Ten Interesting Reads (or Listens or Views) for Your Fourth Holiday
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...
2Q Earnings Preview – Buzzword Bingo (Part 2)
This is Part 2 of our earnings preview. Our focus is on upcoming Verizon and cable company earnings.
2Q Earnings Preview – Buzzword Bingo (Part 1)
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...
Three Up and Comers – Summer 2020 Edition
This article describes three companies that received substantial funding since the beginning of 2020: Ligado, Zinier, and Astranis.
Deloitte Talks Wireless Adoption
This article discusses bandwidth injustice and a recent Deloitte report on wireless adoption
The Intel Trinity
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.
Acceleration After the Storm
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.
Implications of Accelerated Technology Adoption and Work/ Learn from Home
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.
T-Mobile Value Seekers’ Proposition
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.
Earnings Analysis – Is Microsoft the New Ericsson?
This article examines earnings trends for Comcast, Charter, Altice, and looks at Q1 earnings commentary from Microsoft and Apple