The Sunday Brief

Connecting technology, telecommunications, and the internet

The Long, Long Run

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...

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Verizon, Comcast and Charter 3Q Earnings Review

Greetings from the Mile High City, the Queen City, and the City of Angels.  Attendees of the Mobile World Congress – Americas were greeted with multi-story advertisements on buildings touting original content, a reminder that investment in the TMT (telecom/ media/...

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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...

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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...

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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...

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Three Headlines that will Impact First Quarter Earnings

Greetings from Kansas City (BBQ pictured – no “scratch and sniff” available for this photo), Columbus (OH), Charlotte, and Dallas.  This has been a busy travel week, and it has been difficult to reply to the myriad of responses I received to last week’s set-top box...

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