This Brief focuses primarily on AT&T and Verizon 3Q earnings analysis with a particular focus on diverging cap ex spending
Telecom Capital Increase/ Slowdown – Implications to 5G Growth (Earnings Analysis Part 1)
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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.
2Q Earnings Review: The Importance of Fiber-Based Broadband Relationships
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.
Uneven Recovery = Uncertain Results
This article focuses on AT&T and Verizon’s 2Q 2020 earnings announcements.
Fiber Always Wins (Until it Doesn’t) – 2020 Edition
This article looks at fiber developments across the telecommunications sector in 2020
2Q Earnings Preview – Buzzword Bingo (Part 2)
This is Part 2 of our earnings preview. Our focus is on upcoming Verizon and cable company earnings.
Deloitte Talks Wireless Adoption
This article discusses bandwidth injustice and a recent Deloitte report on wireless adoption