This article discusses 4Q 2020 earnings for AT&T, Verizon, Comcast, Charter and other companies.
Earning Recap Part 1 – Two Truths and a Lie
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Stock Price Gains for the Week Ending Nov 27
This post discusses the market capitalization changes for the week ending Nov 27.
The Most Important Takeaway From Apple’s Announcement
This Brief discusses the Apple iPhone announcement, Verizon’s 5G Nationwide service, T-Mobile’s wireless home Internet service, and FCC comments on Section 203 of the CDA
Watch the Comments
This week’s Sunday Brief focuses on what to expect in 2Q earnings commentary. It also discusses some ideas being presented related to federal infrastructure spending.
Ten Interesting Reads (or Listens or Views) for Your Fourth Holiday
Hi everyone - there will be no Sunday Brief on the 5th due to the Holiday, but I put together an anthology of interesting reads and items (divided into COVID-19, Tech, and Telecom), some of which were covered in previous Briefs. I am sure you have others you...
The Economizing Effects of the Essential Economy
Greetings from Lake Norman and Charlotte, North Carolina where temperatures are above average and sunrises are magnificent. Social distancing with a lake breeze – one of the many advantages of being a Tar Heel state resident. This has been a tough week in...
Earnings Parade – Part 1 – Why is Tom Rutledge Smiling?
Super Game Sunday greetings from Kansas City (H&R Block Headquarters pictured) and Charlotte. The Patterson household is eagerly awaiting the 49ers/ Chiefs matchup and the return of the Vince Lombardi trophy to the City of Fountains. Regardless of the outcome,...
Comcast’s Earnings – Implications for the Telecommunications Industry
Late January greetings from Charlotte, where one of the start-ups I am advising, Lucid Drone Technologies, won two awards this week (pictured are the happy founders David Danielson, Andrew Ashur, and Adrian Mayans). The Charlotte Inno Fire award includes a red blazer...
The Unintended Consequences of an Attorneys General Victory
Greetings from Davidson/ Lake Norman/ Charlotte, North Carolina where winter has finally begun its return (picture is from earlier in the week when our dog, Abby, was chasing ~40 ducks into the Lake). Thanks again for the emails and comments on last week’s column –...
CES Observations – Out of the Lab and On to the Production Line
Greetings from Las Vegas, NV where 170,000 tech-hungry attendees gobbled up products and services from hundreds of exhibitors. Pictured is our motley crew at the first Sunday Brief CES dinner held this year at Gordon Ramsay’s Pub at the Caesar’s Palace. ...