Acceleration After the Storm
This article examines the role of several accelerating trends on the telecommunications industry. These include first-run movies over VOD, less frequent use of mass transit, and retail store closures.
Implications of Accelerated Technology Adoption and Work/ Learn from Home
This article expands on the previous themes of The Essential Economy with the addition of technology adoption curves and the permanent alternative of the residence as an extension of the office.
T-Mobile Value Seekers’ Proposition
This article analyzes T-Mobile’s latest earnings, tracks market gains and losses for the week, and discusses the impacts of our recessionary environment on moving habits.
Earnings Analysis – Is Microsoft the New Ericsson?
This article examines earnings trends for Comcast, Charter, Altice, and looks at Q1 earnings commentary from Microsoft and Apple
Earnings Insights from Verizon and AT&T
This article analyzes AT&T and Verizon Q1 earnings. It also looks at the impact of early iPhone SE sales.
I Don’t Know
EDITOR'S NOTE: Jim will be a panelist on the Connected2Fiber virtual roundtable this Tuesday (April 21) at 1 p.m Eastern. More details on the event (including registration) can be found here. Early Earth Day greetings from Lake Norman/ Charlotte, North Carolina. ...
The Frozen, Anxious Middle
This article segments buying behaviors in the post-COVID 19 economy
The Great American Move
Greetings from Lake Norman and Charlotte, North Carolina, where the local media are complaining that 80 degree weather is driving too many folks outside in the parks, creating the potential for a lack of social distance discipline. Still thankful for a terrific...
The Essential Economy’s Impact to the Telecommunications Industry
This article analyzes the impact of an increasingly economizing mindset on revenue and profit opportunities for the telecommunications industry
The Economizing Effects of the Essential Economy
Greetings from Lake Norman and Charlotte, North Carolina where temperatures are above average and sunrises are magnificent. Social distancing with a lake breeze – one of the many advantages of being a Tar Heel state resident. This has been a tough week in...