News

5G

Jeff Kagan | Equities.com |

Why AT&T, T-Mobile and Verizon lost interest in pay TV. Why they now see 5G, wireless and Internet as their real growth opportunities for the next decade.


Jeff Kagan | Equities.com |

We are still in the early innings of the massive and new 5G wireless game. To date, Qualcomm seems to be doing very strong business here in the USA and, in fact, globally. The company's recent earnings report for its fiscal second quarter says earnings per share and revenue continued to show strong growth.

To tell you the truth, looking forward, I don’t see anything standing in Qualcomm's way. This growth curve should continue as strong as it is today for years to come.


Jeff Kagan | Equities.com |

Huawei is a global, wireless network and smartphone powerhouse. That being said, the US government has pushed back against it for quite a long time. It started a decade ago with 4G and continues today through 5G. Huawei really wants a piece of the US marketplace, but President Trump said no. And so far, it looks like President Biden is not changing course.


Jeff Kagan | Equities.com |

Wireless is the hottest industry. We’ve watched it grow and change continually for decades. Now with 5G, wireless is reaching an entirely new and expansive level. That means many companies in the wireless space will grow rapidly and succeed.

That does not mean every wireless company will do well. Many will struggle and even fail for a variety of reasons. How do you choose the right company as a customer, an employee or investor?


Kimberly Redmond | Equities.com |

Taiwan Semiconductor Manufacturing Co, the world’s largest contract chipmaker, plans to invest $100 billion over the next three years to expand its manufacturing capacity to keep up with rising demand. 

On Thursday, the Taiwan-based company said it will use the funds to “increase capacity to support the manufacturing and [research and development] of advanced semiconductor technologies.” 


Jeff Kagan | Equities.com |

The reason T-Mobile is growing faster than Verizon Wireless and AT&T Mobility is simple, but it's not what you think. It’s not that it has a better network or lower costs. The reason is that, over the last several years, T-Mobile started to upgrade its network and it started marketing better. It’s really that simple.


Kimberly Redmond | Equities.com |

Nokia Corporation (NYSE: NOK) plans to cut 10% of its workforce over the next two years to free up money to invest in its 5G networks business.

On Tuesday, the Finnish telecommunications company said it will eliminate between 5,000 and 10,000 jobs over the next 18 to 24 months.


Jeff Kagan | Equities.com |

Verizon and Verizon Wireless are looking better than they have in several years. The new CEO Hans Vestberg seems to be focusing on its core services, and the company looks stronger than ever.


Jeff Kagan | Equities.com |

The wireless world has always been a very noisy place. With 5G and other technologies, all wireless players are trying their best to get their messages heard, so they can remain leaders in the market's eye. That being said, things have been eerily quiet at both T-Mobile and Dish Network's wireless operations. Why?

These are two different companies, two different approaches and two different stories, but they have plenty in common as well.


Kimberly Redmond | Equities.com |

Qualcomm announced it will acquire NUVIA, a chip start-up, for $1.4 billion, to help it “meet the demands of next-generation 5G computing.”

In an announcement Wednesday, the wireless technology company said it plans to integrate NUVIA’s CPUs across its entire portfolio of products, including smartphone chips, laptop processors and advanced driver assistance systems.

The acquisition is expected to give Qualcomm fresh ideas for chip designs as it faces growing competition from other chipmakers like Intel as well as from companies that used to be core partners like Apple.