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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...

Kagan: What to expect from Verizon Business under new leadership

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 for several years under...

Kagan: Thoughts on Ericsson Global Industry Analyst Forum 2022

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 and deliver. Let’s take...

The Sunday Brief: Infrastructure funding overview (Part 1): What is a Priority Broadband Project?

Belated Memorial Day and June greetings from Missouri and Nebraska.  Pictured is our pooch Abby (left with stick) and the neighbor dog, Lucy, enjoying Midwest spring/ summer weather.  Given our recent rainfall, “duck days” is a better weather descriptor than “dog days”!  June marks the...

Kagan: Changes to expect in next chapter of Facebook story

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 leaders to achieve. Now...

Kagan: Discussing the 5G wireless growth wave

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 of our changing and...

Kagan: Companies must punch their way onto the metaverse map

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 in recent years. We...

The Sunday Brief: First quarter earnings review—when cable growth slows (Part 2)

May greetings from five states.  Lots of miles in the last month traveling through amazing parts of the Midwest and South.  The opening picture is of the Apple Man at the Fontanelle Orchard in Nebraska.  Celebrating their 16th year, they are located a mere 10 miles from...

Small cells or massive MIMO: The best way to densify (Analyst Angle)

The saying “don’t reinvent the wheel” implies not repeating what has already been done.  In the early days of 5G, operators seem to heed that advice.  During the 4G era, operators relied on cell splitting via small cells in dense urban areas to increase...

Kagan: 5G fixed wireless access growth potential

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 space who are focused...

Do mobile telcos really need fiber when they have microwave & mmWave? (Analyst Angle)

5G is picking up acceleration. The total installed 5G global cell sites are expected to expand from 986,000 cell sites in 2021 to 6.6 million cell sites in 2027 at a Compound Annual Growth Rate (CAGR) of 44.9%. It is not just infrastructure. 5G...

Kagan: Top 5G wireless growth companies in 2022

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, the marketplace it is...

The Sunday Brief: First quarter earnings review—when cable growth slows (Part 1)

Mother’s Day greetings from Georgia and many parts of Missouri.  Pictured is our dog, Abby, relaxing after a full-stride run on the farm in Willard, MO.  It’s been a packed weekend, and we hope that yours, too, was enjoyed with family and friends.    The last...

Kagan: Why Qualcomm keeps hitting it out of the park

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 that things have settled...

How Europe can build on strengths in SEPs to reclaim leadership in cellular with 5G and 6G (Analyst Angle)

The EU is in grave danger of “throwing out the baby with the bathwater” in its prospective attempts to reform SEP licensing with interventions for the purported benefit of European Small and Medium-Sized Enterprises (SMEs) in IoT.  Europe was once preeminent in cellular communications with...

Kagan: AT&T, Verizon using C-Band to catch up to T-Mobile US on 5G

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 networks and they are...

Kagan: AT&T, T-Mobile US, Verizon trying to get back on growth track

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 back and take a...

The Sunday Brief: AT&T and Verizon earnings—under pressure

Greetings from Missouri, Nebraska, and the Dominican Republic, where the staff enjoyed a corporate retreat over the Easter holiday.  There’s a lot to cover this week, so we will be very brief in the market analysis commentary.  AT&T and Verizon kicked off earnings on...

Kagan: TD Ameritrade interview on 5G wireless, telecom opportunities

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 companies are performing well...

Closing the loop on 5G network automation (Analyst Angle)

Unlike previous cellular generations, 5G will be at the heart of digital transformation of many industry verticals and will help network operators address ever-increasing data traffic and various connectivity requirements. Current 5G networks are already achieving Gigabits per Second (Gbps) speeds for many users...

The Sunday Brief: The State of Telecom (Part 2) – B&W (Bandwidth & Wireless)

Greetings from Nebraska, Missouri, Louisiana and Texas. There were many pictures to choose from over the past two weeks, but nothing says springtime in the bayou like a five-pound platter of crawfish. Taking out my contact lenses that night was tough (nothing like rubbing...

Kagan: AT&T, its history, current struggles and eventual recovery

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 bit over-the-top, the hard...