BROWSING: Analyst Angle

Cable TV and telephone broadband challenged by new technology Traditional broadband is being threatened by new competitors and changing technology. It’s out with the old, and in with the new. This is both a real challenge and a new growth opportunity. FWA and satellite technologies...

Being developed for the US military, could TM solve spectrum data crunch We use more wireless data every year, but the spectrum we use to carry that data remains limited. So, wireless spectrum shortage is a real and growing problem the industry wrestles with every...

Holiday greetings from Colorado, Kansas, and Missouri (picture is from the top of the Cranmer trail run at the Winter Park ski resort).  We hope each of you have had an excellent Holiday season so far, and that your football team wins.   After a full...

Holiday greetings from the Midwest, where we recently finished up a very productive trip through St Louis and several other towns.  Pictured are a few folks from the LB Networks team celebrating a terrific 2023 while Jim was in St Louis last Thursday.  This is...

Being found over noise and chaos at CES, MWC and the larger marketplace It is important that both large and small companies along with their products or services rise above the chaos to get seen and heard in a noisy marketplace. How do they accomplish...

Private wireless, 5G-A, FWA, 5G home =internet, conversational AI In 2023, we were blown away with breakthrough chatbot technology like ChatGPT. Today, we wonder what the top technologies will be in 2024. CES 2024 is coming in a few weeks, and we may get a...

To ignite rapid growth, private wireless confusion must be cleared up Private wireless is so much better for companies and the enterprise than the traditional 5G wireless and Wi-Fi it uses today. It offers more security, more control, better quality, can seamlessly blend voice and...

CES 2024 shows how Generative AI collects data using wireless Artificial Intelligence is on a rapid growth track and Generative AI is the next step in its evolution. This technology is moving forward at the speed of light. Chatbot technology like ChatGPT from OpenAI is...

Various forms of Artificial Intelligence (AI) are pivotal for an upcoming surge in mobile ecosystem development and revenue growth over the next couple of years. New applications, services and network efficiency enhancements will escalate demand for AI workload processing in cloud data centers, mobile-edge...

Huawei held its signature Connect event in Paris just before the U.S. Thanksgiving holiday. Despite intense sales restriction pressure globally amid concerns related to the security of its mobile networking solutions, the company continues to defy the odds. I liken Huawei’s resilience to that...

Greetings from Missouri, where the Pattersons celebrated the Thanksgiving holiday with nearly 40 friends and family.  It was a fun and festive time for us, and we hope that yours was equally as filling.  We have a very full Brief this week.  After a shorter than normal...

Wireless and AI fuel autonomous self-driving revolution at #CES2024 Racing is exciting. Cheering the drivers taking their race cars around the track at breakneck speeds. But what if there were no drivers? That’s right. Autonomous self-driving race cars are here, and they are being showcased...

Traditional 5G investment slowed in 2023 creating these technology sectors At CES 2024 there will be plenty on hot new wireless technologies including private wireless, 5G-A, fixed wireless access (FWA) and 5G home internet. We have watched the growth and transformation of the wireless industry...

The recent Huawei Connect 2023 event in Paris showed how as wireless, telecom and data networks continue to grow, they will ultimately connect everyone and everything. The theme of this year-end event was “Accelerating Digital and Green Transition Together" and shows what was accomplished...

The technological advances being shaped by 5G across Europe are so profound, the era is being identified as Europe’s digital decade. There are multiple technology milestones being realized throughout Europe and these achievements are seen as pivotal moments where vision becomes a reality right...

Connected mobility uses smartphone and automotive tech to bring help When an automobile accident happens, time is of the essence to save lives. It’s the same with any emergency. Connected Mobility is how emergency services are being modernized with new technology to provide assistance more...

Private wireless is a relatively new space in the wireless industry. It is very different from public wireless, which is what we are familiar with. This has been with us for a few years, but both interest from various enterprise customers and increased vendor...

Greetings from Missouri, Texas, and Louisiana.  Pictured is the state capitol building for the Bayou State (full history here).  This week’s Brief will focus on a wide-ranging interview with Liberty Media’s John Malone.  Rather than dive into earnings results, we thought that John’s insights (especially given the...

CES 2024 and MWC 2024 are busy, loud, chaotic, making it hard to be found The Consumer Electronics Show (CES) of 2024 is two months away and I am already getting requests for briefings from large and small competitors who want to get on my...

Wireless is the future. That does not mean that it’s an easy business. There have been many ups and downs over time. The past decade has been rough for both AT&T and Verizon. Now, suddenly this quarter they finally both reported strong performance along...

How will Globalstar be seen and heard in 5G private wireless? Private wireless is one of the most rapidly growing, busiest and noisiest places in the entire industry. Paul Jacobs is the new CEO of Globalstar, and it looks like he wants to put the...

Greetings from Missouri, where, as our multi-color weather radar picture clearly shows, we are experiencing the “summer-to-winter” weather change this weekend.  And just on time, the last two weeks have been full of earnings news, some of which was received as frostily as November...

Energy consumption is becoming a pressing issue for telcos, driven by the global energy crisis. High global energy prices, triggered by the Russia-Ukraine conflict, have pushed up Operational Expenditure (OPEX), draining cashflow and thereby constraining infrastructure investment. The GSMA has estimated that the telco...

A few weeks ago, at a wireless conference in Dubai, Huawei showed their progress and the direction for the next several years. In fact, every wireless company worldwide will experience these same growth opportunities. So, let’s take a closer look at where the wireless...