Verizon’s Value Creation Strategy: More Cable MVNO, More Coverage, More Products
This article discusses Verizon’s C-Band deployments, content bundling, and cable MVNO strategies.
The (Technical) Future of 5G: AT&T vs. T-Mobile
This article focuses on the technology approaches T-Mobile and AT&T are taking to 5G deployments based on their presentations at a conference on June 4 2021
Memorial Day Reads/ Listens/ Views
This short Brief summaries has some videos and articles that we have not been able to address in April and May due to time/space constraints. Topics covered include Google I/O, Apple v Epic, WarnerMedia + Discovery, and NY Broadband legislation/ low income price controls
Cash Comes a-Calling
This article discusses the implications of cash needs on AT&T’s decision to spin off WarnerMedia and Deutsche Telekom’s decision to take a majority stake in T-Mobile USA.
The Plight of the Resurrected Telco
This article focuses on fiber deployments for more rural/ suburban carriers.
T-Mobile’s Pitchfork Strategy
This Brief focuses on T-Mobile’s multi-pronged growth strategy. We also analyze the competitive position of each of the Big 3 wireless players.
Cable Stole My Growth!
This article examines the share shifts that are occurring between cable and traditional telcos and wireless companies. This includes wireless and broadband.
Where’s the Wireless Service Growth (AT&T and Verizon Earnings Insights)?
This article critically examines the Q1 2021 wireless service revenue growth for AT&T and Verizon.
Q1 Earnings Preview – Setting Expectations
This article looks at Q1 and full year 2021 earnings expectations for Verizon and AT&T with a focus on revenue/ ARPU growth for mobility and broadband.
Is T-Mobile a Credible Home Internet Provider?
This article explains T-Mobile’s Home Internet offer and examines how it could succeed.