YOU ARE AT:Analyst Angle

BROWSING: Analyst Angle

Kagan: Waking up to the technology jobs of tomorrow

  As a wireless analyst, I follow the changing the changing world of products, services and innovation. As this industry continues to change, so do jobs. Dell Technologies Realize 2030 report said that 80 percent of jobs in the year 2030 are not even around...

Kagan: Dell Technologies Realizing 2030 makes important point

As a wireless analyst, I follow the changing world of products, services and innovation. As this industry continues to change, so do jobs. Listen to this: Dell Technologies Realizing 2030 report said that 80% of jobs in the year 2030 are not even around...

Kagan: I warned you about Alexa, Home, HomePod AI privacy risk

  Today, Amazon is embarrassed and red-faced now that their Alexa AI smart speaker has been caught red-handed recording a private conversation, putting it into a message and sending it to someone in the address book of an unsuspecting user, without the user knowing what...

Kagan: Will Apple HomePod using Siri AI succeed or flop?

  Everybody loves the ride to success Apple has seen over the last decade. The next question is, will their new HomePod be a success or a failure? HomePod is their AI device which uses Siri and is like Amazon Alexa or Google Home. Will...

Analyst Angle: The battle for Wi-Fi monetization

Wi-Fi has become a household necessity even for kids as young as four years of age. It is No. 1 method of connecting in the home, at work, and, increasingly, in public spaces. Although Wi-Fi is expected to be free, enterprises, venues, and service...

Analyst Angle: Complementary spectrum allocations and technologies maximize coverage and capacity for all

Radio spectrum is the lifeblood of wireless networks. Traditional methods of doling out spectrum have somewhat hindered rather than helped maximize the availability of affordable Internet access, even if this was not the case with voice and text. Instead of seeking to aggrandize auction...

Analyst Angle: 5G roll outs will be more nuanced than coverage blasts of the past

As commercial 5G roll outs begin in volume during H2 2018 and into 2019, handicapping which operators or which countries will 'win' the race to 5G is ramping up IMHO, this seems to be the wrong way to look at 5G on several levels. First off,...

Kagan: Which AI protects user privacy best — Siri, Home or Alexa?

Artificial Intelligence is hot and early in its growth wave. However, not all AI is recreated equal. So, which AI protects your privacy the best, Apple Siri, Google Home, Amazon Alexa or Microsoft Cortana? With that said, only some companies care about protecting user...

Kagan: If it merges with Sprint, T-Mobile says it likes fixed wireless

  T-Mobile USA executives said something intriguing last week. They said they would consider the use of fixed wireless if the merger with Sprint is approved. While fixed wireless makes enormous sense, T-Mobile has always stayed far away. Why? Fixed wireless connects homes and businesses to...

Analyst Angle: 4 key takeaways of a T-Mobile and Sprint Merger

  There are four preliminary key takeaways with the T-Mobile and Sprint merger including 1) improved 5G momentum 2) capex synergies 3) three healthy players could be a positive 4) the deal will likely happen The new company would increase the 5G momentum in the US...

Analyst Angle: The new T-Mobile — winners in retail postpaid ads, prepaid market share; needs work in B2B and IoT

  Big news over the weekend for the wireless communications industry, as T-Mobile and Sprint announce a decision to merge — but essentially T-Mobile is buying Sprint. The announcement came just before earnings calls for both companies and was amplified by joint CEOs taking to...

Kagan: Will T-Mobile, Sprint merger win approval?

  Congratulations to John Legere CEO of T-Mobile, Marcelo Claure CEO of Sprint and Masayoshi Son, Chairman of Softbank and of course Deutsche Telekom on finally coming together and announcing their merger deal. This has been a long time coming. Let’s take a look at...

Analyst Angle: Wireless runs afoul of the justice department

It comes as no surprise that Apple, Amazon, Google, Intel and many other Internet and IT industry product and service suppliers want to carry their roles forward as the direct competition between the IT and mobile industries comes head-to-head in the 5G wireless decade....

Kagan: Why AT&T and Time Warner should merge

  Last week I gave an interview to NPR Marketplace and the conversation crystalized the question and answer of whether AT&T and Time Warner should merge. There is really only one answer. Yes. There are many different reasons. Let me explain a few of them...

Analyst Angle: Why the merger of T-Mobile and Sprint will succeed this time

The marriage between T-Mobile and Sprint has played out like a long saga of unrequited love: the two sides have much to gain by consummating a merger, but authorities oppose it, and there have been differences about the size of the dowry that Softbank...

Analyst Angle: The “race to the bottom” security problem of IoT

The good news The Internet of Things is just beginning to take off, and the growth is happening separately in both the consumer and smart home space, as well as in vertical and industrial markets like cities, factories, campuses, and worksites. McKinsey Global Institute estimates...

Analyst Angle: Towards managed home Wi-Fi

Home Wi-Fi is seeing a spree of announcements from the different players announcing new products and customer deployments to solve the home Wi-Fi experience puzzle, that is poor coverage in a context of increasing demand for capacity by more users and connected devices. Machine learning Quantenna...

Kagan: Charter Spectrum Mobile preparing to launch

Charter is getting ready to enter the world of wireless. They just selected Danny Bowman to lead their wireless efforts in what is expected to be called Spectrum Mobile. Bowman has wireless background with Sprint. Let’s take a look at how the wireless and...

Analyst Angle: Clash of the Titans — who will lead in virtualized application networks?

Virtualization of mobile networks must first occur in operators' IT Networks and support processes before it can be made widely available to customers as either a reformulation of current service offerings or new horizontal and vertical market offerings. Gating factors include the availability of...

Kagan: 2018 NAB shows cable expanding into wireless

Wireless will be hot during this year’s 2018 National Association of Broadcasters show is being held in Las Vegas this week. In years past, this show has been filled with all the new bells and whistles the television industry wanted to roll out. I...

Analyst Angle: Assessing the MDU opportunity

According to the US Census Bureau, out of 127 million households, were close to 35 million households living in MDUs (multi-dwelling unit) of more than two units in 2016. Those numbers translate into over 17 million units spread over a little more than 800,000...

Kagan: Why Apple’s Siri reminds me of Goober Pyle

If Apple was first to AI with Siri, why then are they trailing today? We all know artificial intelligence is the future. We all know it is growing in importance and will dominate our world going forward. We all know Apple was first with...

Analyst Angle: Why the standardization of IoT security cannot come soon enough

  IoT device manufacturers are governed by a keen consumer demand for desirable features and intuitive functionality. Security concerns, in stark contrast, have been given relatively little thought — especially among lower-end consumer IoT products. However, striking a more equitable balance between ease of use...

Kagan: What the future looks like for T-Mobile US

Six years ago, T-Mobile US was crashing and burning. It was the worst performer in all of wireless. In order to survive, they needed the right kind of new leadership with big ideas. So, they hired John Legere as CEO. He studied the wireless...