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?”
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter