YOU ARE AT:Analyst Angle

BROWSING: Analyst Angle

Kagan: Comcast Xfinity Mobile low-price plan, but there’s a catch

If you are a Xfinity Mobile customer, you may have heard about their lower price offer. If you are considering this, there is something you need to be aware of. In recent years, Comcast has been showing growth with wireless offering. Now, they are...

Kagan: How TiVo is focused on growth in streaming TV services

TiVo contacted me to speak at their upcoming Pay TV Executive Summit. They wanted me to discuss the reemergence of Video over Broadband, and if done well, how it would help operators grow their business. While this is important, it is only one slice...

The Sunday Brief: Bigger questions after second quarter earnings (Part 2)

Greetings from the Midwest and Southeast (at left, toting the week’s produce from Kansas City’s open-air City Market).  The freshly-picked watermelon we purchased there was far sweeter than the Chiefs performance in their first preseason game (and narrowly beating the Commanders did not assuage...

Kagan: Frontier Enterprise hires BT exec to wake up business segment

Frontier Communications has been through the ringer in recent years. They are now in the process of recovery and rebuilding in a marketplace that is tougher than ever with the weak economy, pandemic recovery, new technology and increasing competition. Early on they focused on...

Does Huawei’s event set out a blueprint for future telco success? (Analyst Angle)

Huawei recently held its Win-Win Innovation Week in late July 2022 in Shenzhen, China. After a flurry of presentations on a wide range of topics, it is possible to see how the telco landscape will continue to evolve over the next three to five...

Can base station antennas turn over a new leaf and become more sustainable? (Analyst Angle)

The telecommunications industry is no stranger to sustainability development and goals. It is one of the first sectors to surpass the 20% target for the net-zero target by 2050 set by the United Nations (UN). Based on a recent GSMA report, operators accounting for...

Kagan: Amazon moving further into healthcare with One Medical

Amazon continues to hit the ball out of the park. Last week, they reported strong earnings. They also announced that they are acquiring One Medical which will help them move further into the medical and healthcare industry. This is a strong and rapidly growing...

The Sunday Brief: Bigger questions after second quarter earnings

Greetings from rural Midwest.  Pictured is the American Broadband fiber inventory for a new market we are in the process of launching.  More details on that launch in a few weeks as we bring fiber goodness to unserved and underserved homes and businesses.  This has...

Kagan: How analyst relations will evolve in next five years

On a recent podcast called, “How should AR evolve to grow in the next 5 years”, Allen Valahu, MD of Global Industry Analyst Relations with Accenture, and Erin Zehr, VP of Analyst Relations with Dell Technologies, joined Beth Torrie, Founder of Torrie Communications and...

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...

Semtech/Sierra, Telit/Thales set ground for new east-west IoT clash (Analyst Angle)

There were two high profile pieces of M&A news in the IoT hardware space in the last week. First up, on Friday 29th July, Telit and Thales announced that they were combining the assets of Telit with those of Thales’ IoT hardware business into...

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...

Switch, conserve, diversify – the global IoT project to change the energy mix (Analyst Angle)

The war in Ukraine is being fought through many unconventional means. One of the most prominent relates to energy supply and dependence. In 2021, about two-fifths of the gas that Europeans burned came from Russia. The war has boosted already high prices of oil...

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...

IoT is good for the planet, but trade-offs are necessary (Analyst Angle)

The use of IoT hardware and software applications will have a very positive impact on global sustainability but the trend masks significant variations between use cases, and over the lifecycle of the device. This was one conclusion from a recent report from Transforma Insights,...

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...