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 …

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 …

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 …

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 …

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 …

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, …

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’ …

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 …

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 …

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 …

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 …

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 …

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 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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …