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Telecommunications

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 |

It seems the more we build the Internet, the more capacity and reach we need. There have always been roadblocks to building this vast network, however, and this problem is only growing and has been slow and expensive to fix. One such roadblock is crossing a river, stream or lake. Now, optical wireless communications technology solves this problem.

When installing the Internet network, often the deployment reaches water like a stream, river or larg...


Jeff Kagan | Equities.com |

 

Wireless leaders Verizon, T-Mobile and AT&T leave behind pay TV, entertainment and television networks and go back to their core mobile and telecom business. At the same cable TV companies Comcast Xfinity, Charter Spectrum and Altice continue to show growth outside of their core pay TV space. They are showing growth in wireless and broadband.

 

Let’s take a closer look at how cable TV giant Charter Spectrum is doing and what thei...


Jeff Kagan | Equities.com |

Earlier this week AT&T announced it will be spinning off WarnerMedia assets to Discovery. Going forward, that means AT&T will stick to its core services which means wireless, Internet and telecom for consumers and businesses. So, let’s pull the camera back and take a longer-term, historical perspective on what this means for the company, its investors, customers and workers — and for the larger industry.


Jeff Kagan | Equities.com |

What is Frontier Communications' growth plan moving forward as it emerges from bankruptcy? According to new CEO Nick Jeffery, we should expect a very different and forward-thinking company. That’s good news.

As a Wireless and Telecom Industry Analyst and columnist, I have followed the company and its competitors for decades.


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 |

LG Electronics announced Monday that it will close its smartphone business with a full exit planned by the end of July.

In a press release, the South Korean tech giant said leaving “the incredibly competitive mobile phone sector” is a “strategic decision” that will enable it to focus on smart home products, electric vehicle components, robotics, artificial intelligence, business-to-business products and other connected devices.


Jeff Kagan | Equities.com |

Millennials — those between 25 and 40 years of age — have overtaken baby boomers as the largest group of adults. As such, they are now the target market for most consumer companies. This group has a very different vision and takes a very different approach to investing. So, what changes can we expect to come in the wireless investment world?

We are already seeing changes in stock market trends. One example is the recent incidents with Robinhood investors and stocks like GameStop. This may be the some of the very early signs of how these new trends will reshape the world of investing going forward.