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Microwave technology continues to evolve to meet the challenges of 5G and AI data requests (Analyst Angle)

Mobile backhaul is a critical component of any mobile network, as it is the link supporting voice and data transport between the core network and Radio Access Network (RAN) sites. Wireless backhaul (i.e., microwave) continues to be a key technology — ABI Research estimates...

Kagan: Tarana Wireless helps US Cellular increase FWA capacity

FWA 5G wireless broadband may be the next competitive battleground Broadband seems to be gearing up to be the next competitive battleground. Traditionally, Cable TV and telephone companies offer wireline broadband. Suddenly, wireless carriers are starting to use FWA to offer wireless broadband. So, let’s...

The Sunday Brief: 2Q earnings review—when history rhymes (Part 2)

August greetings from Cedar Rapids and Kansas City.  This week’s opening picture comes courtesy of the 49th Annual St Jude’s Sweet Corn Festival held from August 9-11 in Cedar Rapids.  The weather and food were quintissential Iowa.  Next up: experiencing Iowa Hawkeye football – stay...

Kagan: Air5 aims to revitalize cable TV broadband with 5G wireless

Yesterday, a new company with a breakthrough idea popped up on my radar. If it works as advertised, Air5 technology could be a solution for the cable television industry to help restart growth in their broadband business — a sector that is being targeted...

Kagan: Years after US ordered them out, Huawei is stronger than ever

Over the past decade or two, I have watched the United States first welcome, then get harsh with Huawei, the wireless network builder from China. Fear that data which travelled over their gear could be seen by the Chinese government. Even though Huawei repeatedly...

Kagan: CEOs must see the changing industry in front of them

Times are changing. Then again, they are always changing. Over the years, I have given countless briefings at a variety of meetings for CEOs, CMOs, the Board of Directors, employees, customers and investors. As an Industry Analyst, one of my responsibilities is to help...

The Sunday Brief: 2Q earnings review—when history rhymes (Part 1)

July and August greetings from Nashville, Boston, Cedar Rapids, St. Louis, and Kansas City.  Pictured is our wonderful view from the Cardinals-Royals game on Saturday  No one complained about the cooler than average August temperatures.  And, after a heartbreaking loss on Friday, the Royals...

Kagan: AI companies to keep an eye on

For more than a year, we have been hearing quite a bit about AI. How OpenAI, as well as how all the giants of the day including Google, Microsoft, Meta, Amazon, are heavily investing in and integrating AI into their operations. That being said,...

Kagan: Will OpenAI new SearchGPT revolutionize search?

Will SearchGPT help or hurt Google, Safari, DuckDuckGo search? How will the new OpenAI SearchGPT impact the search industry? Search has been around for decades from a wide variety of companies with big dreams. Then, when Google entered the space, they were faster and offered...

Kagan: Can TM solve the ever-increasing wireless spectrum shortage?

Is Transpositional Modulation a solution to wireless spectrum crunch? The wireless — and for that matter wire line industries — have a problem: limited spectrum. We use more wireless data, day after day, year after year. However, the supply of spectrum remains limited. This is...

The outlines of the 6G network architecture are starting to take shape (Analyst Angle)

On June 27, 2024, in Shanghai, China, a collaborative 6G Network Architecture Prospect seminar was held during which leading global mobile operators from China, Japan and South Korea convened to delve into the innovative architecture of 6G networks, signifying a constructive step forward in...

Lenovo Yoga Slim 7x CoPilot+ PC review—excellent for back-to-school, but check for apps and games support

Since the announcement on May 20th, 2024, the PC industry has been abuzz with the new generation CoPilot+ PCs. Lenovo Yoga Slim 7x laptop was among over 20 models launched in June 2024. These PCs have started shipping as we enter the busy back-to-school...

US spectrum sharing will extend existing success (Analyst Angle)

The reflexive assumption of exclusive high-powered spectrum is now being questioned. Spectrum sharing is not new Sharing spectrum between different users and applications is not a new idea. Many existing frequency allocations have multiple users that coexist in space or time. Unlicensed (ISM) bands have a...

The Sunday Brief: 2Q earnings review—facts are stubborn things

July greetings from Cedar Rapids, Kansas City and, by the time most of you read this, Nashville, the home of this year’s Fiber Connect conference.  The schedule is full for both days; the evening reception on Monday will be the best time to catch...

Edge Computing in the world of AI/ML (Analyst Angle)

Mobile Experts has been watching the Edge Computing market develop, with investments by AWS, AtlasEdge, EdgeConnex, Verizon and others brewing up a rich soup of business models. Investment is all over the place: The money comes from hyperscalers, from telcos, from neutral hosts and enterprises....

Kagan: New growth direction for wireless industry includes AI, FWA

Earlier this week the Schwab Network news program with Nicole Pettalides invited me on the show to discuss Verizon quarterly earnings. I took the conversation wider and deeper onto the changing wireless industry. I’ve been offering comment on the always changing wireless industry for...

Early adoption of 3GPP Release 18 to drive 5G-Advanced market dominance (Analyst Angle)

The 5G evolution is now ready to enter its next transformational phase with the introduction of 5G-Advanced and address the initial limitations of 5G Non-Standalone (5G NSA) implementations, while refining foundational aspects and further improving existing systems. This advancement will result in the introduction...

The Sunday Brief: the lowest quartile (2Q earnings preview)

July greetings from Cedar Rapids, Kansas City and Washington, DC.  Kudos to my brother-in-law, Andrew Ashcroft, for earning his promotion to Captain in the U.S. Navy.  It was an honor to join family and friends at the Pentagon earlier this month to celebrate his...

Kagan: What CEOs and CMOs have taught me over time

Over the past 35 years I have been privileged to have worked with and advised countless CEOs and CMOs as an Industry Analyst, advisor and columnist. Over that time, I have had many conversations and learned so much, not only about these companies, but...

Kagan: Will wireline broadband still be around in ten years?

Here is a question to ponder. Will traditional wireline broadband be extinct in ten years? In what seems like a massive blow to existing wireline broadband providers like the cable television and telephone companies, there is speculation that the industry is rapidly moving to...

Kagan: Interview on smart cities with Curiosity Lab and NTXIA

Smart cities are one of the exciting, new ways we use new technology to transform our way of life. They have been with us for several years, rapidly growing and changing. I wanted an update on the current state and the direction we are...

The Sunday Brief: Where are they spending money?

End of the month/ quarter greetings from Cedar Rapids, Kansas City, Nashville, and, by the time you read this, Washington DC.  Pictured is one of the wonderful CellSite Solutions cranes getting ready for a shelter lift. The first two weeks on the job have...

Kagan: What’s the difference between 5G-A wireless and Huawei 5.5G?

The difference between 5G-A and 5.5G wireless may just be marketing Marketing is one of many important keys to success for any company in any evolving industry. Marketing helps set competitors apart in a noisy and chaotic marketplace. However, in an effort to stand apart...

The Sunday Brief: What’s artificial about Apple Intelligence?

Father’s Day greetings from Atlanta, Kansas City, and, by the time you read this, Cedar Rapids.  Pictured is a long-time colleague and friend Hunter Newby, along with Brent Legg of Connected Nation, discussing their joint venture which will bring up to 125 Internet Exchange...