This article looks at the structure of the New DIRECTV unit and also examines the premium paid for “big blocks” in the latest wireless spectrum (C-Band) auction.
I Like Big Blocks, I Cannot Lie
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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
Earnings Recap Part #2 – I’ve Got a Secret
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter
2020 in Review: Top Four Non-COVID Events
This article discusses market changes for 2020 as well as four key non-COVIDS events that will shape the telecom industry for years to come
iPhone 12 Pro and Pro Max Availability (as of Dec 27)
This post examines the inventory levels of the iPhone 12 Pro and iPhone 12 Pro Max through Dec 27
Fixed Wireless – Implications for Wireless and Cable
This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.
What T-Mobile is Doing Right (3Q 2020 Earnings Review – Part 3)
This article discusses three sources of T-Mobile’s 3Q earnings strength. We also discuss Microsoft’s Cloud PC project and iPhone 12 Pro results
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.