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Category: 5G

What Investors are Missing About Qualcomm, an Oft-misunderstood Chip Company
Daniel Newman

What Investors are Missing About Qualcomm, an Oft-misunderstood Chip Company

Qualcomm announces a change in CEO and positions the company for massive revenue and profit growth as the chip maker diversifies.
Daniel Newman

Intel Finishes Year on Record Note, Beating Q4 Estimates

Despite what has been presented as a tumultuous year for Intel, the company delivered record revenue and a strong beat for its 2020 Q4.
Olivier Blanchard
Olivier Blanchard

GSMA Intelligence Report: Mobile Operators May Still be Underestimating the ROI of 5G mmWave Deployments

In the new GSMA Intelligence report published today, it’s clear that mobile operators may still be underestimating the ROI of 5G mmWave deployments. The comprehensive report shows various inflection points where mmWave begins to become profitable in areas where demand for capacity is concentrated (like dense urban areas, large buildings, airports, advanced manufacturing plants, and stadiums), and where 3.5 GHz networks can no longer keep up with demand, with and without the deployment of FWA solutions. Most importantly, the report illustrates that overcoming misconceptions about mmWave’s financial viability faster than other operators may be the ultimate competitive advantage in a maturing 5G economy.
Olivier Blanchard
Olivier Blanchard

Mobile News from CES: Qualcomm Powers Samsung’s Galaxy S21 Lineup, Featuring the Snapdragon 888 5G Platform

Qualcomm’s Snapdragon 888 5G platform powering the Galaxy S21 lineup confirms Samsung’s focus on remaining leader in premium mobile experiences. It is reassuring to note that Samsung chose not to cut corners by selecting a slightly lower-tiered mobile platform for its S21 lineup. Samsung clearly wants to remain a leading player in the premium Android space and isn’t beyond potentially cutting into its own margins this year to protect its enviable market-share in order to achieve that goal. Equally as important, the biggest winners here are obviously consumers, who will not only enjoy best-in class 5G, Wi-Fi, and Bluetooth connectivity, but also mind-blowing professional quality photo and video features, elite-level mobile gaming, and a long list of true premium mobile experiences no longer guaranteed to be offered by all Samsung competitors. This is also a win for Qualcomm, which gets to showcase its new Snapdragon 888 5G platform in Samsung’s latest Galaxy S-series phones, which are likely to set the standard for the rest of the mobile industry in 2021. Exciting times, to be sure!
Sarah Wallace

CES 2021 News: Verizon Partners with Microsoft and AWS to Roll Out Mobile Edge Compute in its 5G Network Fueling Smart City Development

In exciting news from CES 2021, Verizon chairman and CEO Hans Vestberg, announced the company is placing massive amounts of computing power right at the edge of its 5G network and partnering with Microsoft and AWS on the deployment of its Mobile Edge Compute (MEC) concept. This effort is part of a collective effort to fuel smart city development and other innovation.
Daniel Newman

Qualcomm to Acquire Chipmaker Nuvia in a $1.4 Billion Tie-Up

Qualcomm is pushing its CPU capabilities by acquiring chipmaker NUVIA in a $1.4 billion deal that should provide a big boost to Qualcomm.
Daniel Newman

A Deeper Dive into the Snapdragon 480 with Qualcomm’s Kedar Kondap – Futurum Tech Webcast Interview Series

In this new episode of the Futurum Tech Webcast – Interview Series, Futurum co-founder Daniel Newman talks with Qualcomm’s Kedar Kondap about the Snapdragon 480 announcement and what it means for 5G in 2021.
Olivier Blanchard
Olivier Blanchard

Qualcomm’s New Snapdragon 480 5G Mobile Platform Expands the Company’s Portfolio Into Budget Tier

Qualcomm’s new Snapdragon 480 5G Mobile Platform expands the company’s portfolio in the budget tier, offering price points at mid- and high-tier levels that seem pretty certain to expand its market share ahead of competitors. This is a smart business strategy for a chipmaker looking to leverage 5G early to accelerate revenue growth with minimal friction from competitors. It’s also a smart ecosystem strategy, as Qualcomm can use this opportunity to prove to handset makers that it can become their single source of 5G mobile SOCs at every price point.
Ron Westfall

Qualcomm Snapdragon Ride Platform: Unveiling the Great Wall of Ride

Qualcomm gains valuable Snapdragon Ride Platform sales and marketing momentum from its GWM win. Qualcomm is demonstrating that even during the uncertainties of the global COVID-19 pandemic and geopolitical trade tensions that collaboration with China-based concerns can yield substantial business and technical progress in the fast-emerging autonomous vehicles space. Qualcomm is showing it can meet the challenges of advancing ADAS capabilities, especially in safely attaining L4/L5 autonomous driving capabilities, working with key partners such as GWM. Now Qualcomm must execute in areas such as demonstrating ADAS-related sensor technology is ready for prime time driving in all conditions and that AI-enable innovations are replicable across the industry to sustain the Snapdragon Ride Platform’s long-term competitive success.
Daniel Newman

5G, the New Snapdragon Series 4 and Other Exciting Developments for 2021 with Qualcomm’s Alex Katouzian – The Six Five Insiders Edition

In this new episode of the Six Five - Insiders’ Edition, co-hosts Daniel Newman and Patrick Moorhead talk with Qualcomm’s Alex Katouzian about the state of Qualcomm’s 5G advancements including the latest Snapdragon Series 4 announcement.
Daniel Newman

Qualcomm’s Steve Mollenkopf Retiring: Cristiano Amon to Succeed as CEO

In a surprising update, long time Qualcomm CEO Steve Mollenkopf has announced plans to retire with President Cristiano Amon to succeed him.
Shelly Kramer

AT&T Business CEO Anne Chow Keynotes the Economist Event Series —A Whole New (contactless) World: The Rise of Digital Identity

Last week AT&T CEO Anne Chow keynoted The Economist Event Series — a Whole New (contactless) World: The Rise of Digital Identity. In her conversation with The Economist’s Vijay Vaitheeswaran, they discussed the convergence of the physical and digital worlds and the need for connectivity to support a distributed infrastructure. Their conversation also touched on the impact of a rapid pivot on corporate culture, what business leaders need to consider, as well as what some key industries are focusing on right now.
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