A very American dispute. The issue of AM radio in vehicles sold in the USA has been debated for many years, but electrical vehicles (EVs)bring this issue to a head...
Turns the corner but no one is listening. Ouster reported good results and strongly signalled that it has turned the corner, but the uninhabited conference call gave a strong impression...
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t make 5G devices, they will...
Ericsson – Blowing sentiment Mobile World Congress 2023 is about to start, but Ericsson has gotten things off to a bad start with a further 8,500 layoffs indicating that life...
Huawei puts a brave face on it. Huawei reported 2021 FY results that highlighted just how badly the company has been hit by US sanctions despite an effort to dress...
After 20 years, corporate governance is once again a problem. 18 years ago, Ericsson’s corporate governance went from awful to not great but now with its latest blunder, the pressure...
AT&T admits that it can’t compete. By selling its Network Cloud platform to Microsoft and moving all of its 5G core over to Azure, ATT is admitting that it cannot...
The OpenRAN pieces may not fit together very well. Vodafone is launching OpenRAN on its network in what looks like an experiment to test whether or not OpenRAN can fulfill...
Huawei finally hits the wall. After nearly 2 years of ducking and diving combined with superlative execution on the part of Huawei’s management, its dependence on US technology has finally...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
MWC 2024 Day 3 – The AI effect
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is...