Analyst Angle

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 …

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 …

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 …

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 …

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 …

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 …

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 …

Huawei’s success and market evolution are a contested topic nowadays, with critics arguing that the vendor is a front for the Chinese government, while several telco operators claim the Chinese vendor is continuously innovating in the industry and setting a …

Greetings from Lake Norman, North Carolina, where temperatures are not waiting for the official start of summer (June 20) – school is out, commute times are more often measured in feet for many of us than miles, and many boats …

Canada and the U.K. have changed their minds. They now want to cancel their Huawei agreement to upgrade their 5G wireless networks. As a wireless analyst I closely follow all the players and have for more than 30 years. Over …

In July, the FCC will begin an auction for Priority Access Licenses (PALs) in the CBRS band.    In each county, bidders will be seeking access to spectrum that won’t be disrupted by general (unlicensed) users.    They can use …

Greetings from the Kansas City and Willard, Missouri (dogs at play pictured), as well as Lake Norman/ Charlotte, North Carolina. The caravan of goods and furniture started Friday and continues through June 1, hence the later distribution of this week’s …

There seems to be an explosion of new companies and technologies in the telehealth or telemedicine arena. Recently I met with MedSign International CEO Tom Conroy and VP of Marketing Robin Sharp. They briefed me on their new service called …

The long-term growth trajectories, to 2025 and beyond, for all telecommunications, including mobile and 5G, are significantly elevated by the effects of the COVID-19 pandemic and the looming climate change crisis, that will also make us stop traveling around so …

What’s the next step in our COVID-19 journey? As we begin to re-open, re-enter life, go back to work, go to ball games and everything else, we need to do it smart and focus on safety. Hayver is a company …

Memorial Day Greetings from Lake Norman/ Charlotte, NC where cold spring rains gave way to a Carolina summer filled with heat and humidity.  That means more boats on Lake Norman (boat purchases increased during the pandemic) and making homemade strawberry …

COVID-19 is a real pain in the… well you know. We have noticed how difficult and time consuming it can be to simply unlock and use our smartphone when we are wearing a face mask. Let me share two secrets …

Influencer marketing is more important today with COVID-19 than ever before. It’s just different. It has been a rapidly growing cottage industry over the last several years. However, the coronavirus is changing things in this world. Finding the right influencers …

Graduation greetings from Davidson/ Lake Norman, NC, where we virtually celebrated the college graduation of our son (Jimmy).  We are proud of his accomplishments and share his excitement as he begins his software development career at Cerner Corporation (Kansas City) later this …

Every wireless carrier is looking for new ways to offer new services that will solidify their relationship with customers. That’s why AT&T recently announced the AT&T Personal Cloud. This is a new service for AT&T Mobility wireless customers. This gives …

T-Mobile US is currently under enormous pressure caused by massive changes at the company and the industry. Not only do they have a new CEO. Not only did they also just acquire Sprint and have to integrate it all. But …

The year 2020 will certainly go down in history as a remarkable one for Wi-Fi, as the industry is being awarded massive increases in spectrum.  On April 23, the U.S. FCC voted to make available 1,200 megahertz of spectrum in …

Facebook’s recent investment of $5.7 billion in Reliance Jio Platforms has received much media attention. Soon after, private equity firms Vista Equity Partners, and Silver Lake announced $1.5 billion and $747 million investments into the venture. Facebook and Reliance Jio …

  AT&T is a company in transition. Then again, it has always been a company in transition for the last 15 years and that is only continuing. So, let’s pull the camera back and take a look at who they …