The war in Ukraine is being fought through many unconventional means. One of the most prominent relates to energy supply and dependence. In 2021, about two-fifths of the gas that Europeans burned came from Russia. The war has boosted already high prices of oil...
Greetings from Fraser, Colorado – the forever home of Byers Peak. We have enjoyed the shortened Fourth of July holiday week at 9,000 feet. The scenes never get old.
This week, after a brief market commentary/ earnings preview, we will chronicle the many telecom/ technology successes...
The European Union just passed new rules called the Digital Markets Act or DMA. This legislation imposes new rules to better control tech companies like Google or Alphabet, Amazon, Apple, Facebook, Microsoft and others. The United States is currently debating similar rules and regulations...
The use of IoT hardware and software applications will have a very positive impact on global sustainability but the trend masks significant variations between use cases, and over the lifecycle of the device. This was one conclusion from a recent report from Transforma Insights,...
As a guest on the TD Ameritrade Network with Nicole Petallides on The Watch List, I discussed what 5G looked like going forward for investors and which companies could be good investments. As a wireless analyst for more than three decades, I have seen the wireless...
More greetings from the 49th state, where Jim and the editor wrapped up their trip last week. Pictured here is the main boat dock in Seward, Alaska (a TelAlaska/ American Broadband exchange). Slightly off camera to the left of this picture is a large cruise ship...
We have such high expectations on how 5G will change our lives. This fire is being stoked by marketing and advertising from so many companies in the wireless space. Let’s dive into the world of 5G and take a closer look at where we...
June greetings from the 49th state, home to some pretty noisy glaciers (Aialik Glacier pictured). We have had a terrific ten days touring many of the TelAlaska properties and learning more about broadband deployment challenges. TelAlaska has an amazing team working every day to improve...
The European Union has declared that USB Type-C standard connectors will be required for charging various devices sold from 2024. This seems to have grabbed as much media attention as the far more significant announcement of its new Digital Markets Act that will intervene...
Verizon is one of the strongest wireless companies in the United States. That being said, over the last decade they have not been firing on all cylinders. Years earlier, they rocketed to success under CEO Ivan Seidenberg. Then they struggled for several years under...
At the Ericsson Global Industry Analyst Forum 2022, they discussed both where they stand in today’s wireless market and their growth strategy moving forward. Based on what I heard, I think their strategy sounds on target. Now they must execute and deliver. Let’s take...
Belated Memorial Day and June greetings from Missouri and Nebraska. Pictured is our pooch Abby (left with stick) and the neighbor dog, Lucy, enjoying Midwest spring/ summer weather. Given our recent rainfall, “duck days” is a better weather descriptor than “dog days”!
June marks the...
What’s next for Facebook, now Meta, when Sheryl Sandberg exits? It has grown over the years from a start-up, college project under Mark Zuckerberg, to one of the world’s largest, most powerful, successful and influential communications platforms which took both leaders to achieve. Now...
As a telecom and wireless analyst over 35 years, I have witnessed the communications industry grow and change dramatically. This transformation continues today and will do so going forward. Where we are today is just a moment in the timeline of our changing and...
The metaverse is becoming a very noisy place. It’s getting difficult for companies to be seen and heard. So, how can you raise volume of your approach and take advantage of the metaverse growth opportunity? We have learned important lessons in recent years. We...
May greetings from five states. Lots of miles in the last month traveling through amazing parts of the Midwest and South. The opening picture is of the Apple Man at the Fontanelle Orchard in Nebraska. Celebrating their 16th year, they are located a mere 10 miles from...
The saying “don’t reinvent the wheel” implies not repeating what has already been done. In the early days of 5G, operators seem to heed that advice. During the 4G era, operators relied on cell splitting via small cells in dense urban areas to increase...
Fixed wireless access (FWA) is a very important, yet not very well-known, slice of the wireless landscape. It has significant growth potential for the companies that can find a solution to this problem. There are many companies in the wireless space who are focused...
5G is picking up acceleration. The total installed 5G global cell sites are expected to expand from 986,000 cell sites in 2021 to 6.6 million cell sites in 2027 at a Compound Annual Growth Rate (CAGR) of 44.9%. It is not just infrastructure. 5G...
Whether you are an investor, executive, worker or customer, you want to know who the leaders are in the new wireless growth wave. That being said the wireless industry has gone up and down, many times in recent decades. Today, the marketplace it is...
Mother’s Day greetings from Georgia and many parts of Missouri. Pictured is our dog, Abby, relaxing after a full-stride run on the farm in Willard, MO. It’s been a packed weekend, and we hope that yours, too, was enjoyed with family and friends.
The last...
Qualcomm is on a roll. They just keep hitting the ball out of the park, quarter after quarter, with strong and expanding growth. A few short years ago they were bogged down with Apple and U.S. government battles, but now that things have settled...
The EU is in grave danger of “throwing out the baby with the bathwater” in its prospective attempts to reform SEP licensing with interventions for the purported benefit of European Small and Medium-Sized Enterprises (SMEs) in IoT.
Europe was once preeminent in cellular communications with...
Verizon Wireless and AT&T Mobility have been behind the eight-ball with regards to their C-band deployments, especially compared to T-Mobile US. After a painful delay in a competitive sense, both Verizon and AT&T have now turned on their 5G C-band networks and they are...
