The Sunday Brief
This short Brief summaries has some videos and articles that we have not been able to address in April and May due to time/space constraints. Topics covered include Google I/O, Apple v Epic, WarnerMedia + Discovery, and NY Broadband legislation/ low income price controls
This article discusses the implications of cash needs on AT&T’s decision to spin off WarnerMedia and Deutsche Telekom’s decision to take a majority stake in T-Mobile USA.
This article focuses on fiber deployments for more rural/ suburban carriers.
This Brief focuses on T-Mobile’s multi-pronged growth strategy. We also analyze the competitive position of each of the Big 3 wireless players.
This article examines the share shifts that are occurring between cable and traditional telcos and wireless companies. This includes wireless and broadband.
This article critically examines the Q1 2021 wireless service revenue growth for AT&T and Verizon.
This article looks at Q1 and full year 2021 earnings expectations for Verizon and AT&T with a focus on revenue/ ARPU growth for mobility and broadband.
This article explains T-Mobile’s Home Internet offer and examines how it could succeed.
This article addresses three topics not discussed at the various 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.