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The Sunday Brief: Where’s the wireless service growth (AT&T and Verizon earnings insights)?

Mid-April second vaccination greetings from Lake Norman/ Charlotte.  This week, a box arrived containing an oversized,  fleece-lined hooded blanket from T-Mobile (the package also included a loincloth-sized black towel entitled “verwhyzon”).  The opening picture is my poor attempt to model the present  (T-Mobile’s analyst...

Will 5G Change the World? Jim Patterson, Patterson Advisory Group (Ep. 33)

RCR Wireless News · Will 5G Change the World? Jim Patterson, Patterson Advisory Group (Ep. 33) Industry analyst Jim Patterson recaps quarterly earnings from U.S. Tier 1 operators, explores opportunities for operators and cloud providers to sell 5G to enterprises, and predicts the score of...

The Sunday Brief: What pandemic? Telecom 3Q earnings preview (Part 2)

October greetings from Virginia Beach and Davidson/ Lake Norman.  Fall has arrived in the Piedmont, but that has not kept us (and pets) from enjoying our kayaks.  Hopefully you are finding time to enjoy the outdoors.  Many thanks to Jennifer Fritzsche for her terrific column...

Kagan: Verizon, AT&T, T-Mobile on different growth paths

Over the last several decades, competitors in the wireless industry were all on the same path. However, over this last decade we have seen three completely different directions emerge. Let’s take a closer look at networks in the changing industry, what to expect going...

5G and the age of pandemic: A look at the US (Reader Forum)

Overview Wireless technology is central to interactions with families, friends and coworkers, so we expect our devices and networks to be there when needed.   In this pandemic, questions are already being asked:  When consumers abruptly changed locations and traffic patterns, were the networks ready...

The Sunday Brief: I don’t know

Early Earth Day greetings from Lake Norman/ Charlotte, North Carolina.  Pictured are some peach iris in our front yard – nature is not missing a step in April, and reminds us all of its beauty on crisp, sunny spring mornings.  Len Lauer (1958-2020) We have a...

The Sunday Brief: The essential economy’s impact to the telecommunications industry

Greetings from Lake Norman and Charlotte, North Carolina.  It’s been an amazing week, and, as the picture shows, we are using videoconferencing more than ever.  Pictured is the first ever Patterson/ Delmege family Zoom conference call we held on Saturday morning.  Five states, seventeen...

FCC launches group to protect hospitals from robocalls

  As if hospitals around the U.S. don't have enough to worry about in the midst of a pandemic, their everyday cybersecurity concerns, including their vulnerability to being targeted by robocallers or having their official phone numbers spoofed by scammers trying to defraud consumers, haven't...

COVID-19 impacts carrier stores: Large-scale closings, reduced hours

Carriers close stores, pledge to not cut off service during COVID-19 pandemic Mobile network operator retail operations are being hit hard, as carriers close down in efforts to help prevent the spread of the novel coronavirus. T-Mobile US has closed 80% of its retail-branded stores through...

The Sunday Brief: Incumbent in name only

Greetings from Charlotte, where we have turned the page on a value-destroying February with hopes that March brings some needed relief.  Here’s a snapshot of the carnage from the week that was (versus 2019 market gains):   As many in the financial community have already articulated,...

Suri stepping back from top spot at Nokia

New Nokia CEO Pekka Lundmark taking over the role on Sept. 1 It's been a rough few months for Nokia--a software problem delayed some Sprint 5G market activations and a lack of commercially-available dynamic spectrum sharing software could prove problematic particularly over the next year. In...

Kagan: AT&T TV launches with Google Assistant changing pay TV

AT&T just launched their new AT&T TV service. I’ve been using this service and am very impressed. This ups the game for every competitor. We are in the early days of a massive transformation in the world of pay TV. This is pay TV...

Ericsson shows Q4 growth despite challenges in US, impact of Kathrein acquisiton

Ericsson CEO says U.S. market is soft as Sprint/T-Mobile US merger delays 5G capex Swedish network infrastructure vendor Ericsson on Jan. 24, reported fourth quarter 2019 financials and showed 4% year-over-year topline growth for full-year 2019 and 1% for the quarter. The company saw a...

Ericsson CEO: 5G as a ‘foundation for innovation’

5G can reduce energy consumption, advance economic development and create jobs, Eckholm says With the 2020 installment of the World Economic Forum focused on fostering global sustainability, business leaders from the telecoms sector are touting 5G and adjacent technologies as a key driver of cross-industry...

Why agility will be at the heart of 5G monetization (Reader Forum)

As the 5G digital services race begins, we now find communication service providers (CSPs) at various stages of planning, designing or deploying new infrastructure. The range of potential 5G use cases are huge. Everything from gaming to smart factories to VR-based entertainment. Unlike in...

It’s 2020 and phone calls still matter (Reader Forum)

Every year, Global Wireless Solutions (GWS) conducts consumer experience tests on the major mobile networks in over 500 markets, representing 94% of the U.S. population. In addition, GWS annually surveys a representative sample of U.S. consumers to understand how consumers use their cell phones....

AT&T low-band 5G network expands into new markets

AT&T has reportedly pledged to provide a nationwide low-band 5G network by the first half of 2020 As 2020 begins, AT&T can officially lay claim to 20 cities where its low-band 5G network is available. While the carrier has had a 5G network for close...

The Sunday Brief: The master switch, 10 years later

Happy Thanksgiving from Lake Norman, North Carolina, where I finally got the turkey to look normal after grilling (thanks to YouTube videos).  Hope your Thanksgiving was filled with good food, fellowship, and safe travels.  This week’s Brief is a review and summary of one...

Kagan: On Mike Sievert replacing John Legere as T-Mobile CEO

We knew this day would come. Mike Sievert will replace John Legere as CEO of T-Mobile US in March 2020. Legere has been perhaps the most colorful and outrageous CEO the wireless industry has ever seen. With his over-the-top style and foul mouth, he...

Most IoT projects lack a winning business case (Analyst Angle)

While IOT is one of the key areas of development for next generation wireless technology, many discussions and conference presentations on IOT focus on technology and use cases.  There are many companies that are building the necessary components, networks, and applications that enable the...

Nokia market cap tumbles 27% on Q3 financial report

Software, enterprise show growth; CEO calls out 'challenges' in mobile and fixed access Prior to reporting its third quarter earnings last week, Nokia had a market cap of a little more than $29 billion. After reporting its Q3 financials, including a reduction in forecasts for...

The Sunday Brief: Four earnings questions

Greetings from Lake Norman, NC (picture of a recent sunrise is shown).  This week, we will discuss four questions that should be asked during earnings calls (which start this Thursday with Comcast, followed by Verizon and Charter on Friday and AT&T and Google the...

Is mobile data now a basic human right? (Reader Forum)

Currently, 3.8 billion people worldwide – about half of the world’s population – lack access to the Internet, yet Internet growth has slowed every year since 2015. The majority of people who don’t have Internet access are from developing economies, where lack of Internet...

Converting to 5G: How carriers can win subscribers over to the upgrade

As 5G begins its rollout, carriers are preparing to rally their subscribers and get them excited about all 5G has to offer. Great new network, great new devices – it could be as heady a combination as peanut butter and chocolate, if done correctly.  But...

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