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Kagan: Key takeaways from AT&T, T-Mobile, Verizon 2Q25 earnings

Where does AI fit into the future of wireless, telecom, broadband, and pay TV? The communications industry with wireless, telecom, broadband, and pay TV has had a very strange decade. That being said, today all three main carriers — AT&T, T-Mobile, and Verizon — seem to...

Galaxy Z Fold7 review — A ‘no-compromise’ foldable tablet-phone

If managed well, the Z Fold7 has the potential to propel this device category from today’s niche to mainstream The tagline of Samsung Galaxy Z Fold7 is “Galaxy S25 Ultra Unfolds.” I found that to be true during my last almost a month of rigorous...

Full duplex innovation – microwave trends for 5G backhaul (Analyst Angle)

Analyst house ABI Research looks at how full duplex microwave innovations are boosting 5G spectrum efficiency, helping operators meet growing backhaul demands, overcome spectrum limitations, and enable high-capacity, cost-effective wireless connectivity. Wireless backhaul is a critical component of any mobile network, as it is the...

Value Creation — Long-term charts, Fab Five vs. Telco Top Five (Analyst Angle)

Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization Given earnings growth in last week’s quarterly releases (four of the Fab Five reporting), one might expect more movement amongst the Fab...

Why the CAIO and AI Analyst are key to company success in AI (Analyst Angle)

Staying up-to-speed with ever-changing AI is critical to gaining a competitive advantage To be successful, it’s all about understanding and implementing the right AI strategy over your competition. Artificial Intelligence is the next, big step. It has been around for decades, but has really turned up...

CBRS spectrum helps US manufacturing grow (Analyst Angle)

All the evidence suggests that a modern manufacturing sector needs dedicated wireless systems The emergence of private 5G networks in the U.S. manufacturing sector is revolutionizing industrial connectivity and competitiveness. At the heart of this trend is the Citizens Broadband Radio Service (CBRS) — a...

The Sunday Brief: 2Q earnings review (Part 1)

Greetings from soggy Kansas City and Cedar Rapids.  Pictured is the crew from this year’s CellSite Solutions 2025 INDATEL Summit dinner.  Nine different companies represented in the picture – an absolutely amazing time.  Thanks to all who participated, and we look forward to seeing...

The 1983 breakup of the Bell System: Here’s how it turned out

A federal judge in 1983 ordered the breakup of the Bell System A federal judge in 1983 ordered the breakup of the Bell System. Through 1983, the U.S. telecom system was dominated by AT&T, which operated as a monopoly. What followed was 40+ years of...

Kagan: How companies use industry analysts, influencers and the media (Analyst Angle)

Executives should understand — and want to win the hearts and minds of — all three As an Industry Analyst and columnist for several decades, I have attended more client briefings than you can imagine. These are from communications companies in wireless, telecom, cable TV,...

Ever-expanding and contracting MVNO markets (Analyst Angle)

Markets grow and then decline as some MVNOs become MNOs or MNO sub-brands What is a Mobile Virtual Network Operator (MVNO) market? For those concerned about competition along the entire mobile ecosystem supply chain with distinctions between network infrastructure and branded retail operations, Mobile Virtual...

Galaxy S25 Edge experience review —A perfect fit if you know what you want (Analyst Angle)

I have been using Samsung’s category-defining Galaxy S25 Edge for the last three weeks and loving it. My biggest realization during that time is that liking this phone comes down to a simple question: “Do you know what you want?”  If you are looking for...

Powering security, but posing new risks: AI’s dual role in telecoms cybersecurity (Analyst Angle)

The GSMA’s latest Mobile Threat Security Landscape report reveals a whole host of AI-enabled security threats There’s no denying AI is changing the face of security in telecoms. From catching fraud to spotting intrusions, it’s enabling operators to monitor vast, distributed networks at machine speed...

The Sunday Brief: Influencing events

PLEASE NOTE – This is the last email edition of The Sunday Brief that we will distribute, going forward, you will receive an email from Wordpress where the online edition is published.  Each online edition includes a downloadable PDF of The Sunday Brief at...

Former FCC Chair Ajit Pai warning America has lost 5G lead to China

Can the U.S. win back the 5G edge — and protect its AI lead? Recently, Ajit Pai wrote in a Wall Street Journal op-ed that the United States of America has lost its 5G leadership position to China. Pai is a former FCC chairman and...

The real 5G debate isn’t technical — It’s about markets and efficiency (Analyst Angle)

The real value of slicing lies in its ability to logically partition network resources within a mobile operator’s existing licensed spectrum Commentary contributed by Dean Bubley to RCR Wireless News earlier this week contended that 5G network slicing is overhyped, but the fact remains that...

Kagan: Wireless now focusing on improved connectivity and quality

Recently, I had an interesting conversation with Fergal Lawlor, who is the CEO of Alpha Wireless, a wireless antenna solutions company established in 2007. I believe antenna design is one of several important new areas that the wireless industry will focus on going forward,...

Slicing is not a replacement for spectrum sharing (Analyst Angle)

Some say 5G slicing is a viable alternative to spectrum sharing or private networks — but it suffers from severe constraints Some wireless industry commentators have suggested that “5G network slicing” is a viable alternative to either spectrum-sharing or the deployment of private (dedicated)...

The Sunday Brief: 2Q earnings preview — the questions no one will ask (but should)

Greetings from Cedar Rapids (Iowa) and Camdenton, Jefferson City and Kansas City (Missouri).  Pictured are some protesters walking by our lunch location in Jefferson City last Saturday (the sign reads “Things are so bad, even the introverts are here”). This gets our prize for...

Kagan: Why Boldyn Networks is pausing private wireless acquisitions

Boldyn Networks' strategy is shifting to focus on organic growth rather than through mergers and acquisitions In previous conversations with Boldyn Networks, and after following their growth, I have seen an aggressive, young company focused on growth through acquisitions. Now, their strategy is shifting, with...

The Sunday Brief: Another disappointing BEAD delay

Greetings from Nashville, Cedar Rapids, and Kansas City.  It has been a whirlwind of activity since Memorial Day, and the summer promises to be filled with even more headlines.  The opening picture is of our first (and definitely not the last) Sunday Brief Fiber Connect get...

Analyst Angle: AI-for-RAN will be a CFO favorite

How will mobile operators use AI/ML to boost capacity and energy efficiency in the radio network? The PR wars have started, and people will stir up a lot of questions. CPU? GPU?   What about the new ARC Compact? Does the RAN have to...

Kagan: Lessons from Motorola Mobility in the AI era (Analyst Angle)

Motorola, once a telecom giant, nearly collapsed in 2011 — instead, it split into Motorola Solutions and Motorola Mobility The Motorola story is one we can all learn from. It has had its highs and lows, and once again, it is reinventing itself. That calls...

The U.S. should defend, evolve and extend CBRS (Analyst Angle)

The forced relocation of CBRS licensees to other bands would irreparably damage a growing industry and its ecosystem Some recent press articles and an open letter from Senator Cantwell to Defense Secretary Hegseth have suggested that the Department of Defense (DoD) and the Federal Communications...

Kagan: Is Charter-Cox cable TV merger a sign of things to come?

Why do cable TV companies need to be early on next merger wave? It looks like cable TV has begun its next change wave. Over time, it has been through many different levels. Until around two decades ago, this industry was growing. Back then, M&A...