This Brief focuses primarily on AT&T and Verizon 3Q earnings analysis with a particular focus on diverging cap ex spending
Telecom Capital Increase/ Slowdown – Implications to 5G Growth (Earnings Analysis Part 1)
read more
The Most Important Takeaway From Apple’s Announcement
This Brief discusses the Apple iPhone announcement, Verizon’s 5G Nationwide service, T-Mobile’s wireless home Internet service, and FCC comments on Section 203 of the CDA
Curing AT&T’s Sickness – Telecom 3Q Earnings Preview (Part 3)
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
What Pandemic? Telecom 3Q Earnings Preview (Part 2)
This Brief continues examining trends that will impact 3Q earnings. CBRS, political advertising, and self-install changes are the three major areas discussed. Also some additional market commentary.
A September to Remember – The Fiber Pivot is (Finally) Happening
Editor's Note: this week's Sunday Brief can be downloaded hereDownload Northern-burbs-of-Chicago greetings from a recovering sell-side analyst! Jim is taking the Editor on a well-deserved beach break, but before leaving town he asked me to babysit his...
What Pandemic? Telecom 3Q Earnings Preview (Part 1)
This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
Market-by-Market CBRS Auction 105 Results – Is More Sharing in the Works?
This article discusses the opportunities available from the recent CBRS Auction (FCC Auction 105).
Nationalism, Spectrum and Presidential Preference – Telecom Policy Under Trump
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.
“Meet the New Boss – Same as the Old Boss.” Telecom Policy Under President Biden.
This article analyzes the week’s news in the telecom and tech industries and also looks at the impact of a Biden presidency on the telecommunications industry.
Three Views on What Matters Most in Telecom Post COVID-19
Editor's note: a PDF of this week's Brief is below TSB August 16 finalDownload Mid-month greetings from “move in” weekend at Davidson College. Attached is the “scene” at the College as they grapple with containing outbreaks while maintaining the liberal arts...