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.
This article outlines three policy considerations for broadband infrastructure.
This is a podcast recording I did with Sean Kinney, editor in Chief of RCR Wireless, called “Will 5G Change the World?”
This article looks at two very different wireline providers, Lumen (formerly CenturyLink) and cable company Altice
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter
This is a special mid-week post focusing on state-by-state unemployment rates.
This article discusses 4Q 2020 earnings for AT&T, Verizon, Comcast, Charter and other companies.
This week’s Brief focuses on the strategic decisions facing Comcast: a) How to position and grow their Peacock streaming service; b) How to maximize the value of their wireless spectrum holdings, and c) How to achieve nationwide scale in enterprise.
This article discusses the C-Band auction, Samsung’s Galaxy S21 announcement, and Hans Vestberg’s CES keynote speech
A PDF of this week's Sunday Brief can be downloaded here:Download Snow and ice-filled greetings from Davidson, NC, and Springfield, MO. Pictured is yours truly (with assistance from a nephew) providing an afternoon snack to a few of the many bovines at the...