This article discusses three sources of T-Mobile’s 3Q earnings strength. We also discuss Microsoft’s Cloud PC project and iPhone 12 Pro results
What T-Mobile is Doing Right (3Q 2020 Earnings Review – Part 3)
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Choppy Waters? (3Q 2020 Earnings Review – Part 2)
This week's Sunday Brief is available as a PDF here: Download This week's iPhone availability (as of 10/31) is available here as a PDF:Download November greetings from Davidson/ Lake Norman, where we endured the remnants of Hurricane Zeta this week. The picture...
The Most Important Takeaway From Apple’s Announcement
This Brief discusses the Apple iPhone announcement, Verizon’s 5G Nationwide service, T-Mobile’s wireless home Internet service, and FCC comments on Section 203 of the CDA
Curing AT&T’s Sickness – Telecom 3Q Earnings Preview (Part 3)
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
A September to Remember – The Fiber Pivot is (Finally) Happening
Editor's Note: this week's Sunday Brief can be downloaded hereDownload Northern-burbs-of-Chicago greetings from a recovering sell-side analyst! Jim is taking the Editor on a well-deserved beach break, but before leaving town he asked me to babysit his...
Market-by-Market CBRS Auction 105 Results – Is More Sharing in the Works?
This article discusses the opportunities available from the recent CBRS Auction (FCC Auction 105).
“Meet the New Boss – Same as the Old Boss.” Telecom Policy Under President Biden.
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.
Three Views on What Matters Most in Telecom Post COVID-19
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...
Uneven Recovery = Uncertain Results
This article focuses on AT&T and Verizon’s 2Q 2020 earnings announcements.
Verizon 2Q 2020 Earnings Bingo Card
Here's the Verizon bingo card. I think every item was covered in the AT&T call yesterday. Only a few terms are the same. Happy playing! Link to generate your own card is here.