This article describes the impact of Apple iPhone launches on the communications industry. We also look at a very intriguing comment made by AT&T CEO John Stankey at a recent conference.
The Iconic Device Effect
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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
Cash Comes a-Calling
This article discusses the implications of cash needs on AT&T’s decision to spin off WarnerMedia and Deutsche Telekom’s decision to take a majority stake in T-Mobile USA.
T-Mobile’s Pitchfork Strategy
This Brief focuses on T-Mobile’s multi-pronged growth strategy. We also analyze the competitive position of each of the Big 3 wireless players.
The Elephant in the Room (Analyst Day Analysis, Part Two)
This article addresses three topics not discussed at the various wireless carrier analyst days.
March Madness, or What We Learned from Wireless Carrier Analyst Days
This is Part 1 of a two part discussion of the analyst days held by each of the three US wireless carriers.
I Like Big Blocks, I Cannot Lie
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.
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