Analyst Angle

Greetings from Hilton Head Island (SC),  Davidson/ Lake Norman (NC) and Omaha (NE).  Pictured is a long-time friend and former colleague, Christopher (“Topher”) Wren and I having a terrific conversation and dinner at Stokes in downtown Omaha.  Topher is currently …

Verizon, like every other company must continually find new pathways for growth going forward. That’s why several years ago they acquired both AOL and Yahoo. I never saw the benefit and thought it was a big mistake. Now, several years …

Ookla Speedtest, RootMetrics and Opensignal all recently released results of their latest studies of 5G performance between major wireless competitors. Each showed how each wireless carrier is getting better, stronger and faster, quarter after quarter. However, there is something no …

May Derby greetings from Lake Norman/ Davidson/ Charlotte, NC (pictured is one of the juleps consumed while watching the Derby with friends).  We are going to do as much as possible to conserve print this week because of the concentration …

Open RAN and virtual RAN have gotten so much media attention lately that some even call it just “hype.” But there is no denying the fact that there has been tremendous commercial traction and meaningful progress in making these concepts …

In a crisis, governments, companies, even events need to instantly reach out to and communicate with all their citizens, workers and attendees. How can this be done? This is what Everbridge does. In fact, you could be using their service …

Mid-April second vaccination greetings from Lake Norman/ Charlotte.  This week, a box arrived containing an oversized,  fleece-lined hooded blanket from T-Mobile (the package also included a loincloth-sized black towel entitled “verwhyzon”).  The opening picture is my poor attempt to model …

Tax Day greetings from the middle of Texas (the iconic Underwood’s Cafeteria sign is pictured – it’s definitely a Texas thing) and from Davidson/ Lake Norman.  Feels good to be on the road again.  This week, we will divide our …

Congratulations to T-Mobile for introducing their Home Internet service. There is a growing market for this service. How well does this service work? Based on what I hear so far, it sounds pretty interesting. T-Mobile says that they have a …

There are several problems when it comes to building the internet. Network builders install wireless and wire line internet in towns, cities and states from coast-to-coast. Today’s solution for some of these problems is time consuming and costly. What if …

April greetings from Davidson and Charlotte, NC where spring buds (and storms) are popping up all over.  This week we will analyze the events of the past two weeks with a particular focus on T-Mobile’s Home Internet Uncarrier announcement last …

Right after the last Nvidia quarterly earnings release, Jim Cramer, host of CNBC Mad Money spoke to Jensen Huang, CEO of Nvidia regarding the deal with Arm. Most of his questions were softballs, but what caught my attention was Jensen’s …

T-Mobile is shutting down their TVision pay TV service. So, what does this mean for their future? They have been talking about entering and changing the pay TV space for years. They thought they would be successful in pay TV …

Here we go again. A decade ago, luxury cars like Lexus and Cadillac which uses OnStar really screwed up. When the wireless 2G signal was turned off, they and customers lost their navigation and emergency services. You would think OnStar, …

Greetings from the farm in Williard, MO, and the lake in Davidson, NC, as we took some time away to celebrate four birthdays over a single weekend (ages 11, 14, 23, and old enough).  The farm is a terrific place …

In the past 5 to 10 years, there have been several novel if not downright quirky communication solutions trying to address the needs of rural connectivity, especially in emerging markets. These have ranged from tethered and free-floating balloons to circling …

It is election time at the 3GPP, and last week was the ballot for the chairmanship of the prestigious RAN Technical Specification Group (TSG). Dr. Wanshi Chen of Qualcomm came out as a winner after a hard-fought race. I caught …

Congratulations to both Qualcomm and Dr. Wanshi Chen who has been selected the next Chair of 3GPP TSG RAN Plenary. This is great recognition of wireless industry leadership for both Qualcomm and Dr. Chen. Qualcomm leadership in 3GPP brings the …

Greetings from Davidson/ Lake Norman where the 2-year-drought has ended! The editor has a question for all the TSB-reading technology innovators, implementers and investors: Why is it 2021 and we’re still having to do THIS with our TV’s? Picture-in-picture was …

It is rare for a technology or service to evoke extreme opinions as LEO satellite constellations do. On the one hand, some would say that no constellation has managed to avoid bankruptcy. On the other hand, some believe that LEO …

5G market status and technology 5G is already in the mainstream news in 2021, followed by a turbulent year due to geopolitics and COVID-19, but also the realization that telco networks are much more important than consumers, governments, and enterprises …

Synchronoss Technologies Inc. has had a rough year, but it looks like they could be getting back on their growth track. They have a new President and CEO, Jeff Miller at the helm. They have refocused on certain key areas …

Mid-March greetings from Charlotte/ Lake Norman/ Davidson, where we prematurely celebrated National Poires Belle Helene Day (which is March 15).  Like many of you, the COVID-19 pandemic has broadened our culinary skills.  We are looking forward to enjoying this and other tasty …

SoftBank’s proposed sale of Arm to NVIDIA should be blocked. While there are major UK national interest concerns about this transaction, the threat and likelihood of severe anticompetitive effects are global and more fundamental. NVIDIA’s control over Arm will throttle …

Over the last several decades, Qualcomm has been and remains one of the most powerful and important companies in the global wireless space. As a leader in 5G, Qualcomm sees strong growth ahead for many years to comes as the …