Analyst Angle

Greetings from Florida (pictured) and Missouri.  The last two weeks were full of news, and we will have a larger than average market commentary as a result.  Our Sunday Brief analysis will be focused on Verizon as we explore how …

Every decade, mobile networks take a great leap forward to the next generation, with innovation staged in two major cycles: foundational and transformational phases. In the foundational stage, companies address the previous generation’s shortcomings, while building the backbone to support …

Preparing to give a speech at a meeting of wireless executives and investors, I will focus on the growing debate regarding today’s wireless industry. The question is this. Has wireless seen its best days or is growth continuing in new …

“Welcome to the fourth quarter” greetings from Florida, Georgia, Virginia, and Missouri (picture is of the Atlantic Ocean from Virginia Beach the morning after Tropical Storm Ophelia – the ocean was still churning).  The Patterson Advisory Group “back in business” …

Sixty-four percent of surveyed CEOs face pressure to adopt Generative AI Artificial Intelligence has been with us in various forms for decades. A decade ago, IBM Watson seemed to have a lock on AI with this new technology. Then, it …

Big Tech companies have profited greatly from dominant market positions while riding largely for free over the top of fixed and mobile telecom networks and devices. The entire Information and Communications Technologies (ICT) ecosystem is enabled by a variety of …

Personal Emergency Response System or PERS, and Connected Health are being upgraded, says the MAMA 2023 Annual Conference, which was recently held in New Orleans. This was the Medical Alert Monitoring Association 16thannual event highlighting the importance and focus on …

Huawei grows with Mate 60 Pro smartphone, 5G chips and HarmonyOS As the old saying goes, there is more than one way to skin a cat. The United States tried to stop China from monitoring US communications by blocking Huawei …

Private wireless is a relatively new space and now it is evolving to the next level. US Cellular just announced they are partnering with Betacom to deliver private wireless service to their enterprise and business customers. Partnering is a quicker …

Mid-September greetings from Missouri, where fall is beginning to break out.  The close of the Royals season is coming soon (opening pic), football is back (although the Chiefs’ opening game left much to be desired) as well as apple cider, …

Bloomberg has reported that Qualcomm has just suffered another significant stock decline. They have in fact been struggling for several different reasons over the past several years. The good news is, they remain one of the few leaders in the …

Labor Day weekend greetings from Louisiana, Texas and Missouri.  Pictured is the Venture Global LNG plant in Cameron, Louisiana.  Over the last two years, we’ve passed by many times and continue to be amazed at the scale of their operation.  …

After watching T-Mobile US emerge from its cocoon over the past decade, and after promising to create even more jobs and growth, suddenly they have announced they’ll be cutting 5,000 jobs. That is very confusing news to many investors and …

The wireless industry continues to grow and to change. Yesterday, the focus was on the consumer wireless marketplace. As that sector slows, to continue to show growth for the investor, wireless focus is shifting and expanding. The new sectors are …

A strange thing seems to be happening in the wireless and chip industry. Some players seem to be doing better than others. Huawei, Nokia and ZTE are showing growth, while Qualcomm, Ericsson and Samsung seem to be showing struggle. So, …

China has successfully established itself as a global leader of 5G deployments. In the past two years, 5G user penetration in China has jumped from 18% to 36%. Similarly, China’s 5G subscriber base stands at 1.2 billion as of 1Q …

Just like everything else in our world, 9-1-1 Emergency Services are rapidly moving from voice to data. Yesterday, it was a big job simply connecting every landline to the emergency network to report an emergency like fire, medical or police. …

Congratulations to Betacom, Federated Wireless and Boingo Wireless as VMware just announced they selected these three as service providers for their Private Mobile Network. VMware is focused on accelerating the digital transformation as an enterprise first, fully managed private wireless …

Greetings from Louisiana, Texas, Nebraska and Missouri. Pictured are several of my colleagues and various city and civic officials cutting the ribbon in Nevada, Missouri. This represents the fifth new Fastwyre market launch in the Show-Me state in 2023 and the eighth …

How do users find the best wireless carrier and plan? It depends on what you are looking for. Let’s take a closer look at the choices users have today. At the difference in cost and what you get for your …

Perception is an important piece of the puzzle for every successful company. It is vital to communicate your story so investors, customers, the media, regulators, and in fact, everyone perceive the company as growing, moving in the right direction and …

mmWave infrastructure deployments are starting to gain traction as operators increasingly recognize the technology’s high-speed data throughput and low-latency capabilities. One standout application is 5G FWA mmWave, a promising alternative to traditional fixed line broadband. Although initial drawbacks have limited …

We all know how Cable TV is on the decline. It is slowly switching over to other technologies including wireless pay TV. In recent years, we have seen AT&T, T-Mobile and Verizon try to deliver pay TV wirelessly. However, these …

Frontier Communications has been facing pressure to show growth for several years. While they still face that pressure, when it comes to business services, they seem to be doing something right. Frontier Business is showing growth, and that may be …

Across the globe, 5G deployments are ramping up rapidly. According to Global System for Mobile Communications Association (GSMA) intelligence, there were more than 220 5G networks deployed as of the end of 2022, with over 30 countries expected to launch …