YOU ARE AT:Analyst Angle

BROWSING: Analyst Angle

Kagan: Telehealth improves emergency healthcare

Telehealth, or telemedicine, uses modern electronics and telecommunications technology to connect patients to medical services, long-distance. Wireless is playing a growing role in this important and growing space. As it continues to advance, telehealth is now taking healthcare to new levels in areas which...

Kagan: Verizon slow recovery is a work in progress

CEO Hans Vestberg is focused on creating a Verizon turnaround and sustainable comeback. This has been the challenge he has been wrestling with since taking over the leadership position in 2018 from Lowell McAdam. Let’s take a closer look at how he is doing...

The Sunday Brief: Why did John Legere succeed? A decade in retrospective

Mid-September greetings from the Midwest.  We’re back to doing media interviews for Fastwyre Broadband – his latest appearance with the USDA Missouri Program Director, Kyle Wilkens, is here.  This week, after a full market commentary, we will look back on the impact of a decade of...

Kagan: Satellite service may be next step for wireless industry

The wireless industry is about to take the next big leap into the future with satellite connectivity. In the early days it was analog and voice. Then it changed to digital with 2G, 3G, 4G and now 5G bringing a wave of new apps...

Kagan: Why Huawei is in ‘survival mode’ and Qualcomm is still growing

It’s amazing how quickly things can change in the wireless industry. A few short years ago both Qualcomm and Huawei were at the top of their games, battling it out for dominance in the minds of the global wireless marketplace. Today, things are much...

AI as a native part of the cellular radio system: Implementation approaches and market opportunities (Analyst Angle)

The mobile industry is witnessing a fundamental shift in the way in which Radio Frequency (RF) systems are handled. In no small part, this is mostly due to the shift to 5G and its related use cases, which brings with it a massive burden...

The Sunday Brief: Labor Day edition—August eye-catchers

Labor Day weekend greetings from the Midwest.  Since there was not a particularly attractive opening picture (most this week were of competitor’s sloppy hole digging), we are including a wonderful shot of a hot air balloon from our Colorado trip in July.  Hope your...

Kagan: Key questions on SpaceX, T-Mobile US satellite wireless service

Elon Musk of SpaceX and Mike Sievert, CEO of T-Mobile US, against a backdrop of rockets recently announced they are joining forces to take wireless to the next level… satellites. They will use Starlink satellites to connect calls, texts and data sessions when the...

Kagan: Cox Mobile faces significant challenge entering wireless

After a long wait, Cox, the Atlanta-based media giant which has its hands into more industries than you can shake a stick at, finally entered the wireless business with Cox Mobile. Let’s take a closer look at how the cable TV companies are doing...

Huawei launches the green development solution to reduce global carbon emissions (Analyst Angle)

Huawei recently held its Win-Win Huawei Innovation Week conference, July 18-22, 2022, with a commitment to building “simplified, green and intelligent” Information and Communications Technology (ICT) infrastructure. In addition to making recommendations for a joint industry standard for energy efficiency, Huawei also launched its...

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,...