News

Wireless

Jeff Kagan | Equities.com |

U.S. Cellular has a new leader, Laurent Therivel, who became President and CEO as of July 1. What should we expect from U.S. Cellular under its new CEO? Let’s take a look at Therivel, U.S. Cellular, the wireless marketplace and what we can expect next.

At 45 years of age, Therivel came to U.S. Cellular after 10 years at AT&T. Most recently he was the CEO of AT&T Mexico. Before that he was COO of IPcelerate, a VoIP applications company.


Jeff Kagan | Equities.com |

Qualcomm is on a roll. The company just resolved its dispute with Huawei and created a new patent deal. Investors loved how this will increase Qualcomm's revenues by nearly $2 billion in the fourth quarter sending the stock soaring. As 5G continues to roll out not only across the United States, but in fact the entire world, there is an incredible growth opportunity ahead. Let’s explore.

Qualcomm has built the most extensive licensing program in the wireless industry. This new patent license agreement with Huawei makes that position stronger than ever. This is good news for both Qualcomm and Huawei.


Jeff Kagan | Equities.com |

There are plenty of news stories in the media about how cable TV is shrinking and how this is impacting every player. Oftentimes, however, the media does a poor job of explaining that Pay TV is changing, not dying. Investors, customers, workers and more need to understand the difference between cable TV and the move to pay TV or IPTV. True, traditional cable television is shrinking. However, non-traditional pay TV will continue to grow going forward.

What does that mean exactly? Traditi...


Jeff Kagan | Equities.com |

The Fortune Brainstorm Health conference showed how the current pandemic is creating a sudden and enormous growth opportunity for so many new technologies and companies in TeleHealth, TeleMedicine and TeleSurgery using wireless and wire line networks. Because of the coronavirus this is now on the fast-track for growth. Will this growth continue?At the conference, conversations among industry leaders said two important things. One, TeleHealth growth is exploding during the Covid-19 pandemic. Two,...


Jeff Kagan | Equities.com |

What brought Blackberry down? This smartphone was a phenomenon that grew in popularity and market share for years. Crackberry was a term used to describe this device because it was so addictive for users. Then the Apple iPhone and Google Android entered the scene and Blackberry growth crashed. It could have survived but did not. Let’s take a closer look and learn important lessons on the rise and fall of Blackberry.Blackberry became one of those companies that captured the imagination of the m...


Jeff Kagan | Equities.com |

Covid-19 has impacted every company in every sector. Some have shown growth like Amazon, Walmart and Target. Others are doing business the same as always, like Qualcomm, AT&T, Verizon and T-Mobile. The vast majority of companies have taken a temporary hit due to the pandemic.However, the good news is we are starting to see a rapid recovery in some areas as the marketplace re-opens. It is expected that many businesses in certain industry sectors will see a rapid return to growth.This is where...


Jeff Kagan | Equities.com |

Comcast Xfinity Mobile is the first cable TV competitor to offer 5G wireless services. Comcast, Charter and Altice are the three largest cable television companies. They all are wireless resellers. Earlier this year Spectrum Mobile said they would launch 5G. However, Xfinity Mobile just did.Let’s take a look at how the cable TV industry is doing in wireless.After first trying and quickly failing the enter the wireless space several years ago, the cable TV companies tried a second time. This ti...


Jeff Kagan | Equities.com |

Buying stocks from communications companies like AT&T and Verizon used to be easy. All phone companies and all cable TV companies stayed in their lanes in different regions of the USA. Looking forward, AT&T, Verizon and Comcast are on very different growth paths. So, let’s take a closer look at the differences between these three companies and my growth expectations for each. All three companies are good investments, but for different reasons. Knowing the difference is important. Their...


Jeff Kagan | Equities.com |

AT&T and Comcast are the two key companies that are transforming and expanding the telecommunications industry. This started 15 – 20 years ago and is continuing today. Looking backwards, we see all these different industry segments as separate. Looking forward, they are all coming together and expanding. Let’s take a closer look at AT&T and Comcast as leaders of the changing industry.In the 1990s, each industry segment was separate. Different companies competed in each segment like l...


Jeff Kagan | Equities.com |

There seem to be two different sides regarding how the wireless industry is being impacted by COVID-19. There are three major sectors of the wireless industry and companies are seeing both strength and weakness right now. Let’s explore how coronavirus is impacting each of the companies in the wireless industry. First, the good news is the 5G rollout seems to be continuing to roll out as rapidly as ever. At the same time smartphone and tablet makers are seeing a drop off in new sales. And netw...