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FTC vs. Qualcomm: Qualcomm wins the antitrust case, completely and decisively

After pointlessly fighting tooth and nail for almost two years, FTC will now be forced to end the case, after the latest setback at The United States Court of Appeals for the Ninth Circuit (Ninth Circuit). The Ninth Circuit’s well expected en banc denial, following...

Kagan: The good and bad about Apple iPhone 12 with 5G

Most years the new version of Apple iPhone doesn’t move the needle much. This year is different. With 5G, upgraded camera, MagSafe and more, there is plenty users will be happy about. There are also several areas of concern you should be aware of....

The Sunday Brief: Telecom capital increase/slowdown–implications to 5G growth (Earnings review part 1)

Greetings from Davidson/ Lake Norman, where it’s still sunny and warm.  October is one of our favorite times, and less travel makes the scenery even more enjoyable.  We recently used one of the “fall weather transition” days to do some sorting and uncovered one of...

Integrated radio system design key for solving RF front end complexity in 5G smartphone (Analyst Angle)

The 5G smartphone market is now outperforming its predecessor generations, including Long Term Evolution (LTE) smartphones, on nearly every metric, including the number of mobile devices, subscribers, and networks available at launch. However, 5G brings with it a whole raft of technical challenges, features,...

Qualcomm’s new RAN chipsets to accelerate migration toward Open RANs (Analyst Angle)

Earlier this week, Qualcomm announced new chipsets for Virtualized Radio Access Network (vRAN) and open networks, adding to its existing small cell chipset product line (Qualcomm 5G Radio Access Network (RAN) for small cells). Specifically, the announcement focused on the following domains: The Qualcomm...

Kagan: Time for Dish Wireless to come out of the basement

What’s the future of Dish Wireless? While I love the idea, I have to say we’ve been waiting for more than a decade since they started acquiring wireless data spectrum and what have we seen so far? More recently, during the T-Mobile and Sprint...

Enterprise wireless networks become a collage of technologies (Analyst Angle)

Given the strong uptake of 5G, the intense interest for deploying private CBRS LTE/NR in-building, and the accelerating development of the industrial IoT, we review the progress of CBRS penetration in the enterprise. Enterprise wireless networks today Most of the enterprise wireless network managers that I...

The Sunday Brief: Curing AT&T’s sickness–Telecom 3Q earnings preview (Part 3)

October greetings from Lake Norman where we are enjoying an almost perfect fall.  Pictured is Monday evening’s peaceful Lake picture from our dock.  The view never gets old.  This week’s Brief is devoted to diagnosing AT&T’s sickness.  We have highlighted their lost market value frequently...

Right-pricing cellular patent licensing in 4G and 5G connected vehicles

While litigation is bogging down the licensing of cellular standard essential patents (SEPs) in vehicles with disputes about where in the production supply chain licensing may or must occur—from chip, to module, to telematic control unit (TCU), to entire vehicle—this is also delaying payment...

Kagan: Thank you, Apple, for the iPhone 12 Mini

Thank you to Apple for finally listening to my suggestions and your customer cries over the last several years. Next week they will announce four different iPhone models and one in particular should be very successful for a group of Apple customers who have...

Kagan: How will Synchronoss do during CEO search?

The recent change of CEO at Synchronoss Technologies created some uncertainty among investors, however things look like they are settling down and getting back on track. The cloud services company had started its next growth wave over the last couple years. As long as...

IAB with self-interference cancellation–no hassle way to expand 5G coverage (Analyst Angle)

Many 5G operators are quickly realizing that Integrated Access Backhauls (IABs) are an ideal solution to expand 5G coverage. This is even more important for operators such as Verizon and AT&T, who are primarily utilizing millimeter Wave (mmWave) bands for 5G. As I explained...

The Sunday Brief: What pandemic? Telecom 3Q earnings preview (Part 2)

October greetings from Virginia Beach and Davidson/ Lake Norman.  Fall has arrived in the Piedmont, but that has not kept us (and pets) from enjoying our kayaks.  Hopefully you are finding time to enjoy the outdoors.  Many thanks to Jennifer Fritzsche for her terrific column...

Kagan: Mobile pay now means paying with your car

This may sound far-fetched, but it’s absolutely true. Wireless or mobile payment technology gives us the ability to pay for things with our credit card, smartphone and now with our automobile. What? You can charge purchases with your car? Sound crazy? Yes, but that’s...

One-stop-shopping with segmented offerings is most appealing for SEP licensing in IoT including 5G (Analyst Angle)

In various industries including pharmaceuticals, where a product is typically protected by only a few patents, if intellectual property is licensed at all, licensing tends to be atomized: company-by company for individual patents or small portfolios, and nation-by-nation rather than globally in many cases. In...

The Sunday Brief: A September to remember–the fiber pivot is (finally) happening

Northern-burbs-of-Chicago greetings from a recovering sell-side analyst!   Jim is taking the Editor on a well-deserved beach break, but before leaving town he asked me to babysit his beloved Sunday Brief (just for this weekend).  One of the things I miss most about my...

FTC vs. Qualcomm–FTC Chairman authorizes another swing at Qualcomm (Analyst Angle)

Right before the passing of the deadline, as expected, the Federal Trade Commission (FTC) took another swing at Qualcomm by filing a request to reconsider the recent appellate court decision. But to everybody’s surprise, the FTC Chair and Trump appointee Joseph J. Simons, coming...

Kagan: AT&T, Xfinity, Spectrum, Altice on diverse pay TV paths

Today, when we look at the pay TV leaders AT&T, Comcast, Charter and Altice, the future is heading in different directions. Let’s take a look at the differences, who will win and which different directions the pay TV industry is moving. Remember when the cable...

The Sunday Brief: What pandemic? Telecom 3Q earnings preview

September greetings from Davidson, NC, and Denver Colorado, where the Mile High weather conditions were simply “smoky.”  This week’s opening picture shows last Thursday’s Denver skyline against the white backdrop of smoke, adding another reason to wear a mask.  The beautiful views of the...

Lenovo Flex 5G–What a premium productivity 5G PC should be (Analyst Angle)

It is bliss, as an engineer, to witness a whopping 2Gpbs speed on a live commercial network, using an off the shelf device. And that was my experience a few weeks ago, using the new Lenovo Flex 5G on Verizon’s live mmWave network in...

Kagan: Do not upgrade to Apple iOS 14 yet

Warning, warning, warning! It is that time of year again when Apple releases its next iOS upgrade. Like many of you, I have experienced the hell Apple puts many users through, which is why I always recommend not being the first to download and...

The Sunday Brief: Market-by-market CBRS Auction 105 results–is more sharing in the works?

September greetings from Davidson, where we celebrated the defending champion Kansas City Chiefs season opener with a red velvet cake.  The only thing more delicious than the Editor’s homemade dessert was watching Tyreek Hill, Travis Kelce, Sammy Watkins and rookie Clyde Edwards-Helaire taste the...

Kagan: As cable TV fades, IPTV and 5G wireless pay TV grows

The cable television industry is going through an enormous and rapid change wave. No, we are not giving up cable TV, but a growing number of American’s are watching it differently. The industry is shifting to pay TV which has many different versions. New...

Galaxy XCover Pro – Rugged, functional, and stylish smartphone for frontline users

Every time I see the frontline users chugging along those thick, heavy, oversized rugged phones, I feel there should be a way to make them sleek, and stylish like consumer phones, without compromising on the functionality. And I am delighted to say that Samsung...