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‘Made for each other’–Why integrated modem-RF system approach is a must for 5G device supremacy (Analyst Angle)

Qualcomm made two announcements in the last couple of weeks that underpins much of their superiority in 5G technology, especially the millimeter wave (mmWave). First, they gave a name to the “made-for-each-other” duo of Modem and RF (Radio Frequency) system— Qualcomm® Snapdragon™ 5G Modem-RF...

The Sunday Brief: Dominate, divest, dedicate, deliver –The Elliott memo appendix

Greetings from the Windy City, where yours truly (and the Editor) spent some time sightseeing, working, and enjoying the architecture (the Trump Tower is “huge”).  This week, we have space to cover two key events - the September 10 Apple product announcement and the...

Kagan: Synchronoss helps wireless carriers grow through chaos

At the recent Chetan Sharma Consulting Mobile Future Forward (MFF) event, Synchronoss Technology CEO Glenn Lurie said the wireless industry is starting to go through a very unorganized period and that growth curve is exactly what they like. New technologies, new competitive threats, new opportunities...

FTC vs. Qualcomm – Support pours in for Qualcomm from all sides in its appeals process

Qualcomm got a reprieve when the United States Court of Appeals for the Ninth Circuit stayed the decision of United States District Court for the Northern District of California’s (DC) in its antitrust case. Immediately after the stay, Qualcomm filed its opening brief (175 pages...

Kagan: AT&T Mobility wins GWS ‘Best Wireless Network’

Congratulations to AT&T Mobility on winning the number one spot in the Global Wireless Solutions “Best Wireless Network” study. This is the second year in a row that AT&T won this number one ranking and that is quite an accomplishment in the constantly changing,...

Where to next on the road to 5G Standalone? (Analyst Angle)

Now that more than 50 service providers on every continent have rolled out 5G, where are we with 5G? and where we are going? are timely questions. When will we get to 5G Standalone (5G SA)? To date, all 5G networks have been launched with...

The Sunday Brief: Third quarter earnings–what could dislodge wireless?

Greetings from Charlotte, North Carolina (picture is, from left, Frank Cairon, formerly of Verizon Wireless and Ryan Barker, currently with Verizon Wireless enjoying some good Mexican food on Friday in the Queen City with yours truly).   This week’s TSB examines the short-term dynamics that...

Kagan: What to expect as Altice Mobile enters wireless

First, Comcast entered the world of wireless a few years ago with Xfinity Mobile. Then, a year later Charter entered with Spectrum Mobile. Since that time, we have been waiting for Altice to enter and that’s just what they did recently with Altice Mobile....

The Sunday Brief: CBRS–share and share alike

Greetings from Lake Norman/ Davidson, North Carolina, where the college football season has started.  We took in the Davidson College home opener and the Wildcats (red jerseys) defeated Georgetown 27-20 to a crowd of more than 2,300.  It was an exciting part of the...

Kagan: After Apple apology for Siri privacy breach, what’s next?

Apple is finally admitting that their Siri AI technology has been quietly breaching your privacy and listening to everything around you. The problem is, it’s not just the technology which has been listening. So have Apple workers. This breach is a shock to iPhone...

Microwave 5G backhaul gets refined with multi-band radios (Analyst Angle)

  For the last few years, Sky Light Research has written articles on the progress of microwave backhaul for 5G networks.  It’s clear that capacity, low latency, and network management functionality are required for the complexity and versatility of a 5G network.  Microwave manufacturers have...

The Sunday Brief: AT&T’s Herculean lift

Greetings from Lake Norman/ Davidson, North Carolina where everybody is working (including the neighbor kid, Caleb, pictured with the Editor and yours truly). This week, we’ll look at two studies that examine data usage, and try to deftly explain AT&T’s efforts to improve their...

Kagan: Smartphone addiction takes life out of living

We have a very serious problem which I fear will have a long-term impact on our society. As an analyst, you know I love the world of smartphones, wireless, telecom and technology. That being said, I have learned that smartphones have two sides. One...

FTC vs. Qualcomm: Finally saner senses prevail with appellate court’s decision

Last week’s remarkable decision of the United States Court of Appeals for the Ninth Circuit (appellate court) consisting of three judges, finally brings some common sense into FTC’s bizarre antitrust case against Qualcomm. The appellate court granted Qualcomm’s request to stay the United States...

The inside story of 3GPP–Who are the unsung heroes that create the standards? (Analyst Angle)

Demystifying cellular patents and licensing - Part 4  3GPP is this mystic organization that many seem to know, but few understand it. The key players of this efficient and well-regarded organization work often without the fanfare or public recognition. But no more! As part of...

Kagan: Qualcomm, Apple, Google, Samsung 5G growth outlook

We have seen this movie before. In fact, the wireless networks and smartphone market has grown and changed many times over the last several decades from 2G to 3G and 4G. Every time there is always a slowdown just before the pick-up in growth...

Kagan: How John Legere and Charlie Ergen plan to reinvent wireless

When the smoke clears and the T-Mobile, Sprint merger is complete, we may be hearing quite a bit more from both John Legere and Charlie Ergen. The merged company will be run by Legere, current head of T-Mobile. It also looks like Ergen of...

Deciphering the CBRS regulatory process (Analyst Angle)

The idea that an enterprise can get easy access to use CBRS spectrum to deploy their own LTE wireless networks is an exciting one. CBRS is a business and technological puzzle, and many pieces still need to come together for this novel approach to...

My verdict after extensively testing Sprint in Chicago–It’s a 5G network that delivers

Key points: The 5G network provides expansive outdoor coverage and full mobility in Chicago downtown, especially in the popular and high-traffic areas, where 5G’s performance is needed the most.  The outdoor and in-vehicle tests showed good speeds, consistently over 100 – 150 Mbps, much...

Kagan: Twitter changes create growing wave of user anger

Twitter is playing with fire. They are making a mistake that may be costly to them moving forward. They thought the way their users interacted with them needed an update. They should have asked their users. These forced changes are creating a growing wave...

While low-band spectrum is “beachfront property,” mid-bands offer higher capacities needed for 5G

And some mid-bands are more accessible with better ecosystem support Rather like with real estate, while beachfront properties are coveted, properties elsewhere providing more space and better access can be the most useful. Cellular technologies have improved to utilize the greater capacity in the larger bandwidths—including in...

Cellular IoT device security–What challenges does its unique ecosystem pose? (Analyst Angle)

Nowadays, security and privacy are on everybody’s mind. Hardly a day goes by without the news of security breaches at major institutions. Most of the time, the reporting is focused on the cloud or network infrastructure, hardly ever on devices. However, when it comes...

Kagan: Who has the fastest 5G signal today?

Today, 5G wireless is getting so much attention in the media and the marketplace. It raises the question, which wireless carrier offers the best, fastest and most consistent 5G connection? So, let’s take a closer look at the current state of wireless technology and...

Kagan: How Verizon is reinventing and transforming

Everyone knows Verizon and Verizon Wireless. They are an industry leader. Their stock is one of the strongest in the industry. However, according to users, the last several years have had little visionary excitement, reinvention and innovation. New CEO Hans Vestberg has a challenge...