This article focuses on three key themes heading into 2H 2021: Apple’s iPhone launch, Broadband rollouts (T-Mobile and AT&T in focus), and C-Band/ Capacity additions.
Q2 Earnings Wrap: ABC (Apple, Broadband, C-Band/ Capacity)
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AT&T and Verizon Q2 Results – Different, Yet Similar
This article focuses on AT&T and Verizon’s 2Q earnings.
Mid-Year Report: AT&T, Verizon Earnings Preview
This article looks at four key questions that should be asked during upcoming Verizon and AT&T earnings calls. The Biden administration’s recent executive order focused on antitrust and competitiveness is also discussed.
Verizon’s Value Creation Strategy: More Cable MVNO, More Coverage, More Products
This article discusses Verizon’s C-Band deployments, content bundling, and cable MVNO strategies.
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.
Where’s the Wireless Service Growth (AT&T and Verizon Earnings Insights)?
This article critically examines the Q1 2021 wireless service revenue growth for AT&T and Verizon.
Q1 Earnings Preview – Setting Expectations
This article looks at Q1 and full year 2021 earnings expectations for Verizon and AT&T with a focus on revenue/ ARPU growth for mobility and broadband.
Happy Days are Here Again?
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
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.