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Home - Analyst Angle - Page 20

Analyst Angle

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

    by Malik Saadi, Managing Director and Vice President, Strategic Technologies, ABI Research May 18, 2022
    by Malik Saadi, Managing Director and Vice President, Strategic Technologies, ABI Research May 18, 2022

    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 …

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  • Kagan: Top 5G wireless growth companies in 2022

    by Jeff Kagan May 13, 2022
    by Jeff Kagan May 13, 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 …

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

    by Jim Patterson May 9, 2022
    by Jim Patterson May 9, 2022

    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 …

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  • Kagan: Why Qualcomm keeps hitting it out of the park

    by Jeff Kagan May 5, 2022
    by Jeff Kagan May 5, 2022

    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 …

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

    by Keith Mallinson May 4, 2022
    by Keith Mallinson May 4, 2022

    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 …

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

    by Jeff Kagan May 3, 2022
    by Jeff Kagan May 3, 2022

    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 …

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

    by Jeff Kagan April 25, 2022
    by Jeff Kagan April 25, 2022

    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 …

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

    by Jim Patterson April 25, 2022
    by Jim Patterson April 25, 2022

    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 …

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

    by Jeff Kagan April 19, 2022
    by Jeff Kagan April 19, 2022

    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 …

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

    by Dimitris Mavrakis, ABI Research April 13, 2022
    by Dimitris Mavrakis, ABI Research April 13, 2022

    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. …

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

    by Jim Patterson April 11, 2022
    by Jim Patterson April 11, 2022

    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 …

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

    by Jeff Kagan April 4, 2022
    by Jeff Kagan April 4, 2022

    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 …

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  • Kagan: Why Lumen Technologies is still struggling to find growth

    by Jeff Kagan March 31, 2022
    by Jeff Kagan March 31, 2022

    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 …

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  • Kagan: Why T-Mobile US should be concerned as cable expands in mobile

    by Jeff Kagan March 28, 2022
    by Jeff Kagan March 28, 2022

    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. …

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  • The Sunday Brief: The state of telecom—Q1 2022 (Part 1)

    by Jim Patterson March 28, 2022
    by Jim Patterson March 28, 2022

    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 …

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  • Kagan: Protect yourself, your company from Russian cyberattacks

    by Jeff Kagan March 24, 2022
    by Jeff Kagan March 24, 2022

    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 …

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  • Should the RIC be free? (Analyst Angle)

    by Joe Madden, Founder and President. Mobile Experts Inc. March 23, 2022
    by Joe Madden, Founder and President. Mobile Experts Inc. March 23, 2022

    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 …

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  • Kagan: Will 2022 AT&T Analyst and Investor Day growth strategy work?

    by Jeff Kagan March 21, 2022
    by Jeff Kagan March 21, 2022

    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 …

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  • Galaxy S22 Ultra review—great mix of camera and productivity (Analyst Angle)

    by Prakash Sangam March 17, 2022
    by Prakash Sangam March 17, 2022

    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 …

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  • Kagan: Where are promised 5G wireless speeds?

    by Jeff Kagan March 17, 2022
    by Jeff Kagan March 17, 2022

    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 …

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  • Kagan: Qualcomm sees enormous metaverse growth opportunities

    by Jeff Kagan March 14, 2022
    by Jeff Kagan March 14, 2022

    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 …

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  • Global standard setting at 3GPP endangered with Russia’s invasion of Ukraine (Analyst Angle)

    by Keith Mallinson March 14, 2022
    by Keith Mallinson March 14, 2022

    It took the industry 30 years to consolidate mobile communications developments into a single 4G standard with the introduction of LTE and the demise of WiMAX.  That attainment—also in 5G—should …

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  • The Sunday Brief: The new (yet old) AT&T

    by Jim Patterson March 14, 2022
    by Jim Patterson March 14, 2022

    Greetings from Kansas City, Nebraska and Louisiana.  Pictured is one of the stops on Jim’s broadband tour of the Cornhusker state, Buck’s Bar and Grill in Venice, Nebraska.  Terrific food and amazing …

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  • Kagan: What to expect at CCA Mobile Carriers Show 2022

    by Jeff Kagan March 10, 2022
    by Jeff Kagan March 10, 2022

    Earlier this week I have a very interesting and I think important conversation with Steve Berry, who is the President and CEO of the Competitive Carriers Association. We discussed the …

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  • Kagan: Conferences, trade shows, meetings coming back strong

    by Jeff Kagan March 8, 2022
    by Jeff Kagan March 8, 2022

    Have you noticed this? We all used to spend plenty of time attending various trade shows, conferences and corporate meetings. Then suddenly everything shut down over the last couple years. …

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White Papers

  • Norton eBook: The 2026 Telco Playbook

  • Enea White Paper: Why Intelligent AAA is the Swiss Army Knife of Telecom

  • CSG White Paper: Telco AI Enabler: Mediation’s Defining Role

  • Enea White Paper: Scalable Database Design for 5G and Beyond

  • Supermicro and NVIDIA Whitepaper: Powering sovereign AI at scale

Editorial Reports

  • Market Pulse Report: Telco AI in 2026 – Trends, Challenges and Opportunities

  • Nvidia Report: The State of AI in Telecommunications: 2026 Trends

  • Report: Scaling Optical Networks For The Hyperscale And AI Era

Webinars

  • Webinar: Building 6G — aligning technology, policy and purpose

  • SIMCom Webinar: Scaling your next deployment – from plastic to provisioning

  • Webinar: Rethinking the RAN as AI, cloud and openness converge

  • Webinar: Scale-Up, Scale-Out, Scale-Across – Building AI-Era Network Fabrics

  • Webinar: NTN in motion – evolving standards, expanding services

Since 1982, RCR Wireless News has been providing wireless and mobile industry news, insights, and analysis to mobile and wireless industry professionals, decision makers, policy makers, analysts and investors.

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