BROWSING: Analyst Angle

Private wireless will work with, not replace Wi-Fi and public wireless US Cellular is focused on growing their business in the private wireless space. They may be the largest wireless carrier in the USA after Verizon, T-Mobile and AT&T. They see a new growth opportunity...

Private wireless has been one of the areas with so much growth potential and promise. Many smaller companies entered the space with big ideas. The problem was many were smaller companies without a lot of cash flow. New sectors take time. While the idea...

Greetings from the Carolinas and the Midwest.  Our Davidson dinner included local telecom/ tech leaders as well as many Davidson students.  A great way to get caught up with several of you – thanks for making the evening so special.  We have a full market commentary...

Wireless has been with us for half a century already. In the 1990s, it switched from analog to digital. Then the iPhone and Android started the wireless data rush over the past two decades. That being said, there are always growth opportunities and challenges....

After several rocky years, Huawei is once again showing growth. Over the past year, they have performed well. That being said, I have a few new questions. Is their recovery sustainable? Can they build upon it? What is the next step for Huawei, and...

At the Mobile World Congress (MWC) this year, virtually all industry players exhibiting at the show centered their messaging around Artificial Intelligence (AI), presenting modular Proofs of Concept (PoCs) and demonstrating how new AI applications can address specific pain points in isolation, including the...

Coopetition is when competitors work as partners and both win Over the years, we have been watching the wireless and telecom industry change and expand into new technologies like Private Wireless, Wi-Fi 7 and FWA. Plus, other new tech like AI, IoT and much more...

Coopetition with 5G and AI will impact wireless and other industries A few decades ago, there was something new and interesting happening and we gave it a name. We called it coopetition. This is when competitors find a reason, even a need, to work together...

Cable Television faces serious growth threats and growth opportunities Samsung recently asked me to give a presentation to their CEO, senior executives and others in the company, worldwide, about how new tech like AI and 5G are transforming the various industries they operate in, including...

Wireless speed and security increased on 5G, 6G, satellite and NFC At Mobile World Congress in Barcelona, I look for interesting companies and stories. TM Technologies and Quantum Resistant Cryptography or QRC are one of those stories. They announced that they teamed up to increase...

Greetings from Spain, Florida, and the Midwest.  Pictured is Jim wearing a replica Roman emperor helmet while visiting filmmaking friends in Madrid.   This has been an action-packed two weeks with Mobile World Congress and the C3 Transform conference.  This week, we will have a...

Next: private wireless, 5G-Advanced, satellite, FWA home internet As wireless is changing and expanding, it is important to understand what is happening. New areas include 5.5G, AI, 5G-A or 5G-Advanced, satellite broadband, private wireless, FWA and 5G Home Internet, IoT and more. Going forward, these...

Communication Service Providers (CSPs) are overhauling networks for the Artificial Intelligence (AI) future: investing heavily in AI solutions to address current challenges, collaborating across organizations (e.g., Artificial Intelligence Operations (AIOps)), and reforming within them (e.g., centralizing AI teams). As comprehensive as these accommodations for...

Rakuten Mobile and AST SpaceMobile partner on satellite wireless MWC24 will be full of wireless news and announcements on what’s coming Satellite-to-mobile wireless service is beginning. Now, Rakuten Mobile says they plan to offer this wireless service in Japan in 2026. In fact, we are seeing...

Industries reinvent themselves with new tech like 5G, wireless and AI How strong is your company brand? Is it vibrant and well known, or is it time for a re-fresh? These days new technology like 5G, wireless and AI are changing everything. With a wide...

Greetings from the Midwest as we get ready for the Big Game. This week, after a full market commentary, we will resume our earnings analysis as we look at the state of traditional cable providers Comcast and Charter. As we mentioned in last week’s interim Brief,...

Ongoing losses continue with cable TV, broadband to streaming and FWA Traditional cable television and broadband services are continuing their slide. Is there is nothing the cable TV industry can seem do to stop the continued loss? This has been occurring for a decade or...

Private wireless is a great idea for both enterprise customers and telecom investors. However, there are multiple issues that first need to be ironed out to reach its potential. First, there are many different versions of private wireless. Second, there are many different companies....

Cable TV used sticky bundle over last decade to slow change Cable television growth has crested and is now declining. Streaming TV is changing the way we get and pay for TV and entertainment. Cable TV broadband is also facing significant competition. Wireless carriers are...

Greetings from Missouri.  This has been a couple of “at home” weeks prior to a travel-heavy February, which has allowed us to probe a little deeper into fourth quarter earnings.  Since the last Brief, Jim’s interview with the 5G Guys podcast has been published (here and...

Mobile World Congress coming to Barcelona end of February 2024 Wireless has been with us as an industry for decades. During that time, it has always been an industry in transition. Mobile World Congress in Barcelona is coming at the end of February, and it...

Once again, wireless is going through massive changes. Today, we are in the middle of the 5G rollout, while preparing for 6G and beyond. Other new areas include private wireless, FWA, 5G Home Internet and technologies like AI, Chatbot, IoT the cloud and more....

Debating the good, the bad and the ugly about AI at Davos There is an important topic being discussed at the World Economic Forum in Davos Switzerland. It’s about AI. This year, government officials, company executives, the media, investors and individuals are all seeing the...

Last week at CES 2024 we learned quite a bit about what’s new, what’s coming next and what technologies will be in focus going forward. It is important that every investor, worker, customer, regulator and the media understand what is happening now and what’s...