YOU ARE AT:Analyst Angle

BROWSING: Analyst Angle

Kagan: The private wireless issue which needs to be addressed today

To ignite rapid growth, private wireless confusion must be cleared up Private wireless is so much better for companies and the enterprise than the traditional 5G wireless and Wi-Fi it uses today. It offers more security, more control, better quality, can seamlessly blend voice and...

Kagan: Generative AI uses wireless for massive data collection

CES 2024 shows how Generative AI collects data using wireless Artificial Intelligence is on a rapid growth track and Generative AI is the next step in its evolution. This technology is moving forward at the speed of light. Chatbot technology like ChatGPT from OpenAI is...

5G AI for the nerds and herds (Analyst Angle)

Various forms of Artificial Intelligence (AI) are pivotal for an upcoming surge in mobile ecosystem development and revenue growth over the next couple of years. New applications, services and network efficiency enhancements will escalate demand for AI workload processing in cloud data centers, mobile-edge...

Does Connect Europe signal Huawei’s resurgence? (Analyst Angle)

Huawei held its signature Connect event in Paris just before the U.S. Thanksgiving holiday. Despite intense sales restriction pressure globally amid concerns related to the security of its mobile networking solutions, the company continues to defy the odds. I liken Huawei’s resilience to that...

The Sunday Brief: Six key events of 2023 (Part 1)

Greetings from Missouri, where the Pattersons celebrated the Thanksgiving holiday with nearly 40 friends and family.  It was a fun and festive time for us, and we hope that yours was equally as filling.  We have a very full Brief this week.  After a shorter than normal...

Kagan: Indy Autonomous Challenge is off to the races at CES 2024

Wireless and AI fuel autonomous self-driving revolution at #CES2024 Racing is exciting. Cheering the drivers taking their race cars around the track at breakneck speeds. But what if there were no drivers? That’s right. Autonomous self-driving race cars are here, and they are being showcased...

Kagan: CES2024 shows off private wireless, 5G-A, FWA, 5G home internet

Traditional 5G investment slowed in 2023 creating these technology sectors At CES 2024 there will be plenty on hot new wireless technologies including private wireless, 5G-A, fixed wireless access (FWA) and 5G home internet. We have watched the growth and transformation of the wireless industry...

Kagan: Huawei Connect 2023 focused on connecting everything

The recent Huawei Connect 2023 event in Paris showed how as wireless, telecom and data networks continue to grow, they will ultimately connect everyone and everything. The theme of this year-end event was “Accelerating Digital and Green Transition Together" and shows what was accomplished...

5G: Europe’s catalyst for a technological renaissance (Analyst Angle)

The technological advances being shaped by 5G across Europe are so profound, the era is being identified as Europe’s digital decade. There are multiple technology milestones being realized throughout Europe and these achievements are seen as pivotal moments where vision becomes a reality right...

Kagan: How emergency services use connected mobility to save lives

Connected mobility uses smartphone and automotive tech to bring help When an automobile accident happens, time is of the essence to save lives. It’s the same with any emergency. Connected Mobility is how emergency services are being modernized with new technology to provide assistance more...

Kagan: Private wireless starting M&A and partnership cycle

Private wireless is a relatively new space in the wireless industry. It is very different from public wireless, which is what we are familiar with. This has been with us for a few years, but both interest from various enterprise customers and increased vendor...

The Sunday Brief: The CNBC John Malone interview—explained and deciphered (2023 edition)

Greetings from Missouri, Texas, and Louisiana.  Pictured is the state capitol building for the Bayou State (full history here).  This week’s Brief will focus on a wide-ranging interview with Liberty Media’s John Malone.  Rather than dive into earnings results, we thought that John’s insights (especially given the...

Kagan: How to be seen, heard at CES 2024 over all the noise and chaos

CES 2024 and MWC 2024 are busy, loud, chaotic, making it hard to be found The Consumer Electronics Show (CES) of 2024 is two months away and I am already getting requests for briefings from large and small competitors who want to get on my...

Kagan: AT&T, T-Mobile and Verizon had a strong 3Q 2023—Can they rinse and repeat?

Wireless is the future. That does not mean that it’s an easy business. There have been many ups and downs over time. The past decade has been rough for both AT&T and Verizon. Now, suddenly this quarter they finally both reported strong performance along...

Kagan: Globalstar must break through loud noise of private wireless

How will Globalstar be seen and heard in 5G private wireless? Private wireless is one of the most rapidly growing, busiest and noisiest places in the entire industry. Paul Jacobs is the new CEO of Globalstar, and it looks like he wants to put the...

The Sunday Brief: Third quarter earnings review (part 1)—the build cycle

Greetings from Missouri, where, as our multi-color weather radar picture clearly shows, we are experiencing the “summer-to-winter” weather change this weekend.  And just on time, the last two weeks have been full of earnings news, some of which was received as frostily as November...

Steering telcos to a lower energy consumption future (Analyst Angle)

Energy consumption is becoming a pressing issue for telcos, driven by the global energy crisis. High global energy prices, triggered by the Russia-Ukraine conflict, have pushed up Operational Expenditure (OPEX), draining cashflow and thereby constraining infrastructure investment. The GSMA has estimated that the telco...

Kagan: Huawei showed off 5.5G and FWA progress at MBBF 2023

A few weeks ago, at a wireless conference in Dubai, Huawei showed their progress and the direction for the next several years. In fact, every wireless company worldwide will experience these same growth opportunities. So, let’s take a closer look at where the wireless...

Kagan: Smaller wireless carriers face new challenges and opportunities

CCA wireless convention discussed 5G, FWA and private wireless AT&T Mobility, T-Mobile and Verizon Wireless may be the nation’s three major national wireless carriers, but there are also countless smaller or regional competitors, and they face many of the same challenges with moving to new...

The Sunday Brief: Same as it ever was (3Q earnings preview)—part 3

Greetings from Florida (pictured) and Missouri.  The last two weeks were full of news, and we will have a larger than average market commentary as a result.  Our Sunday Brief analysis will be focused on Verizon as we explore how they emerge from a...

5G Advanced transformational features fuel new device opportunities and a bridge to 6G (Analyst Angle)

Every decade, mobile networks take a great leap forward to the next generation, with innovation staged in two major cycles: foundational and transformational phases. In the foundational stage, companies address the previous generation's shortcomings, while building the backbone to support the succeeding transformation. Maturing...

Kagan: The next growth direction for the 5G wireless industry

Preparing to give a speech at a meeting of wireless executives and investors, I will focus on the growing debate regarding today’s wireless industry. The question is this. Has wireless seen its best days or is growth continuing in new and different ways? Let’s...

The Sunday Brief: Same as it ever was (3Q earnings preview—part 2)

“Welcome to the fourth quarter” greetings from Florida, Georgia, Virginia, and Missouri (picture is of the Atlantic Ocean from Virginia Beach the morning after Tropical Storm Ophelia – the ocean was still churning).  The Patterson Advisory Group “back in business” tour is in full...

Kagan: Could Generative AI be next growth wave for IBM watson.ai?

Sixty-four percent of surveyed CEOs face pressure to adopt Generative AI Artificial Intelligence has been with us in various forms for decades. A decade ago, IBM Watson seemed to have a lock on AI with this new technology. Then, it all slipped through their fingers...