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
Happy Days are Here Again?
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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?”
Earnings Recap Part #2 – I’ve Got a Secret
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter
Midweek post – Comparing Unemployment Rates for Each State (using Dec 2020 data)
This is a special mid-week post focusing on state-by-state unemployment rates.
Earning Recap Part 1 – Two Truths and a Lie
This article discusses 4Q 2020 earnings for AT&T, Verizon, Comcast, Charter and other companies.
Comcast’s Crossroads
This week’s Brief focuses on the strategic decisions facing Comcast: a) How to position and grow their Peacock streaming service; b) How to maximize the value of their wireless spectrum holdings, and c) How to achieve nationwide scale in enterprise.
CES 2021 – Don’t Let the Virtual Format Fool You
A PDF of this week's Sunday Brief can be downloaded here:Download Snow and ice-filled greetings from Davidson, NC, and Springfield, MO. Pictured is yours truly (with assistance from a nephew) providing an afternoon snack to a few of the many bovines at the...
Content Competition Intensifies – Implications for Wireless and Cable
This article discusses the role of increasing quantities of streaming content and competitive intensity, comparing AT&T’s strategy wiht their peers.
A Fortnight of News
This Brief touches on several new items over the part two weeks, including iPhone 12 backlog/ shortages, Xbox to the TV, day-and-date decision for 2021 theatrical releases and Opensignal report