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Kagan: Huawei gives glimpse into wireless future with 5.5G at MWC23

Sorting through my notes on Mobile World Congress Barcelona last week, certain companies and announcements stood out. One of the big ones was Huawei, with their 5.5G glimpse into the wireless world of tomorrow. In fact, they may have had the biggest booth at...

Kagan: T-Mobile says cable TV wireless is not profitable, but…

T-Mobile tried to knock the growing competitive threat they face from cable TV companies by saying their wireless service is not profitable. What T-Mobile is missing is that profitability does not matter in order to be successful or a threat. The cable television companies...

Kagan: MWC23 showed wireless growth trends beyond 5G

The biggest news from MWC23 in Barcelona is surprisingly not 5G. This year Mobile World Congress focused on where wireless is heading and what changes we can expect going forward. Based on the countless conversations I have been having with industry executives, I beleive...

Qualcomm’s Snapdragon Spaces gains momentum with telecom operators at MWC 2023

BARCELONA--Every year at the MWC (Mobile World Congress) event in Barcelona, the world’s biggest telecom operators gather among the smartphone OEMs and chip vendors to show off their latest achievements. This year, many of the telcos coalesced around Qualcomm’s XR platform, Snapdragon Spaces. Seven...

Kagan: How AT&T and Verizon are impacting their landline users

Let me help AT&T and Verizon solve a growing problem they are wrestling with. When you are in a competitive industry, you must first focus on the customer. Happy customers let you grow and succeed. Unhappy customers are always a struggle. The problem AT&T...

Kagan: How streaming services and On-Demand TV killed channel surfing

My kids don’t remember this, so let me check with you. Do you miss channel surfing on the TV? Ah, the good ole days. However, with the advent of streaming services and On-Demand TV, America’s age-old pastime is dead. What am I talking about?...

The macro market will drop by 28% by 2027, but don’t worry (Analyst Angle)

Yes, the market for Macro and Massive MIMO infrastructure will drop dramatically through 2027.  But that drop will be offset by small cells, software, millimeter wave, and private cellular investments. In fact, with a rebound expected from new spectrum bands in 2028, our new...

The Sunday Brief: T-Mobile’s “grown up” problem

Early Valentine’s Day greetings from Louisiana, Texas, Kansas, Missouri, and Florida.  Hard to believe that two weeks ago we were basking in the glory of another Chiefs AFC Championship win.  Today’s game will be tough, but, like the 2022-2023 season, Coach Reid and the team...

Kagan: MWC23 Barcelona shows wireless growth beyond 5G

Wireless is not just about 5G; AI, Chatbot, ChatGPT, Bard and IoT The worldwide wireless industry is preparing for the big Mobile World Congress show in Barcelona. 5G will continue to be big, but there is also so much more we need to focus on....

Kagan: How Operator and 9-1-1 Emergency Services are evolving

Yesterday, Operator, Directory Assistance and 9-1-1 Emergency Services all played an important role in our landline telephone world. However, as landlines are being replaced by wireless smartphones, VoIP Internet service and other technologies, these vital services are also fading away. Let’s take a look...

Kagan: How ChatGPT, ChatBot and AI will change your industry

How do you know if a new technology is taking off? One way is to count how many news stories are on that topic. With regards to ChatGPT, it’s off the charts. There is so much noise. This is a major challenge for every...

The Sunday Brief: Different disciplines

Greetings from Louisiana, Texas, Kansas, Missouri, and Florida (Ft. Lauderdale, the location of this year’s MetroConnect conference, is pictured).  It’s been a full week of Telco Top Five earnings, and we will devote most of this Brief to results analysis.  For those of you...

Kagan: We love Amazon, but there’s a problem that needs fixing

It hurts me to say this because I have been an Amazon.com customer and fan for decades, but there is a serious customer care problem that needs to be corrected, and apparently, they don’t even realize it. The problem is the breaking of trust among their...

Kagan: NTT hosting 6G wireless next-gen IOWN events

NTT invited me to attend an event they will be hosting in San Francisco, which will explore 6G, next-gen network infrastructure and sustainability. It will be held at the NTT Experience Center and will highlight the Innovative Optical and Wireless Network initiative. IOWN is...

Kagan: Questions, concerns on ChatGPT and Artificial Intelligence

Overnight, it seems a new technology called ChatGPT has captured the imagination of the Artificial Intelligence world. Suddenly, we are reading about it everywhere and an increasing number of companies, investors and industry watchers are talking about it. We are all excited and confused....

Kagan: Conversation with Betacom on private wireless growth

Last week, I had an interesting conversation with executives from Betacom about the private wireless segment. They briefed me on their company, the relatively new and rapidly growing private wireless network sector, the communication challenges every company has to solve and what we can...

The benefits of deploying an outstanding 5G network: Deutsche Telekom Germany (Analyst Angle)

Deutsche Telekom Germany (DTAG) announced its 3Q 2022 financial results in November and highlighted strong growth across its business areas. Amid a challenging macroeconomic, energy and consumer-spending environment, the carrier reported strong growth with a 3.2% increase in Earnings before Interest, Taxes, Depreciation and...

The Sunday Brief: CES thoughts and Q1 earnings hints from the Citi Conference (Part 1)

Greetings from Las Vegas and the Midwest.  It has been a full two weeks with news from the Citi conference plus additional industry developments.  We will begin with a full market commentary followed by a few CES observations, and end with some thoughts on...

Kagan: Why Qualcomm focused on automotive, satellite in weak economy

The last couple of years have taken its toll on many high-tech companies and industries. That includes the wireless and mobile industry and companies in the segment like Qualcomm, Huawei, Ericsson, Nokia, NTT, HTC, Samsung, MediaTek, IBM, Hewlett-Packard, Google, Dell, Broadcom, Texas Instruments and...

Kagan: CES 2023 shows difficulty companies face getting noticed

Important marketing lessons CEOs and CMOs should learn from #CES2023 The Consumer Electronics Show (CES) just concluded and it raged back to life this year after the pandemic. This year’s CES illustrated how difficult it is for companies to be seen and heard trying to...

Kagan: Companies need to be heard over loud industry noise level

As we enter 2023, some key questions every executive struggle’s with is how to raise their company’s profile; how to become a respected thought leader in the industry; how to capture the attention of investors, the media, workers, top executives, regulators and more. This...

Singularities in cellular (Analyst Angle)

While cellular has undergone and brought about rapid and continuous change in human communication over the 40 years since the industry’s inception, we can identify a certain few developments that were profound and revolutionary. These include digitization of voice in 2G, text messaging, smartphones...

Qualcomm vs. Arm: Court dates announced—who has the luxury of time will win (Analyst Angle)

In the ongoing Qualcomm vs. Arm saga, the US District Court of Delaware recently released the case schedule, setting the stage for the battle. It reveals two critical dates. The first is for the discovery process, during which early settlements often occur. Second is...

Kagan: Choosing best wireless for you: Verizon, T-Mobile US or AT&T

All wireless carriers may look equal, but there is a difference. In fact, I have made plenty of mistakes over the years in choosing the best carrier and plan. So, let me share with you some of what I have learned so you can...