Customers love using Amazon. Investors love Amazon because of their continuing growth and domination. However, the Wall Street Journal says many small businesses regret talking with and doing business with Amazon because – to take a line from Shark Tank’s Kevin O’Leary – they...
So long Sprint. It’s been nice knowing you over the last several decades. After the merger with T-Mobile, things are moving very quickly. In fact, faster than anyone guessed when the merger was being negotiated. T-Mobile says they plan to shut down the Sprint...
Mobile telcos have difficult financial, operational, and logistical challenges balancing the various needs of mobile cellular voice, mobile broadband, and OTT video services. The secret to the mobile carrier’s success has been managing, indeed “multiplying,” capacity for its customers to use. As we move...
One of the exciting features the recently finalized 3GPP Rel. 16 brings to 5G is the support for Integrated Access Backhaul (IAB). IABs have the potential to be a game-changer, especially for millimeter Wave (mmWave) deployments by solving the key challenge of backhaul. However,...
Greetings from North Carolina, where it is seasonally hot and humid. Fortunately, our COVID-19 “stay at home” garden is yielding fantastic results. Zucchini, anyone?
The earnings season started this week with AT&T, Verizon, and Microsoft reporting earnings. As we predicted, there’re a lot of positives...
Another 5G milestone was reached. Congratulations to AT&T and their wireless users. Yesterday, they announced their 5G network is officially nationwide. This is a major milestone in the race to 5G. This is a big deal in these early days of the next generation...
Why is Synchronoss Technologies performing so well especially when we are right in the middle of the COVID-19 pandemic? The reason is simply this: Synchronoss is a global company which focuses on helping wireless networks improve their relationship with customers with features and services....
A warm North Carolina welcome to the dog days of summer. The picture is of our pooch Abby serving as boat sentinel on a recent float trip. Summertime in the South – there’s nothing like it.
After reviewing this week’s market activity, we will discuss...
The U.K. government has banished Huawei’s 5G network kit. Supply must cease before 2021 and operators must rip out and replace all installed equipment by 2027. This is tightening of its previous policy —instigated as recently as January 2020—to exclude “high-risk vendors” from an...
Although 2020 has brought numerous challenges to the telecom industry, including geopolitical stresses, the COVID-19 pandemic, and 5G deployment challenges, these events have also highlighted the critical role of fixed and mobile telecom networks in providing economic resilience and national vitality during a period...
Hazy, hot and humid July greetings from Lake Norman, NC where we recently social distanced with an evening swim/ float. This week, we will be revisiting the fiber thesis developed a year ago (Sunday Brief here and Deeper Brief here). We have been very bullish on fiber...
Meredith Attwell Baker, President and CEO of CTIA, helps us better understand what we have been experiencing on the wireless networks in the last few months through the COVID-19 pandemic. The CTIA says our wireless networks kept American’s connected through the coronavirus in new...
The virtualization of cellular networks has been ongoing for some time. But virtualizing the Radio Access Network (RAN) has always been an enigma and was the final frontier for the trend. The rising star of 5G infrastructure business—Samsung—jumped on to the virtualized RAN (vRAN)...
A growing number of wireless companies are showing how they are still on target with their rollout and continual advancement of 5G wireless services. Let’s take a look at some of these leading companies in the 5G race and what we can expect moving...
After a week-long marathon session of online meetings, 3GPP finalized Release 16 (Rel. 16) paving the way for the next phase of 5G. Kudos to the grit of the leadership team, who, while fighting the COVID-19 disruptions, and defying the skeptics, delivered the specification...
Quarter-end greetings from Houston and Lake Norman. We will be continuing this week’s Buzzword Bingo edition as we preview second quarter earnings.
As a reminder, in last week’s Sunday Brief (here), we discussed a series of events impacting T-Mobile (including the naming of their new...
When traveling I like to compare the high-speed Internet service we use at home to other places. I have learned there is a big difference in the performance of internet services. Sometimes the difference is in the service itself. Other times the difference is...
The current telco market is dominated by discussions surrounding 5G and geopolitical competition as countries strive to dominate in future technologies and cellular generations. However, these discussions fail to focus on the fact that most of the data being delivered through mobile networks utilize...
Summer greetings from Charlotte and Lake Norman, NC. This has been a news-filled week. In our Q1 2020 preview, we described a “bingo card” that a few Sunday Brief faithful use as more of a tongue-in-cheek way to manage through hours of earnings calls. ...
There is a battle being fought in the wireless industry between patent quality and quantity. The confusion lies in the fact that the two leaders, Qualcomm and Huawei are presenting their side in a way that makes each look like the leader. This is...
5G has seen unprecedented traction; many flagship devices are already in the market, and many more are on the way, including the much-rumored and anticipated iPhone 5G. After the excitement of limited initial launches, when operators are starting the large-scale deployments, the basic question...
Warm summer greetings from Houston, Texas, and Charlotte, North Carolina, where we are starting to see the first fruits of our “stay at home” garden. This week also featured our first airplane trip since late February and, despite the mask-wearing in 95-degree humidity, everything...
We are starting to get back to normal. My morning coffee group is back together. OK, not quite the same as we were. Today, we grab a cup of coffee and sit in the parking lot in lawn chairs rather than sharing a booth...
Preliminary estimates suggest 1Q20 CBRS RAN revenues were in line with expectations, accounting for 1% to 3% of the overall 1Q20 North American RAN market. Even if the regulatory process has taken significantly longer than expected, the results are encouraging given that the ICDs...
