Carrier/Wireless

Baltic Disruptors Connect The Dots With Cellular Infrastructure

By / Carrier/Wireless, Research / August 17, 2021

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

By / 5G, Autonomous Vehicles, Carrier/Wireless, Research / July 17, 2021

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

By / Carrier/Wireless, Cloud infrastructure, Enterprise Networking, Research / July 17, 2021

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

By / 5G, Carrier/Wireless, Research / March 11, 2021

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

By / Carrier/Wireless, Enterprise Networking, Research / January 25, 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

By / 5G, Carrier/Wireless, Research / November 24, 2020

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

By / Carrier/Wireless, Cloud Services and Enterprise Software, Corporate, Research / November 8, 2020

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

By / 5G, Carrier/Wireless, Corporate, Personal Computing, Podcast, Research, Semiconductor, Wireless / September 17, 2020

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

By / 5G, Carrier/Wireless, Corporate, Research / August 31, 2020

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

By / 5G, Carrier/Wireless, Research / August 20, 2020

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

By / Carrier/Wireless, Research / July 29, 2020

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

By / Carrier/Wireless, Research / May 4, 2020

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

By / 5G, Carrier/Wireless, Research / April 20, 2020

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

By / Carrier/Wireless, Enterprise Networking, Research / March 6, 2020

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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Cisco Systems Goes Big On 5G

By / Carrier/Wireless, Cloud Services and Enterprise Software, Research / March 6, 2020

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 …

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Honeywell And Verizon Go After The Smart Meter Market Together

By / Carrier/Wireless, Internet of Things IoT, Research / March 2, 2020

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 …

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AWS Wavelength Could Supercharge 5G

By / Carrier/Wireless, Research / December 16, 2019

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 …

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Latvia And Its 5G Path to Prosperity

By / Carrier/Wireless, Research / December 16, 2019

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 …

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3 Key Insights Into Nokia’s Path To Long-Term Success

By / Carrier/Wireless, Research / December 2, 2019

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 …

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Qualcomm Fires On All Cylinders At 5G Summit 2019

By / Carrier/Wireless, Research / November 11, 2019

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 …

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