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...
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...
Every major wireless carrier now has a new CEO. I’ve been a wireless analyst for the last 35 years, watching the industry and commenting on more companies than I can count. With that said, I am very excited right now because I believe the...
There seems to be something very interesting going on in the world of influencers. As a wireless analyst for the last 35 years, I have met quite a few very interesting people over that time. Senior executives, investors, Board of Directors, researchers, reporters, the...
Hi again from Davidson, where the dog days of summer are continuing. Pictured is our pooch, Abby, stealing some relief from our neighbor’s sprinkler system.
This week, we will celebrate the end of Auction 105, also known as the CBRS auction. We will define themes...
Hi again from Davidson, where the COVID-adjusted “new normal” isn’t keeping folks from life. Activity is up from summers past, partially due to an influx of Empire and Garden State escapees. We welcome them with a big “Hi y’all.”
This week, our market commentary will...
Society has become vastly more dependent on internet connectivity over the past few months in the wake of a global pandemic with serious public health consequences. Advised to shelter in place at home and practice social distancing as much as possible, we spend our...
First, congratulations to Qualcomm for clearing their name by winning in the United States Appeals Court on a case brought by regulators. Based on what I have been reading and following over the last several years, I think the US Appeals Court got it...
The United States Court of Appeals for the Ninth Circuit (Ninth Circuit) gave a landmark decision in favor of Qualcomm, on Aug 11th 2020, in the long running antitrust case brought about by FTC. This was a highly anticipated outcome in the multi-year saga,...
Mid-month greetings from “move in” weekend at Davidson College. Attached is the “scene” at the College as they grapple with containing outbreaks while maintaining the liberal arts community that makes Davidson special. It’s an experiment that will likely have fits and starts but will...
Rumor is Cox, the cable television company, may be getting ready to re-enter the wireless marketplace. Let’s take a look at whether they will, and if they do, when and what kind of impact it will have on their company and for the wireless...
Greetings again from Charlotte/ Lake Norman. Pictured is a double rainbow from July to celebrate a week of consistent market highs as well as a pretty darn good first earnings report from T-Mobile. We will analyze four key parts of their conference call, then...
Over the last several decades, competitors in the wireless industry were all on the same path. However, over this last decade we have seen three completely different directions emerge. Let’s take a closer look at networks in the changing industry, what to expect going...
Greetings from Davidson, North Carolina. Hard to believe it’s already August, but the weather forecasters are already tracking hurricanes (cone above/ left). Lots of wind, and some greatly needed rains for the Tar Heel state to follow – typical summertime activity in the Carolinas.
We...
Customers love using Amazon. Investors love Amazon because of their continuing growth and domination. However, the Wall Street Journal says many small businesses regret talking with and doing business with Amazon because – to take a line from Shark Tank’s Kevin O’Leary – they...
So long Sprint. It’s been nice knowing you over the last several decades. After the merger with T-Mobile, things are moving very quickly. In fact, faster than anyone guessed when the merger was being negotiated. T-Mobile says they plan to shut down the Sprint...
Mobile telcos have difficult financial, operational, and logistical challenges balancing the various needs of mobile cellular voice, mobile broadband, and OTT video services. The secret to the mobile carrier’s success has been managing, indeed “multiplying,” capacity for its customers to use. As we move...
One of the exciting features the recently finalized 3GPP Rel. 16 brings to 5G is the support for Integrated Access Backhaul (IAB). IABs have the potential to be a game-changer, especially for millimeter Wave (mmWave) deployments by solving the key challenge of backhaul. However,...
Greetings from North Carolina, where it is seasonally hot and humid. Fortunately, our COVID-19 “stay at home” garden is yielding fantastic results. Zucchini, anyone?
The earnings season started this week with AT&T, Verizon, and Microsoft reporting earnings. As we predicted, there’re a lot of positives...
Another 5G milestone was reached. Congratulations to AT&T and their wireless users. Yesterday, they announced their 5G network is officially nationwide. This is a major milestone in the race to 5G. This is a big deal in these early days of the next generation...
Why is Synchronoss Technologies performing so well especially when we are right in the middle of the COVID-19 pandemic? The reason is simply this: Synchronoss is a global company which focuses on helping wireless networks improve their relationship with customers with features and services....
A warm North Carolina welcome to the dog days of summer. The picture is of our pooch Abby serving as boat sentinel on a recent float trip. Summertime in the South – there’s nothing like it.
After reviewing this week’s market activity, we will discuss...
The U.K. government has banished Huawei’s 5G network kit. Supply must cease before 2021 and operators must rip out and replace all installed equipment by 2027. This is tightening of its previous policy —instigated as recently as January 2020—to exclude “high-risk vendors” from an...
Although 2020 has brought numerous challenges to the telecom industry, including geopolitical stresses, the COVID-19 pandemic, and 5G deployment challenges, these events have also highlighted the critical role of fixed and mobile telecom networks in providing economic resilience and national vitality during a period...
