Carrier/Wireless

Fiber Is Foundational For AT&T’s Long-Term Success

I recently had the opportunity to spend two days with AT&T executives and its senior management team in New Orleans during the Men’s NCAA Final Four Tournament. AT&T is a sponsor of March Madness. I loved how the company ran a series of television spots involving spokesperson Lily interviewing her possible “substitutions” while she attended …

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Aruba Atmosphere 2022 Showcases HPE’s NaaS Journey

I recently attended HPE Aruba’s annual Atmosphere (ATM) event (in person, no less!) in Las Vegas. It was refreshing to be back physically post-pandemic. A lot has changed for the networking infrastructure provider. Former founders and CEO Keertie Melkoke and CTO Partha Narasimhan left the company mid-last year, and new leadership is in place at …

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RESEARCH PAPER: Moor Insights & Strategy coverage of Mobile World Congress 2022

Mobile World Congress (MWC) was held in Barcelona, Spain, and was attended by top analysts at Moor Insights & Strategy, including Anshel Sag, Will Townsend, and Patrick Moorhead. Moor Insights & Strategy analysts covered the top tech areas, including mobile device and chipset announcements, networking, 5G, edge, carrier services, and IoT. You can download the …

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T-Mobile Introduces First 5G Automotive Service With BMW, Called ‘Magenta Drive’

T-Mobile and BMW announced this week that T-Mobile’s 5G network will be the first to offer unlimited voice calling and unlimited 5G data to the 2022 BMW iX xDrive50 and future BMW vehicles. It is the first realized step towards a broader push by the auto industry towards a Vehicle as a Service (VaaS) model.  …

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Qualcomm And HPE Team Up For 5G Infrastructure Collaboration

Qualcomm is the undisputed leader in the 5G ecosystem from an end device perspective. The company’s Snapdragon silicon is in many smartphones and connected devices. In a logical move, Qualcomm punctuated its entry into the cellular infrastructure space with a second-generation 5G RAN Platform for Small Cells (FSM200xx) in the summer of 2021. The design …

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Why 3GPP Just Works– Multiple Generations Of Global Cellular Standards And Solid Execution

There has been much talk about 5G and the 5G global standard these last few years as geopolitics has heated up across the world and challenged what we know about the global economy. With 5G becoming an increasingly important component of what drives the global economy, there has been a renewed focus on the 5G …

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Baltic Disruptors Connect The Dots With Cellular Infrastructure

I have had the opportunity to visit the Baltic Region of Europe twice in the past. Composed of Estonia, Latvia and Lithuania, the Baltics have become a hotbed for technology development. Startups Printful and Bolt, who I’ve written about in the past, both found entrepreneurial successes in the region. Similarly, much of Skype’s coding occurred in Estonia. I …

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T-Mobile And Halo Team Up To Launch 5G Semi-AV Taxi Service

This week, Halo Launched its driverless car service in Las Vegas, Nevada, one of the first forms of semi-Autonomous vehicle services to launch. With the help of T-Mobile and its nationwide 5G network, Halo will begin driving on Las Vegas’ public roads earlier this year. I have said in other blogs that I believe Autonomous …

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AT&T Puts Its 5G Future In The Azure Cloud

As an analyst, I follow all the tier one mobile network operators on the globe. Each is unique in regard to their subscriber base, vertical market focus and investment areas, and AT&T is no exception. The operator’s investment in research and development is impressive, as demonstrated by its Bell Labs efforts and Linux Foundation networking …

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T-Mobile Goes After Businesses And AT&T And Verizon Should Be Concerned

T-Mobile has gone through numerous changes in the last few years, one being that the “Uncarrier” has expanded the aperture beyond consumer. For years, T-Mobile has focused on bringing disruption to the consumer segment, but it chose not to balance its business services efforts.  The good news is that T-Mobile’s acquisition of Sprint brought many …

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Three Cellular Networking Predictions For 2021

As we put a tumultuous 2020 in the rearview mirror, there are a number of exciting developments unfolding in the world of cellular networking. As a technology analyst that spends a significant time with both infrastructure providers and carriers, I anticipate three things gaining momentum in 2021: 5G private networking, Open RAN and the widespread …

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Just The Facts: T-Mobile Weighs In On 5G

As the end of a tumultuous 2020 approaches, the hype around 5G is in high gear. Apple’s recent 5G iPhone 12 announcement has gotten consumers excited about having the next generation of cellular connectivity in the palm of their hands. Operators worldwide are once again touting their respective 5G capabilities and network prowess. Many operators …

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It’s Official- Marvell Acquiring Inphi For $10B That Boosts Its Cloud And 5G Opportunities

I had the chance to talk last night with Marvell CEO Matt Murphy and optics leader Inphi CEO Dr. Ford Tamer on its deal valued at $10B, which considerably expands Marvell’s market opportunity in the cloud data center and 5G end markets. Marvell has been growing incredibly over the past three years, which I documented here after …

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The Ins and Outs of Patents and Intellectual Property- A Six Five insider With PatentSight’s Managing Director

On this special episode of The Six Five – Insiders Edition, hosts Patrick Moorhead and Daniel Newman are joined by Will Mansfield, Director of Consulting and Customer Success for PatentSight to discuss the ins and outs of patents, intellectual property and the value of patent data in our current technology climate. In our conversation, Will, …

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The Many Moves That Pushed T-Mobile Ahead Of AT&T

T-Mobile recently announced that it has surpassed AT&T in total number of customers becoming the #2 wireless provider in the United States. T-Mobile has gone through many major changes in an incredibly pivotal time not only  amid COVID-19 and its integration with Sprint, but also as wireless carriers deploy 5G networks..   If you have been keeping up with Moor Insights & Strategy’s five-part series about 5G, you would know that T-Mobile has set itself up to deliver a balanced mix …

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T-Mobile Is The First Carrier Globally To Launch Nationwide Standalone (SA) 5G

Many carriers around the world raced last year to be the ‘first’ to launch 5G; those networks were built upon the foundation of 4G networks in a type of 5G mode called non-standalone (NSA). This means that the device needs to have both 4G and 5G signals to work because to save time and money, …

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How T-Mobile’s ScamShield Rises Above AT&T And Verizon Offerings

T-Mobile announced a new call fraud blocking service called ScamShield today. Fellow analyst Anshel Sag and I wanted to weigh in on the specifics, how it compares to existing offerings from AT&T and Verizon, and where we believe T-Mobile is delivering added value to its subscribers above its competitors. T-Mobile ScamShield  T-Mobile’s announcement is a …

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The Latest Chinese Supply Chain Restrictions And Its Impact To The Telco Industry

Creative Commons CC0 License US DEPARTMENT OF DEFENSE The trade debate between the United States and China has been hard fought by both sides since the beginning of 2018. Flash forward to the spring of 2019, and the U.S. began to place restrictions on Huawei to limit its ability to purchase needed components from U.S. manufacturers …

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The New T-Mobile Will Be A 5G Powerhouse With Completion Of Its Sprint Acquisition

It’s hard to believe that nearly two years ago, T-Mobile announced the company’s intention to acquire Sprint and create the ‘New T-Mobile’. In order to complete the merger, T-Mobile had to make a number of concessions to regulators. One of the biggest concessions was the creation of a fourth new carrier in Dish and the jettisoning of certain …

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TechChill 2020 Is Hot For Connectivity

Last week marked my second visit to the beautiful city of Riga, Latvia, for the ninth annual TechChill startup event. The show focused not only on 5G (my main love), but also blockchain, MedTech, FinTech, and Greentech—that’s a lot of tech! I spent nearly three days in the Baltics with a number of innovative companies and startups. …

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