The good news is the wireless industry looks like it is finally getting back to its core business and focused on real growth. However, some service providers are doing a better job compared to others. So, let’s pull the camera back and take a...
Greetings from Missouri, Nebraska, and the Dominican Republic, where the staff enjoyed a corporate retreat over the Easter holiday. There’s a lot to cover this week, so we will be very brief in the market analysis commentary. AT&T and Verizon kicked off earnings on...
Thank you to the TD Ameritrade Network and host Nicole Petallides for inviting me to be a guest on their Trading 360 show. As an industry analyst in wireless and telecom, we discussed the changing wireless and telecommunications industry, which companies are performing well...
Unlike previous cellular generations, 5G will be at the heart of digital transformation of many industry verticals and will help network operators address ever-increasing data traffic and various connectivity requirements.
Current 5G networks are already achieving Gigabits per Second (Gbps) speeds for many users...
Greetings from Nebraska, Missouri, Louisiana and Texas. There were many pictures to choose from over the past two weeks, but nothing says springtime in the bayou like a five-pound platter of crawfish. Taking out my contact lenses that night was tough (nothing like rubbing...
When asked on his CNBC show Mad Money, Jim Cramer said AT&T is not a buy. He said “right now I think they are doing terribly. It’s just not a great company”. While in my opinion that may be a bit over-the-top, the hard...
Lumen Technologies reported their growth in Q4 2021 was weak, and their projections for 2022 don’t look like things will improve. This concern raises an interesting and important question. Why is Lumen having trouble with growth in an industry that is transforming and growing...
T-Mobile US said something surprising and perhaps worrisome. As the cable TV industry is showing wireless growth, T-Mobile US says they are not worried about them as a competitive threat. What is concerning is, Comcast Xfinity Mobile, Charter Spectrum Mobile and Altice Mobile are...
Greetings from the Midwest. Today’s opening picture shows Paul Stebbins of Wifinity, a small Wireless Internet Service Provider (WISP), presenting to the Vernon County (MO) Commissioners last Wednesday. I chose this picture for several reasons: 1) A reminder that we are meeting in person...
As we watch the continuing war between Russia and Ukraine, there are so many stories, opinions and concerns regarding what is coming next and if it will impact other countries like the United States of America… and how. The White House and other US...
My friend Tareq Amin made an interesting suggestion recently: He believes that the RAN Intelligent Controller (RIC) should be given away for free, in order to host the open world of applications for mobile networks. As I circulated at the Mobile World Congress, each vendor...
AT&T is explaining their recovery path at their 2022 AT&T Analyst and Investor Day. They laid out their growth strategy going forward after they complete their WarnerMedia divestiture. Based on what they say, they are now on a recovery path after struggling over the...
During Samsung's announcement of Galaxy S22 phones, I tweeted that it's all about the camera. But after using Galaxy S22 Ultra for the last few weeks, I have realized that it's not just the camera, but productivity as well, thanks to Samsung's hallmark, built-in...
We’ve been talking about 5G wireless years before it became a reality. It seemed the top three wireless carriers were jumping all over each other trying to be first and best at this next generation wireless technology. A curious thing is happening. Now that...
The metaverse has been getting lots of attention ever since Facebook changed their name to Meta several months ago. However, in the real world we have been talking about it in the industry for quite a long time using different names and terms. That...
It took the industry 30 years to consolidate mobile communications developments into a single 4G standard with the introduction of LTE and the demise of WiMAX. That attainment—also in 5G—should be cherished; but it is imperiled by geopolitical developments.
While the international response to Russia’s...
Greetings from Kansas City, Nebraska and Louisiana. Pictured is one of the stops on Jim’s broadband tour of the Cornhusker state, Buck’s Bar and Grill in Venice, Nebraska. Terrific food and amazing service (and, while not personally witnessed, the live music also has a pretty darn...
Earlier this week I have a very interesting and I think important conversation with Steve Berry, who is the President and CEO of the Competitive Carriers Association. We discussed the CCA Mobile Carriers Show coming up in April in Tampa Florida. However, the conversation...
Have you noticed this? We all used to spend plenty of time attending various trade shows, conferences and corporate meetings. Then suddenly everything shut down over the last couple years. Industry conferences were cancelled and those that went on were very quiet. Today, things...
T-Mobile US has been an amazing growth story over the last few years. They were dead last competing with Verizon Wireless, AT&T Mobility and Sprint, and after several years of hard work they fought their way up to number two. That success did not...
A couple years ago T-Mobile US acquired Sprint with the help of Dish Network who wanted to get into wireless themselves. Word was, Dish was going to become the fourth largest wireless provider. We expected to see them rapidly building 5G throughout the country,...
After being badly battered by the global pandemic, Mobile World Congress (MWC)—the mobile industry's biggest show, is back to its old glory. It will again be the place where futuristic technologies and products are revealed as well as market trends are set. If you...
Greetings from Kansas City and Nebraska. Pictured is our colleague, Bob O’Keefe, surveying the Omaha landscape during one of the coldest days of 2022. Trust us – under that grin is one nearly frozen individual. We had a terrific time in Nebraska this week...
A single cellular site has never been this noteworthy and a milestone across multiple dimensions. I am talking about the recently launched Open RAN site in the UK by Vodafone and Samsung Networks. This was the first such commercial site in the UK—a brownfield...
