This article focuses on the reasons why Google will influence the communications sector for many years to come.
The Two Strongest Headed into 2022 – Comcast and Google (Part 2)
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Charter Communications – Formulaic Diversification
This article focuses on Charter’s diversification strategy.
Verizon’s Value Creation Strategy: More Cable MVNO, More Coverage, More Products
This article discusses Verizon’s C-Band deployments, content bundling, and cable MVNO strategies.
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
Cash Comes a-Calling
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.
Fixed Wireless – Implications for Wireless and Cable
This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.
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