Analyst Angle

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 …

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 …

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 …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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) …

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 …

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 …

Lumen Technologies reported their growth in Q4 2021 was weak, and their projections for 2022 don’t look like things will improve. This concern raises an interesting and important question. Why is Lumen having trouble with growth in an industry that …

T-Mobile US said something surprising and perhaps worrisome. As the cable TV industry is showing wireless growth, T-Mobile US says they are not worried about them as a competitive threat. What is concerning is, Comcast Xfinity Mobile, Charter Spectrum Mobile …

Greetings from the Midwest.  Today’s opening picture shows Paul Stebbins of Wifinity, a small Wireless Internet Service Provider (WISP), presenting to the Vernon County (MO) Commissioners last Wednesday.  I chose this picture for several reasons:  1) A reminder that we …

As we watch the continuing war between Russia and Ukraine, there are so many stories, opinions and concerns regarding what is coming next and if it will impact other countries like the United States of America… and how. The White …

My friend Tareq Amin made an interesting suggestion recently: He believes that the RAN Intelligent Controller (RIC) should be given away for free, in order to host the open world of applications for mobile networks. As I circulated at the Mobile …

AT&T is explaining their recovery path at their 2022 AT&T Analyst and Investor Day. They laid out their growth strategy going forward after they complete their WarnerMedia divestiture. Based on what they say, they are now on a recovery path …

During Samsung’s announcement of Galaxy S22 phones, I tweeted that it’s all about the camera. But after using Galaxy S22 Ultra for the last few weeks, I have realized that it’s not just the camera, but productivity as well, thanks …

We’ve been talking about 5G wireless years before it became a reality. It seemed the top three wireless carriers were jumping all over each other trying to be first and best at this next generation wireless technology. A curious thing …

The metaverse has been getting lots of attention ever since Facebook changed their name to Meta several months ago. However, in the real world we have been talking about it in the industry for quite a long time using different …