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The Sunday Brief: Programming tomorrow’s network

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...

Kagan: Synchronoss, AT&T, Verizon, T-Mobile, Sprint partner on RCS messaging

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...

The Sunday Brief: The master switch, 10 years later

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...

The Sunday Brief: What if? (The long, long run Part 2)

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...

Kagan: On Mike Sievert replacing John Legere as T-Mobile CEO

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...

Surface Pro X–Excellent productivity notebook heralding a new era in laptops (Analyst Angle)

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...

The Sunday Brief: The long, long run

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...

Kagan: Industry analyst relations vs. influencer relations

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...

Most IoT projects lack a winning business case (Analyst Angle)

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...

The Sunday Brief: T-Mobile’s triple offer–Is anything good enough for the attorneys general?

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,...

Kagan: Thoughts on the new Google Pixel 4 smartphone

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...

Most IoT projects lack a winning business case (Analyst Angle)

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...

When it comes to patents, quality always beats quantity: Demystifying cellular patents and licensing–Part 5

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...

Managed home Wi-Fi networks to reach 294 million subscribers by 2025 (Analyst Angle)

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...

The Sunday Brief: AT&T’s big week

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...

The Sunday Brief: Verizon, Charter and Comcast 3Q earnings review

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...

Wondering whether all of those 5G performance claims are true–Now we have conclusive proof!

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...

The Sunday Brief: Four earnings questions

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...

Kagan: Getting to know Huawei a little better

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...

The Sunday Brief: What the DC Circuit Court of Appeals ruling means for (California) consumers

Greetings from New York City (aerial shot of Manhattan pictured), Philadelphia and Davidson/ Charlotte.  This week’s Sunday Brief is kind of lengthy but worth careful reading as we have entered a new phase of state-based regulation (many current and former local telephone employees are...

Kagan: Which wireless carrier is fastest in Ookla report?

Ookla, the speed test people we all use, know and trust have once again announced the fastest wireless service in the country. This time the winner if AT&T Mobility. They are the fastest wireless network in the country. In fact, this is not the...

How managed Wi-Fi improves operations and productivity in restaurants (Analyst Angle)

Much has been written about the benefits of Wi-Fi for restaurant guests and patrons, and about the ability to generate contextual marketing to support omni channel strategies. However, a stable and secure managed Wi-Fi network provides a long series of benefits to restaurant staff...

Cellular IoT device security–What challenges does its unique ecosystem pose? (Analyst Angle)

Nowadays, security and privacy are on everybody’s mind. Hardly a day goes by without the news of security breaches at major institutions. Most of the time, the reporting is focused on the cloud or network infrastructure, hardly ever on devices. However, when it comes...

The Sunday Brief: Three up and comers

Greetings from Charlotte/Davidson, Norfolk/ Virginia Beach, Washington DC/ N Virginia, and Dallas/ Ft. Worth (picture is yours truly with Federated Wireless BoD member Tim McDonald).  This week’s TSB will focus on several start-ups that we think deserve attention.  We will also have several TSB...