Analyst Angle

Netgear is quietly reinventing itself as an enterprise networking and software company, writes Maravedis Research. It is betting on cloud management, AI-driven automation, security services, and MSP-led growth to shed …

Fifteen years after forecasting a 1,000-fold surge in mobile broadband traffic, WiseHarbor founder Keith Mallinson revisits the numbers, arguing his prediction largely captured the economics of the mobile era, despite …

Buying doors is easy; stitching networks together is not. Consolidation between MDU providers creates scale on paper. Whether it creates a better operator depends on something far less glamorous: whether …

MDU connectivity consolidation is not one story but three – told from the perspective of who owns the operators doing the consolidation. Maravedis Research sorts the MSP segment by ownership, …

Scale is becoming the defining advantage in MDU connectivity. In part 1 of a three-part series, analyst-consultancy Maravedis examines how economics, capital, and operator strategy are accelerating market consolidation. Strategic …

The agentic enterprise gets a full stack, and a third answer to the one-platform question – all the latest from HPE Discover 2026, courtesy of Adlane Fellah at Maravedis Research. …

The push for orbital data centres promises abundant solar power, but faces severe constraints in heat rejection, launch costs, congestion, downlink bandwidth and depreciation – suggesting niche applications rather than …

As nations race to build sovereign AI capabilities, successful strategies are converging on a common formula: control critical bottlenecks. The real differentiator is no longer ambition or spending, but the …

A Maravedis analyst’s view on the Q1 2026 reckoning for fixed broadband, and why the economics of multifamily are quietly becoming the most interesting line in the deck. – Q1 …

Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle has two engines, not …

As utilities prepare for 6G, AI-native networks, digital twins and integrated sensing promise to transform the power grid into an autonomous, software-defined system where connectivity, intelligence and energy converge to …

More than 80 percent of U.S. rental units are in MDUs that predate modern structured cabling, and new construction accounts for only a fraction of that total each year. For …

Telcos are being asked to fund the next wave of AI and 5G innovation while already burdened by enormous debt and relentless infrastructure costs. By breaking down carrier finances with …

The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term …

The U.S. broadband duopoly of cable and telcos is fading as fixed wireless, Starlink, WISPs, and fiber overbuilders expand rapidly. Increased competition from carriers and alternative providers is giving consumers …

New research into the SMB Wi-Fi market reveals how managed service providers choose networking vendors, where leading platforms succeed or fail, and why support, integrations, channel economics, and ecosystem lock-in …

The US should consider spectrum-sharing in the 4GHz band instead of clearing federal users entirely. Shared, flexible licensing could support 5G/6G innovation, protect government operations, reduce costs, and enable localized, …

Quantum progress and shifting geopolitical dynamics are elevating telecom security from an operational concern to a strategic priority. Post-quantum cryptography, sovereign key management and end-to-end cryptographic upgrades are becoming essential …

The Q4 2025 broadband subscriber tally clarifies who owns the pipes feeding American homes, including multi-dweller units (MDUs) but it tells only half the story for multifamily. The same operators …

For years, the managed Wi-Fi conversation in residential real estate has centered on the apartment building: a single structure, a defined footprint, a property manager with a clear mandate to …

Multi-dwelling unit (MDU) service providers have spent years building excellent Wi-Fi networks and collecting predictable fees. The ceiling on what that network can generate is gone. For years, the managed …

Telcos are exploring NVIDIA’s AI grid, but edge GPU deployment lacks a strong latency or cost case today; only physical AI use cases justify it, with gradual rollout expected toward …

The FCC has tightened supply chain security rules to bann new foreign-made consumer routers. Existing devices are unaffected, but vendors face strict domestic manufacturing demands, which will reshape competition as …

As the industry’s largest annual gathering for connectivity and telecommunications, MWC serves as a bellwether for where wireless technology is heading. Among the many themes on display at the 2026 …

The acquisitions of UScellular and Cox Communications largely spell the end of the medium-sized carrier There are no more medium-sized wireless carriers and soon, there will no longer be any …