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...
Cisco CEO, Chuck Robbins, Interview on CNBC This Morning
Great interview from a great person. Around 3:50 in the link below, Chuck cites the following: WebEx accounts have doubled in the past 10-11 daysSince the China outbreak, 22x increase in WebEx traffic4-5X increase in WebEx traffic in Japan, Korea following their...
The Domino Effect of Contagion and Market Turbulence
Without a doubt, economizing will be an important theme through the end of 2020.
The Sunday Brief: Candidate Sanders’ Internet Plan – Out of Bounds?
Greetings from Davidson and Charlotte. It’s been a very busy week with Covid-19 concerns taking center stage. Since many of you commented on the charts from last week, here’s a refreshed version (reflecting prices as of Friday’s market close): ...
Incumbent in Name Only
Greetings from Charlotte, where we have turned the page on a value-destroying February with hopes that March brings some needed relief. Here’s a snapshot of the carnage from the week that was (versus 2019 market gains): As many in the financial community have already...
Device Transition from Sprint/ Boost to New T-Mobile (Better than Expected)
Greetings from snowy Nashville (where I was a technology speaker at the 2020 Country Radio Seminar) and Charlotte, NC. This has been a very busy week for all of us (our Mobile-World-Congress-canceled schedules were quickly filled), and there is a buzz in the telecom...
The New T-Mobile – A Passing Shower or Cat 5 Hurricane?
Greetings from Atlanta, GA (Dwarf House, a.k.a. the Original Chick-fil-A restaurant pictured), and Charlotte, NC. This week’s issue will be entirely devoted to the implications of Judge Marrero’s decision (here) on the telecommunications industry. Because of word...
Earnings Parade – Part 2 – T-Mobile is Ready and Waiting
Mid-winter greetings from tornado-ridden Lake Norman, NC, and snow-packed Fraser, CO, where we took in some excellent ski conditions following the Colorado Wireless Association Education Conference in Denver. It was terrific meeting and reacquainting with many of...
Earnings Parade – Part 1 – Why is Tom Rutledge Smiling?
Super Game Sunday greetings from Kansas City (H&R Block Headquarters pictured) and Charlotte. The Patterson household is eagerly awaiting the 49ers/ Chiefs matchup and the return of the Vince Lombardi trophy to the City of Fountains. Regardless of the outcome,...