Analyst Angle

This divestiture represents not just a financial windfall but a strategic pivot for CommScope CommScope has taken a decisive step in reshaping its business by announcing the $10.5 billion cash …

Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of …

Could this be the start of something good? Let me say good job to John Stankey, CEO of AT&T. Common sense may be making a comeback. That’s if other CEOs …

Where does AI fit into the future of wireless, telecom, broadband, and pay TV? The communications industry with wireless, telecom, broadband, and pay TV has had a very strange decade. …

If managed well, the Z Fold7 has the potential to propel this device category from today’s niche to mainstream The tagline of Samsung Galaxy Z Fold7 is “Galaxy S25 Ultra …

Analyst house ABI Research looks at how full duplex microwave innovations are boosting 5G spectrum efficiency, helping operators meet growing backhaul demands, overcome spectrum limitations, and enable high-capacity, cost-effective wireless …

Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization Given earnings growth in last week’s quarterly …

Staying up-to-speed with ever-changing AI is critical to gaining a competitive advantage To be successful, it’s all about understanding and implementing the right AI strategy over your competition. Artificial Intelligence is …

All the evidence suggests that a modern manufacturing sector needs dedicated wireless systems The emergence of private 5G networks in the U.S. manufacturing sector is revolutionizing industrial connectivity and competitiveness. …

Greetings from soggy Kansas City and Cedar Rapids.  Pictured is the crew from this year’s CellSite Solutions 2025 INDATEL Summit dinner.  Nine different companies represented in the picture – an …

A federal judge in 1983 ordered the breakup of the Bell System A federal judge in 1983 ordered the breakup of the Bell System. Through 1983, the U.S. telecom system …

Executives should understand — and want to win the hearts and minds of — all three As an Industry Analyst and columnist for several decades, I have attended more client …

Markets grow and then decline as some MVNOs become MNOs or MNO sub-brands What is a Mobile Virtual Network Operator (MVNO) market? For those concerned about competition along the entire …

I have been using Samsung’s category-defining Galaxy S25 Edge for the last three weeks and loving it. My biggest realization during that time is that liking this phone comes down …

The GSMA’s latest Mobile Threat Security Landscape report reveals a whole host of AI-enabled security threats There’s no denying AI is changing the face of security in telecoms. From catching …

PLEASE NOTE – This is the last email edition of The Sunday Brief that we will distribute, going forward, you will receive an email from Wordpress where the online edition …

Can the U.S. win back the 5G edge — and protect its AI lead? Recently, Ajit Pai wrote in a Wall Street Journal op-ed that the United States of America …

The real value of slicing lies in its ability to logically partition network resources within a mobile operator’s existing licensed spectrum Commentary contributed by Dean Bubley to RCR Wireless News …

Recently, I had an interesting conversation with Fergal Lawlor, who is the CEO of Alpha Wireless, a wireless antenna solutions company established in 2007. I believe antenna design is one …

Some say 5G slicing is a viable alternative to spectrum sharing or private networks — but it suffers from severe constraints Some wireless industry commentators have suggested that “5G network …

Greetings from Cedar Rapids (Iowa) and Camdenton, Jefferson City and Kansas City (Missouri).  Pictured are some protesters walking by our lunch location in Jefferson City last Saturday (the sign reads …

Boldyn Networks’ strategy is shifting to focus on organic growth rather than through mergers and acquisitions In previous conversations with Boldyn Networks, and after following their growth, I have seen …

Greetings from Nashville, Cedar Rapids, and Kansas City.  It has been a whirlwind of activity since Memorial Day, and the summer promises to be filled with even more headlines.  The …