November greetings from Cedar Rapids and Kansas City. The picture will be a familiar sight for those in the fiber industry. Yes, we are getting a second fiber to the home (FTTH) provider for our 28-home community. The market is getting crowded in some places (the...
In the 1990’s I was a member of an advisory committee to U.S. Congressman and Speaker of the House Newt Gingrich. That was back in the President Clinton era. Over several years, as I got to know him better, I learned much about Washington...
ABI Research explores how AI and 5G are transforming telco security operations
Over the last few years, telco operators have been undergoing a slow but sure metamorphosis from simple connectivity providers to digital technology enablers. In part fueled by 5G network rollouts and the growing...
November greetings Cedar Rapids, Kansas City, and Iowa City. The opening picture was taken from Kinnick Stadium after the first quarter (note the “Hi Kids” sign on the scoreboard – more on the Hawkeye Wave tradition here), where the University of Iowa Hawkeyes thumped the...
Recently, I had an interesting conversation with Mikko Uusitalo who leads the private networks Europe division of Boldyn Networks, a shared networks infrastructure provider. Still learning more about them. So, let's take a closer look at what they are doing right and what new...
Recently I was talking with a friend about the need for the mobile industry to pivot. If we can successfully pivot from the consumer to the enterprise, then the industry can grow for the next 20 or 30 years.
But as we talked, I realized...
Decades ago, wireless was a new treasure trove filled with small companies with big ideas and lots of growth opportunity. Today, after years of consolidation, growth and change, things are very different. After starting with lots of small companies, today we now have three...
5G has continued to expand its presence across markets and drive adoption. 5G adoption in the top 30 cellular markets is accelerating, from 1.52 billion to a forecast 4.20 billion by 2029. As 5G coverage and bandwidth have increased, we have also seen a...
The mobile industry is a strange place. First, we give our technology a name. Then a bunch of engineers develop ideas for about ten years. Finally, we hand the new technology over to the business people and they decide whether to invest...
When will significant growth in wireless start-up once again?
Today, the wireless industry seems stuck between growth steps. In fact, this problem has been haunting the industry over the past decade. Normally, this happens at the end of one G cycle like 5G, before moving...
October greetings from Boston, Cedar Rapids, and Kansas City. It was great to meet with Troy Doom, the CEO of Ice House America, one of Fort Point Capital’s investments (more on the company here) in Boston earlier this month. Third quarter earnings start next week...
Where is Private Wireless or Private 5G today? Let’s take a closer look at the current state of this new segment. Look at some of what is working, what is not, the risks, challenges and the growth opportunities. There is quite a bit of...
Verizon Value Brands and MobileX both cut a high profile at the All Wireless & Prepaid Expo and the expo also provided a venue for some spirited exchanges between carriers. The conference was held in Las Vegas in late August.
Verizon Value Brands and MobileX...
Open RAN revenue dropped by 83% in 2024 compared with 2023. Whoa. Let’s take a closer look at that. Why did revenue crater? And how will it bounce back?
During ’22 and the first half of ’23, DISH was spending heavily, deploying radios to satisfy...
Recently, the US mobile operators’ trade association CTIA released data from its annual survey of members. Its headline focused on a very large number – 100 trillion megabytes – which CTIA claims was the total amount of mobile data traffic in the US in...
Over time, as I have consulted with CEOs, CMOs and senior executives of many communications companies, I have learned as much from them, as I have shared with them. Something different is happening now. Recently, these requests for briefings and consulting have accelerated. Why?...
The integration of Artificial Intelligence (AI) into radio systems marks a significant turning point in wireless communication technology. This trend, spearheaded by industry leaders across the entire supply chain, including mobile operators, Original Equipment Manufacturers (OEMs) and chipset suppliers, is reshaping the landscape of...
Recently, I was asked to give a keynote address to kick off a corporate conference discussing our changing industry and preparing for what’s coming next. Let me say, that as a Telecom and Wireless Analyst, and columnist who has been following this industry for...
The U.S. telecommunications industry is undergoing its largest transformation in decades as the perennially overused “convergence” is finally becoming real. The new convergence reality is that end-user gear is increasingly working seamlessly together. Apple’s messaging convergence on iPhone and Mac, Androids increasing integration into...
October greetings from Virginia, Iowa, Missouri and Massachusetts. Our hearts go out to those impacted by Hurricane Helene. CellSite is providing civil construction services to several tower companies and service providers impacted by substantial flooding. Even though the storm hit last Saturday, there are...
Earlier this week, Schwab Network invited me to a TV news interview on the changing pay TV industry. AT&T had just announced they were stepping away from DirecTV. Separately, but obviously connected, DirecTV announced their acquisition of DISH Network. So, what is going on?...
FWA is a competitive threat to cable TV like Xfinity, Spectrum, Altice
Earlier this week, I attended the SCTE TechExpo 24 conference held in Atlanta. While this event was all cable TV, I know the cable television industry is facing a perplexing and new wireless...
September greetings from Kansas City, Cedar Rapids, and Charlottesville where we are attending a family wedding (picture is of the Rotunda at the University of Virginia). A terrific celebration with family and friends and congratulations to the new Mr. and Mrs.
There is plenty of...
Yesterday, Air Wireless just popped-up on the radar. They are a new company with a top team of executives who are using a new twist of DOCSIS to help companies offer wireless broadband. This wireless DOCSIS helps cable television, broadband providers and wireless networks...
