This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
This article discusses the opportunities available from the recent CBRS Auction (FCC Auction 105).
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.
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.
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...
This article focuses on T-Mobile’s latest earnings release and the impact of the merged companies on the wireless industry.
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!
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.
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!
This article focuses on AT&T and Verizon’s 2Q 2020 earnings announcements.