Analyst Angle

Greetings from Canandaigua Lake (upstate NY – pictured), Jefferson City (Missouri), and Kansas City.  The temps have heated up along with 2Q earnings releases, and stock prices for AT&T and …

Facebook has been struggling with their new metaverse identity. Last year, they announced the changing of their name to Meta. This was the first introduction to the general public about …

The war in Ukraine is being fought through many unconventional means. One of the most prominent relates to energy supply and dependence. In 2021, about two-fifths of the gas that …

Greetings from Fraser, Colorado – the forever home of Byers Peak. We have enjoyed the shortened Fourth of July holiday week at 9,000 feet.  The scenes never get old.  This week, …

The European Union just passed new rules called the Digital Markets Act or DMA. This legislation imposes new rules to better control tech companies like Google or Alphabet, Amazon, Apple, …

The use of IoT hardware and software applications will have a very positive impact on global sustainability but the trend masks significant variations between use cases, and over the lifecycle …

As a guest on the TD Ameritrade Network with Nicole Petallides on The Watch List, I discussed what 5G looked like going forward for investors and which companies could be good investments. …

More greetings from the 49th state, where Jim and the editor wrapped up their trip last week.  Pictured here is the main boat dock in Seward, Alaska (a TelAlaska/ American Broadband exchange).  …

We have such high expectations on how 5G will change our lives. This fire is being stoked by marketing and advertising from so many companies in the wireless space. Let’s …

June greetings from the 49th state, home to some pretty noisy glaciers (Aialik Glacier pictured).  We have had a terrific ten days touring many of the TelAlaska properties and learning more …

The European Union has declared that USB Type-C standard connectors will be required for charging various devices sold from 2024. This seems to have grabbed as much media attention as …

Verizon is one of the strongest wireless companies in the United States. That being said, over the last decade they have not been firing on all cylinders. Years earlier, they …

At the Ericsson Global Industry Analyst Forum 2022, they discussed both where they stand in today’s wireless market and their growth strategy moving forward. Based on what I heard, I …

Belated Memorial Day and June greetings from Missouri and Nebraska.  Pictured is our pooch Abby (left with stick) and the neighbor dog, Lucy, enjoying Midwest spring/ summer weather.  Given our …

What’s next for Facebook, now Meta, when Sheryl Sandberg exits? It has grown over the years from a start-up, college project under Mark Zuckerberg, to one of the world’s largest, …

As a telecom and wireless analyst over 35 years, I have witnessed the communications industry grow and change dramatically. This transformation continues today and will do so going forward. Where …

The metaverse is becoming a very noisy place. It’s getting difficult for companies to be seen and heard. So, how can you raise volume of your approach and take advantage …

May greetings from five states.  Lots of miles in the last month traveling through amazing parts of the Midwest and South.  The opening picture is of the Apple Man at …

The saying “don’t reinvent the wheel” implies not repeating what has already been done.  In the early days of 5G, operators seem to heed that advice.  During the 4G era, …

Fixed wireless access (FWA) is a very important, yet not very well-known, slice of the wireless landscape. It has significant growth potential for the companies that can find a solution …

5G is picking up acceleration. The total installed 5G global cell sites are expected to expand from 986,000 cell sites in 2021 to 6.6 million cell sites in 2027 at …

Whether you are an investor, executive, worker or customer, you want to know who the leaders are in the new wireless growth wave. That being said the wireless industry has …

Mother’s Day greetings from Georgia and many parts of Missouri.  Pictured is our dog, Abby, relaxing after a full-stride run on the farm in Willard, MO.  It’s been a packed …

Qualcomm is on a roll. They just keep hitting the ball out of the park, quarter after quarter, with strong and expanding growth. A few short years ago they were …

The EU is in grave danger of “throwing out the baby with the bathwater” in its prospective attempts to reform SEP licensing with interventions for the purported benefit of European …