This article discusses the impact of cable on the mobile business (and their likely success with bundling) as well as the prospects for a promotion-heavy 2022 holiday season
Bigger Questions After Second Quarter Earnings
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How a Recession Brings Out the Best in Telecom and Tech
This article looks at 10 companies that emerged after the previous recession
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 13)
This post tracks changes in equity market capitalization for the two weeks ending May 13 2022.
“Meet the New Boss – Same as the Old Boss.” Telecom Policy Under President Biden.
This article analyzes the week’s news in the telecom and tech industries and also looks at the impact of a Biden presidency on the telecommunications industry.
Three Up and Comers – Summer 2020 Edition
This article describes three companies that received substantial funding since the beginning of 2020: Ligado, Zinier, and Astranis.
Acceleration After the Storm
This article examines the role of several accelerating trends on the telecommunications industry. These include first-run movies over VOD, less frequent use of mass transit, and retail store closures.