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Kagan: Which has the best connectivity—Verizon, Xfinity, Visible?

Which is the best wireless service for you? If you are considering making a change in your wireless carrier, you may be wondering what the difference is between providers. Let me share an industry secret with you. First, answer this question. What is your...

5G business success insights from China, Korea, and Japan (Analyst Angle)

2021 is the year when 5G continues to progress while both infrastructure and device ecosystems have matured, creating economies of scale. In the infrastructure market, vendors have shipped more than 1 million 5G base stations while the device ecosystem has matured enough to include...

700 MHz has the potential to take 5G to the max (Analyst Angle)

5G New Radio offers mobile operators access to new frequency bands, such as the C-Band, 3.3 to 4.2 GHz spectrum, as well as access to millimeter wave (mmWave) bands. This has helped operators to create 3 main spectrum categories for 5G: (i) Low Band...

4G LTE, the foundation for 5G (Analyst Angle)

The hype and expectations around 5G continue to build, but the reality is that Long Term Evolution (LTE) is still going to be a significant part of the mobile cellular landscape for several years to come. Not only does LTE support several of today’s...

Kagan: How Altice USA can be successful with Optimum Mobile

Why is the third largest cable TV company, Altice USA, changing the brand name of their wireless service from Altice Mobile to Optimum Mobile? Is it to stay in-sync with Xfinity Mobile and Spectrum Mobile? If so, why didn’t they start with that...

Kagan: Wireless deal good for DISH, AT&T, but not for T-Mobile US

Congratulations to both Dish and AT&T on this new deal. And sorry to T-Mobile. Earlier this week there was a major announcement. Dish will be an MVNO reseller of the AT&T Mobility network. That’s great news for Dish and their investors because they can...

Evolving complexity of the RFFE as the market transitions from 4G to 5G and why it matters (Analyst Angle)

As the mobile industry continues its transition to 5G, outperforming its predecessor generations on nearly every metric at launch, it brings with it a host of extremely complex challenges for vendors to overcome if this demand explosion across all price tiers and device types...

Why Huawei’s GLOMO wins are an important indicator for the global nature of the supply chain (Analyst Angle)

MWC 2021 took place in Barcelona in June 2021, during a difficult period for the whole world as new COVID-19 variants are sweeping the world. Nevertheless, the GSMA and the city of Barcelona must be commended on their organizational skills and that they persevered...

Kagan: Qualcomm discusses wireless, 5G Advanced and 6G

Companies like Qualcomm are leaders in the ongoing transformation of the wireless industry. 5G is a breakthrough for the wireless industry with both speed and low latency. In coming years, 6G will be even faster, with even lower latency and much more. There is...

Long live the revolution in 5G: With SA, 5G-Advanced, 6G, virtualization, O-RAN and competition among industry standard computer hardware platforms (Analyst Angle)

An upcoming mobile communications metamorphosis—delivered by 5G standalone (SA) mode, 5G-Advanced and 6G—is being facilitated by complementary innovations and transformations in computing architectures and their supply. Change will be huge but gradual over the next decade. With 5G yet to make its mark beyond...

The Sunday Brief: Mid-year report—AT&T, Verizon earnings preview

July greetings from Blair/ Omaha, Nebraska (fresh off a memorable College World Series, and home of this week’s PGA Senior Open) and Davidson/ Lake Norman, North Carolina.  Pictured is a wonderful fireworks shot my neighbor captured from last Sunday’s celebration.  It is great to be back...

Kagan: AT&T going back to the future for growth

Let’s take a look at the present state of AT&T and take a look at their plans for growth moving forward. The AT&T brand name has been around forever as a leader in telecommunications, wireless and internet. Investors have seen wave after wave of...

Kagan: The original mistake Huawei made a decade ago in the USA

Huawei is one of the strongest and most successful wireless companies in the world today. So why is there so much push-back against them in the USA? I can tell you exactly where the problem started. The original mistake was made more than a...

5G and augmented reality becoming a reality (Analyst Angle)

The confluence of 5G and augmented reality has been a cornerstone of digital disruption conversations for quite a while. However, only recently has both 5G and AR/VR been at a level of maturity to truly cooperate and enable new experiences not possible before. Huawei’s...

The Sunday Brief: Charter Communications – Formulaic Diversification

June greetings from Davidson/ Lake Norman, Dallas (TX), and the mountain town of Murphy, NC.  After a busy week, the Briefer took some R&R time with friends in the mountains.  Pictured is the Chatuge Lake view from the Chatuge Shores Golf Course which is on the...

Kagan: Cisco interview on transforming the internet for the future

What will the internet look like going forward? I recently spoke with Jonathan Davidson, SVP and GM of Cisco Mass-Scale Infrastructure Group. He did a great job of clearing away the confusion and showing us exactly what Cisco’s technology means for connectivity going forward....

Qualcomm embeds deeper into the 5G Open RAN ecosystem with Rel. 16 small cell platform and accelerator card (Analyst Angle)

The floodgate of Mobile World Congress 2021 announcements has opened! 5G Open RAN will undoubtedly be the biggest theme among them. On the first day of the event, the 5G behemoth Qualcomm announced the world’s first 3GPP Rel. 16 Small Cell platform FSM200xx as...

Kagan: Rural wireless next focus of Verizon, AT&T, T-Mobile US

Wireless carriers like Verizon Wireless, AT&T Mobility and T-Mobile have seen growth in urban areas and cities for many years. Rural America has not been the primary focus, but that is starting to change. Going forward it looks like all three carriers are starting...

The Sunday Brief: Can Comcast do it all?

Father’s Day greetings from Dallas, TX, and Davidson/ Lake Norman, NC.  The opening picture is from last Friday’s Lake Norman boat ride with our neighbors.  Having my Dad and Mom nearby is a blessing.  We hope each of you has a similarly joyous celebration...

The Sunday Brief: Verizon’s value creation strategy: More cable MVNO, more coverage, more products

Greetings from Davidson/ Lake Norman, NC, where Carolina heat and humidity have descended, causing daily afternoon storms like the one pictured nearby.  This week, we will focus the entire issue on Verizon, analyzing their recent tactics against the backdrop of a multi-year growth strategy. ...

Kagan: 6G wireless data speeds of 10 Gbps spark interest

We are all talking about how 5G is changing everything, but 6G is coming on quickly and that is even more disruptive. With their third prototype, Optipulse says they have discovered a new light source which sends invisible and eye-safe photons wirelessly from one...

Huawei: Moving forward with software (Analyst Angle)

The transcript of a recent internal presentation by Huawei CEO Ren Zhengfei attracted much attention in the press and was interpreted as a strategy to counter restrictions to access the US and other markets, and to impose Chinese global dominance in telecommunications as a...

Kagan: Will Huawei HarmonyOS win against Android?

Can Huawei HarmonyOS succeed in the marketplace against Android when other competitors like Microsoft and Samsung OS failed? Huawei is one of the largest and most successful wireless network builders in the world. Qualcomm is the other big competitor. Huawei used to use Google...

Kagan: Qualcomm Smart Cities event at Peachtree Corners, GA

Last week, I attended a Qualcomm smart cities event at Peachtree Corners. As a Wireless Analyst who lives in the Atlanta Georgia area, I have found this to be an interesting smart city project. You see, I am fortunate that Peachtree Corners smart cities...