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Kagan: How CES 2022 will be successful in spite of COVID-19

Are you planning to attend this year’s Consumer Electronics show in Las Vegas in early January? What about your company? Your competitors? Will CES 2022 be a big success, or will it struggle as we still deal with the coronavirus pandemic? Let’s take a...

The Sunday Brief: What they said on those earnings calls (Part 2)

Thanksgiving greetings from the West, Midwest and Southeast, where we are hitting the road and logging many miles.  This week’s picture, however, comes from a Charlotte-based startup that I have been advising since the early 2018 (Lucid Drone Technologies).  They were the belles of...

Kagan: Why Verizon, T-Mobile US, AT&T struggle as 5G grows

Why are the three major wireless carriers struggling with losses instead of showing growth? Verizon Wireless, T-Mobile and AT&T Mobility have shown rapid and consistent growth over decades. Today, 5G represents a significant growth opportunity. Why then are these wireless carriers struggling with losses?...

Telecom operators are demonstrating their ICT green credentials (Analyst Angle)

With the increasing occurrence of climate change events, industries globally have had to shift their attention towards their emissions and contributions, and the telecom industry is no different. According to the GSMA’s Mobile Net Zero report, it is estimated that the mobile industry produces...

The Sunday Brief: What they said on those earnings calls (Part 1)

November greetings from the Midwest and Southeast, where we are hitting the road and logging many miles.  Pictured is the Vernon County, Missouri courthouse.  After a short summary of market capitalization changes over the past two weeks as well as a short discussion of iPhone...

Kagan: When will AT&T recovery begin?

News reports say AT&T share price is at a 10-year low. So let’s take a closer look at what’s happening at the company and when we can expect both recovery and growth. As a wireless and telecom industry analyst for more than thirty years,...

With ultraBAW filter offering Qualcomm becomes a one-stop-shop for 5G device RF solutions (Analyst Angle)

Qualcomm insists on calling its product offering a “Modem-RF System” highlighting the importance of RF in achieving excellent smartphone performance, as well as the tight integration between modem and RF subsystems that can take the performance even further.  Despite the rapid expansion of its RF...

Kagan: New brand name Meta doesn’t solve real Facebook problem

Facebook has been one of the most amazing success stories of all time. That being said, in recent years it has also raised much concern with regards to privacy and political freedom. They hope changing the name and brand to Meta will help distract...

RFFE system design is helping democratize 5G adoption beyond smartphones (Analyst Angle)

The benefits brought about by the introduction of 5G are clearly identified, notably offering higher data throughput, enhanced signal reliability and lower latency, but it is the use of 5G beyond the mobile devices ecosystem that makes this generation so distinct from the others....

5G mmWave slowdown not impacting forecast (Analyst Angle)

Following two years of exponential growth, preliminary estimates suggest total 5G NR RAN millimeter (mmWave) revenue growth – including radio and baseband but excluding services – stabilized in the second quarter as the overall revenues were nearly flat on a year-over-year (YoY) basis, reflecting...

Kagan: Huawei discusses 10 wireless industry trends for next decade

During the 12th Global Mobile Broadband Forum in Dubai, David Wang delivered a keynote address called, Roads to Mobile 2030: 10 Wireless Industry Trends. Wang is Huawei Executive Director of the Board, and Chairman of ICT Infrastructure Managing Board. Huawei has identified 10 trends to...

Can 5G mmWave deployments be profitable? Yes! Says Bell Labs Consulting

How do you confirm your gut feelings and logical reasoning? Well, you do a detailed techno-economic study and get a definitive answer. That’s exactly what the recently published report regarding mmWave deployments from the consulting arm of the legendry Bells Labs achieved.   The report finds...

Kagan: Defend yourself against loss of personal privacy

Last week the Washington Post wrote about the growing concern privacy experts are having over AI and cameras in self powered, robot vacuum cleaners like iRobot Roomba or Shark ION Robot. But that’s just the tip of the iceberg. The point is, if these...

Spectrum auctions: Okay for some, but not for others (Analyst Angle)

A recent op-ed in the Wall Street Journal by Paul Wolfowitz, former U.S. Deputy Secretary of Defense and former President of the World Bank, controversially suggests that auctioning spectrum for 5G is detrimental to the U.S. and helps Huawei. While spectrum allocation is an...

The Sunday Brief: Facebook needs more (not less) algorithm development (Analyst Angle)

October greetings from the Midwest.  Pictured is yours truly outside of the Rich Hill Café last Friday (one of the Missouri American Broadband territories).  Terrific food, excellent service and a great conversation with two of the hardest working techs in telecom (Jason and Chris).   In the spirit...

The ICT industry can play an essential role in the green economy (Analyst Angle)

The impact of climate change is becoming more visible and has been felt by more people around the world. It has brought about the increased occurrence of wildfires, storms and longer periods of drought. Shrinking icebergs and rising sea levels are contributing to more...

The Sunday Brief: The iconic device effect

September greetings from the Midwest and Southeast.  Rather than show a picture of rural America (I am building up a considerable collection), this week’s opening picture is a throwback rediscovered during our recent move back to Kansas City - the Georgetown University Sprint Leadership...

Kagan: Does AT&T have wireless data connectivity problems?

Over the years, I have used AT&T Mobility and have found they always offered good wireless data and voice service. However, in my personal experience I am noticing it is getting harder to connect to their wireless data service. If this is a nationwide...

Massive MIMO boosts capacity and availability for 5G operators in speed tests (Analyst Angle)

Broadband is a necessity, not a luxury Over the years, there has been an ongoing argument over whether broadband should be considered an essential utility similar to that of basic utilities, such as water, light, heating, waste management and others. Making broadband more affordable and...

Active antennas are essential to 5G deployments (Analyst Angle)

The base station antenna is an increasingly complex and essential part of the mobile network as networks evolve to 5G. The evolution from 3G to 4G and now to 5G has enabled increasing sector throughput rates and it is the base station antenna that...

Modest SEP royalties on smartphones have declined and licensing is stabilizing (Analyst Angle)

Aggregate royalty payments for licensing cellular technology standard-essential patents (SEPs) in smartphones have remained in modest single-digit percentages and have declined since 2013.  This defies purported concerns that the stacking of patent royalties paid to multiple licensors have led to or would lead to unreasonably...

How to secure cloud-native 5G virtual and Open RAN infrastructure (Analyst Angle)

Ever since the cloud-native virtual RAN (vRAN) and Open RAN architectures have started gaining popularity, one key question both proponents and adversaries have been asking is “What about security?” Considering the massive number of services and critical applications that 5G will connect, security risks...

Verizon and Samsung racing to build C Band vRAN 5G network (Analyst Angle)

While the media is abuzz with the news of Samsung Foldable smartphones, being a network engineer at heart, I am more excited about Verizon and Samsung’s recent announcement about the successful completion of 5G virtual RAN (vRAN) trials using the C Band spectrum. Verizon’s...

Kagan: T-Mobile US faces growing problems of their own creation

T-Mobile must have thought once they won merger approval with Sprint a year ago, all their problems would be over, and they could do anything they wanted. Not so. The Department of Justice says they now have “grave concerns” about T-Mobile and their plans...

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