This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
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.
This article focuses on T-Mobile’s latest earnings release and the impact of the merged companies on the wireless industry.
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.
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!
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.
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...
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...
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...
This article discusses bandwidth injustice and a recent Deloitte report on wireless adoption