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Kagan: AT&T pays high price for weakness in customer care

Ever since Alexander Graham Bell invented the telephone, AT&T has been one of America’s crowning achievements. Over time it grew into one of the best-known and strongest brands. Then about twenty-five years ago things started to unravel for Ma Bell. They were dying on...

T-Mobile US CEO ties being ‘network leader’ to TAM expansion

From enterprise and government to rural markets and prime network seekers, T-Mobile US sees room to run beyond 2025 Speaking this week at the JP Morgan Global Technology, Media and Communications Conference in Boston, T-Mobile US CEO Mike Sievert brushed aside the doom and gloom...

Well, technically… RFID tech helps connect the dots in global supply chains: Beontag’s Barbara Dunin (Ep. 95)

Supply chain transparency is key to helping companies meet their sustainability and equity goals, so why are so few making use of the tools that already exist to take a deeper look? In the latest episode of Well, technically…, Barbara Dunin, the ESG and...

Broadcom acquisition of VMware delayed, again

Broadcom first announced plans to acquire VMware for $61 billion in May 2022 Broadcom’s plan to acquire VMware for $61 billion, first announced in May 2022, has encountered another setback. Regulators in both Europe and the U.S. are still looking into the proposed merger and...

Wireless as a wireline replacement, and the cost-savings argument for 5G

Verizon Business CEO Kyle Malady on shedding network technical debt via wireless WASHINGTON, DC—Much of the focus on operators obtaining ROI on their massive 5G network investments has focused on monetization of those networks, either via consumer upgrades or new enterprise use cases and services...

China bans US chipmaker Micron, fanning global tensions

Micron failed to pass a cybersecurity review, says the Cyberspace Administration of China Tensions between China and the U.S. escalated over the weekend when the Cyberspace Administration of China (CAC) announced its decision to ban Idaho-based memory chipmaker Micron from selling to Chinese companies. According...

The impact of IoT on customer engagement (Reader Forum)

How businesses run and engage with consumers is changing as a result of the Internet of Things (IoT). With IoT, businesses can collect vast amounts of data and turn them into meaningful insights. This can lead to improved customer engagement, better products and services...

Kagan: Why private wireless is one of the fastest growing sectors

As an Industry Analyst, I see growth in private wireless continuing to accelerate. There are many reasons enterprises are increasingly turning toward this fast-growing segment. Reasons like wireless is continuing to grow as an important communications tool. Private wireless being more secure than public...

Verizon CMO to depart after eight years

The development comes just a few months after several other executive shakeups at Verizon Verizon Chief Marketing Officer Diego Scotti is stepping down after eight years in the role, according to numerous reports. The development comes just a few months after several other executive shakeups at the...

Cox to buy out remaining stake in Unite Private Networks

Cox Communications is taking full ownership of Unite Private Networks, of which it is the majority owner, and plans to create a standalone company that combines fiber provider UPN and infrastructure and business services company Segra. The transaction is expected to close by June 30.  “We...

Oppo shutters in-house chip unit amid market uncertainties

Oppo established its in-house chip unit, called Zeku, in 2019 With the global semiconductor market still facing shortages, political tension and other setbacks, Chinese smartphone maker Oppo has announced the abrupt closure of its in-house chip design unit. "Due to the uncertainties in the global...

The Sunday Brief: First quarter earnings in five words or less (Part 2)

Greetings from Georgia, Nebraska, Missouri and Louisiana.  We look forward to cutting the ribbon and launching service in Warrensburg and Knob Noster (home of Whiteman AFB) this week.  If you are in the area, please join us in celebrating competition and choice at 4...

Generative AI for telcos: Is there value? (Reader Forum)

Communications service provider (CSP) leaders are likely looking at the myriad of headlines about generative AI, trying to understand what it means for their business, and more importantly, what they need to do about it. In simple terms, there is no doubt this new...

Rakuten Mobile, KDDI sign new roaming agreement

The deal includes high-traffic shopping districts in Tokyo’s 23 wards and the cities of Osaka and Nagoya Japanese operator Rakuten Mobile signed a new three-year roaming agreement with rival operator KDDI and its subsidiary Okinawa Cellular. In a release, Rakuten Mobile said the new roaming deal...

Amid growth in automotive business, Qualcomm acquires V2X specialist

The acquisition of Autotalks is meant to bolster Qualcomm Snapdragon Digital Chassis, speed adoption of V2X Although stagnant handset demand is currently coloring its business, Qualcomm continues its strong growth in the automotive segment, reporting last week a 20% quarterly year-on-year increase in revenue despite...

Automotive a bright spot for Qualcomm in Q2

Handset demand down "at a magnitude greater than we previously forecasted," Qualcomm CEO said Citing “further demand deterioration” in its core handset business, Qualcomm this week reported second quarter financials in line with its guidance but down 17% from the same quarter last year to...

Charter says rural market growth ‘on track’ following Q1 results

Rural customers are 'purchasing products beyond Internet,' says Charter CFO While Charter Communications reported $6.65 EPS for the Q1 2023 quarter, missing analysts’ consensus estimates by $0.56 per share, it still managed to post a revenue of $13.65 billion for the same period, a 3.4%...

Kagan: Changing world of Operator, 911 Emergency, Directory Assistance

It’s time we start thinking about Operator, 9-1-1 Emergency and Directory Assistance as a brand-new growth opportunity. What if you need help, called the Operator or 9-1-1 and the service was no longer there? Traditional services are quietly disappearing. While this is not being...

Deutsche Telekom finally takes T-Mobile US majority

Deutsche Telekom now has a 50.2% stake in T-Mobile US Germany's Deutsche Telekom (DT) has finally surpassed a 50% stake in T-Mobile US after years of steadily increasing its ownership in the American company. During a DT general meeting held this week, CEO Timotheus Hoettges...

Kagan: Does the 2022 Huawei Annual Report show start of comeback?

Last week, Huawei released their 2022 Annual Report. It seems the company is adjusting to what it calls "the new normal," and is starting to show positive results. Huawei says the “crisis mode” is over as it focuses on growth. If that is true...

The Sunday Brief: First quarter earnings questions (Part 1)

jim@pattersonadvice.comMar 26, 2023, 3:21 PM (16 hours ago)to jim Greetings from the Midwest as we slowly turn from winter into Spring.  Pictured is the Wayne County (Nebraska) courthouse from the week of March 13.  Still a good snowpack even as late as last week.  This week’s Brief is...

Liberty Global to launch takeover bid for Belgian telco Telenet

Liberty Global also said the intended offer would be an offer in cash at a price of 22 euros ($23.7) per share Liberty Global said it intends to launch a voluntary and conditional public takeover bid for all the shares of Belgian operator Telenet Group...

Qualcomm CEO: ‘The best…is yet to come’

As diversification strategy plays out, Qualcomm tells shareholders about momentum in automotive, edge networking, IoT “We’re very excited about the future of Qualcomm,” CEO Critiano Amon said earlier this month at the company’s annual shareholders meeting. “And we continue to believe that the best of...

The Sunday Brief: The dust settles—telecom after COVID

Greetings from the Southeast and the Midwest as winter transitions into spring.  In this Brief, after a full market commentary, we will provide a retrospective on larger macro trends since the 2020 shutdown (pictured is Bossy Beulah’s, a favorite lunch spot during COVID that...