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.
This article explains T-Mobile’s Home Internet offer and examines how it could succeed.
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter
This week’s Brief focuses on the strategic decisions facing Comcast: a) How to position and grow their Peacock streaming service; b) How to maximize the value of their wireless spectrum holdings, and c) How to achieve nationwide scale in enterprise.
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
This Brief continues examining trends that will impact 3Q earnings. CBRS, political advertising, and self-install changes are the three major areas discussed. Also some additional market commentary.
This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.