This edition of The Sunday Brief has market commentary, iPhone 13 availability analysis, and discusses five 2021 events that shaped the telecom landscape.
This article discusses several meaningful earnings call quotes from Comcast, Charter, and T-Mobile and their impact on the telecom industry.
This article analyzes Verizon’s and AT&T’s 3Q 2021 earnings
This article describes the impact of Apple iPhone launches on the communications industry. We also look at a very intriguing comment made by AT&T CEO John Stankey at a recent conference.
This article focuses on the reasons why Google will influence the communications sector for many years to come.
This article focuses on the factors that position Comcast to be successful in 2022
This article focuses on three key themes heading into 2H 2021: Apple’s iPhone launch, Broadband rollouts (T-Mobile and AT&T in focus), and C-Band/ Capacity additions.
This Brief looks at Comcast’s wide-ranging sources of revenue and profitability and addresses execution risk in light of the post-COVID economic environment.
This article discusses Verizon’s C-Band deployments, content bundling, and cable MVNO strategies.
This article looks at Q1 and full year 2021 earnings expectations for Verizon and AT&T with a focus on revenue/ ARPU growth for mobility and broadband.