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
This is a special market commentary on equity market capitalization changes through Dec 24 and also C-Band auction implications.
This post examines the inventory levels of the iPhone 12 Pro and iPhone 12 Pro Max through Dec 27
This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.
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
This Brief focuses primarily on AT&T and Verizon 3Q earnings analysis with a particular focus on diverging cap ex spending
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
This article discusses the opportunities available from the recent CBRS Auction (FCC Auction 105).
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.