Analyst Angle

  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, …

  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 …

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, …

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 …

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 …

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 …

  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 …

  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 …

  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 …

  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. …

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 …

  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 …

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 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 …

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 …

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 …

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 …

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 …

According to the US Census Bureau, out of 127 million households, were close to 35 million households living in MDUs (multi-dwelling unit) of more than two units in 2016. Those numbers translate into over 17 million units spread over a …

If Apple was first to AI with Siri, why then are they trailing today? We all know artificial intelligence is the future. We all know it is growing in importance and will dominate our world going forward. We all know …

  IoT device manufacturers are governed by a keen consumer demand for desirable features and intuitive functionality. Security concerns, in stark contrast, have been given relatively little thought — especially among lower-end consumer IoT products. However, striking a more equitable …

Six years ago, T-Mobile US was crashing and burning. It was the worst performer in all of wireless. In order to survive, they needed the right kind of new leadership with big ideas. So, they hired John Legere as CEO. …

The future of wireless networking depends on the widespread deployment of outdoor small cells. Not only are small cells essential for realizing the full potential of 5G, but they are also key to the success of LTE License Assisted Access …

  All four carriers have finished up their earnings calls, and Compass Intelligence just completed the final assessment of Q4 2017 and the entire 2017 analysis. In addition, Compass Intelligence evaluated the comparisons to previous quarters and year ending 2016 …

Wi-Fi has enjoyed a quasi-monopolistic usage of the 5 GHz in the last few years but that is changing as Multefire and LTE Unlicensed in general are making inroads in once considered “Wi-Fi” bands. We thus feel it is about time …