This article looks at the structure of the New DIRECTV unit and also examines the premium paid for “big blocks” in the latest wireless spectrum (C-Band) auction.
This article looks at two very different wireline providers, Lumen (formerly CenturyLink) and cable company Altice
This article discusses the C-Band auction, Samsung’s Galaxy S21 announcement, and Hans Vestberg’s CES keynote speech
This article discusses market changes for 2020 as well as four key non-COVIDS events that will shape the telecom industry for years to come
This is a special market commentary on equity market capitalization changes through Dec 24 and also C-Band auction implications.
This post examines the inventory levels of the iPhone 12 Pro and iPhone 12 Pro Max through Dec 27
This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.
This post discusses the market capitalization changes for the week ending Nov 27.
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
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...