Fredrik

Industry analyst with focus on wireless

[Fredrik @fstalb]

Check out my latest article: IoT highlights from MWC 2026 https://t.co/UnRCdLmceL via @LinkedIn

[Fredrik @fstalb]

Check out my latest article: Private LTE/5G networks reach 2,900 at the end of 2023 https://t.co/BxCWpUjyxY via @LinkedIn

[BuccoCapital Bloke @buccocapital]

Tech company profitability

[Fredrik @fstalb]

Check out my latest article: 5G router and gateway sales gain momentum https://t.co/O3oYWieEkj via @LinkedIn

[Fredrik @fstalb]

US carriers will be first to support 5G RedCap by a wide margin. RedCap has the potential to become an important technology platform for consumer IoT cases, especially related to XR https://t.co/RXJxWVJ4ZG

[Fredrik @fstalb]

Check out my latest article: Making the case for upgradable car connectivity https://t.co/VvXMvCE14w

[Fredrik @fstalb]

It's here y'all

[Qualcomm Research & Technologies @QCOMResearch]

3GPP has successfully completed #5G NR Release 17. Learn how it further enhances 5G performance and unlocks new use cases:

[Marc Andreessen 🇺🇸 @pmarca]

The plan: ESG funds will invest in defense companies to make the weapons required to fight wars with hostile regimes we buy energy from, because ESG funds won't invest in energy companies.

[Fredrik @fstalb]

Check out my latest article: IoT highlights from MWC 2022 https://t.co/1OuGPwCKnC #MWC2022

[Mike Drucker @MikeDrucker]

whenever someone says "metaverse"

[Fredrik @fstalb]

Samsara closes at a sales multiple of ~28x in first day of trading. Nice. https://t.co/vgLLNd0F7O

[Formula 1 @F1]

RED BULL: "MAX VERSTAPPEN - YOU ARE WORLD CHAMPION!" 🎧🏆

#AbuDhabiGP 🇦🇪 #F1

[Fredrik @fstalb]

@gouthanan He's also no longer the CEO 🤷🏽‍♂️

[Fredrik @fstalb]

@FoolAllTheTime $TUYA

[Martin Svegander @MartinSvegander]

Check out my latest article: 10 IoT megatrends at CES 2020 https://t.co/gxyP6EMZsI via @LinkedIn

[Fredrik @fstalb]

@ElinAgorelius

[Fredrik @fstalb]

@ElinAgorelius Post- och telestyrelsen (PTS) samlar in data på detta: https://t.co/2MT9NmoB0Q

[Fredrik @fstalb]

@gigastacey Your newsletter is the best in the game. Thanks for writing it!

[Fredrik @fstalb]

The wireless factory is the new paperless office.

[Fredrik @fstalb]

@adiksni Will take time for this to show in the numbers though. Also, I would rather see SWIR partner than try to expand higher into the stack for analytics and so forth.

[Fredrik @fstalb]

$SWIR. Following the investor day earlier this week, I will share my view of Sierra Wireless as an investment case

[Fredrik @fstalb]

@adiksni a lot higher (15-20 % for each). It definitely need to sustain and grow volumes in these two product segments for this to play out well but looks interesting if it can get a high attach rate on connectivity and services with the products.