5G has continued to expand its presence across markets and drive adoption. 5G adoption in the top 30 cellular markets is accelerating, from 1.52 billion to a forecast 4.20 billion by 2029. As 5G coverage and bandwidth have increased, we have also seen a...
The mobile industry is a strange place. First, we give our technology a name. Then a bunch of engineers develop ideas for about ten years. Finally, we hand the new technology over to the business people and they decide whether to invest...
When will significant growth in wireless start-up once again?
Today, the wireless industry seems stuck between growth steps. In fact, this problem has been haunting the industry over the past decade. Normally, this happens at the end of one G cycle like 5G, before moving...
October greetings from Boston, Cedar Rapids, and Kansas City. It was great to meet with Troy Doom, the CEO of Ice House America, one of Fort Point Capital’s investments (more on the company here) in Boston earlier this month. Third quarter earnings start next week...
Where is Private Wireless or Private 5G today? Let’s take a closer look at the current state of this new segment. Look at some of what is working, what is not, the risks, challenges and the growth opportunities. There is quite a bit of...
Verizon Value Brands and MobileX both cut a high profile at the All Wireless & Prepaid Expo and the expo also provided a venue for some spirited exchanges between carriers. The conference was held in Las Vegas in late August.
Verizon Value Brands and MobileX...
Open RAN revenue dropped by 83% in 2024 compared with 2023. Whoa. Let’s take a closer look at that. Why did revenue crater? And how will it bounce back?
During ’22 and the first half of ’23, DISH was spending heavily, deploying radios to satisfy...
Recently, the US mobile operators’ trade association CTIA released data from its annual survey of members. Its headline focused on a very large number – 100 trillion megabytes – which CTIA claims was the total amount of mobile data traffic in the US in...
Over time, as I have consulted with CEOs, CMOs and senior executives of many communications companies, I have learned as much from them, as I have shared with them. Something different is happening now. Recently, these requests for briefings and consulting have accelerated. Why?...
The integration of Artificial Intelligence (AI) into radio systems marks a significant turning point in wireless communication technology. This trend, spearheaded by industry leaders across the entire supply chain, including mobile operators, Original Equipment Manufacturers (OEMs) and chipset suppliers, is reshaping the landscape of...
Recently, I was asked to give a keynote address to kick off a corporate conference discussing our changing industry and preparing for what’s coming next. Let me say, that as a Telecom and Wireless Analyst, and columnist who has been following this industry for...
The U.S. telecommunications industry is undergoing its largest transformation in decades as the perennially overused “convergence” is finally becoming real. The new convergence reality is that end-user gear is increasingly working seamlessly together. Apple’s messaging convergence on iPhone and Mac, Androids increasing integration into...
October greetings from Virginia, Iowa, Missouri and Massachusetts. Our hearts go out to those impacted by Hurricane Helene. CellSite is providing civil construction services to several tower companies and service providers impacted by substantial flooding. Even though the storm hit last Saturday, there are...
Earlier this week, Schwab Network invited me to a TV news interview on the changing pay TV industry. AT&T had just announced they were stepping away from DirecTV. Separately, but obviously connected, DirecTV announced their acquisition of DISH Network. So, what is going on?...
FWA is a competitive threat to cable TV like Xfinity, Spectrum, Altice
Earlier this week, I attended the SCTE TechExpo 24 conference held in Atlanta. While this event was all cable TV, I know the cable television industry is facing a perplexing and new wireless...
September greetings from Kansas City, Cedar Rapids, and Charlottesville where we are attending a family wedding (picture is of the Rotunda at the University of Virginia). A terrific celebration with family and friends and congratulations to the new Mr. and Mrs.
There is plenty of...
Yesterday, Air Wireless just popped-up on the radar. They are a new company with a top team of executives who are using a new twist of DOCSIS to help companies offer wireless broadband. This wireless DOCSIS helps cable television, broadband providers and wireless networks...
Let’s take a closer look at how AT&T is reshuffling the cards for future and growth, and what they are doing or going to do with AI. This is what business customers, consumers, investors and workers need to know about the company and the...
Wireless expands to Private Wireless, FWA, wireless broadband, AI, Wi-Fi 7
The past decade has seemed to be tougher than usual for the wireless industry. During the past decade, wireless has taken some strange paths in the search. Now, finally, it may have found a...
A laptop you can fall in love with, but with some minor quirks
Samsung Galaxy Book4 Edge is a premium laptop among over 20 Copilot+ PCs announced on May 20th, 2024. Powered by the high-performance Qualcomm Snapdragon X Elite platform variant (X1E-84-100), with top-notch hardware...
Artificial intelligence could indeed fuel the next revolution for companies and investors. The challenge today is knowing who the long-term winners will be. C3.ai released its quarterly results last week. Market reaction is a bit confusing. The company seems to be on track. So,...
September greetings from Kansas City and Cedar Rapids. Pictured is the CellSite Solutions indoor gantry crane moving one of September’s remufacturing shelter projects into place (twenty tons of project in this case). The team completely rebuilds each one to customer specifications, then delivers to...
Every day we see companies, who in their advertising and marketing talk about how they are in the AI game. I have noticed how there are different kinds of companies who use AI in different ways. Today, there are at least three different and...
Mobile backhaul is a critical component of any mobile network, as it is the link supporting voice and data transport between the core network and Radio Access Network (RAN) sites. Wireless backhaul (i.e., microwave) continues to be a key technology — ABI Research estimates...
