The Sunday Brief
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?”
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter
This is a special mid-week post focusing on state-by-state unemployment rates.
This article discusses 4Q 2020 earnings for AT&T, Verizon, Comcast, Charter and other companies.