This article focuses on the technology approaches T-Mobile and AT&T are taking to 5G deployments based on their presentations at a conference on June 4 2021
The (Technical) Future of 5G: AT&T vs. T-Mobile
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Stock Price Gains for the Week Ending Nov 27
This post discusses the market capitalization changes for the week ending Nov 27.
The Most Important Takeaway From Apple’s Announcement
This Brief discusses the Apple iPhone announcement, Verizon’s 5G Nationwide service, T-Mobile’s wireless home Internet service, and FCC comments on Section 203 of the CDA
iPhone Availability Update (Nov 10)
As we indicated in yesterday's TSB, here's the last iPhone availability update we will be publishing. All data is taken from the carrier websites as of Nov 10. If there is a range given for a ship date, we chose the latest date. Here are the takeaways from the...
iPhone Availability Update (Nov 3)
We continue to monitor iPhone availability (backorder by model, memory size, and color) in conjunction with our partnership with Wave7 Research. A link to the PDF can be found at the end of the document As most of you will recall, we had significant shortages of...
AT&T’s Big Week
Greetings from our nation’s capital (now home to the World Series champion Washington Nationals) and Lake Norman, NC. This was a very busy week for earnings with Apple, AT&T and T-Mobile all announcing earnings. We are going to start with AT&T given their...
Dominate, Divest, Dedicate, Deliver – The Elliott Memo Appendix
Greetings from the Windy City, where yours truly (and the Editor) spent some time sightseeing, working, and enjoying the architecture (the Trump Tower is “huge” - see pic at the end of the TSB). This week, we have space to cover two key events - the September 10...
Third Quarter Earnings – What Could Dislodge Wireless?
Greetings from Charlotte, North Carolina (picture is, from left, Frank Cairon, formerly of Verizon Wireless and Ryan Barker, currently with Verizon Wireless enjoying some good Mexican food on Friday in the Queen City with yours truly). This week’s TSB examines the...
UPDATED – Deeper: The Apple Card – A Wolf in (Titanium) Sheep’s Clothing?
The following articles provide a good overview of the Apple Card and the possible role it could play in the disintermediation of traditional wireless carrier phone payments. Please note: This is an emerging trend and not a “done deal” and it’s likely that this...
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....