Manual capacity planning involves manually forecasting network traffic demand and planning for future capacity needs.
  • Automated capacity planning involves using software tools to automate the forecasting of network traffic demand and the planning of future capacity needs, which can help to ensure that the network has sufficient capacity to meet future demand. Automated solutions can save time, reduce errors, and improve efficiency.

NextGen Network Requirements

Next-generation networks must meet diverse use cases and deliver exceptional customer experiences. Network applications and use cases constantly evolve, necessitating adjustments in network design, technologies, and operations. Continuous optimization is needed to unleash the network’s full potential. For example, existing data center networks require redesign and optimization to meet the demands of AI/ML applications. Critical requirements that must be fulfilled by next-generation networks are as follows:

1. Increased performance, reliability, and security: Networks must handle massive data volumes and complex workloads with high performance and low latency. Reliability and security are paramount, ensuring uninterrupted operations and safeguarding sensitive information.
2. Customer-centric focus: Delivering a seamless and delightful customer experience is crucial. Networks must facilitate seamless coordination across business functions, enabling personalized services and addressing customer needs effectively.
3. Managing massive complexity: The convergence of 5G, Internet of Things (IoT), AI/ML loads and edge computing introduces unprecedented complexity. Networks need to be equipped with advanced orchestration and management capabilities to handle this complexity efficiently.
4. Value beyond connectivity: Networks should not be limited to providing mere connectivity. They must deliver value-added services and capabilities such as real-time analytics, edge computing, and network slicing to meet diverse customer requirements.
5. Improved service assurance and issue prediction: Networks must proactively monitor and analyze network performance to predict potential issues before they impact customers. Fault detection and self-healing mechanisms are essential to ensure uninterrupted service availability.
6. Measuring and optimizing customer experience: Networks should have built-in capabilities to measure and analyze customer experience metrics such as latency, packet loss, and jitter. This data can be leveraged to optimize network performance and rectify areas of improvement.
7. Understanding customer expectations: Networks must provide insights into customer expectations and evolving needs. This can be achieved through surveys, feedback mechanisms, and real-time monitoring of customer interactions.
8. Increased efficiency and intelligence: Networks should incorporate AI and ML technologies to automate tasks, optimize resource allocation, and enhance overall network efficiency and intelligence.

Conclusions

Future networks need AI/ML integration to fulfill the next generation of requirements. AI/ML can make networks more efficient, secure, reliable, and scalable. AI/ML can effectively monitor and alert operators, utilizes resources efficiently, make network customer centric and faster delivery of services. In the next blog, we will discuss AI/ML use cases, benefits, limitations, and projections.

References

1. https://www.mdpi.com/1424-8220/21/11/3898
2. https://cloud.google.com/blog/products/infrastructure/google-network-infrastructure-investments

_{**** This blog post was written with the assistance of Google’s Gemini. The AI was used to generate initial draft, rephrasing, and brainstorming, which I then refined, edited, and expanded upon.}

Verizon Consumer:

Verizon reported better-than-expected wireless customer results for the Q1-2024, but still lost subscribers.  The U.S. #2 telco consumer revenue the quarter was $25.1 billion, an increase of 0.8% YoY as gains in service revenue were partially offset by declines in wireless equipment revenue. 

While Verizon lost 158,000 wireless retail postpaid phone customers in the first quarter, that was an improvement over the 263,000 losses the company reported in the same quarter a year ago.  Verizon had been expected to lose around 201,000 postpaid phone customers in its consumer division in the first quarter. Thus, the difference between expectations and what Verizon reported is likely due to the estimated 35,000 customers who signed up for a $10 per month second line of wireless service and not necessarily new customers paying full price for a standard wireless subscription.

“It gives customers flexibility,” explained Verizon CFO Tony Skiadas this week during Verizon’s first quarter earnings call, according to Seeking Alpha. “They can add and remove it as desired. The adoption so far has been good.”

“Despite Verizon Consumer Group postpaid phone net adds beating consensus, Verizon stated that ‘a very low single-digit percentage of phone gross adds’ came from Verizon ‘second number,’ which was announced in early March,” wrote the financial analysts with KeyBanc Capital Markets in a note to investors following the release of Verizon’s earnings. “Implied by this is ~35,000 net adds from ‘second number’ without which investors could say Verizon Consumer Group postpaid phone net adds were in line.”

AT&T and T-Mobile offer similar second line wireless plans. T-Mobile has been offering its $10 per month Digits service for years, allowing customers to move their numbers around to various devices, including having two numbers on one phone. AT&T charges users $30 a month to add a line.

………………………………………………………………………………………………

Verizon FWA & Wireline:

Verizon added 354,000 fixed wireless access (FWA) customers in Q1 2024, ending the period with 3.42 million. Record additions of business FWA subs were offset by a slowdown in the residential category.

Verizon’s overall FWA results “remain a puzzle,” MoffettNathanson analyst Craig Moffett explained in a research note (registration required).

“Growth [in FWA] is still relatively strong, but their quarterly results continue to decelerate, something we wouldn’t have expected given the early stage of their Band 76 C-Band footprint,” he noted.

Still, Verizon’s FWA offering continues to provide a solid alternative to cable broadband in the residential segment, despite some “muted activity,” CFO Tony Skiadas said on Monday’s earnings call. “We continue to be comfortable with this pace of [subscriber] growth.”

With respect to wireline, Verizon added 49,000 residential FiOS Internet customers, down from a gain of 63,000 a year earlier. Verizon ended the quarter with 7.02 million residential Fios Internet subs.  With DSL losses included, Verizon added 36,000 wireline broadband customers in the period, extending its total to 7.22 million.

Verizon Business:

• Total Verizon Business revenue was $7.4 billion in first-quarter 2024, a decrease of 1.6% year over year, as increases in wireless service revenue were more than offset by decreases in wireline revenue and wireless equipment revenue.
• Business wireless service revenue in first-quarter 2024 was $3.4 billion, an increase of 2.7% year over year. This was driven by continued strong net additions in the quarter for both mobility and fixed wireless, as well as benefits from pricing actions implemented in recent quarters.
• Business reported 178,000 wireless retail postpaid net additions in first-quarter 2024, including 90,000 postpaid phone net additions.
• Business wireless retail postpaid churn was 1.51 percent in first-quarter 2024, and wireless retail postpaid phone churn was 1.13 percent.
• Business reported 151,000 fixed wireless net additions in first-quarter 2024, representing a 10.2 percent increase from first-quarter 2023. This marked their best quarterly result to date.
• In first-quarter 2024, Verizon Business operating income was $399 million, a decrease of 27.6 percent year over year, and segment operating income margin was 5.4 percent, a decrease from 7.4 percent in first-quarter 2023. Segment EBITDA in first-quarter 2024 was $1.5 billion, a decrease of 7.2 percent year over year, driven by wireline revenue declines. Segment EBITDA margin in first-quarter 2024 was 20.7 percent, a decrease from 22.0 percent in first-quarter 2023.

References:

https://www.verizon.com/about/news/verizon-begins-2024-strong-wireless-service-revenue-growth-solid-cash-flow-and-continued

https://www.lightreading.com/fixed-wireless-access/verizon-s-fwa-business-loses-some-steam-in-q1

Verizon’s 2023 broadband net additions led by FWA at 375K

Ookla: T-Mobile and Verizon lead in U.S. 5G FWA