BROWSING: Analyst Angle

Greetings from Denver, St. Louis, Kansas City, Charlotte/ Davidson and many points in between.  Pictured is the full table of BBQ alternatives from Jim’s trip to LB Network’s annual BBQ and Dessert Competition.  What an honor to be able to judge eight terrific entries (including a...

Artificial Intelligence will ebb and flow, but growth will continue A recent Wall Street Journal had a curious article titled: “The AI Revolution is Already Losing Steam.” That was curious as this past year was explosive with AI growth. CEOs of leading companies are now...

Recently, I had lunch with the CEO and senior executives of WMS, who wanted to get on my radar. They are one of the quiet companies in the wireless space that nonetheless has an important role in today’s cruise ship industry. In todays always...

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...

Greetings from Iowa and Missouri.  Pictured is our neighbor’s elaborate balloon arc for their daughter’s graduation bash (it’s even more impressive than the photo). This has been another full news week, including an announcement by Comcast at last week’s MoffetNathanson Technology, Media, and Telecom...

Wireless executives need to prepare for the next growth wave Over the past fifty-years, wireless has been a leading growth industry. That being said, at any specific point in time, different areas of wireless are hot, as other parts cool down. So, let’s take a...

Connectivity Expo or Connect (X) is a wireless conference soon coming to my hometown, Atlanta! This should be a powerful wireless industry event. It brings together top-level speakers from various companies, the FCC and more. It’s also a great place to network with a...

Apple has just shown its new lineup of iPads including Pro models with “outrageously powerful AI chips.” The company said the M4’s neural processing unit is more powerful than any “AI PC today.” The chip’s video and photo-editing capabilities were demonstrated. Apple is also reportedly...

Cinco de Mayo greetings from the East Coast and the Midwest.  Lots of upcoming travel in the schedule as Jim will be attending the Broadband Communities Summit in Houston this week.  If you are there and would like to trade notes, feel free to reach out...

New entrant 5G facilities-based national mobile network operator (MNO) DISH Wireless selected Crown Castle to provide up to 20,000 tower collocation cell sites for a fixed monthly rental fee in a lease agreement signed November 2020. In addition to space on the towers for...

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...

Private wireless will work with, not replace Wi-Fi and public wireless US Cellular is focused on growing their business in the private wireless space. They may be the largest wireless carrier in the USA after Verizon, T-Mobile and AT&T. They see a new growth opportunity...

Private wireless has been one of the areas with so much growth potential and promise. Many smaller companies entered the space with big ideas. The problem was many were smaller companies without a lot of cash flow. New sectors take time. While the idea...

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...

Wireless has been with us for half a century already. In the 1990s, it switched from analog to digital. Then the iPhone and Android started the wireless data rush over the past two decades. That being said, there are always growth opportunities and challenges....

After several rocky years, Huawei is once again showing growth. Over the past year, they have performed well. That being said, I have a few new questions. Is their recovery sustainable? Can they build upon it? What is the next step for Huawei, and...

At the Mobile World Congress (MWC) this year, virtually all industry players exhibiting at the show centered their messaging around Artificial Intelligence (AI), presenting modular Proofs of Concept (PoCs) and demonstrating how new AI applications can address specific pain points in isolation, including the...

Coopetition is when competitors work as partners and both win Over the years, we have been watching the wireless and telecom industry change and expand into new technologies like Private Wireless, Wi-Fi 7 and FWA. Plus, other new tech like AI, IoT and much more...

Coopetition with 5G and AI will impact wireless and other industries A few decades ago, there was something new and interesting happening and we gave it a name. We called it coopetition. This is when competitors find a reason, even a need, to work together...

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...

Wireless speed and security increased on 5G, 6G, satellite and NFC At Mobile World Congress in Barcelona, I look for interesting companies and stories. TM Technologies and Quantum Resistant Cryptography or QRC are one of those stories. They announced that they teamed up to increase...

Greetings from Spain, Florida, and the Midwest.  Pictured is Jim wearing a replica Roman emperor helmet while visiting filmmaking friends in Madrid.   This has been an action-packed two weeks with Mobile World Congress and the C3 Transform conference.  This week, we will have a...

Next: private wireless, 5G-Advanced, satellite, FWA home internet As wireless is changing and expanding, it is important to understand what is happening. New areas include 5.5G, AI, 5G-A or 5G-Advanced, satellite broadband, private wireless, FWA and 5G Home Internet, IoT and more. Going forward, these...

Communication Service Providers (CSPs) are overhauling networks for the Artificial Intelligence (AI) future: investing heavily in AI solutions to address current challenges, collaborating across organizations (e.g., Artificial Intelligence Operations (AIOps)), and reforming within them (e.g., centralizing AI teams). As comprehensive as these accommodations for...