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How important is Huawei for the 5G industry? (Analyst Angle)

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 new standard for client...

The Sunday Brief: Deloitte talks wireless adoption rates

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 and swimmers (as pictured)...

Kagan: Huawei facing growing problems in 5G wireless upgrade

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 the last decade, Huawei...

Get ready for the PAL auction (Analyst Angle)

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 the band already General...

The Sunday Brief: The Intel Trinity

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 Brief.  Our son, Jimmy,...

Kagan: MedSign Qortex TV-based telehealth systems for elderly

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 Qortex, which is a...

Outlook for 4G and 5G with COVID-19 and climate change

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 much in motorized transport. Since...

Kagan: Hayver Guard app helps with re-entry to life after COVID-19

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 who is actively focused...

The Sunday Brief: Acceleration after the storm

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 ice cream.  We hope...

Kagan: How to unlock iPhone, Android faster with a face mask

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 that may help you. One...

Kagan: Tech influencer marketing more important than ever

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 are more important than...

The Sunday Brief: Implications of accelerated technology adoption and work/learn from home

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 summer.  Finally, a Patterson...

Kagan: AT&T deploys Synchronoss Personal Cloud

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 them the chance to...

Kagan: What to expect from T-Mobile under CEO Mike Sievert

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 5G wireless industry...

Wi-Fi 6E to lift 2021 wireless LAN market (Analyst Angle)

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 the 6 GHz band for...

Facebook’s Reliance Jio investments gives it the front seat to Indian digital transformation

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 have indicated that their...

The Sunday Brief: T-Mobile’s value seekers’ proposition

Mother’s Day greetings from Lake Norman and Charlotte, North Carolina, where businesses are starting to show signs of life.  Pictured is Bossy Beulah’s, a Charlotte chicken establishment revived by local restauranteur Jim Noble.  The lines are back at Bossy’s and, while we are physically...

Kagan: What the AT&T of tomorrow will look like

  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 were, who they are today...

Kagan: Qualcomm CEO Steven Mollenkopf on 5G wireless growth

Last week on a CNBC interview, Steve Mollenkopf, CEO of Qualcomm discussed how the company is dealing with the challenges of Covid-19 and how the pace of 5G wireless transformation is not slowing down. Let’s discuss how Qualcomm and the entire wireless industry are...

The Sunday Brief: Earnings analysis–is Microsoft the new Ericsson?

Greetings from Lake Norman and Charlotte, North Carolina, where we are having a wet but overall terrific spring (pic is of our May Day celebration with neighbors – plenty of cheer… at a distance).  This week, we will continue our earnings discussion with five...

Kagan: 5G wireless rollout accelerating through COVID-19

One of the most often asked questions I get today is will COVID-19 slow the rollout to 5G wireless? What I tell the media, investors, workers and users is simple. 5G has been coming on strong for the last several years and that will...

The Sunday Brief: Earnings insights from Verizon and AT&T

Homebound April greetings from Lake Norman, where North Carolinians are beginning to come out for Chick-fil-A (pictured is the drive-thru at the Mooresville location last Friday evening).  So much for sheltering in place.  This week, we’ll examine the earnings of two telecom leaders, Verizon...

Kagan: Thoughts on new AT&T CEO and industry leadership

As someone who has been following AT&T for decades, I see an interesting pattern in the change from Randall Stephenson to John Stankey as CEO of AT&T. While the future direction and success of AT&T is up to Stankey, the next hand has been...

Kagan: Companies that grow through COVID-19

As we have all seen, there are quite a few business segments, industries and companies which are not only surviving but thriving during the COVID-19 pandemic. These companies should also continue to do strong business going forward because they are “essential” to our society....