This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.
Fixed Wireless – Implications for Wireless and Cable
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What T-Mobile is Doing Right (3Q 2020 Earnings Review – Part 3)
This article discusses three sources of T-Mobile’s 3Q earnings strength. We also discuss Microsoft’s Cloud PC project and iPhone 12 Pro results
Curing AT&T’s Sickness – Telecom 3Q Earnings Preview (Part 3)
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
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.
Fiber Always Wins (Until it Doesn’t) – 2020 Edition
This article looks at fiber developments across the telecommunications sector in 2020
The Intel Trinity
This Sunday Brief reviews Michael Malone’s The Intel Trinity. It also discusses valuation changes at the end of May as well as iPhone SE availability.
Implications of Accelerated Technology Adoption and Work/ Learn from Home
This article expands on the previous themes of The Essential Economy with the addition of technology adoption curves and the permanent alternative of the residence as an extension of the office.