This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
What Pandemic? Telecom 3Q Earnings Preview (Part 1)
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Nationalism, Spectrum and Presidential Preference – Telecom Policy Under Trump
This article discusses the framework for the Trump administration’s second term towards the telecom industry. We also discuss the prospect of higher inflation and update our move index.
And Then There Were Three – Wireless in 2020
This article focuses on T-Mobile’s latest earnings release and the impact of the merged companies on the wireless industry.
2Q Earnings Review: The Importance of Fiber-Based Broadband Relationships
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.
Comcast 2Q Earnings Bingo Card
Thanks again to the good folks at My Free Bingo Cards for their help here. Today's Bingo card (earnings call at 8:30 a.m. ET) can be found here. The topics are, in many cases, very different from AT&T and Verizon. Happy playing!
Watch the Comments
This week’s Sunday Brief focuses on what to expect in 2Q earnings commentary. It also discusses some ideas being presented related to federal infrastructure spending.
Two 2Q 2020 Earnings-Related Interviews That Are Worth Watching (updated July 18)
Given the success of the Fourth of July "Ten Things You Should Watch/ Listen to/ Read" column, we thought we should begin to post interviews/ podcasts/ articles from this earnings cycle that are worth watching. As was the case with the Fourth post, we will start small...
Ten Interesting Reads (or Listens or Views) for Your Fourth Holiday
Hi everyone - there will be no Sunday Brief on the 5th due to the Holiday, but I put together an anthology of interesting reads and items (divided into COVID-19, Tech, and Telecom), some of which were covered in previous Briefs. I am sure you have others you...
2Q Earnings Preview – Buzzword Bingo (Part 1)
June 21, 2020 Summer greetings from Charlotte and Lake Norman, NC. This has been a news-filled week. In our Q1 2020 preview, we described a “bingo card” that a few Sunday Brief faithful use as more of a tongue-in-cheek way to manage through hours of...
Deloitte Talks Wireless Adoption
This article discusses bandwidth injustice and a recent Deloitte report on wireless adoption