A September to Remember – The Fiber Pivot is (Finally) Happening
Editor's Note: this week's Sunday Brief can be downloaded hereDownload Northern-burbs-of-Chicago greetings from a recovering sell-side analyst! Jim is taking the Editor on a well-deserved beach break, but before leaving town he asked me to babysit his...
What Pandemic? Telecom 3Q Earnings Preview (Part 1)
This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
Market-by-Market CBRS Auction 105 Results – Is More Sharing in the Works?
This article discusses the opportunities available from the recent CBRS Auction (FCC Auction 105).
Nationalism, Spectrum and Presidential Preference – Telecom Policy Under Trump
This article discusses the framework for the Trump administration’s second term towards the telecom industry. We also discuss the prospect of higher inflation and update our move index.
“Meet the New Boss – Same as the Old Boss.” Telecom Policy Under President Biden.
This article analyzes the week’s news in the telecom and tech industries and also looks at the impact of a Biden presidency on the telecommunications industry.
Three Views on What Matters Most in Telecom Post COVID-19
Editor's note: a PDF of this week's Brief is below TSB August 16 finalDownload Mid-month greetings from “move in” weekend at Davidson College. Attached is the “scene” at the College as they grapple with containing outbreaks while maintaining the liberal arts...
And Then There Were Three – Wireless in 2020
This article focuses on T-Mobile’s latest earnings release and the impact of the merged companies on the wireless industry.
T-Mobile 2Q Earnings Bingo Card
It's hard to keep the Bingo squares to only 16 when it's T-Mobile earnings time. The link to generate your own Bingo card is here. Happy Playing!
2Q Earnings Review: The Importance of Fiber-Based Broadband Relationships
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.
Comcast 2Q Earnings Bingo Card
Thanks again to the good folks at My Free Bingo Cards for their help here. Today's Bingo card (earnings call at 8:30 a.m. ET) can be found here. The topics are, in many cases, very different from AT&T and Verizon. Happy playing!