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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...

Galaxy Watch5 Pro review—Excellent prosumer watch for gifting this holiday

If you are still wondering about a holiday gift for your loved one, I have a perfect idea—Samsung Galaxy Watch5 Pro. It has a well-balanced mix of consumer and pro features for those who enjoy a nifty smartwatch and sometimes like to venture into...

5G embracing new features and functionalities, taking the market beyond smartphones (Analyst Angle)

Extending the 5G experience and its impact on the radio system The adoption of 5G continues to thrive in the mobile market, with a raft of device types beyond smartphones set to form part of the wider ecosystem, extending to new industries and a wide...

Kagan: What Verizon and AT&T should learn from T-Mobile US

Verizon has always been one of the United States premier telecommunications providers. However, during the past decade, not so much. Years ago, they were on a growth track under CEO Ivan Seidenberg until he retired. Since that point they have struggled to find a...

Kagan: Private 5G wireless networks show continued 2023 growth

We have watched new growth opportunities in the wireless industry change over decades, from analog to digital, and from 2G, to 3G, 4G and now 5G. However, another slice of the wireless pie is showing strong growth and that will continue through 2023 and...

Kagan: Facebook, Meta can recover if Mark Zuckerberg does the right thing

Over the course of one year, the stock price of Facebook, or Meta by its new name is tanking. There is a solution to this problem. That is if Mark Zuckerberg can see it and will take this exit ramp. Let’s take a closer...

The emergence of 5G and 5G-Advanced new features to drive adoption of system-level radio design (Analyst Angle)

Since its commercial launch in 2019, 5G is gearing up to enter its next transformational phase, which will be driven largely by 5G-Advanced — an upgrade to The 3rd Generation Partnership Project (3GPP) release that will bring about substantial improvements driven by the introduction...

Kagan: CES 2023 getting back to a new-normal

CES 2023 is coming to Las Vegas in the next few weeks, and many media and investors are asking me what can we expect this year? The Consumer Electronics Show is the premier kick-off event of the year with all sorts of new technology,...

The Sunday Brief: Cable’s transition from home to hand

Thanksgiving weekend greetings from the Midwest.  Pictured is a flock of wild turkeys near the farm in Willard celebrating the “day after” (if only we had audio – they are not quiet!). This week, we will continue our discussion of key themes exiting 3Q...

Kagan: Qualcomm vs. Arm, chip battle between friends

Here we go again. Qualcomm has found itself in the middle of yet another grueling battle. This time with Arm, the chip technology company it has been working with. While no one knows how long this new fight will last, looking back on past...

Samsung Galaxy Z Flip4 one-month review – Highly functional foldable phone with bold looks (Analyst Angle)

'Perfect fusion between the small size of a flip phone and ... advanced functions' My wife Ashwini and I have been using and testing Galaxy Z Flip4 for over a month. My wife uses it as a daily driver, and I intermittently steal it from...

The scorching of Arm’s earth (Analyst Angle)

On September 30, 2022, Qualcomm Inc. quietly filed a counterclaim to Arm’s lawsuit against Qualcomm/Nuvia. It was a long-awaited rebuttal as it seemed Qualcomm had gone dark after the company’s General Counsel, Ann Chaplin, released a brief retort shortly after Arm went very public...

The Sunday Brief: All aboard the fiber bandwagon

Greetings from New York City (pictured), Lake Charles (Louisiana), Nevada (Missouri), and other points across the Midwest.  It’s been great being out on the road and seeing fiber deployments finally coming into shape (Fastwyre’s recent 9-area fiber expansion coverage from Diana Goovaerts at Fierce...

Kagan: Altice USA new CEO Dennis Mathew is focused on growth

Dennis Mathew is the new CEO of Altice USA, one of the nation’s largest cable television companies. The good news is he comes from Comcast, the nation’s largest and most successful cable TV giant. So, the hope is, the lessons he learned there over...

Galaxy Fold 4 one-month review— best productivity device for people on the move

I have been using Galaxy Fold 4 for the last six weeks and can confidently say that this is the best productivity device for people on the move. It significantly reduces reliance on laptops and eliminates the need for a tablet. It's an excellent...

The Sunday Brief: Competitive responses matter (3Q 2022 earnings review)

Halloween weekend greetings from the Midwest, where fall colors are in full show and temperatures are still above freezing.  Pictured is my neighbor’s Trick-or-Treat Treehouse moments before a dozen costumed boys showed up for their annual party.  With each of the Fab Five and Telco...

Kagan: Huawei says wireless industry moving from 5G to 5.5G

Huawei held their Global Mobile Broadband Forum 2022 in Bangkok, Thailand, last week. One of many interesting ideas they shared in the future outlook of the telecom industry is moving from 5G to 5.5G. Let’s take a closer look at what that means to...