Analyst Angle

With the market for 5G devices set to grow exponentially in the next 18 months, there are several complex challenges ahead for the OEMs. Chief among these is the ability …

Greetings from the slopes of Fraser, CO (pic from the previous week) and Lake Norman, NC where we rang in 2020, toasted with friends and caught up on sleep.  We hope …

Dish Network is in-play in the T-Mobile, Sprint merger trial. Dish said they will become the number four wireless competitor, so the deal should be approved. While I love their …

Greetings from Fraser, CO, where near zero temperatures are the norm in December.  We hope each of you have a very restful and happy Holiday season.  2020 promises to be …

** Sorry for this week’s length.  The footnote citations from the book are in the PDF.  Happy New Year! ** End of year greetings from Fraser, CO and Lake Norman, …

So much of the hot, new and innovative technology we will see at this year’s Consumer Electronics Show centers around one core technology, wireless. CES 2020 will show how the …

It seems that T-Mobile US and Sprint have been trying to get their merger approved for years. They have been changing who they are and still nothing. Today, T-Mobile is …

Longstanding and economically efficient balance in Standard-Essential Patent licensing is being destabilized by misinformation and manipulation of commercial practices and of benchmarks in Fair, Reasonable and Non-Discriminatory licensing. This is …

Greetings from Charlotte, where the Holiday spirit is in full swing (picture courtesy of Alex Gerrard, a Davidson friend).  We are focusing this week’s TSB on three foundational trends:  a) …

AT&T Mobility just made a major announcement. They now offer 5G wireless in 10 markets for consumers and business customers with more coming in the next few weeks before the …

I just returned from a whirlwind session of 3GPP RAN Plenary #86, held at the beautiful beach town of Sitges in Spain. The meeting finalized a comprehensive package with more …

The 5G wireless race is on and there is a debate raging over whether the USA or China will lead. Current leaders are companies like Qualcomm and Huawei. Many say …

Holiday greetings from sunny and mild Lake Norman, North Carolina (sunrise shown – unaltered photo).  There are a lot of follow-ups to cover, and, if reports are true, there may …

The next stage in advanced text messaging is RCS and it has begun. All four major wireless providers in the United States which include AT&T Mobility, Verizon Wireless, T-Mobile and …

Happy Thanksgiving from Lake Norman, North Carolina, where I finally got the turkey to look normal after grilling (thanks to YouTube videos).  Hope your Thanksgiving was filled with good food, …

Pre-Thanksgiving Greetings from Kansas City, Las Vegas (Bellagio flower display pictured), and Lake Norman.  Please note that next week we vary from our traditional format and will have a short …

We knew this day would come. Mike Sievert will replace John Legere as CEO of T-Mobile US in March 2020. Legere has been perhaps the most colorful and outrageous CEO …

The fun of being an analyst is that you get to test new gadgets firsthand and share your opinions without any inhibitions. It also comes with a sense of responsibility …

Greetings from Chicago, Illinois (where the pre-winter winds were tame), and Davidson, North Carolina (where it really feels like winter even though it’s mid-November).  This week’s TSB is less about …

The field of Industry analyst relations is so important to the growth and standing of every company and in fact the entire industry. Now, influencer relations has joined in and …

While IOT is one of the key areas of development for next generation wireless technology, many discussions and conference presentations on IOT focus on technology and use cases.  There are …

Veterans Day greetings from Mooresville, NC, where the community came together to remember all who serve and run an obstacle-based 5K race.  Pictured is the race logo.  Great seeing such …

Over the last few weeks I have been testing the new Google Pixel 4 smartphone on the AT&T Mobility network. Parts of this new phone are advanced and even ahead …

While IOT is one of the key areas of development for next generation wireless technology, many discussions and conference presentations on IOT focus on technology and use cases.  There are …

While the 5G race rages on, so does the race to be perceived as the technology leader in 5G. This race transcends companies, industries, regions, and even countries. No major …