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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....

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...