Analyst Angle

Motorola, once a telecom giant, nearly collapsed in 2011 — instead, it split into Motorola Solutions and Motorola Mobility The Motorola story is one we can all learn from. It has had its highs and lows, and once again, it …

The forced relocation of CBRS licensees to other bands would irreparably damage a growing industry and its ecosystem Some recent press articles and an open letter from Senator Cantwell to Defense Secretary Hegseth have suggested that the Department of Defense …

Why do cable TV companies need to be early on next merger wave? It looks like cable TV has begun its next change wave. Over time, it has been through many different levels. Until around two decades ago, this industry …

Memorial Day Greetings from Florida, Iowa, and Missouri.  The picture is from our dog’s (Abby) recent visit to the Springfield (MO) farm where she awarded the Editor with multiple prize turtles.  Spring in the country – can’t beat it.  In …

AI-powered radio intelligence is stealing the spotlight in telecoms – and China is stealing the show. While global telcos experiment, Chinese operators are delivering Level 4 automation at scale, with real-world impact. The news | Tier one vendors innovate with …

CBRS spectrum access is under pressure as diverse stakeholders vie for midband resources Contention for Citizens Broadband Radio Service (CBRS), or midband spectrum in the 3 GHz band, is intensifying as a reorganization of the band’s allocation appears likely within …

To maintain a competitive advantage, don’t let the AI growth wave pass you by As an advisor to companies, I have noticed how they have been collecting massive amounts of data for decades. Until now, they have been overwhelmed trying …

April 2025 marks the 5-year anniversary of the FCC’s release of the 6 GHz spectrum band for unlicensed use. It is already widely used by Wi-Fi and other technologies in the US and several international markets, while some regions are …

Exponential demand on AI computing capacity has triggered a boom in the data center market: current facilities are going through expansive refactoring, but there is also unparalleled demand to build new facilities. This trend is happening globally with the U.S., …

Mother’s Day greetings from Missouri, Iowa, and, by the time most of you read this, Florida, home of the Conexon Ignite workshop (CellSite Solutions has been a longtime supplier of shelters to the electric cooperative community).  Thanks to Randy Klindt …

Multiple companies have asked me to analyze this question: will D2D replace the rural cell site? Would it make sense for an operator to shut down a remote site, and simply let the users fall back on NTN coverage from space? …

Recently, U.S. mobile industry trade association CTIA published a study performed by the economic consultancy NERA. It claimed that releasing additional spectrum for full-power 5G wide-area networks would generate a $260 billion uplift in GDP, and 1.5 million extra jobs, …

Artificial Intelligence (AI) is already showing it is having a significant impact on the world’s economy, our online experiences and sourcing information — both visual and textural. In turn, AI is impacting the mobile cellular economy. AI is a key …

After years of struggling, T-Mobile US has spent the past decade finding its footing and regaining momentum. They were a wireless carrier that lost its way during a major industry shift. What happened next is a story worth telling and …

Fixed wireless has been comprising close to 100% of broadband net additions in recent years. How can this be true? I believe that fiber is the greatest telecom invention ever and it provides superior throughput, so how can we explain …

WISPA may have started with a narrow focus on fixed wireless for broadband, but today it’s anything but one-dimensional The national broadband conversation is undergoing a big shift. Between the long-awaited rollout of BEAD funding, the emergence of low Earth …

Greetings from Mexico, Missouri, and Iowa.  We realigned the start date of the bi-weekly format to accommodate the Easter holiday (and our 30th wedding anniversary) weekend.  We will have a similar skip on Memorial Day weekend in May. The opening picture is …

What every company needs to learn to be successful going forward On Tuesday, I was a guest on the Schwab News Network discussing Verizon’s earnings. I also shared thoughts on AT&T, T-Mobile, and the shifting wireless landscape. Let me walk …

Over the past several years, I have visited with and been briefed by several private wireless providers of all sizes. Some are stronger than others. Some are larger. Some are going it alone, while others are partnering or involved in …

Mobile operators are investing in GPUs! SKT, DOCOMO, Verizon, T-Mobile, Singtel, Swisscom, Telenor, Softbank, and many others have set up data centers with edge AI services. For a market analyst like me, this gets my attention. On the surface, it seems …

March greetings from Iowa and Missouri.  This week’s picture is of Saturday’s peaceful protest on the Kansas City Plaza.  While this location is known for weekly demonstrations, the crowd size was larger than normal.  It did not interfere with our …

As the demand for seamless connectivity continues to grow across multifamily and commercial developments, managed Wi-Fi providers are navigating a complex landscape of rising costs, evolving technology standards and changing customer expectations. From the impact of global tariffs to the …

Enterprises, hyperscalers and governments are actively investing billions into new AI data center builds, infrastructure modernization and energy optimization to accommodate surging AI workloads. As these facilities become increasingly critical to economic resilience, the challenge of securing them — both …

March greetings from Iowa and Missouri.  This week’s picture is a throwback to what we were all doing five years ago.  Humans and dogs looked for any opportunity to get out, and both received plenty of steps in 2020 and …

Wireless and broadband are top services today for cable TV as competition heats up The Cable Television Industry has grown, crested and now is falling. This predicament has been happening for two decades and counting. So much so that believe …