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Kagan: CES2024 shows off private wireless, 5G-A, FWA, 5G home internet

Traditional 5G investment slowed in 2023 creating these technology sectors At CES 2024 there will be plenty on hot new wireless technologies including private wireless, 5G-A, fixed wireless access (FWA) and 5G home internet. We have watched the growth and transformation of the wireless industry...

Kagan: Huawei Connect 2023 focused on connecting everything

The recent Huawei Connect 2023 event in Paris showed how as wireless, telecom and data networks continue to grow, they will ultimately connect everyone and everything. The theme of this year-end event was “Accelerating Digital and Green Transition Together" and shows what was accomplished...

5G: Europe’s catalyst for a technological renaissance (Analyst Angle)

The technological advances being shaped by 5G across Europe are so profound, the era is being identified as Europe’s digital decade. There are multiple technology milestones being realized throughout Europe and these achievements are seen as pivotal moments where vision becomes a reality right...

Kagan: How emergency services use connected mobility to save lives

Connected mobility uses smartphone and automotive tech to bring help When an automobile accident happens, time is of the essence to save lives. It’s the same with any emergency. Connected Mobility is how emergency services are being modernized with new technology to provide assistance more...

Kagan: Private wireless starting M&A and partnership cycle

Private wireless is a relatively new space in the wireless industry. It is very different from public wireless, which is what we are familiar with. This has been with us for a few years, but both interest from various enterprise customers and increased vendor...

The Sunday Brief: The CNBC John Malone interview—explained and deciphered (2023 edition)

Greetings from Missouri, Texas, and Louisiana.  Pictured is the state capitol building for the Bayou State (full history here).  This week’s Brief will focus on a wide-ranging interview with Liberty Media’s John Malone.  Rather than dive into earnings results, we thought that John’s insights (especially given the...

Kagan: How to be seen, heard at CES 2024 over all the noise and chaos

CES 2024 and MWC 2024 are busy, loud, chaotic, making it hard to be found The Consumer Electronics Show (CES) of 2024 is two months away and I am already getting requests for briefings from large and small competitors who want to get on my...

Kagan: AT&T, T-Mobile and Verizon had a strong 3Q 2023—Can they rinse and repeat?

Wireless is the future. That does not mean that it’s an easy business. There have been many ups and downs over time. The past decade has been rough for both AT&T and Verizon. Now, suddenly this quarter they finally both reported strong performance along...

Kagan: Globalstar must break through loud noise of private wireless

How will Globalstar be seen and heard in 5G private wireless? Private wireless is one of the most rapidly growing, busiest and noisiest places in the entire industry. Paul Jacobs is the new CEO of Globalstar, and it looks like he wants to put the...

The Sunday Brief: Third quarter earnings review (part 1)—the build cycle

Greetings from Missouri, where, as our multi-color weather radar picture clearly shows, we are experiencing the “summer-to-winter” weather change this weekend.  And just on time, the last two weeks have been full of earnings news, some of which was received as frostily as November...

Steering telcos to a lower energy consumption future (Analyst Angle)

Energy consumption is becoming a pressing issue for telcos, driven by the global energy crisis. High global energy prices, triggered by the Russia-Ukraine conflict, have pushed up Operational Expenditure (OPEX), draining cashflow and thereby constraining infrastructure investment. The GSMA has estimated that the telco...

Kagan: Huawei showed off 5.5G and FWA progress at MBBF 2023

A few weeks ago, at a wireless conference in Dubai, Huawei showed their progress and the direction for the next several years. In fact, every wireless company worldwide will experience these same growth opportunities. So, let’s take a closer look at where the wireless...

Kagan: Smaller wireless carriers face new challenges and opportunities

CCA wireless convention discussed 5G, FWA and private wireless AT&T Mobility, T-Mobile and Verizon Wireless may be the nation’s three major national wireless carriers, but there are also countless smaller or regional competitors, and they face many of the same challenges with moving to new...

The Sunday Brief: Same as it ever was (3Q earnings preview)—part 3

Greetings from Florida (pictured) and Missouri.  The last two weeks were full of news, and we will have a larger than average market commentary as a result.  Our Sunday Brief analysis will be focused on Verizon as we explore how they emerge from a...

5G Advanced transformational features fuel new device opportunities and a bridge to 6G (Analyst Angle)

Every decade, mobile networks take a great leap forward to the next generation, with innovation staged in two major cycles: foundational and transformational phases. In the foundational stage, companies address the previous generation's shortcomings, while building the backbone to support the succeeding transformation. Maturing...

Kagan: The next growth direction for the 5G wireless industry

Preparing to give a speech at a meeting of wireless executives and investors, I will focus on the growing debate regarding today’s wireless industry. The question is this. Has wireless seen its best days or is growth continuing in new and different ways? Let’s...

The Sunday Brief: Same as it ever was (3Q earnings preview—part 2)

“Welcome to the fourth quarter” greetings from Florida, Georgia, Virginia, and Missouri (picture is of the Atlantic Ocean from Virginia Beach the morning after Tropical Storm Ophelia – the ocean was still churning).  The Patterson Advisory Group “back in business” tour is in full...

Kagan: Could Generative AI be next growth wave for IBM watson.ai?

Sixty-four percent of surveyed CEOs face pressure to adopt Generative AI Artificial Intelligence has been with us in various forms for decades. A decade ago, IBM Watson seemed to have a lock on AI with this new technology. Then, it all slipped through their fingers...

European policies for competition and growth in ICT through regulation of Big Tech, network operators and standard-essential technology licensing

Big Tech companies have profited greatly from dominant market positions while riding largely for free over the top of fixed and mobile telecom networks and devices. The entire Information and Communications Technologies (ICT) ecosystem is enabled by a variety of interoperability technologies including 5G...

Kagan: MAMA 2023 Annual Conference shows emergency services upgrade

Personal Emergency Response System or PERS, and Connected Health are being upgraded, says the MAMA 2023 Annual Conference, which was recently held in New Orleans. This was the Medical Alert Monitoring Association 16thannual event highlighting the importance and focus on upgrading emergency services systems...

Kagan: Huawei finds new ways to survive with Mate 60 Pro and 5G

Huawei grows with Mate 60 Pro smartphone, 5G chips and HarmonyOS As the old saying goes, there is more than one way to skin a cat. The United States tried to stop China from monitoring US communications by blocking Huawei from America wireless networks and...

Kagan: Betacom helps US Cellular provide private wireless services

Private wireless is a relatively new space and now it is evolving to the next level. US Cellular just announced they are partnering with Betacom to deliver private wireless service to their enterprise and business customers. Partnering is a quicker and easier way for...

The Sunday Brief: Same as it ever was (3Q earnings preview—Part 1)?

Mid-September greetings from Missouri, where fall is beginning to break out.  The close of the Royals season is coming soon (opening pic), football is back (although the Chiefs’ opening game left much to be desired) as well as apple cider, pumpkins, and the new...

Kagan: How Qualcomm is dealing with growing China problem

Bloomberg has reported that Qualcomm has just suffered another significant stock decline. They have in fact been struggling for several different reasons over the past several years. The good news is, they remain one of the few leaders in the smartphone chip market, worldwide....