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Home - Analyst Angle - Page 6

Analyst Angle

  • 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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  • The Sunday Brief: Three long-form videos (Memorial Day edition)

    by Jim Patterson May 27, 2025
    by Jim Patterson May 27, 2025

    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 …

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  • AI RAN – Chinese operators make it a commercial reality (Analyst Angle)

    by James Blackman May 23, 2025
    by James Blackman May 23, 2025

    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 …

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  • CBRS showdown: Balancing access and efficiency (Analyst Angle)

    by Frank Rayal Xona Partners and Adlane Fellah, Maravedis Research May 19, 2025
    by Frank Rayal Xona Partners and Adlane Fellah, Maravedis Research May 19, 2025

    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 …

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  • Kagan: How AI is changing the way business gets done

    by Jeff Kagan May 16, 2025
    by Jeff Kagan May 16, 2025

    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 …

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  • Where do we stand with the 6 GHz band? An update (Analyst Angle)

    by Dean Bubley May 14, 2025
    by Dean Bubley May 14, 2025

    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 …

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  • A new battleground — Data center real estate (Analyst Angle)

    by Isabelle Dumont May 13, 2025
    by Isabelle Dumont May 13, 2025

    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 …

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  • The Sunday Brief: Two Q1 earnings mysteries

    by Jim Patterson May 12, 2025
    by Jim Patterson May 12, 2025

    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 …

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  • Analyst Angle: Will D2D make rural cell sites an endangered species?

    by RCR Wireless News May 12, 2025
    by RCR Wireless News May 12, 2025

    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 …

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  • Fact-checking the CTIA/NERA economics report (Analyst Angle)

    by Dean Bubley May 7, 2025
    by Dean Bubley May 7, 2025

    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 …

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  • AI is reshaping the cellular network — ELAA unleashes spectrum’s potential (Analyst Angle)

    by Jake Saunders, Vice President, Asia-Pacific & Advisory Services, ABI Research May 2, 2025
    by Jake Saunders, Vice President, Asia-Pacific & Advisory Services, ABI Research May 2, 2025

    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 …

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  • Kagan: T-Mobile US has done a great job the past decade — What’s next? (Analyst Angle)

    by Jeff Kagan May 1, 2025
    by Jeff Kagan May 1, 2025

    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 …

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  • Why wireless providers are dominating broadband (Analyst Angle)

    by Jeff Moore April 30, 2025
    by Jeff Moore April 30, 2025

    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 …

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  • The broadband balancing act: WISPA, BEAD, LEOs and the future of rural connectivity (Analyst Angle)

    by Adlane Fellah April 29, 2025
    by Adlane Fellah April 29, 2025

    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 …

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  • The Sunday Brief: Q1 telco top five earnings — five observations

    by Jim Patterson April 28, 2025
    by Jim Patterson April 28, 2025

    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 …

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  • Kagan: Thoughts on Verizon, T-Mobile and AT&T earnings

    by Jeff Kagan April 25, 2025
    by Jeff Kagan April 25, 2025

    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 …

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  • Kagan: Will private 5G wireless become the next big thing?

    by Jeff Kagan April 17, 2025
    by Jeff Kagan April 17, 2025

    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 …

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  • GPU-as-a-Service offered by mobile operators (Analyst Angle)

    by RCR Wireless News April 7, 2025
    by RCR Wireless News April 7, 2025

    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 …

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White Papers

  • Norton eBook: The 2026 Telco Playbook

  • Enea White Paper: Why Intelligent AAA is the Swiss Army Knife of Telecom

  • CSG White Paper: Telco AI Enabler: Mediation’s Defining Role

  • Enea White Paper: Scalable Database Design for 5G and Beyond

  • Supermicro and NVIDIA Whitepaper: Powering sovereign AI at scale

Editorial Reports

  • NTN Integration Market Pulse Report

  • Report: Building 6G — Aligning technology, policy and purpose

  • Report: Rethinking the RAN

Webinars

  • Appledore Webinar: Closing the Agent-Ready Data Gap for Autonomous Networks

  • Mimosa Webinar – Build the Right Network

  • Webinar: Building 6G — aligning technology, policy and purpose

  • SIMCom Webinar: Scaling your next deployment – from plastic to provisioning

  • Webinar: Rethinking the RAN as AI, cloud and openness converge

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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Edtior's Picks

T-Mobile uses AI to reshape network investment and resilience
Starlink on your tail! Don’t forget the infra build-out (Telco Diary)
Deutsche Telekom says AI traffic will not drive more mobile uplink capex

Latest Articles

T-Mobile uses AI to reshape network investment and resilience
Starlink on your tail! Don’t forget the infra build-out (Telco Diary)
Deutsche Telekom says AI traffic will not drive more mobile uplink capex
“This is the crunch” – EXA builds again as Atlantic capacity runs short

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