Analyst Angle

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 …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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. …

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 …