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Category: 5G

T-Mobile Raises 2024 Guidance Driven by Q1 2024 Service Revenue, Profitability, and High-Speed Internet Breakthroughs Plus Record Low Postpaid Phone Churn
The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its rivals across important mobile network service categories.
VMware Telco Cloud Platform Release 4.0 Aims Directly at Using a Horizontal Infrastructure to Ease VNF/CNF Implementation Complexity Across 5G Networks
The Futurum Group’s Ron Westfall examines why VMware Telco Cloud Platform Release 4.0, alongside VMware Telco Cloud Platform RAN 4.0, can fulfill the highest priority telco VNF and CNF demands across their 5G networks.
An assessment of 5G Turnaround Indicators Including Samsung’s Fiscal Q1 2024, 5G/eSIM Expansion, 5G Fund Revival, and T-Mobile’s Blink Smart Home Package
The Futurum Group’s Ron Westfall and Olivier Blanchard review potential indicators of improving 5G prospects in 2024 including Samsung’s surging Q1 2024 financial results amid AI’s rising tide, growing worldwide 5G connections plus eSIM expansion, the FCC proposing revival of the $9 billion 5G Fund for Rural America, and T-Mobile’s creative new Blink Smart Home bundle package.
On this episode of The Six Five – On The Road, join hosts Daniel Newman and Patrick Moorhead for a conversation with Yossi Cohen, President and CEO at Ericsson North America at MWC 2024 on the future of 5G networks.
Qualcomm’s New AI-Optimized Connectivity System Rings in the Era of On-Device AI, Multi-Device Connectivity, and Wi-Fi 7
The Futurum Group’s Olivier Blanchard highlights features, benefits, and industry firsts packed into Qualcomm’s new FastConnect 7900 and discusses how Wi-Fi 7 joins on-device AI to reset refresh cycles for the mobile handset space.
Qualcomm’s Newest Tensor-Accelerated Modem-RF Solution, the Snapdragon X80, Is a 5G Advanced and NTN-Ready Powerhouse
Olivier Blanchard, Research Director at The Futurum Group, highlights features, benefits, and industry firsts packed into Qualcomm’s newest modem-RF solution, the AI-accelerated Snapdragon X80.
A Comprehensive List of Qualcomm’s Most Relevant Generative AI Announcements at Mobile World Congress Barcelona 2024
Olivier Blanchard, Research Director at The Futurum Group, discusses Qualcomm’s latest on-device generative AI announcements at MWC 2024, hinting at the massive market opportunity for OEMs and ISPs.
Qualcomm’s New Automotive-Grade QCA6797AQ Wi-Fi 7 Solution Finally Enables Automakers to Take Full Advantage of Vehicle Connectivity
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the importance to Qualcomm’s growing automotive technology stack, automakers, and consumers of Qualcomm’s new automotive-grade Wi-Fi 7 solution.
The Six Five team discusses What to Expect at MWC 2024
NXP Finds Solid Ground in Automotive, IoT, and Mobile Despite a Challenging Year for Semiconductors
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on NXP Q4 and FY 2023 earnings, which generally beat expectations and point to automotive, IoT/IIoT, and Mobile segments as likely vectors of growth in 2024.
Our latest brief, Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024, analyzes the devices, semiconductors, automotive, and the policy and regulatory spaces, and explores how 2024 promises to be a significant year for the technology sector.
A Return to Growth and a Validation of the Company’s Diversification Strategy
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company.