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 …
Analyst Angle
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< class="penci-entry-title entry-title grid-title penci_grid_title">The Sunday Brief: First quarter earnings in five words or less (Part 1) >
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< class="penci-entry-title entry-title grid-title penci_grid_title">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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: Huawei 2023 Global Analyst Summit showed progress >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: Betacom Private 5G Ecosystem includes many industry leaders >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">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) …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: Changing world of Operator, 911 Emergency, Directory Assistance >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: Alternative solution to 6-month Musk, Wozniak AI delay >by Jeff Kaganby Jeff Kagan
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 …
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Kagan: Can Qualcomm succeed in AI, Chatbot, ChatGPT, Bard space? >by Jeff Kaganby Jeff KaganQualcomm 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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: Does the 2022 Huawei Annual Report show start of comeback? >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: AI makes us smarter and dumbs us down at the same time >by Jeff Kaganby Jeff Kagan
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, …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: Betacom, Axis, Evolon create new private wireless AI security >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">The Sunday Brief: First quarter earnings questions (Part 1) >
[email protected] Mar 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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: AI chatbot technology spreads from Microsoft to Google >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: When will Verizon show strong growth and leadership again? >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: Verizon working with Viiz to provide 911 emergency services >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: Is private wireless overhyped? >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: Huawei gives glimpse into wireless future with 5.5G at MWC23 >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: T-Mobile says cable TV wireless is not profitable, but… >by Jeff Kaganby Jeff Kagan
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 …
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< class="penci-entry-title entry-title grid-title penci_grid_title">Kagan: MWC23 showed wireless growth trends beyond 5G >by Jeff Kaganby Jeff Kagan
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. …
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< class="penci-entry-title entry-title grid-title penci_grid_title">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. …