Greetings from Chicago, Illinois (where the pre-winter winds were tame), and Davidson, NC (where it really feels like winter even though it’s mid-November). This week’s TSB is less about the week’s events and more about strategy fundamentals. Next week’s edition...
Four Earnings Questions
** Note - I will be at MWC-Americas on Wednesday (all day) and Thursday morning. Please send a note to sundaybrief@gmail.com if you would like to catch up. Thx, Jim ** Greetings from Lake Norman, NC (picture of a recent sunrise is shown). This week, we will discuss...
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...
CBRS – Share and Share Alike
Greetings from Lake Norman/ Davidson, North Carolina, where the college football season has started. We took in the Davidson College home opener and the Wildcats (red jerseys) defeated Georgetown 27-20 to a crowd of more than 2,300. It was an exciting part of the...
Sprint’s Head is Above Water
Mother’s Day greetings from Charlotte (Wells Fargo Championship pictured) and Dallas. Thanks again for all of the well wishes concerning my new job, and we’ll miss the interaction with each of you through The Sunday Brief every week. Again, our last issue will be...
Looking for Meaning in Verizon’s Quarterly Earnings
April greetings from Louisville (last night’s Thunder Over Louisville pictured), Dallas, and, by the time most of you read this, Paris. There has been no verdict yet from the Appeals Court on the Open Internet Order (kind of surprising), so this week’s column will...
President Obama and the Set Top Box
Tax Day greetings from Washington DC (where I chaired a terrific discussion at INCOMPAS), Chicago, Charlotte, and Dallas. Thanks to everyone who showed up at the panel and participated – all of the speakers on Monday were great, including Chairman Tom Wheeler...
Some Questions for Netflix (and the FCC)
April greetings from Dallas, Charlotte, and Effingham, South Carolina (home of Margaret Holmes’ Peanut Patch Hot Boiled Peanuts – sign pictured). The past two weeks have been busy; rather than diving too deep into one event, we’ll cover several important items...
The FCC’s Set Top Box Kerfuffle
Greetings from Dallas. That’s right - a week without travel- a “Spring Break” of sorts from January and February’s crazy schedule. Rather than talking with many of you from airports or the car, I called from balmy Texas. I was also able to take in the Jesuit...