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Kagan: How AT&T will improve DFW Airport Wi-Fi and private wireless

Thanks to being in Dallas last week for the Juniper Networks Enterprise Analyst & Influencer Summit, I can attest the Wi-Fi and wireless services made available to travelers at the Dallas Fort Worth Airport is at best, hit and miss. Some users got connected,...

Kagan: Juniper Networks rapidly expanding to enterprise

A few days ago, I attended the Juniper Networks Enterprise Analyst & Influencer Summit 2023 in Dallas Texas. Over the past 35 years I have attended more analyst and influencer events than I can remember. All these briefings are important because they let each...

Kagan: Next chapter of wireless growth for Verizon, T-Mobile, AT&T

When wireless and telecom earnings were announced last week, they revealed something important everyone needs to understand. The industry is changing and transforming, once again. Wireless has always been one of the healthiest ongoing growth stories of all time. While that continues, things are...

The Sunday Brief: First quarter earnings in five words or less (Part 1)

Greetings from Louisiana and the Midwest. Pictured blow is the Fastwyre ribbon cutting held last week in DeRidder, Louisiana. We had a terrific time meeting hundreds of future customers frustrated with their current broadband options. There are many more Fastwyre ribbon cuttings coming to...

Is 5G Advanced what 5G should have been from the start?

MWC 2023 was a successful show, returning with attendance at pre-COVID-19 levels, and home to several new announcements by infrastructure vendors, mobile operators, hyperscalers and the broader telecoms ecosystem. Huawei also hosted its analyst summit in April 2023, another event that returned after a...

Kagan: Huawei 2023 Global Analyst Summit showed progress

Last week, Huawei held their 20th annual 2023 Global Analyst Summit, and things are looking better and stronger than one year ago. You see Huawei was a rapidly growing global leader in the wireless industry over the past decade. Then they hit a significant stumbling...

Oppo’s Find N2 is a dazzling display of folding competence (Analyst Angle)

I’ve had the opportunity to use Oppo’s Find N2 Flip foldable smartphone for the last few weeks. In fact, I have traveled around the world with it and taken it with me everywhere. It’s an incredible device. The Find N2 Flip is also one of...

Kagan: Betacom Private 5G Ecosystem includes many industry leaders

Private wireless continues its rapid growth trajectory. Next, Betacom Private 5G Ecosystem was just introduced a few days ago along with top, industry partners including Google Cloud, Intel, Ingram Micro and Qualcomm. Why are all these companies partnering on this? They say, this will...

IntelligentRAN: Huawei’s pragmatic approach to radio intelligence (Analyst Angle)

At Mobile World Congress (MWC) 2023, radio intelligence continued to be a big theme for the second year in row. Leading infrastructure players and Open Radio Access Network (Open RAN) supporters showcased significant advances in their approaches to better manage radio network resources in...

Kagan: Changing world of Operator, 911 Emergency, Directory Assistance

It’s time we start thinking about Operator, 9-1-1 Emergency and Directory Assistance as a brand-new growth opportunity. What if you need help, called the Operator or 9-1-1 and the service was no longer there? Traditional services are quietly disappearing. While this is not being...

The Sunday Brief: First quarter earnings questions (Part 2)

Tax weekend greetings from Missouri, Nebraska, Louisiana, Texas and Jamacia.  No, Fastwyre is not going global, but the staff of the Brief took part in a long-needed vacation to one of the largest and friendliest islands in the Caribbean.  Pictured is the sunset from Rick’s...

Kagan: Alternative solution to 6-month Musk, Wozniak AI delay

Elon Musk, Steve Wozniak and more than a thousand other industry leaders are asking for a six-month pause in the rapid, uncontrolled and runaway development of Artificial Intelligence. While I like the idea of not losing control to this new technology, the problem is...

Kagan: Can Qualcomm succeed in AI, Chatbot, ChatGPT, Bard space?

Qualcomm is one of America’s leading players in the wireless space. That being said, they are also wrestling with several weak links in their otherwise strong chain. Some of their key wireless sectors like chip sets and smartphones have weakened. This concerns investors. I...

Kagan: Does the 2022 Huawei Annual Report show start of comeback?

Last week, Huawei released their 2022 Annual Report. It seems the company is adjusting to what it calls "the new normal," and is starting to show positive results. Huawei says the “crisis mode” is over as it focuses on growth. If that is true...

Kagan: AI makes us smarter and dumbs us down at the same time

We get so excited about all the advancements in artificial intelligence (AI) from companies and developments like Chatbot and generative AI. This is a new and exciting opportunity for investors, workers, governments and individuals. That being said, there are two sides to every coin....

Kagan: Betacom, Axis, Evolon create new private wireless AI security

Last week, three companies, Betacom, Axis Communications and Evolon, introduced an always-on, affordable 24/7/365 perimeter security solution made possible by private wireless. Not only is private wireless giving enterprise the ability to better control their own wireless communications, but it is also proving to...

Grace and peril in AI (Analyst Angle)

Artificial Intelligence (AI) is rapidly taking hold in many places to provide enormous benefits with improved utility and efficiency in various cellular capabilities. It is significantly affecting how networks are designed and operated. But some applications of AI are much more straightforward and less...

The Sunday Brief: First quarter earnings questions (Part 1)

jim@pattersonadvice.comMar 26, 2023, 3:21 PM (16 hours ago)to jim Greetings from the Midwest as we slowly turn from winter into Spring.  Pictured is the Wayne County (Nebraska) courthouse from the week of March 13.  Still a good snowpack even as late as last week.  This week’s Brief is...

Yes, vRAN and O-RAN are coming, just more slowly than we thought (Analyst Angle)

Watching the evolution of telco carrier RAN networks feels like viewing a sports replay in slow motion. It’s interesting to see, and there are often angles and perspectives that crop up that aren’t immediately apparent. In the end, however, you still know where things...

Kagan: AI chatbot technology spreads from Microsoft to Google

Artificial Intelligence (AI) suddenly seems to be on everyone’s radar, growing in leaps and bounds. Microsoft was first to embrace this new chatbot technology with their Bing and Edge internet browsers for search. They just introduced Copilot, which brings AI to Microsoft 365. This...

Kagan: When will Verizon show strong growth and leadership again?

Verizon has been struggling to turn the ship around and get back on a solid growth track for the last decade. The good news is they are beginning to show some positive movement. The problem is there is still a long way to go....

Kagan: Verizon working with Viiz to provide 911 emergency services

The current state of 911 emergency communications services, operator and directory assistance is changing. Today, we use a variety of new technologies like wireless smartphones and smart watches. So, traditional telephone companies are curtailing these needed services. What we don’t hear as much about...

The Sunday Brief: The dust settles—telecom after COVID

Greetings from the Southeast and the Midwest as winter transitions into spring.  In this Brief, after a full market commentary, we will provide a retrospective on larger macro trends since the 2020 shutdown (pictured is Bossy Beulah’s, a favorite lunch spot during COVID that...

Kagan: Is private wireless overhyped?

At Mobile World Congress in Barcelona this year, there was a panel discussion around whether private wireless is a real growth opportunity or is overhyped. That’s a very interesting question and I think it is worth exploring. So, let’s peel the layers of the...