This article discusses Verizon’s C-Band deployments, content bundling, and cable MVNO strategies.
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
This article discusses the implications of cash needs on AT&T’s decision to spin off WarnerMedia and Deutsche Telekom’s decision to take a majority stake in T-Mobile USA.
This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.
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
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.
This article looks at fiber developments across the telecommunications sector in 2020
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.
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.