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Solving RF systems for advanced multimode cellular and Wi-Fi applications: Opportunities and challenges (Analyst Angle)

The adoption of 5G continues to thrive in the mobile market, with a raft of device types beyond smartphones set to form part of the wider ecosystem, extending to new industries and a wide array of device categories, including automotive, Extended Reality (XR), Personal...

Revenue boost for automotive industry from cellular connectivity outweighs SEP licensing costs (Analyst Angle)

The automotive industry is being revolutionized by continuous cloud connectivity, autonomous driving technologies, drive train electrification and shared mobility. These transformations are being facilitated in part by the standardized cellular technologies now commonly implemented in “connected vehicles” or “CVs”. The proportion of vehicles shipped...

Samsung Networks mid-year roundup—vRAN/Open RAN progress, Dish, private networks traction, and more

Samsung Networks held its mid-year analyst day last week, giving an update on their progress on the vRAN/Open RAN front, Dish deployment, and the opportunities they see in the Private Networks space. I was among a few key analysts they invited to their offices...

The Sunday Brief: AT&T and Verizon Earnings – What’s the Post-COVID Strategy?

Greetings from Canandaigua Lake (upstate NY - pictured), Jefferson City (Missouri), and Kansas City.  The temps have heated up along with 2Q earnings releases, and stock prices for AT&T and Verizon are melting like double-dipped ice cream cones in the July heat.  This week,...

Kagan: Facebook Meta may finally be on the right track

Facebook has been struggling with their new metaverse identity. Last year, they announced the changing of their name to Meta. This was the first introduction to the general public about the new world they are stepping into. Excited Facebook executives apparently thought the world...

The Sunday Brief: How a recession brings out the best in telecom and tech

Greetings from Fraser, Colorado – the forever home of Byers Peak. We have enjoyed the shortened Fourth of July holiday week at 9,000 feet.  The scenes never get old.  This week, after a brief market commentary/ earnings preview, we will chronicle the many telecom/ technology successes...

Kagan: What the US can learn from the EU on protecting digital markets

The European Union just passed new rules called the Digital Markets Act or DMA. This legislation imposes new rules to better control tech companies like Google or Alphabet, Amazon, Apple, Facebook, Microsoft and others. The United States is currently debating similar rules and regulations...

Kagan: Public 5G vs. private 5G vs. hybrid 5G networks

As a guest on the TD Ameritrade Network with Nicole Petallides on The Watch List, I discussed what 5G looked like going forward for investors and which companies could be good investments. As a wireless analyst for more than three decades, I have seen the wireless...

The Sunday Brief: How will Apple grow?

More greetings from the 49th state, where Jim and the editor wrapped up their trip last week.  Pictured here is the main boat dock in Seward, Alaska (a TelAlaska/ American Broadband exchange).  Slightly off camera to the left of this picture is a large cruise ship...

Kagan: When will 5G actually change our lives?

We have such high expectations on how 5G will change our lives. This fire is being stoked by marketing and advertising from so many companies in the wireless space. Let’s dive into the world of 5G and take a closer look at where we...

The Sunday Brief, Alaska Edition: Market commentary

June greetings from the 49th state, home to some pretty noisy glaciers (Aialik Glacier pictured).  We have had a terrific ten days touring many of the TelAlaska properties and learning more about broadband deployment challenges.  TelAlaska has an amazing team working every day to improve...

How to stifle innovation by impeding competition among technologies, companies and business models (Analyst Angle)

The European Union has declared that USB Type-C standard connectors will be required for charging various devices sold from 2024. This seems to have grabbed as much media attention as the far more significant announcement of its new Digital Markets Act that will intervene...

Kagan: What to expect from Verizon Business under new leadership

Verizon is one of the strongest wireless companies in the United States. That being said, over the last decade they have not been firing on all cylinders. Years earlier, they rocketed to success under CEO Ivan Seidenberg. Then they struggled for several years under...

Kagan: Thoughts on Ericsson Global Industry Analyst Forum 2022

At the Ericsson Global Industry Analyst Forum 2022, they discussed both where they stand in today’s wireless market and their growth strategy moving forward. Based on what I heard, I think their strategy sounds on target. Now they must execute and deliver. Let’s take...

The Sunday Brief: Infrastructure funding overview (Part 1): What is a Priority Broadband Project?

Belated Memorial Day and June greetings from Missouri and Nebraska.  Pictured is our pooch Abby (left with stick) and the neighbor dog, Lucy, enjoying Midwest spring/ summer weather.  Given our recent rainfall, “duck days” is a better weather descriptor than “dog days”!  June marks the...

Kagan: Changes to expect in next chapter of Facebook story

What’s next for Facebook, now Meta, when Sheryl Sandberg exits? It has grown over the years from a start-up, college project under Mark Zuckerberg, to one of the world’s largest, most powerful, successful and influential communications platforms which took both leaders to achieve. Now...

Kagan: Discussing the 5G wireless growth wave

As a telecom and wireless analyst over 35 years, I have witnessed the communications industry grow and change dramatically. This transformation continues today and will do so going forward. Where we are today is just a moment in the timeline of our changing and...

Kagan: Companies must punch their way onto the metaverse map

The metaverse is becoming a very noisy place. It’s getting difficult for companies to be seen and heard. So, how can you raise volume of your approach and take advantage of the metaverse growth opportunity? We have learned important lessons in recent years. We...

The Sunday Brief: First quarter earnings review—when cable growth slows (Part 2)

May greetings from five states.  Lots of miles in the last month traveling through amazing parts of the Midwest and South.  The opening picture is of the Apple Man at the Fontanelle Orchard in Nebraska.  Celebrating their 16th year, they are located a mere 10 miles from...

Small cells or massive MIMO: The best way to densify (Analyst Angle)

The saying “don’t reinvent the wheel” implies not repeating what has already been done.  In the early days of 5G, operators seem to heed that advice.  During the 4G era, operators relied on cell splitting via small cells in dense urban areas to increase...

Kagan: 5G fixed wireless access growth potential

Fixed wireless access (FWA) is a very important, yet not very well-known, slice of the wireless landscape. It has significant growth potential for the companies that can find a solution to this problem. There are many companies in the wireless space who are focused...

Do mobile telcos really need fiber when they have microwave & mmWave? (Analyst Angle)

5G is picking up acceleration. The total installed 5G global cell sites are expected to expand from 986,000 cell sites in 2021 to 6.6 million cell sites in 2027 at a Compound Annual Growth Rate (CAGR) of 44.9%. It is not just infrastructure. 5G...

Kagan: Top 5G wireless growth companies in 2022

Whether you are an investor, executive, worker or customer, you want to know who the leaders are in the new wireless growth wave. That being said the wireless industry has gone up and down, many times in recent decades. Today, the marketplace it is...

The Sunday Brief: First quarter earnings review—when cable growth slows (Part 1)

Mother’s Day greetings from Georgia and many parts of Missouri.  Pictured is our dog, Abby, relaxing after a full-stride run on the farm in Willard, MO.  It’s been a packed weekend, and we hope that yours, too, was enjoyed with family and friends.    The last...

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