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 …
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, …
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 …
The Many Moves That Pushed T-Mobile Ahead Of AT&T Read More »
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, …
T-Mobile Is The First Carrier Globally To Launch Nationwide Standalone (SA) 5G Read More »
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 …
How T-Mobile’s ScamShield Rises Above AT&T And Verizon Offerings Read More »
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 …
The Latest Chinese Supply Chain Restrictions And Its Impact To The Telco Industry Read More »
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 …
The New T-Mobile Will Be A 5G Powerhouse With Completion Of Its Sprint Acquisition Read More »
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. …
Despite the cancellation of Mobile World Congress Barcelona, Cisco Systems launched a number of initiatives this week that appear to be follow ups to its “Internet for the Future” announcement from last mid-December. The prior announcement was punctuated with portfolio updates spanning optics, silicon and software. This announcement is focused specifically on the service provider …
I’ve been familiar with Honeywell for quite some time and you’ve heard of them for sure if for nothing else than consumer HVAC. Historically it fell outside of my purview of coverage due to the fact that it was primarily focused on operational technology. However, the company has been making very big moves lately that …
Honeywell And Verizon Go After The Smart Meter Market Together Read More »
Amazon Web Services (AWS) re:Invent wrapped up last week in Las Vegas. There was a lot to digest at the event, but my firm’s principal Patrick Moorhead captured five key takeaways. If interested, you can find his article here. What caught both our attention was the AWS Wavelength announcement and partnership with Verizon in the United …
I had the opportunity over the Thanksgiving holiday to visit Riga, Latvia and attend the second annual 5G Techritory conference. Riga is a beautiful city—it was founded in 1201 and quickly grew to become one of the main centers of trade in the Baltic Sea region. Over the centuries Latvia has struggled under the control of conquering …
As a networking infrastructure analyst, I’ve traveled the world to spend time with the likes of Ericsson, Huawei and Samsung to understand their overall 5G strategies. I finally found the same opportunity this week to spend three days with Nokia at its global analyst forum in Finland. It’s no secret that I’ve been critical of …
3 Key Insights Into Nokia’s Path To Long-Term Success Read More »
I had the opportunity mid-October to spend time with Qualcomm at its 5G Summit in Barcelona. There was a bit of excitement with the separatist protests that occurred the same week, but I came away with a new appreciation for how the company is shaping 5G now and into the future. I would like to share my …
Qualcomm Fires On All Cylinders At 5G Summit 2019 Read More »
Everyone wants to talk about mobile 5G and how they are leading in the space. However, the reality is that mobile 5G is a broadly encompassing wireless standard that will change the way we view the future of cellular communications and the possibilities like never before. As such, it takes a deeper understanding to evaluate …
Who Is ‘Really’ Leading in Mobile 5G, Part 6: Policy, Regulation And Consortia Read More »
My family represents three generations of University of Texas (UT) students: my father, brother, and myself are all proud Austin graduates, and today my oldest daughter is enrolled at UT Dallas to study computer science and animation. With this background, and my role as a tech analyst focused on wireless telecommunications and enterprise networking, I …
The University Of Texas’ Impact On 5G And Wireless Communications Read More »
This article is Part 5 of 6 in Moor Insights & Strategy’s series on mobile 5G leadership, focusing on current (not future) global carrier deployment of 5G networks. In Part 1, we analyzed 5G intellectual property and patent leadership. In Part 2, we examined the 5G chipset ecosystem, and in Part 3we reviewed manufacturers integrating 5G components into …
Who Is ‘Really’ Leading in Mobile 5G, Part 5: Global Carriers Read More »
It’s been a hard-fought battle for T-Mobile and Sprint, but last Friday the U.S. Department of Justice sided with the Federal Communications Commission in granting approval to the merger. There are conditions to the deal: the companies will divest prepaid businesses and spectrum to Dish Network and grant Dish access to the new T-Mobile ’s network and retail locations as …
Why The T-Mobile-Sprint State AG Lawsuit Will Settle Read More »
The 3rd Generation Partnership Project (3GPP) is tasked with setting the standards for wireless wide area networking and mobile communications. As its name might indicate, this started with 3G, the network standard supported on the first Apple iPhone back in the early 2000s. Today, the 3GPP covers existing 2G, 3G, and 4G LTE infrastructure as well as future …
Relocated from my hometown of Austin to Denver and re-branded for 2019, the Light Reading Big 5G Event last week did not disappoint. There was outstanding representation from the likes of infrastructure providers Cisco Systems, Ericsson, and Huawei , as well as mobile operators Sprint, Verizon, AT&T, and Telus. It’s also worth noting that it was the third conference I’ve attended recently …
