I Like Big Blocks, I Cannot Lie
This article looks at the structure of the New DIRECTV unit and also examines the premium paid for “big blocks” in the latest wireless spectrum (C-Band) auction.
Infrastructure to the Rescue (Part 1)
This article outlines three policy considerations for broadband infrastructure.
New Podcast: “Will 5G Change the World?”
This is a podcast recording I did with Sean Kinney, editor in Chief of RCR Wireless, called “Will 5G Change the World?”
The Sunday Brief: Valentine’s Day Edition – Telecom Love is in the Air (and not on the Ground)
This article looks at two very different wireline providers, Lumen (formerly CenturyLink) and cable company Altice
Earnings Recap Part #2 – I’ve Got a Secret
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter
Midweek post – Comparing Unemployment Rates for Each State (using Dec 2020 data)
This is a special mid-week post focusing on state-by-state unemployment rates.
Earning Recap Part 1 – Two Truths and a Lie
This article discusses 4Q 2020 earnings for AT&T, Verizon, Comcast, Charter and other companies.
Comcast’s Crossroads
This week’s Brief focuses on the strategic decisions facing Comcast: a) How to position and grow their Peacock streaming service; b) How to maximize the value of their wireless spectrum holdings, and c) How to achieve nationwide scale in enterprise.
Verizon at CES – Let the Renaissance Begin
This article discusses the C-Band auction, Samsung’s Galaxy S21 announcement, and Hans Vestberg’s CES keynote speech
CES 2021 – Don’t Let the Virtual Format Fool You
A PDF of this week's Sunday Brief can be downloaded here:Download Snow and ice-filled greetings from Davidson, NC, and Springfield, MO. Pictured is yours truly (with assistance from a nephew) providing an afternoon snack to a few of the many bovines at the...