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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...

Analyst Angle: Wireless runs afoul of the justice department

It comes as no surprise that Apple, Amazon, Google, Intel and many other Internet and IT industry product and service suppliers want to carry their roles forward as the direct competition between the IT and mobile industries comes head-to-head in the 5G wireless decade....

Kagan: Why AT&T and Time Warner should merge

  Last week I gave an interview to NPR Marketplace and the conversation crystalized the question and answer of whether AT&T and Time Warner should merge. There is really only one answer. Yes. There are many different reasons. Let me explain a few of them...

Analyst Angle: Why the merger of T-Mobile and Sprint will succeed this time

The marriage between T-Mobile and Sprint has played out like a long saga of unrequited love: the two sides have much to gain by consummating a merger, but authorities oppose it, and there have been differences about the size of the dowry that Softbank...

Analyst Angle: The “race to the bottom” security problem of IoT

The good news The Internet of Things is just beginning to take off, and the growth is happening separately in both the consumer and smart home space, as well as in vertical and industrial markets like cities, factories, campuses, and worksites. McKinsey Global Institute estimates...

Analyst Angle: Towards managed home Wi-Fi

Home Wi-Fi is seeing a spree of announcements from the different players announcing new products and customer deployments to solve the home Wi-Fi experience puzzle, that is poor coverage in a context of increasing demand for capacity by more users and connected devices. Machine learning Quantenna...

Kagan: Charter Spectrum Mobile preparing to launch

Charter is getting ready to enter the world of wireless. They just selected Danny Bowman to lead their wireless efforts in what is expected to be called Spectrum Mobile. Bowman has wireless background with Sprint. Let’s take a look at how the wireless and...

Analyst Angle: Clash of the Titans — who will lead in virtualized application networks?

Virtualization of mobile networks must first occur in operators' IT Networks and support processes before it can be made widely available to customers as either a reformulation of current service offerings or new horizontal and vertical market offerings. Gating factors include the availability of...

Kagan: 2018 NAB shows cable expanding into wireless

Wireless will be hot during this year’s 2018 National Association of Broadcasters show is being held in Las Vegas this week. In years past, this show has been filled with all the new bells and whistles the television industry wanted to roll out. I...

Analyst Angle: Assessing the MDU opportunity

According to the US Census Bureau, out of 127 million households, were close to 35 million households living in MDUs (multi-dwelling unit) of more than two units in 2016. Those numbers translate into over 17 million units spread over a little more than 800,000...

Kagan: Why Apple’s Siri reminds me of Goober Pyle

If Apple was first to AI with Siri, why then are they trailing today? We all know artificial intelligence is the future. We all know it is growing in importance and will dominate our world going forward. We all know Apple was first with...

Analyst Angle: Why the standardization of IoT security cannot come soon enough

  IoT device manufacturers are governed by a keen consumer demand for desirable features and intuitive functionality. Security concerns, in stark contrast, have been given relatively little thought — especially among lower-end consumer IoT products. However, striking a more equitable balance between ease of use...

Kagan: What the future looks like for T-Mobile US

Six years ago, T-Mobile US was crashing and burning. It was the worst performer in all of wireless. In order to survive, they needed the right kind of new leadership with big ideas. So, they hired John Legere as CEO. He studied the wireless...

Analyst Angle: Small Cells — suddenly essential

The future of wireless networking depends on the widespread deployment of outdoor small cells. Not only are small cells essential for realizing the full potential of 5G, but they are also key to the success of LTE License Assisted Access (LAA). Paving the way...

Analyst Angle: Q4 2017 and end of year assessment of the “Top 4 Mobile Carriers”

  All four carriers have finished up their earnings calls, and Compass Intelligence just completed the final assessment of Q4 2017 and the entire 2017 analysis. In addition, Compass Intelligence evaluated the comparisons to previous quarters and year ending 2016 to 2017 in terms of...

Analyst Angle: How will LTE Unlicensed affect Wi-Fi performance?

Wi-Fi has enjoyed a quasi-monopolistic usage of the 5 GHz in the last few years but that is changing as Multefire and LTE Unlicensed in general are making inroads in once considered “Wi-Fi” bands. We thus feel it is about time we ask how these new...

Kagan: Why Sprint chose Synchronoss Technologies for transformation

The number four wireless carrier, Sprint, has selected Synchronoss Technologies to lead them in their digital transformation to help prepare for growth going forward. This is the kind of thinking every company needs to have now as going digital becomes the focus from here...

Analyst Angle: What is the role of satellite communications in 5G?

  Satellite communications have been in use for decades now, providing connectivity to remote areas, acting as backup in disaster relief situations, and being a major access mechanism for television (TV) in certain parts of the world. Satellite use has been vital for government, military,...

Analyst Angle: Many will truly cut the cord with 4G and 5G

  The broadband performance and economics of cellular with 4G and 5G is making it possible for many of us to do without any wired connection at all — already including those who, on average, stream up to an hour of video per day. Nevertheless,...

Kagan: The mistake Apple made with the iPhone X

Hate to say I told you so, but the iPhone X is not the roaring success Apple hoped it would be. The reason is as obvious as the nose on your face. However, I wonder whether Apple executives really understand the problem. Let me...