The Two Strongest Headed into 2022 – Comcast and Google (Part 2)
This article focuses on the reasons why Google will influence the communications sector for many years to come.
The Two Strongest Headed in 2022 – Comcast and Google (Part 1)
This article focuses on the factors that position Comcast to be successful in 2022
Q2 Earnings Wrap: ABC (Apple, Broadband, C-Band/ Capacity)
This article focuses on three key themes heading into 2H 2021: Apple’s iPhone launch, Broadband rollouts (T-Mobile and AT&T in focus), and C-Band/ Capacity additions.
AT&T and Verizon Q2 Results – Different, Yet Similar
This article focuses on AT&T and Verizon’s 2Q earnings.
Mid-Year Report: AT&T, Verizon Earnings Preview
This article looks at four key questions that should be asked during upcoming Verizon and AT&T earnings calls. The Biden administration’s recent executive order focused on antitrust and competitiveness is also discussed.
Charter Communications – Formulaic Diversification
This article focuses on Charter’s diversification strategy.
Can Comcast Do it All?
This Brief looks at Comcast’s wide-ranging sources of revenue and profitability and addresses execution risk in light of the post-COVID economic environment.
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