Analyst Angle

Earlier this week, Qualcomm announced new chipsets for Virtualized Radio Access Network (vRAN) and open networks, adding to its existing small cell chipset product line (Qualcomm 5G Radio Access Network (RAN) for small cells). Specifically, the announcement focused on the …

What’s the future of Dish Wireless? While I love the idea, I have to say we’ve been waiting for more than a decade since they started acquiring wireless data spectrum and what have we seen so far? More recently, during …

Given the strong uptake of 5G, the intense interest for deploying private CBRS LTE/NR in-building, and the accelerating development of the industrial IoT, we review the progress of CBRS penetration in the enterprise. Enterprise wireless networks today Most of the …

October greetings from Lake Norman where we are enjoying an almost perfect fall.  Pictured is Monday evening’s peaceful Lake picture from our dock.  The view never gets old.  This week’s Brief is devoted to diagnosing AT&T’s sickness.  We have highlighted …

While litigation is bogging down the licensing of cellular standard essential patents (SEPs) in vehicles with disputes about where in the production supply chain licensing may or must occur—from chip, to module, to telematic control unit (TCU), to entire vehicle—this …

Thank you to Apple for finally listening to my suggestions and your customer cries over the last several years. Next week they will announce four different iPhone models and one in particular should be very successful for a group of …

The recent change of CEO at Synchronoss Technologies created some uncertainty among investors, however things look like they are settling down and getting back on track. The cloud services company had started its next growth wave over the last couple …

Many 5G operators are quickly realizing that Integrated Access Backhauls (IABs) are an ideal solution to expand 5G coverage. This is even more important for operators such as Verizon and AT&T, who are primarily utilizing millimeter Wave (mmWave) bands for …

October greetings from Virginia Beach and Davidson/ Lake Norman.  Fall has arrived in the Piedmont, but that has not kept us (and pets) from enjoying our kayaks.  Hopefully you are finding time to enjoy the outdoors.  Many thanks to Jennifer …

This may sound far-fetched, but it’s absolutely true. Wireless or mobile payment technology gives us the ability to pay for things with our credit card, smartphone and now with our automobile. What? You can charge purchases with your car? Sound …

In various industries including pharmaceuticals, where a product is typically protected by only a few patents, if intellectual property is licensed at all, licensing tends to be atomized: company-by company for individual patents or small portfolios, and nation-by-nation rather than …

Northern-burbs-of-Chicago greetings from a recovering sell-side analyst!   Jim is taking the Editor on a well-deserved beach break, but before leaving town he asked me to babysit his beloved Sunday Brief (just for this weekend).  One of the things I …

Right before the passing of the deadline, as expected, the Federal Trade Commission (FTC) took another swing at Qualcomm by filing a request to reconsider the recent appellate court decision. But to everybody’s surprise, the FTC Chair and Trump appointee …

Today, when we look at the pay TV leaders AT&T, Comcast, Charter and Altice, the future is heading in different directions. Let’s take a look at the differences, who will win and which different directions the pay TV industry is …

September greetings from Davidson, NC, and Denver Colorado, where the Mile High weather conditions were simply “smoky.”  This week’s opening picture shows last Thursday’s Denver skyline against the white backdrop of smoke, adding another reason to wear a mask.  The …

It is bliss, as an engineer, to witness a whopping 2Gpbs speed on a live commercial network, using an off the shelf device. And that was my experience a few weeks ago, using the new Lenovo Flex 5G on Verizon’s …

Warning, warning, warning! It is that time of year again when Apple releases its next iOS upgrade. Like many of you, I have experienced the hell Apple puts many users through, which is why I always recommend not being the …

September greetings from Davidson, where we celebrated the defending champion Kansas City Chiefs season opener with a red velvet cake.  The only thing more delicious than the Editor’s homemade dessert was watching Tyreek Hill, Travis Kelce, Sammy Watkins and rookie …

The cable television industry is going through an enormous and rapid change wave. No, we are not giving up cable TV, but a growing number of American’s are watching it differently. The industry is shifting to pay TV which has …

Every time I see the frontline users chugging along those thick, heavy, oversized rugged phones, I feel there should be a way to make them sleek, and stylish like consumer phones, without compromising on the functionality. And I am delighted …

Every major wireless carrier now has a new CEO. I’ve been a wireless analyst for the last 35 years, watching the industry and commenting on more companies than I can count. With that said, I am very excited right now …

There seems to be something very interesting going on in the world of influencers. As a wireless analyst for the last 35 years, I have met quite a few very interesting people over that time. Senior executives, investors, Board of …

Hi again from Davidson, where the dog days of summer are continuing.  Pictured is our pooch, Abby, stealing some relief from our neighbor’s sprinkler system.  This week, we will celebrate the end of Auction 105, also known as the CBRS …

Hi again from Davidson, where the COVID-adjusted “new normal” isn’t keeping folks from life.  Activity is up from summers past, partially due to an influx of Empire and Garden State escapees.  We welcome them with a big “Hi y’all.”  This …

Society has become vastly more dependent on internet connectivity over the past few months in the wake of a global pandemic with serious public health consequences. Advised to shelter in place at home and practice social distancing as much as …