Analyst Angle

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 …

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 …

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 …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …

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 …

Hazy, hot and humid July greetings from Lake Norman, NC where we recently social distanced with an evening swim/ float.  This week, we will be revisiting the fiber thesis developed …

Meredith Attwell Baker, President and CEO of CTIA, helps us better understand what we have been experiencing on the wireless networks in the last few months through the COVID-19 pandemic. …

The virtualization of cellular networks has been ongoing for some time. But virtualizing the Radio Access Network (RAN) has always been an enigma and was the final frontier for the …

A growing number of wireless companies are showing how they are still on target with their rollout and continual advancement of 5G wireless services. Let’s take a look at some …

After a week-long marathon session of online meetings, 3GPP finalized Release 16 (Rel. 16) paving the way for the next phase of 5G. Kudos to the grit of the leadership …

Quarter-end greetings from Houston and Lake Norman.  We will be continuing this week’s Buzzword Bingo edition as we preview second quarter earnings.  As a reminder, in last week’s Sunday Brief …

When traveling I like to compare the high-speed Internet service we use at home to other places. I have learned there is a big difference in the performance of internet …

The current telco market is dominated by discussions surrounding 5G and geopolitical competition as countries strive to dominate in future technologies and cellular generations. However, these discussions fail to focus …

Summer greetings from Charlotte and Lake Norman, NC.  This has been a news-filled week.  In our Q1 2020 preview, we described a “bingo card” that a few Sunday Brief faithful …

There is a battle being fought in the wireless industry between patent quality and quantity. The confusion lies in the fact that the two leaders, Qualcomm and Huawei are presenting …

5G has seen unprecedented traction; many flagship devices are already in the market, and many more are on the way, including the much-rumored and anticipated iPhone 5G. After the excitement …

Warm summer greetings from Houston, Texas, and Charlotte, North Carolina, where we are starting to see the first fruits of our “stay at home” garden.  This week also featured our …

We are starting to get back to normal. My morning coffee group is back together. OK, not quite the same as we were. Today, we grab a cup of coffee …