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 was growing. Back then, M&A...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...
The CEO and Founder of Dell Technologies discussed change management in the AI era
I’ve been fortunate to attend Dell Technologies World for the past decade. And every year, the highlight is a candid, open Q&A session with CEO Michael Dell, COO Jeff Clarke, and...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, and newspapers) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and...
Microsoft reported a record Q3 and unshaken capex plans, dispelling rumors around soft demand
A few weeks back, speculation made the rounds that Microsoft was pulling back on its historic 2025 capex guide due to lower-than-projected demand for AI workloads. Turns out that wasn’t the...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X, and in actual books, things I think are insightful and interesting. These days a lot of those things are about AI infrastructure but, more generally, those things are about how technology is...
Cybersecurity plays a crucial role in enabling the safe and secure function of our increasingly hyperconnected world. The rising frequency and sophistication of cyber-attacks, which have targeted major hospitals, tech giants and government agencies alike, highlights a pressing need for advanced security strategies. With...
Commerce Secretary Lutnik signaled in an interview with Broadband Breakfast on March 5th, 2025 that the U.S. government will rethink the BEAD program so that Americans “get the benefit of the bargain.” He elaborated that it could mean that homes get broadband through satellite...
In the early days, Narrowband IoT (NB-IoT) was touted as the ultimate low-cost, low-power solution that would upend the IoT connectivity market for good. Offering reliable indoor coverage and minimal power consumption, it promised massive-scale deployments across essential products such as smart meters, environmental...
Editor's note: While you're reading this, put on the song "One Fine Day" by David Byrne. It's from the album Byrne made with Brian Eno called Everything That Happens Will Happen Today. I can't think of a more appropriate title.
For me to understand...
The telecom industry is on the precipice of enormous upheaval thanks to disruptive technologies, shifting consumer behavior, and other industry-wide changes, opening the doors for new entrants and potentially shaking up established hierarchies. The two previous installments in this three-part series discussed how telecommunication...
If Jenson Huang says jump, the markets say ‘how high?’. Right? Such is the planet-shifting potential of artificial intelligence (AI), apparently – in capitalist minds today. At least until a Chinese upstart AI-outfit says, ‘wait; not that high’, and enough financial chaos is unleashed...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...
As Greil Marcus said of Bob Dylan, somewhere between Nashville Skyline and Blood on the Tracks: what is this shit? Because the newest ‘magic quadrant’ study from Gartner, which holds a Bob-like influence in the heritage pop canon of telecoms and IT research (partly...
The global market for home medical equipment is experiencing explosive growth. Smart devices are being used to monitor and treat patients suffering from diabetes, cardiac disorders, and other medical conditions without exposing those patients to the risk of hospital-acquired infections. Numerous organizations, including the...
With several shakeups over the past few years, the state of the low power wide area networking (LPWAN) market is not always clear. However, the reality is that all the pieces are in place, and market demand paired with continuous technology evolution is fueling...
Deere CTO: "Labor is a common challenge...We believe autonomy can be part of that solution."
LAS VEGAS—The Consumer Electronics Show (CES) is a weird one. The media days in the run-up to the show officially opening are also weird—a mashup of things that are...
Six billion dollars. That’s how high private 5G sales will reach in 2027, according to recent data from market research firm SNS Telecom & IT. These projections come after Analysys Mason said in early 2024 that enterprises will spend as much as $9 billion...
Cellular IoT is evolving rapidly, driven by three distinct trends: the growing demand for actionable data, advancements in edge processing, and the long-anticipated shift from 4G to 5G NR. These trends are not just reshaping the technology landscape, but redefining how businesses, networks, and...
Enterprises are hungry. Appetites for digital transformation are reaching a new intensity, brought on in part by excitement around paradigm-shifting tools like generative AI. This enthusiasm is inspiring enterprises to be bolder with their technology roadmaps and strategies in general, lest they miss out...
In 2025, the demand for smart IoT tracking technologies, including smart labels, will reach new heights.
Pre-parcel anxiety is a growing phenomenon among today’s shoppers, characterised by an obsessive need to track their parcels. Studies show that 90% of consumers check their parcel status...
I know that now is the time of year for industry leaders to rattle off their top five predictions for the coming year, offering up a list of bullets that just so happen to fit into their product launch plans for the new year....
