YOU ARE AT:Analyst Angle

BROWSING: Analyst Angle

Kagan: Tech influencer marketing more important than ever

Influencer marketing is more important today with COVID-19 than ever before. It’s just different. It has been a rapidly growing cottage industry over the last several years. However, the coronavirus is changing things in this world. Finding the right influencers are more important than...

The Sunday Brief: Implications of accelerated technology adoption and work/learn from home

Graduation greetings from Davidson/ Lake Norman, NC, where we virtually celebrated the college graduation of our son (Jimmy).  We are proud of his accomplishments and share his excitement as he begins his software development career at Cerner Corporation (Kansas City) later this summer.  Finally, a Patterson...

Kagan: AT&T deploys Synchronoss Personal Cloud

Every wireless carrier is looking for new ways to offer new services that will solidify their relationship with customers. That’s why AT&T recently announced the AT&T Personal Cloud. This is a new service for AT&T Mobility wireless customers. This gives them the chance to...

Kagan: What to expect from T-Mobile under CEO Mike Sievert

T-Mobile US is currently under enormous pressure caused by massive changes at the company and the industry. Not only do they have a new CEO. Not only did they also just acquire Sprint and have to integrate it all. But the 5G wireless industry...

Wi-Fi 6E to lift 2021 wireless LAN market (Analyst Angle)

The year 2020 will certainly go down in history as a remarkable one for Wi-Fi, as the industry is being awarded massive increases in spectrum.  On April 23, the U.S. FCC voted to make available 1,200 megahertz of spectrum in the 6 GHz band for...

Facebook’s Reliance Jio investments gives it the front seat to Indian digital transformation

Facebook’s recent investment of $5.7 billion in Reliance Jio Platforms has received much media attention. Soon after, private equity firms Vista Equity Partners, and Silver Lake announced $1.5 billion and $747 million investments into the venture. Facebook and Reliance Jio have indicated that their...

The Sunday Brief: T-Mobile’s value seekers’ proposition

Mother’s Day greetings from Lake Norman and Charlotte, North Carolina, where businesses are starting to show signs of life.  Pictured is Bossy Beulah’s, a Charlotte chicken establishment revived by local restauranteur Jim Noble.  The lines are back at Bossy’s and, while we are physically...

Kagan: What the AT&T of tomorrow will look like

  AT&T is a company in transition. Then again, it has always been a company in transition for the last 15 years and that is only continuing. So, let’s pull the camera back and take a look at who they were, who they are today...

Kagan: Qualcomm CEO Steven Mollenkopf on 5G wireless growth

Last week on a CNBC interview, Steve Mollenkopf, CEO of Qualcomm discussed how the company is dealing with the challenges of Covid-19 and how the pace of 5G wireless transformation is not slowing down. Let’s discuss how Qualcomm and the entire wireless industry are...

The Sunday Brief: Earnings analysis–is Microsoft the new Ericsson?

Greetings from Lake Norman and Charlotte, North Carolina, where we are having a wet but overall terrific spring (pic is of our May Day celebration with neighbors – plenty of cheer… at a distance).  This week, we will continue our earnings discussion with five...

Kagan: 5G wireless rollout accelerating through COVID-19

One of the most often asked questions I get today is will COVID-19 slow the rollout to 5G wireless? What I tell the media, investors, workers and users is simple. 5G has been coming on strong for the last several years and that will...

The Sunday Brief: Earnings insights from Verizon and AT&T

Homebound April greetings from Lake Norman, where North Carolinians are beginning to come out for Chick-fil-A (pictured is the drive-thru at the Mooresville location last Friday evening).  So much for sheltering in place.  This week, we’ll examine the earnings of two telecom leaders, Verizon...

Kagan: Thoughts on new AT&T CEO and industry leadership

As someone who has been following AT&T for decades, I see an interesting pattern in the change from Randall Stephenson to John Stankey as CEO of AT&T. While the future direction and success of AT&T is up to Stankey, the next hand has been...

Kagan: Companies that grow through COVID-19

As we have all seen, there are quite a few business segments, industries and companies which are not only surviving but thriving during the COVID-19 pandemic. These companies should also continue to do strong business going forward because they are “essential” to our society....

Kagan: Continue delay on your MacBook MacOS Catalina upgrade

Generally speaking, users love Apple products, whether they be the iPhone, iPad, MacBook or other device. However, there are times when Apple sends out an operating system update which totally screws everything up. This is one of those times. So, I would recommend if...

The Sunday Brief: I don’t know

Early Earth Day greetings from Lake Norman/ Charlotte, North Carolina.  Pictured are some peach iris in our front yard – nature is not missing a step in April, and reminds us all of its beauty on crisp, sunny spring mornings.  Len Lauer (1958-2020) We have a...

Kagan: Telehealth, telemedicine grows during COVID-19

Suddenly telehealth and telemedicine has popped onto our radar. This technology has been around for a while and growing, however things are now rapidly advancing. The response to COVID-19 has put it on the fast-track. Expect to see rapid growth in this sector going...

Mitigating COVID-19-related k-12 school disruptions with federal funding

For the past four months, COVID-19 has disrupted almost every aspect of human activity around the globe. One of the hardest-hit facets of life in the U.S. has been K-12 education. In particular, the underprivileged students who seriously lack the necessary resources are finding...

The Sunday Brief: The frozen, anxious middle

Easter greetings from Lake Norman and Charlotte, North Carolina, where buds are turning into leaves and everything is renewing.  But don’t eat outside at the Arby's - take it home!  This is part one of a two-part Sunday Brief earnings preview, and, after finishing up...

Kagan: State of wireless 5G economy through COVID-19

Wireless has been on a fast-rising upgrade cycle as the industry rapidly moves to 5G. Today, COVID-19 has suddenly impacted the general economy of the United States and in fact most countries around the world. Let’s take a closer look at how coronavirus is...

Kagan: Wireless growth, innovation to accelerate with COVID-19

Wireless is a critically important industry to our economy and society. And it is becoming even stronger and more important thanks to COVID-19. Certain industries will take a while to recover. Other industries are key during this crisis and going forward. Let’s take a...

Kagan: Qualcomm preparing for life after COVID-19

Qualcomm is one of the United States most outstanding companies. It is also one of the wireless industries most important leaders. And just like every other country, they too have been hit by the stay-at-home mandate. CEO Steve Mollenkopf shared his thoughts with the...

The Sunday Brief: The great American move

Greetings from Lake Norman and Charlotte, North Carolina, where the local media are complaining that 80 degree weather is driving too many folks outside in the parks, creating the potential for a lack of social distance discipline.  Still thankful for a terrific spring, however, as we...

Connected agriculture–how IoT technology is deployed to improve food production and distribtuion (Analyst Angle)

The cost of IoT sensors has halved in the last 10 years and is still on a downward trend. Sensors can monitor the chemical composition and moisture content of the soil in each part of a farm as well as the rainfall and temperature....