Analyst Angle

Preliminary estimates suggest 1Q20 CBRS RAN revenues were in line with expectations, accounting for 1% to 3% of the overall 1Q20 North American RAN market. Even if the regulatory process …

Huawei’s success and market evolution are a contested topic nowadays, with critics arguing that the vendor is a front for the Chinese government, while several telco operators claim the Chinese …

Greetings from Lake Norman, North Carolina, where temperatures are not waiting for the official start of summer (June 20) – school is out, commute times are more often measured in …

Canada and the U.K. have changed their minds. They now want to cancel their Huawei agreement to upgrade their 5G wireless networks. As a wireless analyst I closely follow all …

In July, the FCC will begin an auction for Priority Access Licenses (PALs) in the CBRS band.    In each county, bidders will be seeking access to spectrum that won’t …

Greetings from the Kansas City and Willard, Missouri (dogs at play pictured), as well as Lake Norman/ Charlotte, North Carolina. The caravan of goods and furniture started Friday and continues …

There seems to be an explosion of new companies and technologies in the telehealth or telemedicine arena. Recently I met with MedSign International CEO Tom Conroy and VP of Marketing …

The long-term growth trajectories, to 2025 and beyond, for all telecommunications, including mobile and 5G, are significantly elevated by the effects of the COVID-19 pandemic and the looming climate change …

What’s the next step in our COVID-19 journey? As we begin to re-open, re-enter life, go back to work, go to ball games and everything else, we need to do …

Memorial Day Greetings from Lake Norman/ Charlotte, NC where cold spring rains gave way to a Carolina summer filled with heat and humidity.  That means more boats on Lake Norman …

COVID-19 is a real pain in the… well you know. We have noticed how difficult and time consuming it can be to simply unlock and use our smartphone when we …

Influencer marketing is more important today with COVID-19 than ever before. It’s just different. It has been a rapidly growing cottage industry over the last several years. However, the coronavirus …

Graduation greetings from Davidson/ Lake Norman, NC, where we virtually celebrated the college graduation of our son (Jimmy).  We are proud of his accomplishments and share his excitement as he …

Every wireless carrier is looking for new ways to offer new services that will solidify their relationship with customers. That’s why AT&T recently announced the AT&T Personal Cloud. This is …

T-Mobile US is currently under enormous pressure caused by massive changes at the company and the industry. Not only do they have a new CEO. Not only did they also …

The year 2020 will certainly go down in history as a remarkable one for Wi-Fi, as the industry is being awarded massive increases in spectrum.  On April 23, the U.S. …

Facebook’s recent investment of $5.7 billion in Reliance Jio Platforms has received much media attention. Soon after, private equity firms Vista Equity Partners, and Silver Lake announced $1.5 billion and …

  AT&T is a company in transition. Then again, it has always been a company in transition for the last 15 years and that is only continuing. So, let’s pull …

Last week on a CNBC interview, Steve Mollenkopf, CEO of Qualcomm discussed how the company is dealing with the challenges of Covid-19 and how the pace of 5G wireless transformation …

Greetings from Lake Norman and Charlotte, North Carolina, where we are having a wet but overall terrific spring (pic is of our May Day celebration with neighbors – plenty of …

One of the most often asked questions I get today is will COVID-19 slow the rollout to 5G wireless? What I tell the media, investors, workers and users is simple. …

Homebound April greetings from Lake Norman, where North Carolinians are beginning to come out for Chick-fil-A (pictured is the drive-thru at the Mooresville location last Friday evening).  So much for …

As someone who has been following AT&T for decades, I see an interesting pattern in the change from Randall Stephenson to John Stankey as CEO of AT&T. While the future …

As we have all seen, there are quite a few business segments, industries and companies which are not only surviving but thriving during the COVID-19 pandemic. These companies should also …