This article discusses market changes for 2020 as well as four key non-COVIDS events that will shape the telecom industry for years to come
2020 in Review: Top Four Non-COVID Events
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The Week That Was (Week ending Dec 24, 2020)
This is a special market commentary on equity market capitalization changes through Dec 24 and also C-Band auction implications.
iPhone 12 Pro and Pro Max Availability (as of Dec 27)
This post examines the inventory levels of the iPhone 12 Pro and iPhone 12 Pro Max through Dec 27
Fixed Wireless – Implications for Wireless and Cable
This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.
Content Competition Intensifies – Implications for Wireless and Cable
This article discusses the role of increasing quantities of streaming content and competitive intensity, comparing AT&T’s strategy wiht their peers.
A Fortnight of News
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
Stock Price Gains for the Week Ending Nov 27
This post discusses the market capitalization changes for the week ending Nov 27.
iPhone Availability (as of Nov 28)
This is a post focused on iPhone 12 Pro and Pro Max availability
Three Up and Comers (Nov 2020 Edition)
This week’s Brief analyzes three companies who will be using newly raised capital to grow their businesses. We also look at telecom carrier comments from various analyst conferences and iPhone 12 pro and Pro Max availability.
Verizon’s Work-In-Progress
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.