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
2020 in Review: Top Four Non-COVID Events
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The Week That Was (Week ending Dec 24, 2020)
This is a special market commentary on equity market capitalization changes through Dec 24 and also C-Band auction implications.
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.
A Fortnight of News
This Brief touches on several new items over the part two weeks, including iPhone 12 backlog/ shortages, Xbox to the TV, day-and-date decision for 2021 theatrical releases and Opensignal report
Telecom Capital Increase/ Slowdown – Implications to 5G Growth (Earnings Analysis Part 1)
This Brief focuses primarily on AT&T and Verizon 3Q earnings analysis with a particular focus on diverging cap ex spending
Curing AT&T’s Sickness – Telecom 3Q Earnings Preview (Part 3)
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
What Pandemic? Telecom 3Q Earnings Preview (Part 1)
This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
Market-by-Market CBRS Auction 105 Results – Is More Sharing in the Works?
This article discusses the opportunities available from the recent CBRS Auction (FCC Auction 105).
“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.