Analyst Angle

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 …

First, congratulations to Qualcomm for clearing their name by winning in the United States Appeals Court on a case brought by regulators. Based on what I have been reading and following over the last several years, I think the US …

The United States Court of Appeals for the Ninth Circuit (Ninth Circuit) gave a landmark decision in favor of Qualcomm, on Aug 11th 2020, in the long running antitrust case brought about by FTC. This was a highly anticipated outcome …

Mid-month greetings from “move in” weekend at Davidson College.  Attached is the “scene” at the College as they grapple with containing outbreaks while maintaining the liberal arts community that makes Davidson special.  It’s an experiment that will likely have fits …

Rumor is Cox, the cable television company, may be getting ready to re-enter the wireless marketplace. Let’s take a look at whether they will, and if they do, when and what kind of impact it will have on their company …

Greetings again from Charlotte/ Lake Norman.  Pictured is a double rainbow from July to celebrate a week of consistent market highs as well as a pretty darn good first earnings report from T-Mobile.  We will analyze four key parts of …

Over the last several decades, competitors in the wireless industry were all on the same path. However, over this last decade we have seen three completely different directions emerge. Let’s take a closer look at networks in the changing industry, …

Greetings from Davidson, North Carolina.  Hard to believe it’s already August, but the weather forecasters are already tracking hurricanes (cone above/ left).  Lots of wind, and some greatly needed rains for the Tar Heel state to follow – typical summertime …

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 …

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 …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …

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 …

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 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 …

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 …

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 …

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 …

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 …