Analyst Angle

Can Verizon Consumer Group CEO Sowmyanarayan Sampath improve customer care? Verizon could be onto something important. They are said to be shifting their focus back to improving customer care and customer service. Sowmyanarayan Sampath, CEO of their consumer unit recently …

This divestiture represents not just a financial windfall but a strategic pivot for CommScope CommScope has taken a decisive step in reshaping its business by announcing the $10.5 billion cash sale of its Connectivity and Cable Solutions (CCS) segment to …

Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary …

Could this be the start of something good? Let me say good job to John Stankey, CEO of AT&T. Common sense may be making a comeback. That’s if other CEOs join in. Time will tell. In recent decades, everything seemed …

Where does AI fit into the future of wireless, telecom, broadband, and pay TV? The communications industry with wireless, telecom, broadband, and pay TV has had a very strange decade. That being said, today all three main carriers — AT&T, T-Mobile, …

If managed well, the Z Fold7 has the potential to propel this device category from today’s niche to mainstream The tagline of Samsung Galaxy Z Fold7 is “Galaxy S25 Ultra Unfolds.” I found that to be true during my last …

Analyst house ABI Research looks at how full duplex microwave innovations are boosting 5G spectrum efficiency, helping operators meet growing backhaul demands, overcome spectrum limitations, and enable high-capacity, cost-effective wireless connectivity. Wireless backhaul is a critical component of any mobile …

Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization Given earnings growth in last week’s quarterly releases (four of the Fab Five reporting), one might expect …

Staying up-to-speed with ever-changing AI is critical to gaining a competitive advantage To be successful, it’s all about understanding and implementing the right AI strategy over your competition. Artificial Intelligence is the next, big step. It has been around for decades, …

All the evidence suggests that a modern manufacturing sector needs dedicated wireless systems The emergence of private 5G networks in the U.S. manufacturing sector is revolutionizing industrial connectivity and competitiveness. At the heart of this trend is the Citizens Broadband …

Greetings from soggy Kansas City and Cedar Rapids.  Pictured is the crew from this year’s CellSite Solutions 2025 INDATEL Summit dinner.  Nine different companies represented in the picture – an absolutely amazing time.  Thanks to all who participated, and we …

A federal judge in 1983 ordered the breakup of the Bell System A federal judge in 1983 ordered the breakup of the Bell System. Through 1983, the U.S. telecom system was dominated by AT&T, which operated as a monopoly. What …

Executives should understand — and want to win the hearts and minds of — all three As an Industry Analyst and columnist for several decades, I have attended more client briefings than you can imagine. These are from communications companies …

Markets grow and then decline as some MVNOs become MNOs or MNO sub-brands What is a Mobile Virtual Network Operator (MVNO) market? For those concerned about competition along the entire mobile ecosystem supply chain with distinctions between network infrastructure and …

I have been using Samsung’s category-defining Galaxy S25 Edge for the last three weeks and loving it. My biggest realization during that time is that liking this phone comes down to a simple question: “Do you know what you want?”  …

The GSMA’s latest Mobile Threat Security Landscape report reveals a whole host of AI-enabled security threats There’s no denying AI is changing the face of security in telecoms. From catching fraud to spotting intrusions, it’s enabling operators to monitor vast, …

PLEASE NOTE – This is the last email edition of The Sunday Brief that we will distribute, going forward, you will receive an email from Wordpress where the online edition is published.  Each online edition includes a downloadable PDF of …

Can the U.S. win back the 5G edge — and protect its AI lead? Recently, Ajit Pai wrote in a Wall Street Journal op-ed that the United States of America has lost its 5G leadership position to China. Pai is …

Some say 5G slicing is a viable alternative to spectrum sharing or private networks — but it suffers from severe constraints Some wireless industry commentators have suggested that “5G network slicing” is a viable alternative to either spectrum-sharing or the …

Greetings from Cedar Rapids (Iowa) and Camdenton, Jefferson City and Kansas City (Missouri).  Pictured are some protesters walking by our lunch location in Jefferson City last Saturday (the sign reads “Things are so bad, even the introverts are here”). This …

Boldyn Networks’ strategy is shifting to focus on organic growth rather than through mergers and acquisitions In previous conversations with Boldyn Networks, and after following their growth, I have seen an aggressive, young company focused on growth through acquisitions. Now, …

Greetings from Nashville, Cedar Rapids, and Kansas City.  It has been a whirlwind of activity since Memorial Day, and the summer promises to be filled with even more headlines.  The opening picture is of our first (and definitely not the …

How will mobile operators use AI/ML to boost capacity and energy efficiency in the radio network? The PR wars have started, and people will stir up a lot of questions. CPU? GPU?   What about the new ARC Compact? Does …