This post discusses the market capitalization changes for the week ending Nov 27.
The FCC’s Set Top Box Kerfuffle
Greetings from Dallas. That’s right - a week without travel- a “Spring Break” of sorts from January and February’s crazy schedule. Rather than talking with many of you from airports or the car, I called from balmy Texas. I was also able to take in the Jesuit...
Aereo, Kindle Fire Phone, Google Cardboard (!) and More
End of quarter greetings from Santa Barbara (marina pictured), Austin, Dallas, and the Outer Banks of North Carolina. As a reminder, the Sunday Brief will take a brief hiatus next Sunday for the Fourth of July holiday (and my 47th birthday). This week, we will...
The Value of a Good Value
Greetings from soggy Atlanta, mild St. Louis, and red-hot Dallas. I took this picture Friday morning to remind us all of the value of entrepreneurship. eTrak, a PAG client, was in the process of readying a multiple hundred-site order, and had to move into the Board...
Everyone Gets a Headline This Week
Greetings from Dallas, where the traditional summer heat is breaking for two days (Minneapolis is forecasted to be 10 degrees warmer today and 15 degrees warmer tomorrow than Dallas). However, there is no break from the blistering pace of telecom news that occurred...
Quarter to Date Results: Wireless and Cable Show Great Gains (No Fooling)
We'll talk more about it in the week's Sunday Brief, but the first quarter was very good to the wireless and cable providers. Not as good to the remaining wireline telcos, thanks to the dividend cut and corresponding stock price hit that CenturyLink took in February....
comScore Video Rankings Feb 2013
This is a good data source for anyone looking for addressable market in video. 85% of total unique visitors hit YouTube (or another Google site). However, it's only 34% of the total videos viewed.
While You Were Out
For computer users: The Sunday Brief 2 Sept 2012 For mobile phone users: The Sunday Brief 2 Sept 2012 While You Were Out
What Trends Do Telecom Carriers Face as We Head Into the Summer?
For computer users: The Sunday Brief 29 April 2012 For mobile phone users: The Sunday Brief 29 April 2012 What Trends Do Telecom Carriers Face As We Head Into Summer
Why Do Big Companies Make Crazy Decisions?
For those with computers: The Sunday Brief 15 April 2012 For mobile phone users: The Sunday Brief 15 April 2012 Why Do Big Companies Make Crazy Decisions