This Brief analyzes the impacts of COVID to the telecommunications industry three years after the original shutdown.
The Dust Settles – Telecom After COVID
read more
Q2 Earnings Wrap: ABC (Apple, Broadband, C-Band/ Capacity)
This article focuses on three key themes heading into 2H 2021: Apple’s iPhone launch, Broadband rollouts (T-Mobile and AT&T in focus), and C-Band/ Capacity additions.
Memorial Day Reads/ Listens/ Views
This short Brief summaries has some videos and articles that we have not been able to address in April and May due to time/space constraints. Topics covered include Google I/O, Apple v Epic, WarnerMedia + Discovery, and NY Broadband legislation/ low income price controls
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.
What Pandemic? Telecom 3Q Earnings Preview (Part 2)
This Brief continues examining trends that will impact 3Q earnings. CBRS, political advertising, and self-install changes are the three major areas discussed. Also some additional market commentary.
2Q Earnings Review: The Importance of Fiber-Based Broadband Relationships
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.