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.
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.
Watch the Comments
This week’s Sunday Brief focuses on what to expect in 2Q earnings commentary. It also discusses some ideas being presented related to federal infrastructure spending.
The Economizing Effects of the Essential Economy
Greetings from Lake Norman and Charlotte, North Carolina where temperatures are above average and sunrises are magnificent. Social distancing with a lake breeze – one of the many advantages of being a Tar Heel state resident. This has been a tough week in...
Earnings Parade – Part 1 – Why is Tom Rutledge Smiling?
Super Game Sunday greetings from Kansas City (H&R Block Headquarters pictured) and Charlotte. The Patterson household is eagerly awaiting the 49ers/ Chiefs matchup and the return of the Vince Lombardi trophy to the City of Fountains. Regardless of the outcome,...
Comcast’s Earnings – Implications for the Telecommunications Industry
Late January greetings from Charlotte, where one of the start-ups I am advising, Lucid Drone Technologies, won two awards this week (pictured are the happy founders David Danielson, Andrew Ashur, and Adrian Mayans). The Charlotte Inno Fire award includes a red blazer...
The Unintended Consequences of an Attorneys General Victory
Greetings from Davidson/ Lake Norman/ Charlotte, North Carolina where winter has finally begun its return (picture is from earlier in the week when our dog, Abby, was chasing ~40 ducks into the Lake). Thanks again for the emails and comments on last week’s column –...
CES Observations – Out of the Lab and On to the Production Line
Greetings from Las Vegas, NV where 170,000 tech-hungry attendees gobbled up products and services from hundreds of exhibitors. Pictured is our motley crew at the first Sunday Brief CES dinner held this year at Gordon Ramsay’s Pub at the Caesar’s Palace. ...
Chronicling AT&T’s Divestiture
End of year greetings from Fraser, CO and Lake Norman, NC. This has been a week of reflection, not only on the year but also on the decade that was. Taking some time to contemplate the changes that have occurred over the past ten years is instructive and helpful. ...