Jim Robbins is shaking up the status quo once more before he retires from the helm of Atlanta-based Cox Communications at year's end. He is pursuing an industrywide wireless alliance to transport cable's bundled services outside the home and placing retransmission reform back on the Washington agenda. "The one thing I want to accomplish before I retire, if I can, is a wireless deal for the industry," Robbins said in an interview. Even without an industry consensus, Cox will partner with at least one larger cable operator, most likely Time Warner, to give a wireless provider the largest cable footprint possible to make cable's service triple-play portable. Although Cox has chipped away at wireless for nearly a decade, beginning with an early Sprint PCS deal, the cable industry has been caught off guard recently by the rapid prominence and power of wireless adoption. Telephone companies have moved swiftly to offer a voice and data bundle to which they are now adding video on both wireless and wire line platforms. The absence of a wireless strategy outside the home will challenge the cable industry's future growth, Robbins says. Cable could find itself competitively disadvantaged at a time when every subscriber counts.
Every executive who has approved a connected product roadmap has made a quiet assumption: the network underneath it will still be there. That assumption is about to be tested at a scale the automotive industry has never faced. The global connected vehicle installed base is heading toward a billion units, and the cellular technology most of those vehicles depend on is scheduled to begin its retirement before the end of the decade. For automakers, fleet operators, insurers, and the telecom carriers that serve them, the question is whether the recurring revenue those services promise can survive a connectivity layer with a shorter life than the vehicle carrying it. How Scale Meets an Expiry Date Omdia research forecasts that the global connected vehicle installed base will surpass 1.05 billion units by 2035, up from 473.7 million in 2025. Few installed bases of any kind more than double in a decade, and this one signals that connectivity is moving from premium differentiator to baseline e...