This article focuses on the reasons why Google will influence the communications sector for many years to come.
This article focuses on the factors that position Comcast to be successful in 2022
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.
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.
This article focuses on Charter’s diversification strategy.
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.
This article discusses Verizon’s C-Band deployments, content bundling, and cable MVNO strategies.
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
This article outlines three policy considerations for broadband infrastructure.
This is a podcast recording I did with Sean Kinney, editor in Chief of RCR Wireless, called “Will 5G Change the World?”