Analyst Angle

AT&T, Verizon and T-Mobile, in fact the entire wireless industry all had plenty of bumps in the road during 2021. While Verizon and T-Mobile have gotten back on track relatively quickly, AT&T has been taking more time to clear its …

Numerous use cases require 5G positioning The roll out of 5G networks beckons a new era for telecommunications in terms of connectivity delivering low latency speeds and supporting high bandwidth applications in the enterprise. Moreover, 5G positioning provides new capability …

Holiday greetings from Colorado, Kansas (via I-70), and Missouri where we celebrated a white Christmas on the slopes (pictured) and also blazed a few new trails on my in-law’s Missouri farm (picture at the end of the Brief).  Lots of …

These are the early days when we should start to pay attention to the Metaverse. The good news is this is a real opportunity. The bad news, it is full of risks, and it will take years to develop before …

MPEG LA and Unified Patents have just launched their Alium patent pool program that seeks to license 4G LTE and 5G standard-essential patents (SEPs) for a minimum charge of $10 per Open RAN Radio Unit (RU). Previously, attention to licensing …

Here at Dell’Oro Group, we have been asking ourselves why enterprise Wi-Fi 6 has been hit so hard by component shortages — where sequential shipment levels for many manufacturers have declined — when typically new technology shipments rise significantly quarter-to-quarter. …

Holiday greetings from Louisiana, Texas, Nebraska, Missouri (state capitol building in Jefferson City pictured), Kansas, Iowa and Colorado.  Seven states and 2,300+ miles in two weeks as we are closing out the year with a bang at American Broadband.  Looking …

Hyperscalers have been strengthening their telco ambitions in 2021, culminating with Amazon Web Services (AWS) launching its own private 5G solution this month (December). The AWS model for private 5G is consumption-based with pricing determined by coverage area and bandwidth. …

Huawei is one of the world’s largest wireless players. They recently published a report called Intelligent World 2030: 4 Industry Trends that Will Shape the Future. It says going intelligent is the direction the world is heading over the next …

Telecom operators have been building cellular networks for more than four decades. During that time, four generations have passed, many technologies have come and gone, numerous innovations and advances have occurred. Cellular smartphones have even fundamentally changed how we live, …

As an eventful 2021, which witnessed 5G becoming mainstream despite all the challenges, comes to a close, the analyst part of my mind is reviewing and examining major disruptions in the cellular market brought by 5G. The rise of Samsung, …

As an industry analyst I have closely followed AT&T, and its competitors for decades. Recently, I was interviewed by the media about my thoughts on how well new CEO John Stankey is doing with his task of rescuing AT&T and …

The adoption of 5G continues to thrive in the mobile devices market and is expected to become more diverse and expand exponentially across all types and price tiers. However, device democratization of the 5G experience will be constrained, not just …

Holiday greetings from the Midwest (pictured is our Thanksgiving view of Table Rock Lake from our Branson family rental) and South Central US.  We hope everyone had a restful Thanksgiving week and look forward to seeing those of you attending …

The term metaverse is brand new to investors, workers, executives and ,yes, industry analysts. In fact, it is so new, there are very few real-life, full-fledged metaverse experts today. However, it has been brewing for many years now. We are …

LTE will still play a fundamental role in the future of the mobile network. Mobile operators in developed markets face the challenge of unlocking new revenue streams to remain competitive while mobile operators in emerging markets continue relying on LTE …

Here we go again. Every few years as the wireless world upgrades to the next generation of service, warning bells go off and gets everyone worried about one thing or another. This happened as we upgraded to 3G and then …

Are you planning to attend this year’s Consumer Electronics show in Las Vegas in early January? What about your company? Your competitors? Will CES 2022 be a big success, or will it struggle as we still deal with the coronavirus …

Thanksgiving greetings from the West, Midwest and Southeast, where we are hitting the road and logging many miles.  This week’s picture, however, comes from a Charlotte-based startup that I have been advising since the early 2018 (Lucid Drone Technologies).  They …

Why are the three major wireless carriers struggling with losses instead of showing growth? Verizon Wireless, T-Mobile and AT&T Mobility have shown rapid and consistent growth over decades. Today, 5G represents a significant growth opportunity. Why then are these wireless …

With the increasing occurrence of climate change events, industries globally have had to shift their attention towards their emissions and contributions, and the telecom industry is no different. According to the GSMA’s Mobile Net Zero report, it is estimated that …

November greetings from the Midwest and Southeast, where we are hitting the road and logging many miles.  Pictured is the Vernon County, Missouri courthouse.  After a short summary of market capitalization changes over the past two weeks as well as …

News reports say AT&T share price is at a 10-year low. So let’s take a closer look at what’s happening at the company and when we can expect both recovery and growth. As a wireless and telecom industry analyst for …

Qualcomm insists on calling its product offering a “Modem-RF System” highlighting the importance of RF in achieving excellent smartphone performance, as well as the tight integration between modem and RF subsystems that can take the performance even further.  Despite the …

Facebook has been one of the most amazing success stories of all time. That being said, in recent years it has also raised much concern with regards to privacy and political freedom. They hope changing the name and brand to …