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Kagan: What we can learn from MWC25, NABShow, ITexpo, CES2025: Part 1

2025 is turning into a very important year in progression of the wireless and tech worlds. Thanks to new technologies like AI, quantum, IoT and more, this year looks to be full of new ideas, new thinking, new growth, new products and new services....

Verizon Business to upgrade 4G/5G at 35 Air Force bases in the US

Verizon Business has been appointed by the US Air Force to upgrade 4G/5G infrastructure, including additional C-Band carriers and new “macro builds” and small cells, at 35 Air Force bases throughout the US. The contract is part of the Air Force’s so-called ‘offer-to-lease’ (OTL)...

How to be discovered at shows like MWC25 and CES2025

One of the most often asked questions I get these days is how to punch your way through all the noise and chaos, and be seen and heard? This is asked for trade shows like the upcoming CES 2025, MWC 25 and in fact,...

Kagan: Why Comcast Xfinity is selling NBC and what’s next for cable TV?

What is happening to the world of cable television? Once upon a time, way back in the 1990s, Comcast was one of many tiny cable television providers, run by Ralph Roberts. Back then, the original AT&T acquired Telecommunications Inc. TCI was the largest cable TV...

Qualcomm targets $22 billion in automotive, IoT revenue by 2029

Qualcomm wants to diversify its offerings and reduce its dependency on the mobile handset market At its 2024 Investor Day, Qualcomm outlined ambitious financial targets in several emerging growth areas as part of its larger strategy around reducing its dependency on the mobile handset market. Specifically,...

AT&T feels ‘great’ about Q3, says 5G and fiber remain focus

Consolidated revenues were down 0.5% in Q3, but AT&T said this was offset by higher mobility service and consumer wireline revenues AT&T reported consolidated revenues of $30.2 billion for the third quarter, down 0.5%, driven by lower business wireline service revenues and declines in mobility equipment revenues due to...

Arm cancels Qualcomm chip design license, escalating longstanding legal feud

The existing agreement has allowed Qualcomm to create its own chips — including its Snapdragon products — based on standards owned by Arm The ongoing legal battle between Arm and Qualcomm took another turn this week when the former reportedly took first steps to terminate a...

Verizon Q3 shows missed revenue, but high sub additions

Verizon’s total revenue was $33.3 billion, slightly below the expected $33.43 billion Verizon stock dipped today following mixed third-quarter results, which showed the telco missing revenue estimates due to a 9% decline in wireless equipment sales. Verizon’s total revenue was $33.3 billion, slightly below the expected...

AT&T ratifies new worker contracts with CWA union

The new contracts with the CWA cover nine U.S. states and 23,000 AT&T employees AT&T has ratified two separate agreement with the Communications Workers of America (CWA) in Southeast and West unions more than two months after facing accusations of unfair labor practices. The new contracts cover...

Verizon Business survey: Nearly 40% of SMBs using AI

The number of small-to-medium-sized businesses that are using artificial intelligence has more than doubled compared to last year, according to Verizon Business' fifth annual survey of SMBs. The survey also found a revival in SMB tech spending, concluding that as SMBs conduct more and...

TPG Telecom to sell fiber, fixed network assets to Vocus for $3.5 billion

Vocus will gain 24,000 km of fiber, 7,000 km of international submarine cables and 20,000 connected buildings from TPG Australia's TPG Telecom revealed Monday it will sell its fiber and fixed network infrastructure assets Macquarie Asset Management and Aware Super’s telecommunications group Vocus for $3.54 billion....

Kagan: Telecom, wireless, pay TV, Wi-Fi preparing for sweeping changes

Over time, as I have consulted with CEOs, CMOs and senior executives of many communications companies, I have learned as much from them, as I have shared with them. Something different is happening now. Recently, these requests for briefings and consulting have accelerated. Why?...

Kagan: What’s next as wireless and communications continue to evolve?

Recently, I was asked to give a keynote address to kick off a corporate conference discussing our changing industry and preparing for what’s coming next. Let me say, that as a Telecom and Wireless Analyst, and columnist who has been following this industry for...

The Sunday Brief: 3Q earnings questions (Part 1)

October greetings from Virginia, Iowa, Missouri and Massachusetts.  Our hearts go out to those impacted by Hurricane Helene.  CellSite is providing civil construction services to several tower companies and service providers impacted by substantial flooding.  Even though the storm hit last Saturday, there are...

TSMC, Amkor strike chip packaging deal at planned US plant

The TSMC-Amkor partnership is expected to increase Apple chip production in the U.S. Taiwan Semiconductor Manufacturing Company (TSMC) has signed an advanced semiconductor packaging and testing deal with Arizona-based Amkor Technology, which has been providing the Taiwanese company with semiconductor assembly and test services for...

AT&T Head of Network Chris Sambar exiting Oct. 11

In June Sambar joined the AST SpaceMobile board; AST and AT&T are collaborating on satellite-based direct-to-device communications AT&T Executive Vice President and Head of Network Chris Sambar will leave the company on Oct. 11, according to a memo circulated to AT&T employees yesterday afternoon. The...

DirecTV to buy Dish DBS, reducing EchoStar’s debt load

EchoStar frames transaction in terms of debt reduction and strengthening its focus on wireless and satellite connectivity What can you get for a dollar these days? A satellite TV company, apparently—as long as you're willing to take on the billions in debt that come with...

Qualcomm wants to buy Intel, according to reports

Reuters reported that Qualcomm CEO Cristiano Amon is "personally involved" in the Intel takeover negotiations The story of Intel’s struggles around design/build approach to semiconductors facing headwinds is continuing to unfold, and on Friday, took an expected turn when it was reported that Qualcomm approached...

Samsung to cut overseas workforce by up to 30% in some units

Samsung is reportedly cutting 15% of its sales and marketing and 30% of its admin staff at its overseas subsidiaries Several inside sources shared with Reuters this week that Samsung Electronics is cutting 15% of its sales and marketing and 30% of its administrative staff at its...

Sat-to-cell company Lynk changes up leadership

Executive changes come as the company works to go public via combination with a SPAC Direct-to-satellite company Lynk has made several major executive changes, bumping up its current COO, former Sprint executive Dan Dooley, to the role of CEO and adding a new president of...

GSMA names ex-Vantage Towers CEO as new Director General

Current GSMA Director General Mats Granryd will step down following MWC Barcelona 2025 The GSMA board has appointed Vivek Badrinath as the director general and member of the GSMA board effective 1st April 2025. Badrinath most recently led Vodafone’s Vantage Towers subsidiary as CEO and is replacing Mats Granryd,...

Marvell’s revenues down YoY, but it sees rosier days ahead

Chip company Marvell reported strong growth in its data center AI segment, and that it sees signs of growth returning to the enterprise and carrier infrastructure markets. Net revenue for Marvell's second quarter of fiscal 2025 was $1.273 billion, which was above the midpoint of its...

Nokia has ‘nothing to announce’ as Samsung rumors swirl

Bloomberg reported this week that Samsung is interested in acquiring Nokia’s mobile networks business On Aug. 29 Bloomberg, citing “people with knowledge of the matter,” reported that Nokia is exploring a divestiture of its mobile networks business with Samsung emerging as a potential buyer. In...

Satellite-to-cellular co. Lynk’s SPAC partner gets de-listed

Alex Rodriguez' SPAC, called SLAM, is being delisted ahead of its merger with Lynk for failure to complete the combination within the required timeframe Baseball player and entrepreneur Alex Rodriguez's special purpose acquisition company (SPAC), called Slam, is being de-listed from trading on the Nasdaq...