This article looks at three economic trends impacting the telecom industry: 1) broadband growth 2) movement to South, West, and Midwest and 3) uneven employment recovery needs for each state
Happy Days are Here Again?
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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
Comcast’s Crossroads
This week’s Brief focuses on the strategic decisions facing Comcast: a) How to position and grow their Peacock streaming service; b) How to maximize the value of their wireless spectrum holdings, and c) How to achieve nationwide scale in enterprise.
Verizon at CES – Let the Renaissance Begin
This article discusses the C-Band auction, Samsung’s Galaxy S21 announcement, and Hans Vestberg’s CES keynote speech
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
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