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US mobile data traffic stats need careful scrutiny (Analyst Angle)

Recently, the US mobile operators’ trade association CTIA released data from its annual survey of members. Its headline focused on a very large number – 100 trillion megabytes – which CTIA claims was the total amount of mobile data traffic in the US in...

Kagan: Telecom, wireless, pay TV, Wi-Fi preparing for sweeping changes

Over time, as I have consulted with CEOs, CMOs and senior executives of many communications companies, I have learned as much from them, as I have shared with them. Something different is happening now. Recently, these requests for briefings and consulting have accelerated. Why?...

Integrating an AI-powered radio for supercharging device performance

The integration of Artificial Intelligence (AI) into radio systems marks a significant turning point in wireless communication technology. This trend, spearheaded by industry leaders across the entire supply chain, including mobile operators, Original Equipment Manufacturers (OEMs) and chipset suppliers, is reshaping the landscape of...

Kagan: What’s next as wireless and communications continue to evolve?

Recently, I was asked to give a keynote address to kick off a corporate conference discussing our changing industry and preparing for what’s coming next. Let me say, that as a Telecom and Wireless Analyst, and columnist who has been following this industry for...

The convergence watershed (Analyst Angle)

The U.S. telecommunications industry is undergoing its largest transformation in decades as the perennially overused “convergence” is finally becoming real. The new convergence reality is that end-user gear is increasingly working seamlessly together. Apple’s messaging convergence on iPhone and Mac, Androids increasing integration into...

The Sunday Brief: 3Q earnings questions (Part 1)

October greetings from Virginia, Iowa, Missouri and Massachusetts.  Our hearts go out to those impacted by Hurricane Helene.  CellSite is providing civil construction services to several tower companies and service providers impacted by substantial flooding.  Even though the storm hit last Saturday, there are...

Kagan: AT&T spins off DirecTV, then DirecTV acquires DISH. Dizzy yet?

Earlier this week, Schwab Network invited me to a TV news interview on the changing pay TV industry. AT&T had just announced they were stepping away from DirecTV. Separately, but obviously connected, DirecTV announced their acquisition of DISH Network. So, what is going on?...

Kagan: Cable TV solution to FWA wireless broadband threat found at TechExpo 24

FWA is a competitive threat to cable TV like Xfinity, Spectrum, Altice Earlier this week, I attended the SCTE TechExpo 24 conference held in Atlanta. While this event was all cable TV, I know the cable television industry is facing a perplexing and new wireless...

The Sunday Brief: T-Mobile Capital Markets Day—what it takes to be a champion

September greetings from Kansas City, Cedar Rapids, and Charlottesville where we are attending a family wedding (picture is of the Rotunda at the University of Virginia).  A terrific celebration with family and friends and congratulations to the new Mr. and Mrs.   There is plenty of...

Kagan: Air Wireless introduces DOCSIS wireless broadband for cable TV

Yesterday, Air Wireless just popped-up on the radar. They are a new company with a top team of executives who are using a new twist of DOCSIS to help companies offer wireless broadband. This wireless DOCSIS helps cable television, broadband providers and wireless networks...

Kagan: Next AT&T growth strategy includes wireless, broadband and AI

Let’s take a closer look at how AT&T is reshuffling the cards for future and growth, and what they are doing or going to do with AI. This is what business customers, consumers, investors and workers need to know about the company and the...

Kagan: Network X wireless trade show focuses on new wireless growth

Wireless expands to Private Wireless, FWA, wireless broadband, AI, Wi-Fi 7 The past decade has seemed to be tougher than usual for the wireless industry. During the past decade, wireless has taken some strange paths in the search. Now, finally, it may have found a...

Galaxy Book4 Edge Copilot+ PC review (Analyst Angle)

A laptop you can fall in love with, but with some minor quirks Samsung Galaxy Book4 Edge is a premium laptop among over 20 Copilot+ PCs announced on May 20th, 2024. Powered by the high-performance Qualcomm Snapdragon X Elite platform variant (X1E-84-100), with top-notch hardware...

Kagan: Why the AI marketplace seems confused about C3.ai 

Artificial intelligence could indeed fuel the next revolution for companies and investors. The challenge today is knowing who the long-term winners will be. C3.ai released its quarterly results last week. Market reaction is a bit confusing. The company seems to be on track. So,...

The Sunday Brief: Why Frontier? Why now?

September greetings from Kansas City and Cedar Rapids.  Pictured is the CellSite Solutions indoor gantry crane moving one of September’s remufacturing shelter projects into place (twenty tons of project in this case).  The team completely rebuilds each one to customer specifications, then delivers to...

Kagan: The three different types of companies in the AI game

Every day we see companies, who in their advertising and marketing talk about how they are in the AI game. I have noticed how there are different kinds of companies who use AI in different ways. Today, there are at least three different and...

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,...