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Former FCC Chair Ajit Pai warning America has lost 5G lead to China

Can the U.S. win back the 5G edge — and protect its AI lead? Recently, Ajit Pai wrote in a Wall Street Journal op-ed that the United States of America has lost its 5G leadership position to China. Pai is a former FCC chairman and...

The real 5G debate isn’t technical — It’s about markets and efficiency (Analyst Angle)

The real value of slicing lies in its ability to logically partition network resources within a mobile operator’s existing licensed spectrum Commentary contributed by Dean Bubley to RCR Wireless News earlier this week contended that 5G network slicing is overhyped, but the fact remains that...

Kagan: Wireless now focusing on improved connectivity and quality

Recently, I had an interesting conversation with Fergal Lawlor, who is the CEO of Alpha Wireless, a wireless antenna solutions company established in 2007. I believe antenna design is one of several important new areas that the wireless industry will focus on going forward,...

Slicing is not a replacement for spectrum sharing (Analyst Angle)

Some say 5G slicing is a viable alternative to spectrum sharing or private networks — but it suffers from severe constraints Some wireless industry commentators have suggested that “5G network slicing” is a viable alternative to either spectrum-sharing or the deployment of private (dedicated)...

The Sunday Brief: 2Q earnings preview — the questions no one will ask (but should)

Greetings from Cedar Rapids (Iowa) and Camdenton, Jefferson City and Kansas City (Missouri).  Pictured are some protesters walking by our lunch location in Jefferson City last Saturday (the sign reads “Things are so bad, even the introverts are here”). This gets our prize for...

Kagan: Why Boldyn Networks is pausing private wireless acquisitions

Boldyn Networks' strategy is shifting to focus on organic growth rather than through mergers and acquisitions In previous conversations with Boldyn Networks, and after following their growth, I have seen an aggressive, young company focused on growth through acquisitions. Now, their strategy is shifting, with...

The Sunday Brief: Another disappointing BEAD delay

Greetings from Nashville, Cedar Rapids, and Kansas City.  It has been a whirlwind of activity since Memorial Day, and the summer promises to be filled with even more headlines.  The opening picture is of our first (and definitely not the last) Sunday Brief Fiber Connect get...

Analyst Angle: AI-for-RAN will be a CFO favorite

How will mobile operators use AI/ML to boost capacity and energy efficiency in the radio network? The PR wars have started, and people will stir up a lot of questions. CPU? GPU?   What about the new ARC Compact? Does the RAN have to...

Kagan: Lessons from Motorola Mobility in the AI era (Analyst Angle)

Motorola, once a telecom giant, nearly collapsed in 2011 — instead, it split into Motorola Solutions and Motorola Mobility The Motorola story is one we can all learn from. It has had its highs and lows, and once again, it is reinventing itself. That calls...

The U.S. should defend, evolve and extend CBRS (Analyst Angle)

The forced relocation of CBRS licensees to other bands would irreparably damage a growing industry and its ecosystem Some recent press articles and an open letter from Senator Cantwell to Defense Secretary Hegseth have suggested that the Department of Defense (DoD) and the Federal Communications...

Kagan: Is Charter-Cox cable TV merger a sign of things to come?

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...

The Sunday Brief: Three long-form videos (Memorial Day edition)

Memorial Day Greetings from Florida, Iowa, and Missouri.  The picture is from our dog’s (Abby) recent visit to the Springfield (MO) farm where she awarded the Editor with multiple prize turtles.  Spring in the country – can’t beat it.  In addition to the long form...

AI RAN – Chinese operators make it a commercial reality (Analyst Angle)

AI-powered radio intelligence is stealing the spotlight in telecoms – and China is stealing the show. While global telcos experiment, Chinese operators are delivering Level 4 automation at scale, with real-world impact. The news | Tier one vendors innovate with RAN intelligence At MWC25, mobile network...

CBRS showdown: Balancing access and efficiency (Analyst Angle)

CBRS spectrum access is under pressure as diverse stakeholders vie for midband resources Contention for Citizens Broadband Radio Service (CBRS), or midband spectrum in the 3 GHz band, is intensifying as a reorganization of the band’s allocation appears likely within the next two to three...

Kagan: How AI is changing the way business gets done

To maintain a competitive advantage, don’t let the AI growth wave pass you by As an advisor to companies, I have noticed how they have been collecting massive amounts of data for decades. Until now, they have been overwhelmed trying to sort through it all...

Where do we stand with the 6 GHz band? An update (Analyst Angle)

April 2025 marks the 5-year anniversary of the FCC’s release of the 6 GHz spectrum band for unlicensed use. It is already widely used by Wi-Fi and other technologies in the US and several international markets, while some regions are still considering its future...

A new battleground — Data center real estate (Analyst Angle)

Exponential demand on AI computing capacity has triggered a boom in the data center market: current facilities are going through expansive refactoring, but there is also unparalleled demand to build new facilities. This trend is happening globally with the U.S., China and Europe re-evaluating...

The Sunday Brief: Two Q1 earnings mysteries

Mother’s Day greetings from Missouri, Iowa, and, by the time most of you read this, Florida, home of the Conexon Ignite workshop (CellSite Solutions has been a longtime supplier of shelters to the electric cooperative community).  Thanks to Randy Klindt and Jonathan Chambers for...

Analyst Angle: Will D2D make rural cell sites an endangered species?

Multiple companies have asked me to analyze this question: will D2D replace the rural cell site? Would it make sense for an operator to shut down a remote site, and simply let the users fall back on NTN coverage from space? As usual, I don’t answer...

Fact-checking the CTIA/NERA economics report (Analyst Angle)

Recently, U.S. mobile industry trade association CTIA published a study performed by the economic consultancy NERA. It claimed that releasing additional spectrum for full-power 5G wide-area networks would generate a $260 billion uplift in GDP, and 1.5 million extra jobs, for every 100 megahertz...

AI is reshaping the cellular network — ELAA unleashes spectrum’s potential (Analyst Angle)

Artificial Intelligence (AI) is already showing it is having a significant impact on the world’s economy, our online experiences and sourcing information — both visual and textural. In turn, AI is impacting the mobile cellular economy. AI is a key catalyst for the growth...

Kagan: T-Mobile US has done a great job the past decade — What’s next? (Analyst Angle)

After years of struggling, T-Mobile US has spent the past decade finding its footing and regaining momentum. They were a wireless carrier that lost its way during a major industry shift. What happened next is a story worth telling and worth learning from for...

Why wireless providers are dominating broadband (Analyst Angle)

Fixed wireless has been comprising close to 100% of broadband net additions in recent years. How can this be true? I believe that fiber is the greatest telecom invention ever and it provides superior throughput, so how can we explain the recent add share...

The broadband balancing act: WISPA, BEAD, LEOs and the future of rural connectivity (Analyst Angle)

WISPA may have started with a narrow focus on fixed wireless for broadband, but today it’s anything but one-dimensional The national broadband conversation is undergoing a big shift. Between the long-awaited rollout of BEAD funding, the emergence of low Earth orbit (LEO) satellite technology, and...