This Brief wraps up Q1 earnings analysis for 2023 with a look at Verizon and Comcast earnings. We also discuss the primary announcements from Google I/O 2023.
First Quarter Earnings in Five Words or Less (Part 2)
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CES Preview – Consistency Despite Motion
This end of the year Brief looks at several trends that will be highlighted at CES 2023. It also has extensive market commentary, covering wireless and other new items.
Cable’s Transition from Home to Hand
This Brief discusses the cable industry’s efforts/challenges to grow mobile market share as well as their new joint venture called Xumo.
First Quarter Earnings Review – When Cable Growth Slows… (Part 2)
This article examines Charter Communications first quarter results and looks at their 2022 and 2023 strategy.
CES Preview 2022 – TV’s Future
This article is a CES 2022 preview and focuses on the development of the TV a for multiple bandwidth uses.
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
Memorial Day Reads/ Listens/ Views
This short Brief summaries has some videos and articles that we have not been able to address in April and May due to time/space constraints. Topics covered include Google I/O, Apple v Epic, WarnerMedia + Discovery, and NY Broadband legislation/ low income price controls
2Q Earnings Review: The Importance of Fiber-Based Broadband Relationships
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.
Fiber Always Wins (Until it Doesn’t) – 2020 Edition
This article looks at fiber developments across the telecommunications sector in 2020