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.
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.
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...
This article discusses the role of increasing quantities of streaming content and competitive intensity, comparing AT&T’s strategy wiht their peers.
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
This is a post focused on iPhone 12 Pro and Pro Max availability
This article discusses Verizon’s analyst day held on Nov 11, 2020. We also discuss pending antitrust action against Facebook and EU activities against Amazon.