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Home - Analyst Angle - Page 15

Analyst Angle

  • < class="penci-entry-title entry-title grid-title penci_grid_title">The Sunday Brief: First quarter earnings in five words or less (Part 1)
    by Jim Patterson May 1, 2023
    by Jim Patterson May 1, 2023

    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 …

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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?
    by Dimitris Mavrakis, Sr. Research Director, ABI Research April 28, 2023
    by Dimitris Mavrakis, Sr. Research Director, ABI Research April 28, 2023

    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 Kagan April 26, 2023
    by Jeff Kagan April 26, 2023

    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)
    by RCR Wireless News April 20, 2023
    by RCR Wireless News April 20, 2023

    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 Kagan April 20, 2023
    by Jeff Kagan April 20, 2023

    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)
    by Malik Saadi, Vice President, ABI Research April 19, 2023
    by Malik Saadi, Vice President, ABI Research April 19, 2023

    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 Kagan April 17, 2023
    by Jeff Kagan April 17, 2023

    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)
    by Jim Patterson April 16, 2023
    by Jim Patterson April 16, 2023

    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 Kagan April 13, 2023
    by Jeff Kagan April 13, 2023

    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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  • < class="penci-entry-title entry-title grid-title penci_grid_title">
    Kagan: Can Qualcomm succeed in AI, Chatbot, ChatGPT, Bard space?
    by Jeff Kagan April 6, 2023
    by Jeff Kagan April 6, 2023

    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 …

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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 Kagan April 3, 2023
    by Jeff Kagan April 3, 2023

    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 Kagan March 29, 2023
    by Jeff Kagan March 29, 2023

    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 Kagan March 27, 2023
    by Jeff Kagan March 27, 2023

    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)
    by Keith Mallinson March 27, 2023
    by Keith Mallinson March 27, 2023

    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)
    by Jim Patterson March 27, 2023
    by Jim Patterson March 27, 2023

    [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)
    by Bob O’Donnell, President and Chief Analyst, TECHnalysis Research, LLC March 23, 2023
    by Bob O’Donnell, President and Chief Analyst, TECHnalysis Research, LLC March 23, 2023

    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 Kagan March 23, 2023
    by Jeff Kagan March 23, 2023

    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 Kagan March 20, 2023
    by Jeff Kagan March 20, 2023

    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 Kagan March 16, 2023
    by Jeff Kagan March 16, 2023

    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
    by Jim Patterson March 13, 2023
    by Jim Patterson March 13, 2023

    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 Kagan March 13, 2023
    by Jeff Kagan March 13, 2023

    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 Kagan March 8, 2023
    by Jeff Kagan March 8, 2023

    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 Kagan March 6, 2023
    by Jeff Kagan March 6, 2023

    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 Kagan March 2, 2023
    by Jeff Kagan March 2, 2023

    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
    by Anshel Sag, Principal Analyst, Moor Insights & Strategy March 1, 2023
    by Anshel Sag, Principal Analyst, Moor Insights & Strategy March 1, 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. …

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White Papers

  • CSG White Paper: Telco AI Enabler: Mediation’s Defining Role

  • Enea White Paper: Scalable Database Design for 5G and Beyond

  • Supermicro and NVIDIA Whitepaper: Powering sovereign AI at scale

  • VIAVI Whitepaper: RAN scenario generators and their critical role for future-proofing AI-native RAN in Advanced 5G and 6G networks

  • Emerson/NI White Paper: 2026 Technology Trends Impacting the Wireless Communications Industry

Editorial Reports

  • Report: Scaling Optical Networks For The Hyperscale And AI Era

  • Test And Measurement Market Pulse Report

  • Editorial Report: Securing telecom infrastructure for the quantum era

Webinars

  • Webinar: Rethinking the RAN as AI, cloud and openness converge

  • Webinar: Scale-Up, Scale-Out, Scale-Across – Building AI-Era Network Fabrics

  • Webinar: NTN in motion – evolving standards, expanding services

  • Webinar: Noise-Figure Measurements with RFmx and PXI VSTs

  • Qualcomm Webinar – Building the 6G Standard: Key developments to know

Since 1982, RCR Wireless News has been providing wireless and mobile industry news, insights, and analysis to mobile and wireless industry professionals, decision makers, policy makers, analysts and investors.

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