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 very different. After starting with lots of small companies, today we now have three...
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 on the company here) in Boston earlier this month. Third quarter earnings start next week...
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 CTIA claims was the total amount of mobile data traffic in the US in...
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 working seamlessly together. Apple’s messaging convergence on iPhone and Mac, Androids increasing integration into...
Verizon is expanding its fiber footprint as it also continues to expand its fixed wireless access offering
Last week Verizon announced it would spend $20 billion to acquire Frontier, picking up the latter’s customer base and fiber assets. Speaking this week at the Goldman Sachs...
The GSA found that shipments of 4G/5G FWA CPE are expected to grow 23%, hitting 37.5 million units in 2024
The results of the GSA’s Fixed Wireless Access (FWA) CPE market survey, which gathered responses from 30 CPE vendors, indicated that shipments of 4G/5G FWA...
FWA 5G wireless broadband may be the next competitive battleground
Broadband seems to be gearing up to be the next competitive battleground. Traditionally, Cable TV and telephone companies offer wireline broadband. Suddenly, wireless carriers are starting to use FWA to offer wireless broadband. So, let’s...
The telecom sector is undergoing a significant transformation due to rapid technological advancements in AI, cloud computing, 5G, evolving customer expectations and a growing demand for seamless connectivity. Fixed wireless access (FWA) is also emerging as a key growth area, particularly in regions where...
Fixed Wireless Access (FWA) 5G is defining the U.S. broadband market, empowering U.S. mobile network operators (MNOs) to rapidly expand their footprints and effectively absorbing all broadband subscriber growth in the market since mid-2022, according to a recent report from OpenSignal.
For instance, AT&T reported...
Verizon reported improvements to its cash flow and wireless revenue for the fourth consecutive quarter, as well as double-digit broadband subscriber growth
Verizon released second quarter 2024 results today, reporting improvements to its cash flow and wireless revenue for the fourth consecutive quarter, as well...
A remarkable shift is underway in Africa. Driven by the world's youngest and fastest-growing population, dynamic companies across the vast continent continue to revolutionise diverse sectors, from transport to financial services and renewable energy. As a result, Africa will account for eleven of the...
Samsung sees BEAD funding as a potential catalyst for more fixed wireless access deployments
There are two major and complementary trends playing out in the U.S. mobile network operator market. First, 5G-enabled fixed wireless access (FWA) has emerged as the primary growth driver for the...
AT&T, T-Mobile and Verizon are using FWA against Xfinity, Spectrum and Optimum
All things always change. Consider wireless, telecom and cable TV. Everything in the process of reinventing itself with new competition and new technology. Wireless has been a growth industry for roughly fifty-years. The...
'Convenience is the clear advantage'
U.S. consumers are primed to accept Fixed Wireless Access service as a primary connectivity option, and those who have it don't intent to switch any time soon, according to a new report from Ericsson's Consumer Lab.
Of U.S. households which...
Greetings from Atlanta and the Midwest. Pictured is a vintage t-shirt (from the Royals 2003 season) proclaiming what die hard fans are saying as team continues to be a contender throughout April for the first time in nearly a decade. Last night’s loss snapped...
As 2024 progresses, the momentum behind mmWave fixed wireless access (FWA) technology shows no signs of slowing down. 2023 witnessed several milestones proving mmWave's potential to deliver faster data speeds, lower latency, and higher bandwidth compared to other wireless technologies. With expanded global deployments...
Greetings from the Carolinas and the Midwest. Our Davidson dinner included local telecom/ tech leaders as well as many Davidson students. A great way to get caught up with several of you – thanks for making the evening so special.
We have a full market commentary...
As it develops foundational 6G technologies, Qualcomm is focused on delivering “maximum impact” for future use cases, sustainability and network TCO
Qualcomm has been instrumental in developing foundational wireless technologies, as well as using its work to help with relevant global standardization activities, since the...
Cable Television faces serious growth threats and growth opportunities
Samsung recently asked me to give a presentation to their CEO, senior executives and others in the company, worldwide, about how new tech like AI and 5G are transforming the various industries they operate in, including...
AT&T now offers its Internet Air service in nearly 60 locations
AT&T has substantially expanded the eligible service areas for its A&T Internet Air Fixed Wireless Access (FWA) service, and now serves parts of 59 markets, up from 35 at the end of the...
T-Mo, Verizon are gaining cable, DSL customers
Fixed Wireless Access services offered by telecom carriers are succeeding in winning customers away from cable and DSL service providers, according to new analysis from Ookla, but competition in the space is expected to ramp up in the...
Asked if he’s ready to build 6G, Verizon CFO says, “Not at all”
While Verizon stock prices have been on a bit of a wild ride this year, the operator’s CFO projected confidence in a discussion at the Morgan Stanley European Technology, Media and Telecom...
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...
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,...
