NFL playoff greetings from Lake Norman, NC (we only wish we were at Kansas City’s Union Station, pictured right). As we await two excellent NFL football games, we thought we would dive in to the opportunities facing one of the Telco Top 5 – Comcast. We...
You may be wondering with all the talk about 5G, which wireless network is the fastest between AT&T Mobility, Verizon Wireless, T-Mobile and Sprint. Well, mobile Internet speed testing firm Ookla Speedtest, once again gave the top honor to AT&T for 4Q of 2020....
Defying all the naysayers, when ultimately mmWave bands were proven to be well suited for 5G networks, the biggest question on everybody’s mind was, whether they are cost-effective for building large scale networks. GSMA Intelligence (GSMA-I), the market analysis wing of the operator industry...
As a keen industry observer, I have seen with awe, the attention patents (aka IPR- Intellectual Property Rights) have recently gotten. And that has everything to do with the importance 5G has gotten. Most of the stakeholders now realize that IPR leadership indeed means...
More snowy and chilly greetings from Jefferson City and Willard, Missouri, as well as the Tar Heel state, where we anxiously await next week’s warmup. The opening picture is from a Zoom presentation last week to the Colorado Wireless Association (COWA). A terrific discussion...
Everyone is always searching for the best companies. Investors are looking for the best companies to make money. Users are looking for the best quality and reliability. Workers are looking for the best companies to work for. There are always winners, losers and stallers...
Qualcomm CEO Steve Mollenkopf will be retiring June 30 after a successful 26-year run with the company. He will be replaced by Qualcomm President Cristiano Amon. Amon has been with the company since 1995. While there are always concerns when there is a change...
Snow and ice-filled greetings from Davidson, NC, and Springfield, MO. Pictured is yours truly (with assistance from a nephew) providing an afternoon snack to a few of the many bovines at the in-laws’ Missouri farm. A relaxing family holiday in a rural setting seems...
5G is set to have a significant impact on backhaul networks in the coming years. From ABI Research’s own research on the top 30 markets, 5G mobile subscriptions are expected to grow by a 41.2% Compound Annual Growth Rate (CAGR) between 2021 and 2027,...
Artificial Intelligence is one of the most exciting, amazing and powerful new technologies we have ever developed. However, there is a flaw with AI. Whether it is helpful or hurtful, right or wrong, good or bad depends on one thing. It depends on the...
Chilly December greetings from Lake Norman, where “Santa Jim” was busy distributing Christmas treats to the neighborhood dogs. They are certainly an attentive bunch.
Thanks for the many responses to last week’s Brief. As seen below, content/streaming developments seem to occur daily, and we are...
Despite mid-60s degree temperatures, it’s beginning to look a lot like Christmas in Davidson (pictured are the Giving Trees on the Village Green). They have been a tradition for decades - a highlight of our most unusual Holiday season.
We are going to start looking...
The tech industry has seen a blistering pace of innovation and market dominance. Global equity markets are swayed by how Apple, Amazon, Google, Facebook, Microsoft, Netflix, Intel, Nvidia perform. Seven out of the top ten companies in S&P500 and three out of the top...
At a UBS investor conference last week, John Stankey, AT&T CEO said he likes the strong momentum in their wireless business during 4Q20. This growth is thanks to the changes made by Stankey earlier this year after he took the reins. Ever since, AT&T...
December greetings from Springfield, MO, and Davidson, NC. Pictured is yours truly standing in one of the world’s largest coal shovels (used for strip mining in rural Missouri in the 1950s). This particular shovel is prominently displayed in a small town (Rich Hill) in...
Once again, Comcast Xfinity is making news their customers won’t like. Word is, in 2021 they plan to both place a data cap on all users, plus they plan on increasing prices, again. Parts of this bad news for consumers happen every year like...
Will Chinese companies like Huawei and ZTE, who have been blocked from doing business in the USA by the Trump administration because of security issues, now be cleared under the Biden administration? Many have wondered whether this problem was real or political. Biden won’t...
Jeff Lorbeck, Qualcomm Senior Vice President and General Manager of IoT hosted an analyst briefing called, Accelerating Digital Transformation through IoT. You may be surprised how the Internet of Things is another sizeable growth opportunity for both the company and in fact the entire...
5G is a real moment of decision for smaller wireless networks. We all know how 5G is sweeping across the industry, increasing the wireless footprint and changing customer expectations. Going forward, every wireless carrier must offer 5G or they risk losing their customers. However,...
T-Mobile is launching their new pay TV offering called TVision. With a growing list of new competitors, will this be successful? Let’s take a look at the growing industry, the new and existing competitors and the secret to a successful pay TV service in...
Following four years of research and interviews with leaders in the industrial IoT (IIoT) space, Cambashi has settled on nine ‘verticals’, or ‘connected market areas’ for IIoT applications. These are: buildings, cities, infrastructure, products, production, supply chain, transportation, and workers.
Although the internet is often involved...
5G private networks are a huge new wireless growth opportunity for companies like Qualcomm, AT&T and Verizon. We all know how 5G is a huge new growth opportunity in general for the entire wireless industry. However, most don’t realize how 5G private networks are...
Ever wonder how dependent we have become on all the new technology we use every day? These days, we think we are bulletproof. With wireless, Internet, telephone, cable TV, power and all sorts of advanced technology, we feel like we can take on the...
Last week I virtually attended the Qualcomm 5G Summit 2020, which is their annual conference where they talk about what they have accomplished in the past year, where they are today and what their plans are going forward. Let me share a few key...
