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 …
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 …
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 …
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 …
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 …
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 …
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, …
Qualcomm is on a roll. They just keep hitting the ball out of the park, quarter after quarter, with strong and expanding growth. A few short years ago they were bogged down with Apple and U.S. government battles, but now …
Verizon Wireless and AT&T Mobility have been behind the eight-ball with regards to their C-band deployments, especially compared to T-Mobile US. After a painful delay in a competitive sense, both Verizon and AT&T have now turned on their 5G C-band …
The good news is the wireless industry looks like it is finally getting back to its core business and focused on real growth. However, some service providers are doing a better job compared to others. So, let’s pull the camera …
Thank you to the TD Ameritrade Network and host Nicole Petallides for inviting me to be a guest on their Trading 360 show. As an industry analyst in wireless and telecom, we discussed the changing wireless and telecommunications industry, which …
When asked on his CNBC show Mad Money, Jim Cramer said AT&T is not a buy. He said “right now I think they are doing terribly. It’s just not a great company”. While in my opinion that may be a …
Lumen Technologies reported their growth in Q4 2021 was weak, and their projections for 2022 don’t look like things will improve. This concern raises an interesting and important question. Why is Lumen having trouble with growth in an industry that …
T-Mobile US said something surprising and perhaps worrisome. As the cable TV industry is showing wireless growth, T-Mobile US says they are not worried about them as a competitive threat. What is concerning is, Comcast Xfinity Mobile, Charter Spectrum Mobile …
As we watch the continuing war between Russia and Ukraine, there are so many stories, opinions and concerns regarding what is coming next and if it will impact other countries like the United States of America… and how. The White …
AT&T is explaining their recovery path at their 2022 AT&T Analyst and Investor Day. They laid out their growth strategy going forward after they complete their WarnerMedia divestiture. Based on what they say, they are now on a recovery path …
We’ve been talking about 5G wireless years before it became a reality. It seemed the top three wireless carriers were jumping all over each other trying to be first and best at this next generation wireless technology. A curious thing …
The metaverse has been getting lots of attention ever since Facebook changed their name to Meta several months ago. However, in the real world we have been talking about it in the industry for quite a long time using different …
Earlier this week I have a very interesting and I think important conversation with Steve Berry, who is the President and CEO of the Competitive Carriers Association. We discussed the CCA Mobile Carriers Show coming up in April in Tampa …
Have you noticed this? We all used to spend plenty of time attending various trade shows, conferences and corporate meetings. Then suddenly everything shut down over the last couple years. Industry conferences were cancelled and those that went on were …
T-Mobile US has been an amazing growth story over the last few years. They were dead last competing with Verizon Wireless, AT&T Mobility and Sprint, and after several years of hard work they fought their way up to number two. …
A couple years ago T-Mobile US acquired Sprint with the help of Dish Network who wanted to get into wireless themselves. Word was, Dish was going to become the fourth largest wireless provider. We expected to see them rapidly building …
Let me start by saying a sincere and heartfelt thank you! Someone just said to me that I have been an industry analyst and columnist for nearly four decades. How, over that time I have been sharing thoughts, analysis and …
Well, the automotive industry has done it again. They shot themselves in the foot more than a decade ago and now they are doing it again. I am talking about the navigation systems on cars today. This is when you …
Many MWC Barcelona attendees are learning they don’t need to be there to get value from the global wireless trade show. Virtual attendance is growing while actual attendance is still struggling to recover two years after COVID-19 hit. Since the …
