Analyst Angle

Private wireless, particularly private 5G, is becoming a hot, new growth opportunity in telecommunications for a variety of reasons. Some of these are long-term while others are short-term. Let’s take …

November greetings from Cedar Rapids and Kansas City.  The picture will be a familiar sight for those in the fiber industry.  Yes, we are getting a second fiber to the home (FTTH) …

In the 1990’s I was a member of an advisory committee to U.S. Congressman and Speaker of the House Newt Gingrich. That was back in the President Clinton era. Over …

ABI Research explores how AI and 5G are transforming telco security operations Over the last few years, telco operators have been undergoing a slow but sure metamorphosis from simple connectivity …

November greetings Cedar Rapids, Kansas City, and Iowa City.  The opening picture was taken from Kinnick Stadium after the first quarter (note the “Hi Kids” sign on the scoreboard – …

Recently, I had an interesting conversation with Mikko Uusitalo who leads the private networks Europe division of Boldyn Networks, a shared networks infrastructure provider. Still learning more about them. So, …

Recently I was talking with a friend about the need for the mobile industry to pivot. If we can successfully pivot from the consumer to the enterprise, then the industry …

Decades ago, wireless was a new treasure trove filled with small companies with big ideas and lots of growth opportunity. Today, after years of consolidation, growth and change, things are …

5G has continued to expand its presence across markets and drive adoption. 5G adoption in the top 30 cellular markets is accelerating, from 1.52 billion to a forecast 4.20 billion …

The mobile industry is a strange place.  First, we give our technology a name.   Then a bunch of engineers develop ideas for about ten years.   Finally, we hand …

When will significant growth in wireless start-up once again? Today, the wireless industry seems stuck between growth steps. In fact, this problem has been haunting the industry over the past …

October greetings from Boston, Cedar Rapids, and Kansas City.  It was great to meet with Troy Doom, the CEO of Ice House America, one of Fort Point Capital’s investments (more …

Where is Private Wireless or Private 5G today? Let’s take a closer look at the current state of this new segment. Look at some of what is working, what is …

Verizon Value Brands and MobileX both cut a high profile at the All Wireless & Prepaid Expo and the expo also provided a venue for some spirited exchanges between carriers. …

Open RAN revenue dropped by 83% in 2024 compared with 2023. Whoa. Let’s take a closer look at that. Why did revenue crater? And how will it bounce back? During …

Recently, the US mobile operators’ trade association CTIA released data from its annual survey of members. Its headline focused on a very large number – 100 trillion megabytes – which …

Over time, as I have consulted with CEOs, CMOs and senior executives of many communications companies, I have learned as much from them, as I have shared with them. Something …

The integration of Artificial Intelligence (AI) into radio systems marks a significant turning point in wireless communication technology. This trend, spearheaded by industry leaders across the entire supply chain, including …

Recently, I was asked to give a keynote address to kick off a corporate conference discussing our changing industry and preparing for what’s coming next. Let me say, that as …

The U.S. telecommunications industry is undergoing its largest transformation in decades as the perennially overused “convergence” is finally becoming real. The new convergence reality is that end-user gear is increasingly …

October greetings from Virginia, Iowa, Missouri and Massachusetts.  Our hearts go out to those impacted by Hurricane Helene.  CellSite is providing civil construction services to several tower companies and service …

Earlier this week, Schwab Network invited me to a TV news interview on the changing pay TV industry. AT&T had just announced they were stepping away from DirecTV. Separately, but …

FWA is a competitive threat to cable TV like Xfinity, Spectrum, Altice Earlier this week, I attended the SCTE TechExpo 24 conference held in Atlanta. While this event was all …

September greetings from Kansas City, Cedar Rapids, and Charlottesville where we are attending a family wedding (picture is of the Rotunda at the University of Virginia).  A terrific celebration with …

Yesterday, Air Wireless just popped-up on the radar. They are a new company with a top team of executives who are using a new twist of DOCSIS to help companies …