Analyst Angle

The hype and expectations around 5G continue to build, but the reality is that Long Term Evolution (LTE) is still going to be a significant part of the mobile cellular landscape for several years to come. Not only does LTE …

Why is the third largest cable TV company, Altice USA, changing the brand name of their wireless service from Altice Mobile to Optimum Mobile? Is it to stay in-sync with Xfinity Mobile and Spectrum Mobile? If so, why didn’t they …

Congratulations to both Dish and AT&T on this new deal. And sorry to T-Mobile. Earlier this week there was a major announcement. Dish will be an MVNO reseller of the AT&T Mobility network. That’s great news for Dish and their …

As the mobile industry continues its transition to 5G, outperforming its predecessor generations on nearly every metric at launch, it brings with it a host of extremely complex challenges for vendors to overcome if this demand explosion across all price …

MWC 2021 took place in Barcelona in June 2021, during a difficult period for the whole world as new COVID-19 variants are sweeping the world. Nevertheless, the GSMA and the city of Barcelona must be commended on their organizational skills …

Companies like Qualcomm are leaders in the ongoing transformation of the wireless industry. 5G is a breakthrough for the wireless industry with both speed and low latency. In coming years, 6G will be even faster, with even lower latency and …

An upcoming mobile communications metamorphosis—delivered by 5G standalone (SA) mode, 5G-Advanced and 6G—is being facilitated by complementary innovations and transformations in computing architectures and their supply. Change will be huge but gradual over the next decade. With 5G yet to …

July greetings from Blair/ Omaha, Nebraska (fresh off a memorable College World Series, and home of this week’s PGA Senior Open) and Davidson/ Lake Norman, North Carolina.  Pictured is a wonderful fireworks shot my neighbor captured from last Sunday’s celebration.  It is …

Let’s take a look at the present state of AT&T and take a look at their plans for growth moving forward. The AT&T brand name has been around forever as a leader in telecommunications, wireless and internet. Investors have seen …

Huawei is one of the strongest and most successful wireless companies in the world today. So why is there so much push-back against them in the USA? I can tell you exactly where the problem started. The original mistake was …

The confluence of 5G and augmented reality has been a cornerstone of digital disruption conversations for quite a while. However, only recently has both 5G and AR/VR been at a level of maturity to truly cooperate and enable new experiences …

June greetings from Davidson/ Lake Norman, Dallas (TX), and the mountain town of Murphy, NC.  After a busy week, the Briefer took some R&R time with friends in the mountains.  Pictured is the Chatuge Lake view from the Chatuge Shores Golf Course …

What will the internet look like going forward? I recently spoke with Jonathan Davidson, SVP and GM of Cisco Mass-Scale Infrastructure Group. He did a great job of clearing away the confusion and showing us exactly what Cisco’s technology means …

The floodgate of Mobile World Congress 2021 announcements has opened! 5G Open RAN will undoubtedly be the biggest theme among them. On the first day of the event, the 5G behemoth Qualcomm announced the world’s first 3GPP Rel. 16 Small …

Wireless carriers like Verizon Wireless, AT&T Mobility and T-Mobile have seen growth in urban areas and cities for many years. Rural America has not been the primary focus, but that is starting to change. Going forward it looks like all …

Father’s Day greetings from Dallas, TX, and Davidson/ Lake Norman, NC.  The opening picture is from last Friday’s Lake Norman boat ride with our neighbors.  Having my Dad and Mom nearby is a blessing.  We hope each of you has …

Greetings from Davidson/ Lake Norman, NC, where Carolina heat and humidity have descended, causing daily afternoon storms like the one pictured nearby.  This week, we will focus the entire issue on Verizon, analyzing their recent tactics against the backdrop of …

We are all talking about how 5G is changing everything, but 6G is coming on quickly and that is even more disruptive. With their third prototype, Optipulse says they have discovered a new light source which sends invisible and eye-safe …

The transcript of a recent internal presentation by Huawei CEO Ren Zhengfei attracted much attention in the press and was interpreted as a strategy to counter restrictions to access the US and other markets, and to impose Chinese global dominance …

Can Huawei HarmonyOS succeed in the marketplace against Android when other competitors like Microsoft and Samsung OS failed? Huawei is one of the largest and most successful wireless network builders in the world. Qualcomm is the other big competitor. Huawei …

Last week, I attended a Qualcomm smart cities event at Peachtree Corners. As a Wireless Analyst who lives in the Atlanta Georgia area, I have found this to be an interesting smart city project. You see, I am fortunate that …

Greetings from Davidson/ Lake Norman, NC, where the wildlife is plentiful.  Pictured is a red-tailed hawk that was on our dock this week.  Herons, ducks, geese (and goslings), hawks, buzzards, loons, osprey… we have it all on the Lake.   This …

On the inauguration day of China Tech day, Qualcomm announced the first 5G-NR IoT modem Qualcomm 315. This is a purpose-built modem for gigabit-class, high-performance Industrial IoT (IIoT) use cases, directly addressing the immediate market need for higher speeds, capacity, …

Over the past several months, I have spent time with Celona, a startup offering a private cellular networking platform as a service. I like Celona’s strategy as it has the potential to be disruptive from a cost perspective while also …

Cable TV tried to get into the wireless phone business a decade ago. They failed. Then, years later they tried again. First Xfinity Mobile, next Spectrum Mobile and then Altice Mobile. We have not seen other pay TV companies like …