Longstanding and economically efficient balance in Standard-Essential Patent licensing is being destabilized by misinformation and manipulation of commercial practices and of benchmarks in Fair, Reasonable and Non-Discriminatory licensing. This is epitomized in litigation between Apple and Qualcomm, commencing January 2017, until settlement in April...
Greetings from Charlotte, where the Holiday spirit is in full swing (picture courtesy of Alex Gerrard, a Davidson friend). We are focusing this week’s TSB on three foundational trends: a) Increased home broadband competition, b) Increased “channelization” of content thanks to Verizon and AT&T...
AT&T Mobility just made a major announcement. They now offer 5G wireless in 10 markets for consumers and business customers with more coming in the next few weeks before the end of 2019. I spoke with Igal Elbaz, Senior Vice President - Wireless Technology...
I just returned from a whirlwind session of 3GPP RAN Plenary #86, held at the beautiful beach town of Sitges in Spain. The meeting finalized a comprehensive package with more than 30 Study and Work Items (SI and WI) for Rel 17. With a...
The 5G wireless race is on and there is a debate raging over whether the USA or China will lead. Current leaders are companies like Qualcomm and Huawei. Many say China based Huawei has the early lead. Qualcomm is the American company and technology...
Holiday greetings from sunny and mild Lake Norman, North Carolina (sunrise shown – unaltered photo). There are a lot of follow-ups to cover, and, if reports are true, there may even be a settlement between the Attorneys General and T-Mobile/ Deutsche Telekom/ Sprint/ Softbank...
The next stage in advanced text messaging is RCS and it has begun. All four major wireless providers in the United States which include AT&T Mobility, Verizon Wireless, T-Mobile and Sprint have joined forces with Synchronoss Technologies on a new RCS messaging partnership. This...
Happy Thanksgiving from Lake Norman, North Carolina, where I finally got the turkey to look normal after grilling (thanks to YouTube videos). Hope your Thanksgiving was filled with good food, fellowship, and safe travels.
This week’s Brief is a review and summary of one...
Pre-Thanksgiving Greetings from Kansas City, Las Vegas (Bellagio flower display pictured), and Lake Norman. Please note that next week we vary from our traditional format and will have a short commentary on Tim Wu’s The Master Switch, one of the books we are including in...
We knew this day would come. Mike Sievert will replace John Legere as CEO of T-Mobile US in March 2020. Legere has been perhaps the most colorful and outrageous CEO the wireless industry has ever seen. With his over-the-top style and foul mouth, he...
The fun of being an analyst is that you get to test new gadgets firsthand and share your opinions without any inhibitions. It also comes with a sense of responsibility towards your readers. I got my Microsoft Surface Pro X about two weeks ago...
Greetings from Chicago, Illinois (where the pre-winter winds were tame), and Davidson, North Carolina (where it really feels like winter even though it’s mid-November). This week’s TSB is less about the week’s events and more about strategy fundamentals. Next week’s edition will focus on...
The field of Industry analyst relations is so important to the growth and standing of every company and in fact the entire industry. Now, influencer relations has joined in and is becoming an important, but different slice of the pie. Add this to the...
While IOT is one of the key areas of development for next generation wireless technology, many discussions and conference presentations on IOT focus on technology and use cases. There are many companies that are building the necessary components, networks, and applications that enable the...
Veterans Day greetings from Mooresville, NC, where the community came together to remember all who serve and run an obstacle-based 5K race. Pictured is the race logo. Great seeing such a large turnout!
This week, we will look at earnings announcements from Sprint, Altice, CenturyLink,...
Over the last few weeks I have been testing the new Google Pixel 4 smartphone on the AT&T Mobility network. Parts of this new phone are advanced and even ahead of much of the competition. If you are a current Pixel user, you will...
While IOT is one of the key areas of development for next generation wireless technology, many discussions and conference presentations on IOT focus on technology and use cases. There are many companies that are building the necessary components, networks, and applications that enable the...
While the 5G race rages on, so does the race to be perceived as the technology leader in 5G. This race transcends companies, industries, regions, and even countries. No major country, be it the new power such as China or existing leaders such as...
The number of homes with managed Wi-Fi will reach 294 million in 2025 from 40 million in 2020, according to Maravedis latest report, Managed Home Wi-Fi Networks for the Smart Home 2020-2025. In this edition we provide the highlights of a unique and extensive...
Greetings from our nation’s capital (now home to the World Series champion Washington Nationals) and Lake Norman, NC. This was a very busy week for earnings with Apple, AT&T and T-Mobile all announcing earnings. We are going to start with AT&T given their 3-year guidance but will also devote...
Greetings from the Mile-High City, the Queen City, and the City of Angels. Attendees of the Mobile World Congress – Americas were greeted with multi-story advertisements on buildings touting original content, a reminder that investment in the TMT (telecom/ media/ technology) industry can take...
If you are an operator, 5G deployment is, for sure, one of your highest priorities. Considering the huge investments involved, you always wonder whether all the outlandish claims of 5G are true. The rapid expansion of 5G with more than 30 commercial networks and...
Greetings from Lake Norman, NC (picture of a recent sunrise is shown). This week, we will discuss four questions that should be asked during earnings calls (which start this Thursday with Comcast, followed by Verizon and Charter on Friday and AT&T and Google the...
Last week I flew to Washington D.C. to meet with Huawei. They held a small gathering of key wireless and industry analysts, social media influencers and media. I think the purpose was to help the USA to get to know Huawei better. I also...
