Analyst Angle

What does this means for you and your career in the new AI world? During a recent speech, I mentioned the “secret list.” That quickly captured the attention and the …

A partnership between Mistral’s AI and ASML hardware addresses compute economics, energy efficiency, and chip precision In the 1970s, Europe placed two contrasting bets on aviation. Airbus pooled fragmented national …

Which 6G innovations will save money, which might make money, and which are mirages? Editor’s note: This is the second installment of a three-part series from Analyst Vish Nandlall. Read …

No one has yet defined what 6G actually is, let alone how it will succeed economically Editor’s note: This is the first installment of a three-part series from Analyst Vish …

By acquiring the right spectrum, Starlink positions itself not as a replacement for mobile network operators, but as a critical networking partner Elon Musk’s $19 billion acquisition of DISH’s spectrum …

What are HPE’s technological differentiators, financial performance, and the challenges it faces? Artificial intelligence (AI) has become a defining theme in the networking sector. Vendors are racing to deliver automation, …

The prepaid wireless industry is healthy and growing — pick the yardstick The All Wireless & Prepaid Expo — the top prepaid event in the U.S. — took place on …

Trump blamed AT&T for a bad call on Truth Social, but today’s complex telecom networks make assigning fault less clear President Donald Trump had a quality problem on an important …

As Wi-Fi 6E/7 spreads, owners and MSPs push for secure, reliable connectivity — yet WPA3’s mandatory role in MDUs complicates adoption The multi-family connectivity landscape is changing rapidly. With Wi-Fi …

Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right direction Over the past decade or …

Cybersecurity is no longer a contest between human adversaries — it is rapidly becoming a race between AI agents operating at machine speed In 2003, the Blaster worm spread across corporate …

A single hospitality property may rely on a dozen or more vendors for Wi-Fi, voice, video, access control, and more The hospitality industry has always been a proving ground for …

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 …

How do we prepare, and what should we expect next? Recently, I have been reading an increasing number of news stories and opinion pieces about how we may be in …

6 GHZ spectrum is critical to achieving the EU’s 2030 Digital Decade goals and narrowing the digital divide The European Commission is grappling with competing pressures from both the Wi‑Fi …

Greetings from Colorado, Nebraska, Iowa, and Missouri.  We presented with Jeff Yount of Intermountain Infrastrucutre Group (IIG) at the UNITEL 2025 Executive Summit.  Terrific discussions with several fiber and legislative leaders there, and many …

CSPs must evolve with multi-capability networks, advanced antennas, and orchestration to meet agentic AI demands, rising data usage, new device types, and low-latency, high-throughput experiences while optimizing energy and coverage …

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 …

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 …

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 …

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 …

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. …

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 …

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 …

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 …