AI, FWA, 5G-A and satellite: The next growth engines for wireless – Equities News

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Wireless has been with us as a growth industry for many decades. However, that does not mean every part of wireless is still hot. Through time, wireless has matured. So, what are the next growth engines in this space? What will be in focus moving forward?

In the 1980s wireless was just about analog voice cellphones. In the 1900s it was first generation smartphones like Blackberry and Palm. In the 2000s it was the introduction of super smartphones like iPhone and Android. Then the explosion of app demand from a few hundred to millions. Today, network speeds keep increasing and devices get smarter.

Tomorrow, the excitement of new technology like AI, FWA, 5G-A and satellite will capture the attention and imagination of investors, executives, workers, customers and the media. This next wave will be bigger and longer and impact not only wireless companies, but every other company in every other industry as well.

All that being said, it is important to know that very few actually understand what all these new technologies mean. We are still in the very early stages.

New tech like AI, FWA, 5G-A and satellite enter wireless space

Over the past several years we have seen several new areas pop up on the radar. Going forward, I believe we will see more new areas as well.

Examples include FWA or Fixed Wireless Access, the technology that lets wireless carriers offer 5G wireless home internet. All three wireless carriers AT&T , T-Mobile


and Verizon


are talking about this space. Some are moving forward faster than others, however I see this as a valid new category.

In fact, FWA is already impacting the weakening broadband segment of Comcast Xfinity, Charter Spectrum, Altice, Cox and others. I expect them to make changes to address this new threat.

Also, 5G-A or 5G-Advanced is the next generation of 5G. Do you remember 2G and 2.5G?

Private wireless is offered by public wireless carriers like AT&T, T-Mobile and Verizon. It can also be offered by resellers like Xfinity Mobile, Spectrum Mobile and Optimum. This is also offered by a growing number of network builders, large and small.

Some of these private wireless companies have brilliant ideas but not enough cash on hand. So, expect to see partnerships, even acquisitions by larger companies like Juniper Networks being acquired by HPE. Good company with new ideas, but they need a partner with cash to support them.

Plus, there are plenty of new technologies like AI, which are poised to reinvent the entire telecommunications and wireless industries. And this growth wave has only just begun. It will continue moving forward.

Satellite is another important area. Satellite can deliver broadband and even connect to smartphones and tablets to offer service where no cellphone tower resides today. Leading companies include SpaceX, Starlink, Globalstar, HughesNet and many others, large and small.

So, even though the plans for tomorrow don’t always come true, wireless is and remains an industry in growth mode. We just need to keep tabs on winning and losing ideas and performances of sectors, technologies and companies.

Punch your way onto the map of your noisy and chaotic industry

Even though wireless has been a growth industry for half a century, and even though it is continuing its growth ride, you should never assume investing in wireless is easy. It’s not. You must first focus on the new growth areas. The hot new technologies which often transform industries.

Then you must find the right companies to invest in. The ones who will be the winners. You must focus on companies who successfully punch their way onto the radar. Companies who will be found. Companies who can he seen and heard.

I advise executives that most companies need help doing this. If you can’t be found, you cannot succeed. Period. When companies can rise above the noise, and have powerful new technology, or powerful partners, these are the companies who stand a chance at long-term success.

Read more: Where have AI, 5G and wireless taken us?

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