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...
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...
Greetings from Davidson/ Lake Norman, NC, where the wildlife is plentiful. Pictured is a red-tailed hawk that was on our dock this week. Herons, ducks, geese (and goslings), hawks, buzzards, loons, osprey… we have it all on the Lake.
This week was originally going to...
On the inauguration day of China Tech day, Qualcomm announced the first 5G-NR IoT modem Qualcomm 315. This is a purpose-built modem for gigabit-class, high-performance Industrial IoT (IIoT) use cases, directly addressing the immediate market need for higher speeds, capacity, and efficiency.
Many often wrongly...
Over the past several months, I have spent time with Celona, a startup offering a private cellular networking platform as a service. I like Celona’s strategy as it has the potential to be disruptive from a cost perspective while also simplifying the deployment and...
Cable TV tried to get into the wireless phone business a decade ago. They failed. Then, years later they tried again. First Xfinity Mobile, next Spectrum Mobile and then Altice Mobile. We have not seen other pay TV companies like Cox enter the wireless...
Greetings from Hilton Head Island (SC), Davidson/ Lake Norman (NC) and Omaha (NE). Pictured is a long-time friend and former colleague, Christopher (“Topher”) Wren and I having a terrific conversation and dinner at Stokes in downtown Omaha. Topher is currently the Senior Vice President...
Verizon, like every other company must continually find new pathways for growth going forward. That’s why several years ago they acquired both AOL and Yahoo. I never saw the benefit and thought it was a big mistake. Now, several years later, apparently Verizon CEO...
Ookla Speedtest, RootMetrics and Opensignal all recently released results of their latest studies of 5G performance between major wireless competitors. Each showed how each wireless carrier is getting better, stronger and faster, quarter after quarter. However, there is something no test mentions, which is...
May Derby greetings from Lake Norman/ Davidson/ Charlotte, NC (pictured is one of the juleps consumed while watching the Derby with friends). We are going to do as much as possible to conserve print this week because of the concentration of earnings releases, but...
Open RAN and virtual RAN have gotten so much media attention lately that some even call it just “hype.” But there is no denying the fact that there has been tremendous commercial traction and meaningful progress in making these concepts mainstream. There was another...
In a crisis, governments, companies, even events need to instantly reach out to and communicate with all their citizens, workers and attendees. How can this be done? This is what Everbridge does. In fact, you could be using their service right now and not...
Mid-April second vaccination greetings from Lake Norman/ Charlotte. This week, a box arrived containing an oversized, fleece-lined hooded blanket from T-Mobile (the package also included a loincloth-sized black towel entitled “verwhyzon”). The opening picture is my poor attempt to model the present (T-Mobile’s analyst...
Tax Day greetings from the middle of Texas (the iconic Underwood’s Cafeteria sign is pictured – it’s definitely a Texas thing) and from Davidson/ Lake Norman. Feels good to be on the road again.
This week, we will divide our time between first quarter earnings...
Congratulations to T-Mobile for introducing their Home Internet service. There is a growing market for this service. How well does this service work? Based on what I hear so far, it sounds pretty interesting. T-Mobile says that they have a bigger list of cities...
There are several problems when it comes to building the internet. Network builders install wireless and wire line internet in towns, cities and states from coast-to-coast. Today’s solution for some of these problems is time consuming and costly. What if there was a way...
April greetings from Davidson and Charlotte, NC where spring buds (and storms) are popping up all over. This week we will analyze the events of the past two weeks with a particular focus on T-Mobile’s Home Internet Uncarrier announcement last Thursday.
Before diving into the...
Right after the last Nvidia quarterly earnings release, Jim Cramer, host of CNBC Mad Money spoke to Jensen Huang, CEO of Nvidia regarding the deal with Arm. Most of his questions were softballs, but what caught my attention was Jensen’s comment that Arm was...
T-Mobile is shutting down their TVision pay TV service. So, what does this mean for their future? They have been talking about entering and changing the pay TV space for years. They thought they would be successful in pay TV like they have become...
Here we go again. A decade ago, luxury cars like Lexus and Cadillac which uses OnStar really screwed up. When the wireless 2G signal was turned off, they and customers lost their navigation and emergency services. You would think OnStar, carmakers and the wireless...
Greetings from the farm in Williard, MO, and the lake in Davidson, NC, as we took some time away to celebrate four birthdays over a single weekend (ages 11, 14, 23, and old enough). The farm is a terrific place to clear your mind...
In the past 5 to 10 years, there have been several novel if not downright quirky communication solutions trying to address the needs of rural connectivity, especially in emerging markets. These have ranged from tethered and free-floating balloons to circling solar-powered high-altitude aircraft, but...
It is election time at the 3GPP, and last week was the ballot for the chairmanship of the prestigious RAN Technical Specification Group (TSG). Dr. Wanshi Chen of Qualcomm came out as a winner after a hard-fought race. I caught up with Wanshi right...
Congratulations to both Qualcomm and Dr. Wanshi Chen who has been selected the next Chair of 3GPP TSG RAN Plenary. This is great recognition of wireless industry leadership for both Qualcomm and Dr. Chen. Qualcomm leadership in 3GPP brings the mobile industry toward a...
