Analyst Angle

Greetings from Davidson/ Lake Norman/ Charlotte, North Carolina where winter has finally begun its return (picture is from earlier in the week when our dog, Abby, was chasing ~40 ducks into the Lake).  Thanks again for the emails and comments …

Qualcomm briefed me on how their 5G technology is working with the automotive industry and transforming the driving experience. This briefing was very exciting because it showed what tomorrow will look like and the central role these companies and technologies …

As the headline suggests, this analysis should be seen in context. It offers only rapid arithmetic around the World Economic Forum’s (expanding) list of ‘lighthouse’ factories, which claim the most success with digital change. It considers the available data (the …

Once again, the annual Consumer Electronics Show in Las Vegas blew the roof off and got everyone salivating on what is being introduced and what is coming. Let me share with you some thoughts about what I learned at CES …

Greetings from Las Vegas, NV where 170,000 tech-hungry attendees gobbled up products and services from hundreds of exhibitors.  Pictured is our motley crew at the first Sunday Brief CES dinner held this year at Gordon Ramsay’s Pub at the Caesar’s …

With the market for 5G devices set to grow exponentially in the next 18 months, there are several complex challenges ahead for the OEMs. Chief among these is the ability to solve the integration of the whole 5G cellular system …

Greetings from the slopes of Fraser, CO (pic from the previous week) and Lake Norman, NC where we rang in 2020, toasted with friends and caught up on sleep.  We hope each of you have a banner year filled with happiness …

Dish Network is in-play in the T-Mobile, Sprint merger trial. Dish said they will become the number four wireless competitor, so the deal should be approved. While I love their commitment, spunk and confidence, they have absolutely zero wireless history …

Greetings from Fraser, CO, where near zero temperatures are the norm in December.  We hope each of you have a very restful and happy Holiday season.  2020 promises to be an eventful year and we will be here to follow …

** Sorry for this week’s length.  The footnote citations from the book are in the PDF.  Happy New Year! ** End of year greetings from Fraser, CO and Lake Norman, NC.  This has been a week of reflection, not only …

So much of the hot, new and innovative technology we will see at this year’s Consumer Electronics Show centers around one core technology, wireless. CES 2020 will show how the mobile industry is the backbone of a growing number of …

It seems that T-Mobile US and Sprint have been trying to get their merger approved for years. They have been changing who they are and still nothing. Today, T-Mobile is showing growth, as is Sprint, but to a lesser degree. …

Longstanding and economically efficient balance in Standard-Essential Patent licensing is being destabilized by misinformation and manipulation of commercial practices and of benchmarks in Fair, Reasonable and Non-Discriminatory licensing. This is epitomized in litigation between Apple and Qualcomm, commencing January 2017, …

Greetings from Charlotte, where the Holiday spirit is in full swing (picture courtesy of Alex Gerrard, a Davidson friend).  We are focusing this week’s TSB on three foundational trends:  a) Increased home broadband competition, b) Increased “channelization” of content thanks …

AT&T Mobility just made a major announcement. They now offer 5G wireless in 10 markets for consumers and business customers with more coming in the next few weeks before the end of 2019. I spoke with Igal Elbaz, Senior Vice …

I just returned from a whirlwind session of 3GPP RAN Plenary #86, held at the beautiful beach town of Sitges in Spain. The meeting finalized a comprehensive package with more than 30 Study and Work Items (SI and WI) for …

The 5G wireless race is on and there is a debate raging over whether the USA or China will lead. Current leaders are companies like Qualcomm and Huawei. Many say China based Huawei has the early lead. Qualcomm is the …

Holiday greetings from sunny and mild Lake Norman, North Carolina (sunrise shown – unaltered photo).  There are a lot of follow-ups to cover, and, if reports are true, there may even be a settlement between the Attorneys General and T-Mobile/ …

The next stage in advanced text messaging is RCS and it has begun. All four major wireless providers in the United States which include AT&T Mobility, Verizon Wireless, T-Mobile and Sprint have joined forces with Synchronoss Technologies on a new …

Happy Thanksgiving from Lake Norman, North Carolina, where I finally got the turkey to look normal after grilling (thanks to YouTube videos).  Hope your Thanksgiving was filled with good food, fellowship, and safe travels.  This week’s Brief is a review …

Pre-Thanksgiving Greetings from Kansas City, Las Vegas (Bellagio flower display pictured), and Lake Norman.  Please note that next week we vary from our traditional format and will have a short commentary on Tim Wu’s The Master Switch, one of the books …

We knew this day would come. Mike Sievert will replace John Legere as CEO of T-Mobile US in March 2020. Legere has been perhaps the most colorful and outrageous CEO the wireless industry has ever seen. With his over-the-top style …

The fun of being an analyst is that you get to test new gadgets firsthand and share your opinions without any inhibitions. It also comes with a sense of responsibility towards your readers. I got my Microsoft Surface Pro X …

Greetings from Chicago, Illinois (where the pre-winter winds were tame), and Davidson, North Carolina (where it really feels like winter even though it’s mid-November).  This week’s TSB is less about the week’s events and more about strategy fundamentals.  Next week’s …

The field of Industry analyst relations is so important to the growth and standing of every company and in fact the entire industry. Now, influencer relations has joined in and is becoming an important, but different slice of the pie. …