This article analyzes AT&T and Verizon Q1 earnings. It also looks at the impact of early iPhone SE sales.
Earnings Insights from Verizon and AT&T
read more
I Don’t Know
EDITOR'S NOTE: Jim will be a panelist on the Connected2Fiber virtual roundtable this Tuesday (April 21) at 1 p.m Eastern. More details on the event (including registration) can be found here. Early Earth Day greetings from Lake Norman/ Charlotte, North Carolina. ...
The Frozen, Anxious Middle
This article segments buying behaviors in the post-COVID 19 economy
The Great American Move
Greetings from Lake Norman and Charlotte, North Carolina, where the local media are complaining that 80 degree weather is driving too many folks outside in the parks, creating the potential for a lack of social distance discipline. Still thankful for a terrific...
The Essential Economy’s Impact to the Telecommunications Industry
This article analyzes the impact of an increasingly economizing mindset on revenue and profit opportunities for the telecommunications industry
The Economizing Effects of the Essential Economy
Greetings from Lake Norman and Charlotte, North Carolina where temperatures are above average and sunrises are magnificent. Social distancing with a lake breeze – one of the many advantages of being a Tar Heel state resident. This has been a tough week in...
Cisco CEO, Chuck Robbins, Interview on CNBC This Morning
Great interview from a great person. Around 3:50 in the link below, Chuck cites the following: WebEx accounts have doubled in the past 10-11 daysSince the China outbreak, 22x increase in WebEx traffic4-5X increase in WebEx traffic in Japan, Korea following their...
The Domino Effect of Contagion and Market Turbulence
Without a doubt, economizing will be an important theme through the end of 2020.
The Sunday Brief: Candidate Sanders’ Internet Plan – Out of Bounds?
Greetings from Davidson and Charlotte. It’s been a very busy week with Covid-19 concerns taking center stage. Since many of you commented on the charts from last week, here’s a refreshed version (reflecting prices as of Friday’s market close): ...
Incumbent in Name Only
Greetings from Charlotte, where we have turned the page on a value-destroying February with hopes that March brings some needed relief. Here’s a snapshot of the carnage from the week that was (versus 2019 market gains): As many in the financial community have already...