This article explains T-Mobile’s Home Internet offer and examines how it could succeed.
Is T-Mobile a Credible Home Internet Provider?
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Happy Days are Here Again?
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
The Elephant in the Room (Analyst Day Analysis, Part Two)
This article addresses three topics not discussed at the various wireless carrier analyst days.
March Madness, or What We Learned from Wireless Carrier Analyst Days
This is Part 1 of a two part discussion of the analyst days held by each of the three US wireless carriers.
The Essential Economy in 2021 – Uneven, Unstable, Unemployed, and Underwater
This article looks at four dynamics of the post-COVID economy: Uneven, Unsteady, Unemployment, and Underwater. We also analyze T-Mobile’s Work from Anywhere plan announced this week.
I Like Big Blocks, I Cannot Lie
This article looks at the structure of the New DIRECTV unit and also examines the premium paid for “big blocks” in the latest wireless spectrum (C-Band) auction.
Infrastructure to the Rescue (Part 1)
This article outlines three policy considerations for broadband infrastructure.
New Podcast: “Will 5G Change the World?”
This is a podcast recording I did with Sean Kinney, editor in Chief of RCR Wireless, called “Will 5G Change the World?”
The Sunday Brief: Valentine’s Day Edition – Telecom Love is in the Air (and not on the Ground)
This article looks at two very different wireline providers, Lumen (formerly CenturyLink) and cable company Altice
Earnings Recap Part #2 – I’ve Got a Secret
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter