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...
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/...
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...
What Matters in Wireline – Enterprise, Expense Management and Extinction
Greetings from the Queen City, where the IT scene is red hot even though cooler fall temperatures have finally arrived. I was pleased to be the guest of San Mateo-based Aryaka Networks at the 2019 Orbie (CIO of the Year) awards on Friday. It was great to catch up...
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...
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...
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...
The Wired World’s Recovery – Fighting the Waterfall Chart
Greetings from Little Rock, Tampa, Atlanta and Dallas (the picture is of a local BBQ joint in Little Rock that I highly recommend). This was a relatively light news week in the telecom news world, with newsworthy items including the announcement of a new Comcast/...
It’s a Wired, Wired, World – 3Q 2012 Edition
For computer users: sunday brief 11 nov For mobile phone users: sunday brief 11 nov - It's a Wired, Wired World - 3Q 2012 Edition