BROWSING: Analyst Angle
Kagan: US Cellular now offers private wireless for the enterprise
Private wireless will work with, not replace Wi-Fi and public wireless
US Cellular is focused on growing their business in the private wireless space. They may be the largest wireless carrier in the USA after Verizon, T-Mobile and AT&T. They see a new growth opportunity...
Kagan: Why private wireless bankruptcies are not a sign of trouble
Private wireless has been one of the areas with so much growth potential and promise. Many smaller companies entered the space with big ideas. The problem was many were smaller companies without a lot of cash flow. New sectors take time. While the idea...
The Sunday Brief: Will Verizon be the most valuable telecom company after Q1 earnings?
Greetings from the Carolinas and the Midwest. Our Davidson dinner included local telecom/ tech leaders as well as many Davidson students. A great way to get caught up with several of you – thanks for making the evening so special.
We have a full market commentary...
Kagan: Is TM the solution to wireless data spectrum shortage?
Wireless has been with us for half a century already. In the 1990s, it switched from analog to digital. Then the iPhone and Android started the wireless data rush over the past two decades. That being said, there are always growth opportunities and challenges....
Kagan: Is Huawei making a comeback? If so what’s next for them
After several rocky years, Huawei is once again showing growth. Over the past year, they have performed well. That being said, I have a few new questions. Is their recovery sustainable? Can they build upon it? What is the next step for Huawei, and...
A foundational AI strategy is key for unlocking AI’s full potential in mobile networks (Analyst Angle)
At the Mobile World Congress (MWC) this year, virtually all industry players exhibiting at the show centered their messaging around Artificial Intelligence (AI), presenting modular Proofs of Concept (PoCs) and demonstrating how new AI applications can address specific pain points in isolation, including the...
Kagan: How Wi-Fi, Private Wireless, FWA can use coopetition to win
Coopetition is when competitors work as partners and both win
Over the years, we have been watching the wireless and telecom industry change and expand into new technologies like Private Wireless, Wi-Fi 7 and FWA. Plus, other new tech like AI, IoT and much more...
Kagan: AI and 5G wireless coopetition have begun
Coopetition with 5G and AI will impact wireless and other industries
A few decades ago, there was something new and interesting happening and we gave it a name. We called it coopetition. This is when competitors find a reason, even a need, to work together...
Kagan: NAB Show should explore AI, 5G and FWA as Cable TV solution
Cable Television faces serious growth threats and growth opportunities
Samsung recently asked me to give a presentation to their CEO, senior executives and others in the company, worldwide, about how new tech like AI and 5G are transforming the various industries they operate in, including...
Kagan: TM Technologies, QRC partner to improve wireless speed, security
Wireless speed and security increased on 5G, 6G, satellite and NFC
At Mobile World Congress in Barcelona, I look for interesting companies and stories. TM Technologies and Quantum Resistant Cryptography or QRC are one of those stories. They announced that they teamed up to increase...
The Sunday Brief: Global growth outlook, FCC ‘bulk buy’ rule making, and the Morgan Stanley Conference
Greetings from Spain, Florida, and the Midwest. Pictured is Jim wearing a replica Roman emperor helmet while visiting filmmaking friends in Madrid. This has been an action-packed two weeks with Mobile World Congress and the C3 Transform conference. This week, we will have a...
Kagan: How Qualcomm, Huawei, Ericsson, Nokia are expanding wireless
Next: private wireless, 5G-Advanced, satellite, FWA home internet
As wireless is changing and expanding, it is important to understand what is happening. New areas include 5.5G, AI, 5G-A or 5G-Advanced, satellite broadband, private wireless, FWA and 5G Home Internet, IoT and more. Going forward, these...
An innovative call to synergize network AI with ICT (Analyst Angle)
Communication Service Providers (CSPs) are overhauling networks for the Artificial Intelligence (AI) future: investing heavily in AI solutions to address current challenges, collaborating across organizations (e.g., Artificial Intelligence Operations (AIOps)), and reforming within them (e.g., centralizing AI teams). As comprehensive as these accommodations for...
Kagan: Rakuten Mobile getting into satellite-to-mobile service
Rakuten Mobile and AST SpaceMobile partner on satellite wireless
MWC24 will be full of wireless news and announcements on what’s coming
Satellite-to-mobile wireless service is beginning. Now, Rakuten Mobile says they plan to offer this wireless service in Japan in 2026. In fact, we are seeing...
Kagan: Use MWC, ITEXPO, CES, NAB shows to refresh your brand
Industries reinvent themselves with new tech like 5G, wireless and AI
How strong is your company brand? Is it vibrant and well known, or is it time for a re-fresh? These days new technology like 5G, wireless and AI are changing everything. With a wide...
The Sunday Brief: Fourth quarter earnings—out of favor
Greetings from the Midwest as we get ready for the Big Game. This week, after a full market commentary, we will resume our earnings analysis as we look at the state of traditional cable providers Comcast and Charter.
As we mentioned in last week’s interim Brief,...
Kagan: Roughly half of cable TV users have already cut the cord
Ongoing losses continue with cable TV, broadband to streaming and FWA
Traditional cable television and broadband services are continuing their slide. Is there is nothing the cable TV industry can seem do to stop the continued loss? This has been occurring for a decade or...
Kagan: What if private wireless was better understood by enterprise?
Private wireless is a great idea for both enterprise customers and telecom investors. However, there are multiple issues that first need to be ironed out to reach its potential. First, there are many different versions of private wireless. Second, there are many different companies....
Kagan: Can Verizon use a sticky bundle to win streaming TV users?
Cable TV used sticky bundle over last decade to slow change
Cable television growth has crested and is now declining. Streaming TV is changing the way we get and pay for TV and entertainment. Cable TV broadband is also facing significant competition. Wireless carriers are...
The Sunday Brief: Fourth quarter earnings—who has the momentum?
Greetings from Missouri. This has been a couple of “at home” weeks prior to a travel-heavy February, which has allowed us to probe a little deeper into fourth quarter earnings. Since the last Brief, Jim’s interview with the 5G Guys podcast has been published (here and...
Kagan: Watching MWC 24 for changes in the wireless industry
Mobile World Congress coming to Barcelona end of February 2024
Wireless has been with us as an industry for decades. During that time, it has always been an industry in transition. Mobile World Congress in Barcelona is coming at the end of February, and it...
Kagan: Wireless growth from 5G and 6G to FWA and private wireless
Once again, wireless is going through massive changes. Today, we are in the middle of the 5G rollout, while preparing for 6G and beyond. Other new areas include private wireless, FWA, 5G Home Internet and technologies like AI, Chatbot, IoT the cloud and more....
Kagan: Artificial intelligence is top of mind at Davos
Debating the good, the bad and the ugly about AI at Davos
There is an important topic being discussed at the World Economic Forum in Davos Switzerland. It’s about AI. This year, government officials, company executives, the media, investors and individuals are all seeing the...
Kagan: The five most important technologies at CES 2024
Last week at CES 2024 we learned quite a bit about what’s new, what’s coming next and what technologies will be in focus going forward. It is important that every investor, worker, customer, regulator and the media understand what is happening now and what’s...