YOU ARE AT:Analyst Angle

BROWSING: Analyst Angle

Kagan: Synchronoss Technologies points to cloud at MWC Shanghai 2018

Last week at MWC Shanghai 2018, Glenn Lurie, CEO of Synchronoss Technologies, spoke about the huge new opportunity mobile operators have in the area of cloud storage and messaging. He said wireless and wire line carriers have a new growth opportunity if they are...

Kagan: A reality check for the Sprint and T-Mobile FCC merger application

Sprint and T-Mobile US recently filed their application with the FCC for approval to merge. In that application, they both state they are in a much weaker position than they normally talk about to the public. After years of tooting their horns, this other...

Analyst Angle: The rise and outlook of antennas in 5G

Antennas: A critical element in your 5G network The antenna has become a very complex and invaluable segment of the 5G network, and momentum is rapidly building up with 5G, particularly in light of recent announcements in the mobile service provider (MSP) world, on the standardization...

Analyst Angle: 5 reasons why Qualcomm is soon to be anointed king of IoT silicon

  A few weeks ago, the movers and shakers of the IoT industry converged on the Santa Clara Convention center for the 2018 edition of IoT World Americas. IoT World is held in several locations annually and is a combined industry tradeshow, education and networking...

AI + Edge Computing Essential in the 5G Era

  While 5G could be deployed without Artificial Intelligence (AI) and edge compute, intelligent edge will be essential to new revenues and lower costs for 5G. Please click on page numbers below to read next page.

Kagan: Unified communications becoming solid new business trend

Over the last several years we have seen the communications industry go through an enormous and rapid transformation in area after area. Small- and mid-size business customers see unified communications as one of these sweeping trends. Eventually, as UC continues to grow, every company...

Analyst Angle: Managed home Wi-Fi, one approach does not fit all

  Fixed operators did a great job in the past decade to deliver ever-increasing speeds to the home and communicate to their customers that speeds do matter to enable the many devices and of applications, customers like to use in the home. But the home...

Analyst Angle: R&D to patents —The complex nature of 3GPP and standards

  The 3rd Generation Partnership Project (3GPP) met this week in San Diego, California, to finalize Release 15, which includes 5G New Radio (NR), and set the workplan for Release 16, which includes several enhancements to 5G, including the full specification of the Next Generation...

Analyst Angle: New horizons for the wireless industry

Among the lessons we can learn about where the wireless industry will head come from an understanding the past success.  At its roots, the wireless industry has grown due to technological progress in the design and manufacture of semiconductor-based equipment and mobile devices.  That...

Kagan: Apple battery problem back with new iPhone iOS update

Suddenly, the iPhone battery-gate problem is back again, full force, after the latest iOS 11.4 update. You would think after dealing with the expensive and embarrassing battery problem several months ago, Apple would never again go anywhere near the issue. That they would be...

Analyst Angle: Managed home Wi-Fi — the view of Bell Canada

We were privileged to speak with Shawn Omstead, VP Residential Products at Bell Canada for the preparation of our upcoming report “From Managed Home Wi-Fi to Enabling the Secure Smart Home 2018-2023” on managed home Wi-Fi. We provide here a summary of our conversation. What do you...

Analyst Angle: If broadband is an Industry 4.0 utility, then fiber is the asset class that will drive M&A

The realization that gigabit (and beyond) broadband speeds will be the baseline enabler of the Fourth Industrial revolution has private equity’s attention, which might kick off another round of carrier M&A. The idea of broadband service as a fourth utility (i.e., alongside gas, electricity and...

Kagan: Waking up to the technology jobs of tomorrow

  As a wireless analyst, I follow the changing the changing world of products, services and innovation. As this industry continues to change, so do jobs. Dell Technologies Realize 2030 report said that 80 percent of jobs in the year 2030 are not even around...

Kagan: Dell Technologies Realizing 2030 makes important point

As a wireless analyst, I follow the changing world of products, services and innovation. As this industry continues to change, so do jobs. Listen to this: Dell Technologies Realizing 2030 report said that 80% of jobs in the year 2030 are not even around...

Kagan: I warned you about Alexa, Home, HomePod AI privacy risk

  Today, Amazon is embarrassed and red-faced now that their Alexa AI smart speaker has been caught red-handed recording a private conversation, putting it into a message and sending it to someone in the address book of an unsuspecting user, without the user knowing what...

Kagan: Will Apple HomePod using Siri AI succeed or flop?

  Everybody loves the ride to success Apple has seen over the last decade. The next question is, will their new HomePod be a success or a failure? HomePod is their AI device which uses Siri and is like Amazon Alexa or Google Home. Will...

Analyst Angle: The battle for Wi-Fi monetization

Wi-Fi has become a household necessity even for kids as young as four years of age. It is No. 1 method of connecting in the home, at work, and, increasingly, in public spaces. Although Wi-Fi is expected to be free, enterprises, venues, and service...

Analyst Angle: Complementary spectrum allocations and technologies maximize coverage and capacity for all

Radio spectrum is the lifeblood of wireless networks. Traditional methods of doling out spectrum have somewhat hindered rather than helped maximize the availability of affordable Internet access, even if this was not the case with voice and text. Instead of seeking to aggrandize auction...

Analyst Angle: 5G roll outs will be more nuanced than coverage blasts of the past

As commercial 5G roll outs begin in volume during H2 2018 and into 2019, handicapping which operators or which countries will 'win' the race to 5G is ramping up IMHO, this seems to be the wrong way to look at 5G on several levels. First off,...

Kagan: Which AI protects user privacy best — Siri, Home or Alexa?

Artificial Intelligence is hot and early in its growth wave. However, not all AI is recreated equal. So, which AI protects your privacy the best, Apple Siri, Google Home, Amazon Alexa or Microsoft Cortana? With that said, only some companies care about protecting user...

Kagan: If it merges with Sprint, T-Mobile says it likes fixed wireless

  T-Mobile USA executives said something intriguing last week. They said they would consider the use of fixed wireless if the merger with Sprint is approved. While fixed wireless makes enormous sense, T-Mobile has always stayed far away. Why? Fixed wireless connects homes and businesses to...

Analyst Angle: 4 key takeaways of a T-Mobile and Sprint Merger

  There are four preliminary key takeaways with the T-Mobile and Sprint merger including 1) improved 5G momentum 2) capex synergies 3) three healthy players could be a positive 4) the deal will likely happen The new company would increase the 5G momentum in the US...

Analyst Angle: The new T-Mobile — winners in retail postpaid ads, prepaid market share; needs work in B2B and IoT

  Big news over the weekend for the wireless communications industry, as T-Mobile and Sprint announce a decision to merge — but essentially T-Mobile is buying Sprint. The announcement came just before earnings calls for both companies and was amplified by joint CEOs taking to...

Kagan: Will T-Mobile, Sprint merger win approval?

  Congratulations to John Legere CEO of T-Mobile, Marcelo Claure CEO of Sprint and Masayoshi Son, Chairman of Softbank and of course Deutsche Telekom on finally coming together and announcing their merger deal. This has been a long time coming. Let’s take a look at...