This article focuses on the reasons why Google will influence the communications sector for many years to come.
The Two Strongest Headed into 2022 – Comcast and Google (Part 2)
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The Two Strongest Headed in 2022 – Comcast and Google (Part 1)
This article focuses on the factors that position Comcast to be successful in 2022
Q2 Earnings Wrap: ABC (Apple, Broadband, C-Band/ Capacity)
This article focuses on three key themes heading into 2H 2021: Apple’s iPhone launch, Broadband rollouts (T-Mobile and AT&T in focus), and C-Band/ Capacity additions.
Mid-Year Report: AT&T, Verizon Earnings Preview
This article looks at four key questions that should be asked during upcoming Verizon and AT&T earnings calls. The Biden administration’s recent executive order focused on antitrust and competitiveness is also discussed.
Charter Communications – Formulaic Diversification
This article focuses on Charter’s diversification strategy.
Can Comcast Do it All?
This Brief looks at Comcast’s wide-ranging sources of revenue and profitability and addresses execution risk in light of the post-COVID economic environment.
Verizon’s Value Creation Strategy: More Cable MVNO, More Coverage, More Products
This article discusses Verizon’s C-Band deployments, content bundling, and cable MVNO strategies.
Happy Days are Here Again?
This article looks at three economic trends impacting the telecom industry: 1) broadband growth 2) movement to South, West, and Midwest and 3) uneven employment recovery needs for each state
Infrastructure to the Rescue (Part 1)
This article outlines three policy considerations for broadband infrastructure.
New Podcast: “Will 5G Change the World?”
This is a podcast recording I did with Sean Kinney, editor in Chief of RCR Wireless, called “Will 5G Change the World?”