This article is part one of a two part series focused on big questions that need to be addresses in first quarter earnings.
First Quarter Earnings Questions (Part 1)
read more
Cable’s Mobile Breakout Year?
This article explores investments cable is making to develop a competitive mobile offer.
Labor Day Edition – August Eye-Catchers
This Labor Day edition takes a look at five August telecom news developments that flew below the radar but are noteworthy.
Verizon and T-Mobile – Whose Growth Story is More Believable?
This article compares the 2022 growth outlooks for Verizon and T-Mobile.
Five Events That Shaped Telecom’s 2021
This edition of The Sunday Brief has market commentary, iPhone 13 availability analysis, and discusses five 2021 events that shaped the telecom landscape.
What They Said on Those Earnings Calls (Part 2)
This article discusses the slow but steady progress of several rural ILEC telcos as they continue their progress to move to fiber.
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.
The Plight of the Resurrected Telco
This article focuses on fiber deployments for more rural/ suburban carriers.
The Sunday Brief: Valentine’s Day Edition – Telecom Love is in the Air (and not on the Ground)
This article looks at two very different wireline providers, Lumen (formerly CenturyLink) and cable company Altice