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Analyst Angle: New horizons for the wireless industry

Among the lessons we can learn about where the wireless industry will head come from an understanding the past success.  At its roots, the wireless industry has grown due to technological progress in the design and manufacture of semiconductor-based equipment and mobile devices.  That...

Kagan: Apple battery problem back with new iPhone iOS update

Suddenly, the iPhone battery-gate problem is back again, full force, after the latest iOS 11.4 update. You would think after dealing with the expensive and embarrassing battery problem several months ago, Apple would never again go anywhere near the issue. That they would be...

Analyst Angle: Managed home Wi-Fi — the view of Bell Canada

We were privileged to speak with Shawn Omstead, VP Residential Products at Bell Canada for the preparation of our upcoming report “From Managed Home Wi-Fi to Enabling the Secure Smart Home 2018-2023” on managed home Wi-Fi. We provide here a summary of our conversation. What do you...

Analyst Angle: If broadband is an Industry 4.0 utility, then fiber is the asset class that will drive M&A

The realization that gigabit (and beyond) broadband speeds will be the baseline enabler of the Fourth Industrial revolution has private equity’s attention, which might kick off another round of carrier M&A. The idea of broadband service as a fourth utility (i.e., alongside gas, electricity and...

Kagan: Waking up to the technology jobs of tomorrow

  As a wireless analyst, I follow the changing the changing world of products, services and innovation. As this industry continues to change, so do jobs. Dell Technologies Realize 2030 report said that 80 percent of jobs in the year 2030 are not even around...

Kagan: Dell Technologies Realizing 2030 makes important point

As a wireless analyst, I follow the changing world of products, services and innovation. As this industry continues to change, so do jobs. Listen to this: Dell Technologies Realizing 2030 report said that 80% of jobs in the year 2030 are not even around...

Kagan: I warned you about Alexa, Home, HomePod AI privacy risk

  Today, Amazon is embarrassed and red-faced now that their Alexa AI smart speaker has been caught red-handed recording a private conversation, putting it into a message and sending it to someone in the address book of an unsuspecting user, without the user knowing what...

Kagan: Will Apple HomePod using Siri AI succeed or flop?

  Everybody loves the ride to success Apple has seen over the last decade. The next question is, will their new HomePod be a success or a failure? HomePod is their AI device which uses Siri and is like Amazon Alexa or Google Home. Will...

Analyst Angle: The battle for Wi-Fi monetization

Wi-Fi has become a household necessity even for kids as young as four years of age. It is No. 1 method of connecting in the home, at work, and, increasingly, in public spaces. Although Wi-Fi is expected to be free, enterprises, venues, and service...

Analyst Angle: Complementary spectrum allocations and technologies maximize coverage and capacity for all

Radio spectrum is the lifeblood of wireless networks. Traditional methods of doling out spectrum have somewhat hindered rather than helped maximize the availability of affordable Internet access, even if this was not the case with voice and text. Instead of seeking to aggrandize auction...

Analyst Angle: 5G roll outs will be more nuanced than coverage blasts of the past

As commercial 5G roll outs begin in volume during H2 2018 and into 2019, handicapping which operators or which countries will 'win' the race to 5G is ramping up IMHO, this seems to be the wrong way to look at 5G on several levels. First off,...

Kagan: Which AI protects user privacy best — Siri, Home or Alexa?

Artificial Intelligence is hot and early in its growth wave. However, not all AI is recreated equal. So, which AI protects your privacy the best, Apple Siri, Google Home, Amazon Alexa or Microsoft Cortana? With that said, only some companies care about protecting user...

Kagan: If it merges with Sprint, T-Mobile says it likes fixed wireless

  T-Mobile USA executives said something intriguing last week. They said they would consider the use of fixed wireless if the merger with Sprint is approved. While fixed wireless makes enormous sense, T-Mobile has always stayed far away. Why? Fixed wireless connects homes and businesses to...

Analyst Angle: 4 key takeaways of a T-Mobile and Sprint Merger

  There are four preliminary key takeaways with the T-Mobile and Sprint merger including 1) improved 5G momentum 2) capex synergies 3) three healthy players could be a positive 4) the deal will likely happen The new company would increase the 5G momentum in the US...

Analyst Angle: The new T-Mobile — winners in retail postpaid ads, prepaid market share; needs work in B2B and IoT

  Big news over the weekend for the wireless communications industry, as T-Mobile and Sprint announce a decision to merge — but essentially T-Mobile is buying Sprint. The announcement came just before earnings calls for both companies and was amplified by joint CEOs taking to...

Kagan: Will T-Mobile, Sprint merger win approval?

  Congratulations to John Legere CEO of T-Mobile, Marcelo Claure CEO of Sprint and Masayoshi Son, Chairman of Softbank and of course Deutsche Telekom on finally coming together and announcing their merger deal. This has been a long time coming. Let’s take a look at...

Analyst Angle: Wireless runs afoul of the justice department

It comes as no surprise that Apple, Amazon, Google, Intel and many other Internet and IT industry product and service suppliers want to carry their roles forward as the direct competition between the IT and mobile industries comes head-to-head in the 5G wireless decade....

Kagan: Why AT&T and Time Warner should merge

  Last week I gave an interview to NPR Marketplace and the conversation crystalized the question and answer of whether AT&T and Time Warner should merge. There is really only one answer. Yes. There are many different reasons. Let me explain a few of them...

Analyst Angle: Why the merger of T-Mobile and Sprint will succeed this time

The marriage between T-Mobile and Sprint has played out like a long saga of unrequited love: the two sides have much to gain by consummating a merger, but authorities oppose it, and there have been differences about the size of the dowry that Softbank...

Analyst Angle: The “race to the bottom” security problem of IoT

The good news The Internet of Things is just beginning to take off, and the growth is happening separately in both the consumer and smart home space, as well as in vertical and industrial markets like cities, factories, campuses, and worksites. McKinsey Global Institute estimates...

Analyst Angle: Towards managed home Wi-Fi

Home Wi-Fi is seeing a spree of announcements from the different players announcing new products and customer deployments to solve the home Wi-Fi experience puzzle, that is poor coverage in a context of increasing demand for capacity by more users and connected devices. Machine learning Quantenna...

Kagan: Charter Spectrum Mobile preparing to launch

Charter is getting ready to enter the world of wireless. They just selected Danny Bowman to lead their wireless efforts in what is expected to be called Spectrum Mobile. Bowman has wireless background with Sprint. Let’s take a look at how the wireless and...

Analyst Angle: Clash of the Titans — who will lead in virtualized application networks?

Virtualization of mobile networks must first occur in operators' IT Networks and support processes before it can be made widely available to customers as either a reformulation of current service offerings or new horizontal and vertical market offerings. Gating factors include the availability of...

Kagan: 2018 NAB shows cable expanding into wireless

Wireless will be hot during this year’s 2018 National Association of Broadcasters show is being held in Las Vegas this week. In years past, this show has been filled with all the new bells and whistles the television industry wanted to roll out. I...