Hi everyone - there will be no Sunday Brief on the 5th due to the Holiday, but I put together an anthology of interesting reads and items (divided into COVID-19, Tech, and Telecom), some of which were covered in previous Briefs. I am sure you have others you would...
This is Part 2 of our earnings preview. Our focus is on upcoming Verizon and cable company earnings.
June 21, 2020 Summer greetings from Charlotte and Lake Norman, NC. This has been a news-filled week. In our Q1 2020 preview, we described a “bingo card” that a few Sunday Brief faithful use as more of a tongue-in-cheek way to manage through hours of...
This article describes three companies that received substantial funding since the beginning of 2020: Ligado, Zinier, and Astranis.
This article discusses bandwidth injustice and a recent Deloitte report on wireless adoption
This Sunday Brief reviews Michael Malone’s The Intel Trinity. It also discusses valuation changes at the end of May as well as iPhone SE availability.
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.
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.
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.
This article examines earnings trends for Comcast, Charter, Altice, and looks at Q1 earnings commentary from Microsoft and Apple