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.
The Iconic Device Effect
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The Two Strongest Headed into 2022 – Comcast and Google (Part 2)
This article focuses on the reasons why Google will influence the communications sector for many years to come.
The Two Strongest Headed in 2022 – Comcast and Google (Part 1)
This article focuses on the factors that position Comcast to be successful in 2022
Q2 Earnings Wrap: ABC (Apple, Broadband, C-Band/ Capacity)
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.
Can Comcast Do it All?
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.
Verizon’s Value Creation Strategy: More Cable MVNO, More Coverage, More Products
This article discusses Verizon’s C-Band deployments, content bundling, and cable MVNO strategies.
Q1 Earnings Preview – Setting Expectations
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.
Is T-Mobile a Credible Home Internet Provider?
This article explains T-Mobile’s Home Internet offer and examines how it could succeed.
Earnings Recap Part #2 – I’ve Got a Secret
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter
Comcast’s Crossroads
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.