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The Sunday Brief: Labor Day edition—what makes Comcast and T-Mobile US great?

Labor Day weekend greetings from Louisiana, Texas and Missouri.  Pictured is the Venture Global LNG plant in Cameron, Louisiana.  Over the last two years, we’ve passed by many times and continue to be amazed at the scale of their operation.  This week’s Labor Day edition...

Kagan: Is cutting 5,000 jobs the start of T-Mobile US slowdown?

After watching T-Mobile US emerge from its cocoon over the past decade, and after promising to create even more jobs and growth, suddenly they have announced they’ll be cutting 5,000 jobs. That is very confusing news to many investors and customers who are now...

Kagan: Wireless industry shifting from consumer to business services

The wireless industry continues to grow and to change. Yesterday, the focus was on the consumer wireless marketplace. As that sector slows, to continue to show growth for the investor, wireless focus is shifting and expanding. The new sectors are areas like business services,...

Kagan: Huawei, Nokia, ZTE show growth in 5G wireless

A strange thing seems to be happening in the wireless and chip industry. Some players seem to be doing better than others. Huawei, Nokia and ZTE are showing growth, while Qualcomm, Ericsson and Samsung seem to be showing struggle. So, let’s pull the camera...

What are the major 5G consumer and enterprise developments in China? (Analyst Angle)

China has successfully established itself as a global leader of 5G deployments. In the past two years, 5G user penetration in China has jumped from 18% to 36%. Similarly, China’s 5G subscriber base stands at 1.2 billion as of 1Q 2023, with the three...

Kagan: Emergency Services transition from voice to data

Just like everything else in our world, 9-1-1 Emergency Services are rapidly moving from voice to data. Yesterday, it was a big job simply connecting every landline to the emergency network to report an emergency like fire, medical or police. Back then there were...

Kagan: VMware Private Mobile Network choses Betacom, Federated, Boingo

Congratulations to Betacom, Federated Wireless and Boingo Wireless as VMware just announced they selected these three as service providers for their Private Mobile Network. VMware is focused on accelerating the digital transformation as an enterprise first, fully managed private wireless service. Private wireless is...

The Sunday Brief: He said, he said (Part 2)

Greetings from Louisiana, Texas, Nebraska and Missouri. Pictured are several of my colleagues and various city and civic officials cutting the ribbon in Nevada, Missouri. This represents the fifth new Fastwyre market launch in the Show-Me state in 2023 and the eighth overall. Kudos to the...

Kagan: Which is best choice; Verizon, T-Mobile US, AT&T or reseller?

How do users find the best wireless carrier and plan? It depends on what you are looking for. Let’s take a closer look at the choices users have today. At the difference in cost and what you get for your dollar by doing business...

Kagan: AT&T and AT&T Mobility are losing perception battle

Perception is an important piece of the puzzle for every successful company. It is vital to communicate your story so investors, customers, the media, regulators, and in fact, everyone perceive the company as growing, moving in the right direction and doing the right thing....

5G FWA mmWave: A revenue game changer for telcos (Analyst Angle)

mmWave infrastructure deployments are starting to gain traction as operators increasingly recognize the technology’s high-speed data throughput and low-latency capabilities. One standout application is 5G FWA mmWave, a promising alternative to traditional fixed line broadband. Although initial drawbacks have limited mmWave deployment, advancements in...

Kagan: The FCC wants to jump-start wireless 5G TV growth

We all know how Cable TV is on the decline. It is slowly switching over to other technologies including wireless pay TV. In recent years, we have seen AT&T, T-Mobile and Verizon try to deliver pay TV wirelessly. However, these early efforts have not...

Kagan: Frontier Communications shows growth in Business Services

Frontier Communications has been facing pressure to show growth for several years. While they still face that pressure, when it comes to business services, they seem to be doing something right. Frontier Business is showing growth, and that may be where they will continue...

The use of E-Band for backhaul, a key ingredient for successful 5G & beyond (Analyst Angle)

Across the globe, 5G deployments are ramping up rapidly. According to Global System for Mobile Communications Association (GSMA) intelligence, there were more than 220 5G networks deployed as of the end of 2022, with over 30 countries expected to launch 5G services in 2023....

Kagan: Huawei Pangu-Weather Model uses AI to improve global forecasting

The Huawei Pangu-Weather Model uses artificial intelligence to improve global weather forecasting. It is now used in the ECMWF, which is the European Center for Medium-Range Weather Forecasts website. Global weather forecasters, meteorologists, weather enthusiasts and the general public can now view the Pangu-Weather...

The Sunday Brief: He said, he said (Part 1)

Greetings from Louisiana, Texas, Nebraska, Missouri, and Minneapolis, Minnesota, the home of this year’s Independent Show.  Pictured are Sally Daniels from the National Content & Technology Cooperative (NCTC), Steve Leavitt from Connectbase, and Jim.  The NCTC Connectivity Exchange creates a selling consortium of smaller broadband...

Do not underestimate the value of your cellular network base-station antenna (Analyst Angle)

For Communication Service Providers (CSPs), the mobile network must ensure ubiquitous coverage and provide the necessary capacity to its users. Base station (BTS) antennas are more than just “components of the network” that connect the end users “to” the mobile network. All cellular traffic...

Kagan: Cable TV must create next sticky bundle to fight cord-cutting

Once again, the cable television industry is struggling through another episode of cord cutting. This time, cable TV companies are not only losing pay TV customers, but now they are also starting to lose Internet customers as well. So, what is the next strategy...

MWC Shanghai—Three key perspectives (Analyst Angle)

As a long-time independent technology analyst, I cover a lot ground and follow a lot of companies. Communications technology is my main focus, and the wireless world has increasingly become part of that, especially 5G. Along those lines, my travels recently took me to...

Kagan: 5G Advanced is next step for Qualcomm, Huawei, Ericsson, Nokia

Just like the move from 2G to 2.5G meant a faster wireless connection before 3G came, so does the move from 5G to 5G-Advanced or as Huawei calls it, 5.5G. The move from 4G to 5G was supposed to increase speeds and decrease latency,...

Kagan: Understanding the many different faces of AI

How many different faces does AI have? It seems talk of Artificial Intelligence is everywhere today. It has been with us for more decades than we can count. Suddenly, Chatbot technology like ChatGPT and Bard is all everyone can talk about. However, if we...

Dedicated AI hardware is the route to optimized performance, enhanced user experience (Analyst Angle)

The cellular radio system for mobile devices has seen a substantial transformation over the past few years from one that is based on individual component assembly to a complete, modem-to-antenna, Radio Frequency (RF) system design. The latest wave of development has brought Artificial Intelligence...

The Sunday Brief: Lead balloon

Greetings from Nebraska and Missouri, where we finally cut the ribbon at the historic Fox Theater in Sedalia.  We are pleased to be bringing fiber to more than 11,000 homes and businesses in and around Sedalia with additional expansions to be announced.  Our reception...

Kagan: Updating 9-1-1 Emergency Services is a challenge and opportunity

When we were young, we were taught in case of emergency to call 9-1-1 or the Operator for help. That was back in the day when all we had was a phone and a telephone line. Today, things are much different. Today, we have...