This article addresses three topics not discussed at the various 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.
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.
This article looks at two very different wireline providers, Lumen (formerly CenturyLink) and cable company Altice
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.
This article discusses the C-Band auction, Samsung’s Galaxy S21 announcement, and Hans Vestberg’s CES keynote speech
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.