Qualcomm is the quintessential American tech company steeped it engineering excellence. Its genesis was the development of a new wireless standard called CDMA. Initially, it was written off as a failure, often ridiculed by its larger global rivals. It created …
Competition
Telecom has become recession proof
Inflation has become a top-of-mind concern for everyone, leaving consumers, businesses, and the investment community on the edge of their seats. How are consumers reacting to the largest increase in prices of the last four decades? Which businesses get impacted …
Cable leads in mobile, mobile leads in broadband
The converged communications industry is undergoing significant change. It has been well reported that fixed wireless access has captured most of the broadband industry’s growth, followed by fiber, with cable not adding customers, while DSL gets rapidly replaced. Recon Analytics’ …
The crux of Verizon’s problems
In case you are just tuning in, Verizon has been going through a rough time for about two years now. In fall 2021, it replaced Ronan Dunne as CEO of Verizon’s Consumer Group (VCG) as it struggled before filling the …
Spoiler Alert: There is No Broadband Nirvana in Europe
Lessons from the Field
Lessons from the Field
There is broad agreement in the United States that we need to increase broadband coverage and make broadband more affordable for low income Americans. To arrive to that conclusion, it is unnecessary …
Broadband for All – who pays? 71% of Americans want Google, Facebook, Amazon and the alike pay for it
Americans overwhelmingly support that broadband should be available to every American and that the funding base to achieve that should be broadened to every company that makes money through the internet.
More than 78% of respondents agreed that broadband internet …
Rakuten Communications Platform wants to conquer the world
Japan’s Rakuten is the first global mobile network operators (MNO) to fully virtualize their networks, with millions of active customers on commercial service. Rakuten has taken their expertise of being a fully virtualized operator to create the Rakuten Communications Platform …
Different strokes for different (chip) folks
In recent years, the FTC raised concerns that Qualcomm’s patent portfolio and unbiased licensing scheme would prevent other companies from manufacturing and selling 5G chipsets, leading to an anti-trust lawsuit that concluded in November 2019. However, the prediction has not …
Large scale carrier aggregation for the win
The Super Bowl is not only the pinnacle of the American Football season, but it is also the show case event for wireless carrier. Every year, every wireless carrier sets aside tens of millions of dollars to improve the wireless …
Tipping the scales of innovation
When Nvidia announced that it was in the process of buying Arm from Softbank, many analysts and industry observers were exuberant about how it would transform the semiconductor industry by combining the leading data center Artificial Intelligence (AI) CPU company …