This article examines the share shifts that are occurring between cable and traditional telcos and wireless companies. This includes wireless and broadband.
Cable Stole My Growth!
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Where’s the Wireless Service Growth (AT&T and Verizon Earnings Insights)?
This article critically examines the Q1 2021 wireless service revenue growth for AT&T and Verizon.
Q1 Earnings Preview – Setting Expectations
This article looks at Q1 and full year 2021 earnings expectations for Verizon and AT&T with a focus on revenue/ ARPU growth for mobility and broadband.
Is T-Mobile a Credible Home Internet Provider?
This article explains T-Mobile’s Home Internet offer and examines how it could succeed.
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.