Analyst Angle

Memorial Day Greetings from Florida, Iowa, and Missouri.  The picture is from our dog’s (Abby) recent visit to the Springfield (MO) farm where she awarded the Editor with multiple prize …

AI-powered radio intelligence is stealing the spotlight in telecoms – and China is stealing the show. While global telcos experiment, Chinese operators are delivering Level 4 automation at scale, with …

CBRS spectrum access is under pressure as diverse stakeholders vie for midband resources Contention for Citizens Broadband Radio Service (CBRS), or midband spectrum in the 3 GHz band, is intensifying …

To maintain a competitive advantage, don’t let the AI growth wave pass you by As an advisor to companies, I have noticed how they have been collecting massive amounts of …

April 2025 marks the 5-year anniversary of the FCC’s release of the 6 GHz spectrum band for unlicensed use. It is already widely used by Wi-Fi and other technologies in …

Exponential demand on AI computing capacity has triggered a boom in the data center market: current facilities are going through expansive refactoring, but there is also unparalleled demand to build …

Mother’s Day greetings from Missouri, Iowa, and, by the time most of you read this, Florida, home of the Conexon Ignite workshop (CellSite Solutions has been a longtime supplier of …

Multiple companies have asked me to analyze this question: will D2D replace the rural cell site? Would it make sense for an operator to shut down a remote site, and simply …

Recently, U.S. mobile industry trade association CTIA published a study performed by the economic consultancy NERA. It claimed that releasing additional spectrum for full-power 5G wide-area networks would generate a …

Artificial Intelligence (AI) is already showing it is having a significant impact on the world’s economy, our online experiences and sourcing information — both visual and textural. In turn, AI …

After years of struggling, T-Mobile US has spent the past decade finding its footing and regaining momentum. They were a wireless carrier that lost its way during a major industry …

Fixed wireless has been comprising close to 100% of broadband net additions in recent years. How can this be true? I believe that fiber is the greatest telecom invention ever …

WISPA may have started with a narrow focus on fixed wireless for broadband, but today it’s anything but one-dimensional The national broadband conversation is undergoing a big shift. Between the …

Greetings from Mexico, Missouri, and Iowa.  We realigned the start date of the bi-weekly format to accommodate the Easter holiday (and our 30th wedding anniversary) weekend.  We will have a similar skip …

What every company needs to learn to be successful going forward On Tuesday, I was a guest on the Schwab News Network discussing Verizon’s earnings. I also shared thoughts on …

Over the past several years, I have visited with and been briefed by several private wireless providers of all sizes. Some are stronger than others. Some are larger. Some are …

Mobile operators are investing in GPUs! SKT, DOCOMO, Verizon, T-Mobile, Singtel, Swisscom, Telenor, Softbank, and many others have set up data centers with edge AI services. For a market analyst like …

March greetings from Iowa and Missouri.  This week’s picture is of Saturday’s peaceful protest on the Kansas City Plaza.  While this location is known for weekly demonstrations, the crowd size …

As the demand for seamless connectivity continues to grow across multifamily and commercial developments, managed Wi-Fi providers are navigating a complex landscape of rising costs, evolving technology standards and changing …

Enterprises, hyperscalers and governments are actively investing billions into new AI data center builds, infrastructure modernization and energy optimization to accommodate surging AI workloads. As these facilities become increasingly critical …

March greetings from Iowa and Missouri.  This week’s picture is a throwback to what we were all doing five years ago.  Humans and dogs looked for any opportunity to get …

Wireless and broadband are top services today for cable TV as competition heats up The Cable Television Industry has grown, crested and now is falling. This predicament has been happening …

Commerce Secretary Lutnik signaled in an interview with Broadband Breakfast on March 5th, 2025 that the U.S. government will rethink the BEAD program so that Americans “get the benefit of …

March greetings from Iowa and Missouri.  Pictured is Jim with his colleague Marty Smith during a recent facility tour of Blue Star Power Systems manufacturng facilty in North Mankato, Minnesota …

With amusement I read a note by a cable advocate on spectrum. The note seems to be mostly hung up on the definition of what is low-, mid- and high-band …