This article addresses three topics not discussed at the various wireless carrier analyst days.
The Elephant in the Room (Analyst Day Analysis, Part Two)
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March Madness, or What We Learned from Wireless Carrier Analyst Days
This is Part 1 of a two part discussion of the analyst days held by each of the three US wireless carriers.
The Essential Economy in 2021 – Uneven, Unstable, Unemployed, and Underwater
This article looks at four dynamics of the post-COVID economy: Uneven, Unsteady, Unemployment, and Underwater. We also analyze T-Mobile’s Work from Anywhere plan announced this week.
I Like Big Blocks, I Cannot Lie
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.
The Sunday Brief: Valentine’s Day Edition – Telecom Love is in the Air (and not on the Ground)
This article looks at two very different wireline providers, Lumen (formerly CenturyLink) and cable company Altice
Verizon at CES – Let the Renaissance Begin
This article discusses the C-Band auction, Samsung’s Galaxy S21 announcement, and Hans Vestberg’s CES keynote speech
2020 in Review: Top Four Non-COVID Events
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
The Week That Was (Week ending Dec 24, 2020)
This is a special market commentary on equity market capitalization changes through Dec 24 and also C-Band auction implications.
iPhone 12 Pro and Pro Max Availability (as of Dec 27)
This post examines the inventory levels of the iPhone 12 Pro and iPhone 12 Pro Max through Dec 27
Fixed Wireless – Implications for Wireless and Cable
This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.