This is Part 2 of our earnings preview. Our focus is on upcoming Verizon and cable company earnings.
2Q Earnings Preview – Buzzword Bingo (Part 2)
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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.
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.
The Frozen, Anxious Middle
This article segments buying behaviors in the post-COVID 19 economy
The Essential Economy’s Impact to the Telecommunications Industry
This article analyzes the impact of an increasingly economizing mindset on revenue and profit opportunities for the telecommunications industry
Cisco CEO, Chuck Robbins, Interview on CNBC This Morning
Great interview from a great person. Around 3:50 in the link below, Chuck cites the following: WebEx accounts have doubled in the past 10-11 daysSince the China outbreak, 22x increase in WebEx traffic4-5X increase in WebEx traffic in Japan, Korea following their...
The Domino Effect of Contagion and Market Turbulence
Without a doubt, economizing will be an important theme through the end of 2020.
The Sunday Brief: Candidate Sanders’ Internet Plan – Out of Bounds?
Greetings from Davidson and Charlotte. It’s been a very busy week with Covid-19 concerns taking center stage. Since many of you commented on the charts from last week, here’s a refreshed version (reflecting prices as of Friday’s market close): ...