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
Cash Comes a-Calling
This article discusses the implications of cash needs on AT&T’s decision to spin off WarnerMedia and Deutsche Telekom’s decision to take a majority stake in T-Mobile USA.
The Plight of the Resurrected Telco
This article focuses on fiber deployments for more rural/ suburban carriers.
T-Mobile’s Pitchfork Strategy
This Brief focuses on T-Mobile’s multi-pronged growth strategy. We also analyze the competitive position of each of the Big 3 wireless players.