Greetings from Lake Norman and Charlotte, North Carolina where temperatures are above average and sunrises are magnificent. Social distancing with a lake breeze – one of the many advantages of being a Tar Heel state resident. This has been a tough week in...
The Domino Effect of Contagion and Market Turbulence
Without a doubt, economizing will be an important theme through the end of 2020.
Earnings Parade – Part 1 – Why is Tom Rutledge Smiling?
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,...
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. ...
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 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...
iPhone Availability Update (Nov 10)
As we indicated in yesterday's TSB, here's the last iPhone availability update we will be publishing. All data is taken from the carrier websites as of Nov 10. If there is a range given for a ship date, we chose the latest date. Here are the takeaways from the...
AT&T’s Big Week
Greetings from our nation’s capital (now home to the World Series champion Washington Nationals) and Lake Norman, NC. This was a very busy week for earnings with Apple, AT&T and T-Mobile all announcing earnings. We are going to start with AT&T given their...
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/...