Super Game Sunday greetings from Kansas City (H&R Block Headquarters pictured) and Charlotte. The Patterson household is eagerly awaiting the 49ers/ Chiefs matchup and the return of the Vince Lombardi trophy to the City of Fountains. Regardless of the outcome,...
Comcast’s Earnings – Implications for the Telecommunications Industry
Late January greetings from Charlotte, where one of the start-ups I am advising, Lucid Drone Technologies, won two awards this week (pictured are the happy founders David Danielson, Andrew Ashur, and Adrian Mayans). The Charlotte Inno Fire award includes a red blazer...
The Unintended Consequences of an Attorneys General Victory
Greetings from Davidson/ Lake Norman/ Charlotte, North Carolina where winter has finally begun its return (picture is from earlier in the week when our dog, Abby, was chasing ~40 ducks into the Lake). Thanks again for the emails and comments on last week’s column –...
CES Observations – Out of the Lab and On to the Production Line
Greetings from Las Vegas, NV where 170,000 tech-hungry attendees gobbled up products and services from hundreds of exhibitors. Pictured is our motley crew at the first Sunday Brief CES dinner held this year at Gordon Ramsay’s Pub at the Caesar’s Palace. ...
Smarter, Smaller, Speedier – Our Ever-Changing Consumer World
Greetings from the slopes of Fraser, CO (pic from the previous week) and Lake Norman, NC where we rang in 2020, toasted with friends and caught up on sleep. We hope each of you have a banner year filled with happiness and success. About 170,000 of us are predicted to...
Chronicling AT&T’s Divestiture
End of year greetings from Fraser, CO and Lake Norman, NC. This has been a week of reflection, not only on the year but also on the decade that was. Taking some time to contemplate the changes that have occurred over the past ten years is instructive and helpful. ...
Three More Up and Comers
Greetings from Fraser, CO, where near zero temperatures are the norm in December. We hope each of you have a very restful and happy Holiday season. 2020 promises to be an eventful year and we will be here to follow every inch of it. Due to popular demand from our...
Three Very Important Trends Impacting the Telecommunications Landscape in 2020
Greetings from Charlotte, where the Holiday spirit is in full swing (picture courtesy of Alex Gerrard, a Davidson friend). We are focusing this week’s TSB on three foundational trends: a) Increased home broadband competition, b) Increased “channelization” of content...
Programming Tomorrow’s Network
Holiday greetings from sunny and mild Lake Norman, North Carolina (sunrise shown – unaltered photo). There are a lot of follow-ups to cover, and, if reports are true, there may even be a settlement between the Attorneys General and T-Mobile/ Deutsche Telekom/ Sprint/...
The Master Switch, Ten Years Later
Happy Thanksgiving from Lake Norman, North Carolina, where I finally got the turkey to look normal after grilling (thanks to YouTube videos). Hope your Thanksgiving was filled with good food, fellowship, and safe travels. This week’s Brief is a review and summary of...