Analyst Angle

As a keen industry observer, I have seen with awe, the attention patents (aka IPR- Intellectual Property Rights) have recently gotten. And that has everything to do with the importance 5G has gotten.  Most of the stakeholders now realize that …

More snowy and chilly greetings from Jefferson City and Willard, Missouri, as well as the Tar Heel state, where we anxiously await next week’s warmup.  The opening picture is from a Zoom presentation last week to the Colorado Wireless Association …

Everyone is always searching for the best companies. Investors are looking for the best companies to make money. Users are looking for the best quality and reliability. Workers are looking for the best companies to work for. There are always …

Qualcomm CEO Steve Mollenkopf will be retiring June 30 after a successful 26-year run with the company. He will be replaced by Qualcomm President Cristiano Amon. Amon has been with the company since 1995. While there are always concerns when …

Snow and ice-filled greetings from Davidson, NC, and Springfield, MO.  Pictured is yours truly (with assistance from a nephew) providing an afternoon snack to a few of the many bovines at the in-laws’ Missouri farm.  A relaxing family holiday in …

5G is set to have a significant impact on backhaul networks in the coming years. From ABI Research’s own research on the top 30 markets, 5G mobile subscriptions are expected to grow by a 41.2% Compound Annual Growth Rate (CAGR) …

Artificial Intelligence is one of the most exciting, amazing and powerful new technologies we have ever developed. However, there is a flaw with AI. Whether it is helpful or hurtful, right or wrong, good or bad depends on one thing. …

Chilly December greetings from Lake Norman, where “Santa Jim” was busy distributing Christmas treats to the neighborhood dogs.  They are certainly an attentive bunch.  Thanks for the many responses to last week’s Brief.  As seen below, content/streaming developments seem to …

Despite mid-60s degree temperatures, it’s beginning to look a lot like Christmas in Davidson (pictured are the Giving Trees on the Village Green).  They have been a tradition for decades – a highlight of our most unusual Holiday season.  We …

The tech industry has seen a blistering pace of innovation and market dominance. Global equity markets are swayed by how Apple, Amazon, Google, Facebook, Microsoft, Netflix, Intel, Nvidia perform. Seven out of the top ten companies in S&P500 and three …

At a UBS investor conference last week, John Stankey, AT&T CEO said he likes the strong momentum in their wireless business during 4Q20. This growth is thanks to the changes made by Stankey earlier this year after he took the …

December greetings from Springfield, MO, and Davidson, NC.  Pictured is yours truly standing in one of the world’s largest coal shovels (used for strip mining in rural Missouri in the 1950s).  This particular shovel is prominently displayed in a small …

Once again, Comcast Xfinity is making news their customers won’t like. Word is, in 2021 they plan to both place a data cap on all users, plus they plan on increasing prices, again. Parts of this bad news for consumers …

Will Chinese companies like Huawei and ZTE, who have been blocked from doing business in the USA by the Trump administration because of security issues, now be cleared under the Biden administration? Many have wondered whether this problem was real …

Jeff Lorbeck, Qualcomm Senior Vice President and General Manager of IoT hosted an analyst briefing called, Accelerating Digital Transformation through IoT. You may be surprised how the Internet of Things is another sizeable growth opportunity for both the company and …

5G is a real moment of decision for smaller wireless networks. We all know how 5G is sweeping across the industry, increasing the wireless footprint and changing customer expectations. Going forward, every wireless carrier must offer 5G or they risk …

T-Mobile is launching their new pay TV offering called TVision. With a growing list of new competitors, will this be successful? Let’s take a look at the growing industry, the new and existing competitors and the secret to a successful …

Following four years of research and interviews with leaders in the industrial IoT (IIoT) space, Cambashi has settled on nine ‘verticals’, or ‘connected market areas’ for IIoT applications. These are: buildings, cities, infrastructure, products, production, supply chain, transportation, and workers. Although …

5G private networks are a huge new wireless growth opportunity for companies like Qualcomm, AT&T and Verizon. We all know how 5G is a huge new growth opportunity in general for the entire wireless industry. However, most don’t realize how …

Ever wonder how dependent we have become on all the new technology we use every day? These days, we think we are bulletproof. With wireless, Internet, telephone, cable TV, power and all sorts of advanced technology, we feel like we …

Last week I virtually attended the Qualcomm 5G Summit 2020, which is their annual conference where they talk about what they have accomplished in the past year, where they are today and what their plans are going forward. Let me …

After pointlessly fighting tooth and nail for almost two years, FTC will now be forced to end the case, after the latest setback at The United States Court of Appeals for the Ninth Circuit (Ninth Circuit). The Ninth Circuit’s well …

Most years the new version of Apple iPhone doesn’t move the needle much. This year is different. With 5G, upgraded camera, MagSafe and more, there is plenty users will be happy about. There are also several areas of concern you …

The 5G smartphone market is now outperforming its predecessor generations, including Long Term Evolution (LTE) smartphones, on nearly every metric, including the number of mobile devices, subscribers, and networks available at launch. However, 5G brings with it a whole raft …