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Home - Analyst Angle - Page 5

Analyst Angle

  • Galaxy Z Fold7 review — A ‘no-compromise’ foldable tablet-phone

    by Prakash Sangam August 5, 2025
    by Prakash Sangam August 5, 2025

    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 …

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  • Full duplex innovation – microwave trends for 5G backhaul (Analyst Angle)

    by Matthias Foo, Senior Analyst, ABI Research August 5, 2025
    by Matthias Foo, Senior Analyst, ABI Research August 5, 2025

    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 …

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  • Value Creation — Long-term charts, Fab Five vs. Telco Top Five (Analyst Angle)

    by Jim Patterson August 4, 2025
    by Jim Patterson August 4, 2025

    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 …

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  • Why the CAIO and AI Analyst are key to company success in AI (Analyst Angle)

    by Jeff Kagan July 28, 2025
    by Jeff Kagan July 28, 2025

    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 …

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  • CBRS spectrum helps US manufacturing grow (Analyst Angle)

    by Dean Bubley July 28, 2025
    by Dean Bubley July 28, 2025

    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. …

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  • The Sunday Brief: 2Q earnings review (Part 1)

    by Jim Patterson July 28, 2025
    by Jim Patterson July 28, 2025

    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 …

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  • The 1983 breakup of the Bell System: Here’s how it turned out

    by Jeff Moore July 22, 2025
    by Jeff Moore July 22, 2025

    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 …

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  • Kagan: How companies use industry analysts, influencers and the media (Analyst Angle)

    by Jeff Kagan July 22, 2025
    by Jeff Kagan July 22, 2025

    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 …

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  • Ever-expanding and contracting MVNO markets (Analyst Angle)

    by Keith Mallinson July 21, 2025
    by Keith Mallinson July 21, 2025

    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 …

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  • Galaxy S25 Edge experience review —A perfect fit if you know what you want (Analyst Angle)

    by Prakash Sangam July 18, 2025
    by Prakash Sangam July 18, 2025

    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 …

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  • Powering security, but posing new risks: AI’s dual role in telecoms cybersecurity (Analyst Angle)

    by Vish Nandlall July 17, 2025
    by Vish Nandlall July 17, 2025

    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 …

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  • The Sunday Brief: Influencing events

    by Jim Patterson July 14, 2025
    by Jim Patterson July 14, 2025

    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 …

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  • Former FCC Chair Ajit Pai warning America has lost 5G lead to China

    by Jeff Kagan June 30, 2025
    by Jeff Kagan June 30, 2025

    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 …

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  • The real 5G debate isn’t technical — It’s about markets and efficiency (Analyst Angle)

    by Roslyn Layton June 27, 2025
    by Roslyn Layton June 27, 2025

    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 …

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  • The real 5G debate isn’t technical — It’s about markets and efficiency (Analyst Angle)

    by Roslyn Layton June 27, 2025
    by Roslyn Layton June 27, 2025

    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 …

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  • Kagan: Wireless now focusing on improved connectivity and quality

    by Jeff Kagan June 25, 2025
    by Jeff Kagan June 25, 2025

    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 …

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  • Kagan: Wireless now focusing on improved connectivity and quality

    by Jeff Kagan June 25, 2025
    by Jeff Kagan June 25, 2025

    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 …

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  • Slicing is not a replacement for spectrum sharing (Analyst Angle)

    by Dean Bubley June 24, 2025
    by Dean Bubley June 24, 2025

    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 …

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  • The Sunday Brief: 2Q earnings preview — the questions no one will ask (but should)

    by Jim Patterson June 23, 2025
    by Jim Patterson June 23, 2025

    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 …

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  • Kagan: Why Boldyn Networks is pausing private wireless acquisitions

    by Jeff Kagan June 10, 2025
    by Jeff Kagan June 10, 2025

    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 …

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  • The Sunday Brief: Another disappointing BEAD delay

    by Jim Patterson June 9, 2025
    by Jim Patterson June 9, 2025

    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 …

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  • Analyst Angle: AI-for-RAN will be a CFO favorite

    by RCR Wireless News June 9, 2025
    by RCR Wireless News June 9, 2025

    How will mobile operators use AI/ML to boost capacity and energy efficiency in the radio network? The PR wars have started, and people will stir up a lot of questions. …

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  • Kagan: Lessons from Motorola Mobility in the AI era (Analyst Angle)

    by Jeff Kagan June 3, 2025
    by Jeff Kagan June 3, 2025

    Motorola, once a telecom giant, nearly collapsed in 2011 — instead, it split into Motorola Solutions and Motorola Mobility The Motorola story is one we can all learn from. It …

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  • The U.S. should defend, evolve and extend CBRS (Analyst Angle)

    by Dean Bubley May 30, 2025
    by Dean Bubley May 30, 2025

    The forced relocation of CBRS licensees to other bands would irreparably damage a growing industry and its ecosystem Some recent press articles and an open letter from Senator Cantwell to …

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  • Kagan: Is Charter-Cox cable TV merger a sign of things to come?

    by Jeff Kagan May 27, 2025
    by Jeff Kagan May 27, 2025

    Why do cable TV companies need to be early on next merger wave? It looks like cable TV has begun its next change wave. Over time, it has been through …

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  • Supermicro and NVIDIA Whitepaper: Powering sovereign AI at scale

Editorial Reports

  • Report: Building AI-Era Network Fabrics

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Webinars

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Since 1982, RCR Wireless News has been providing wireless and mobile industry news, insights, and analysis to mobile and wireless industry professionals, decision makers, policy makers, analysts and investors.

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