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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Deeper – Fiber Always Wins (Until it Doesn’t)

The following articles provide a good overview of the role fiber plays in the telecommunications ecosystem today (there’s some good details on Google Kansas City and Louisville setbacks as well): An RCR Wireless article that details Verizon’s “integrated engineering...

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Fiber Always Wins (Until it Doesn’t)

Greetings from Davidson, North Carolina, where the hazy days of summer will soon give way to the bustle of orientation.  There’s plenty to cover in this week’s TSB, and our main topic will be on the importance of fiber in the telecom industry.  But first, a brief...

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