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Kagan: Galaxy Fold vs. Surface Duo, battle of folding screen

This is an exciting time in the wireless industry as a new folding screen smartphone category is just beginning. The initial two heavy hitters are the Microsoft Surface Duo and the Samsung Galaxy Fold. They have entered this space and this new horserace has...

2020 to be a key year for Wi-Fi (Analyst Angle)

Maravedis released the 2020 Industry Report commissioned once again by the Wireless Broadband Alliance. As Wi-Fi celebrates 20 years of success, it is clear that Wi-Fi platforms drive a whole new generation of use cases and revenues. The impact from innovation, investment and hard...

Must MVNOs be more than that to turn out large and successful? (Analyst Angle)

While mobile virtual network operators may appear to be back in fashion, none of them are significant players among US wireless carriers.  The largest of what are commonly—but incorrectly—called MVNOs, including Boost and Metro in the US, have long since ceased to be MVNOs,...

Cellular IoT device security–Why the right vendor strategy is important (Analyst Angle)

In my previous articles here, and here, I explained the rationale for increased focus on device security and its challenges. The threats are more acute, especially from unknown foreign vendors offering predatory pricing. After reading the articles, a few people questioned me about the...

The Sunday Brief: The case against the T-Mobile/Sprint merger

Greetings from Davidson, North Carolina, and Virginia Beach, Virginia (sunrise pictured), where we are enjoying several days of R&R prior to two weeks of travel.  This week’s TSB will contain an update on and a detailed analysis of the state attorneys general case against...

Kagan: Thoughts on Qualcomm Future of 5G analyst briefing

Last week I attended the Qualcomm global analyst briefing and media event. Part one was called The Future of 5G. Part two was Connectivity, Networking and IoT. The event focused on tomorrow and looked at a variety of key technologies like 5G, Wi-Fi 6,...

Maravedis interviews managed Wi-Fi leader Datavalet (Analyst Angle)

Datavalet Co-President Daniel Forest discusses managed Wi-Fi market trends  For readers that are not familiar with the company, tell us what Datavalet is and does.   Over 20 years ago, Datavalet began providing high-speed internet access to hotel guests at a time when Wi-Fi was pretty...

The Sunday Brief: What matters in wireline – Enterprise expense management and extinction

Greetings from the Queen City, where the IT scene is red hot even though cooler fall temperatures have finally arrived. I was pleased to be the guest of San Mateo-based Aryaka Networks at the 2019 Orbie (CIO of the Year) awards on Friday.  It...

Trends in connecting and securing the smart home (Analyst Angle)

As Wi-Fi celebrates 20 years of success and Wi-Fi 6 certification has started, Wi-Fi has never been so indispensable in the home. The home is rapidly becoming a dense environment requiring a new level of Wi-Fi performance and coverage to serve ever increasing number of...

Kagan: Don’t upgrade to iPhone iOS 13 yet

Do not upgrade your Apple iPhone to iOS 13. Not yet anyway. I would even wait till after the iOS13.1 update comes out on Tuesday. While iOS13.1 will be a great operating system, it won’t be until after the next few updates. Waiting could...

‘Made for each other’–Why integrated modem-RF system approach is a must for 5G device supremacy (Analyst Angle)

Qualcomm made two announcements in the last couple of weeks that underpins much of their superiority in 5G technology, especially the millimeter wave (mmWave). First, they gave a name to the “made-for-each-other” duo of Modem and RF (Radio Frequency) system— Qualcomm® Snapdragon™ 5G Modem-RF...

The Sunday Brief: Dominate, divest, dedicate, deliver –The Elliott memo appendix

Greetings from the Windy City, where yours truly (and the Editor) spent some time sightseeing, working, and enjoying the architecture (the Trump Tower is “huge”).  This week, we have space to cover two key events - the September 10 Apple product announcement and the...

Kagan: Synchronoss helps wireless carriers grow through chaos

At the recent Chetan Sharma Consulting Mobile Future Forward (MFF) event, Synchronoss Technology CEO Glenn Lurie said the wireless industry is starting to go through a very unorganized period and that growth curve is exactly what they like. New technologies, new competitive threats, new opportunities...

FTC vs. Qualcomm – Support pours in for Qualcomm from all sides in its appeals process

Qualcomm got a reprieve when the United States Court of Appeals for the Ninth Circuit stayed the decision of United States District Court for the Northern District of California’s (DC) in its antitrust case. Immediately after the stay, Qualcomm filed its opening brief (175 pages...

Kagan: AT&T Mobility wins GWS ‘Best Wireless Network’

Congratulations to AT&T Mobility on winning the number one spot in the Global Wireless Solutions “Best Wireless Network” study. This is the second year in a row that AT&T won this number one ranking and that is quite an accomplishment in the constantly changing,...

Where to next on the road to 5G Standalone? (Analyst Angle)

Now that more than 50 service providers on every continent have rolled out 5G, where are we with 5G? and where we are going? are timely questions. When will we get to 5G Standalone (5G SA)? To date, all 5G networks have been launched with...

The Sunday Brief: Third quarter earnings–what could dislodge wireless?

Greetings from Charlotte, North Carolina (picture is, from left, Frank Cairon, formerly of Verizon Wireless and Ryan Barker, currently with Verizon Wireless enjoying some good Mexican food on Friday in the Queen City with yours truly).   This week’s TSB examines the short-term dynamics that...

Kagan: What to expect as Altice Mobile enters wireless

First, Comcast entered the world of wireless a few years ago with Xfinity Mobile. Then, a year later Charter entered with Spectrum Mobile. Since that time, we have been waiting for Altice to enter and that’s just what they did recently with Altice Mobile....

The Sunday Brief: CBRS–share and share alike

Greetings from Lake Norman/ Davidson, North Carolina, where the college football season has started.  We took in the Davidson College home opener and the Wildcats (red jerseys) defeated Georgetown 27-20 to a crowd of more than 2,300.  It was an exciting part of the...

Kagan: After Apple apology for Siri privacy breach, what’s next?

Apple is finally admitting that their Siri AI technology has been quietly breaching your privacy and listening to everything around you. The problem is, it’s not just the technology which has been listening. So have Apple workers. This breach is a shock to iPhone...

Microwave 5G backhaul gets refined with multi-band radios (Analyst Angle)

  For the last few years, Sky Light Research has written articles on the progress of microwave backhaul for 5G networks.  It’s clear that capacity, low latency, and network management functionality are required for the complexity and versatility of a 5G network.  Microwave manufacturers have...

The Sunday Brief: AT&T’s Herculean lift

Greetings from Lake Norman/ Davidson, North Carolina where everybody is working (including the neighbor kid, Caleb, pictured with the Editor and yours truly). This week, we’ll look at two studies that examine data usage, and try to deftly explain AT&T’s efforts to improve their...

Kagan: Smartphone addiction takes life out of living

We have a very serious problem which I fear will have a long-term impact on our society. As an analyst, you know I love the world of smartphones, wireless, telecom and technology. That being said, I have learned that smartphones have two sides. One...

FTC vs. Qualcomm: Finally saner senses prevail with appellate court’s decision

Last week’s remarkable decision of the United States Court of Appeals for the Ninth Circuit (appellate court) consisting of three judges, finally brings some common sense into FTC’s bizarre antitrust case against Qualcomm. The appellate court granted Qualcomm’s request to stay the United States...