The Sunday Brief

Connecting technology, telecommunications, and the internet

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,...

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Chronicling AT&T’s Divestiture

End of year greetings from Fraser, CO and Lake Norman, NC.  This has been a week of reflection, not only on the year but also on the decade that was.  Taking some time to contemplate the changes that have occurred over the past ten years is instructive and helpful. ...

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The Long, Long Run

Greetings from Chicago, Illinois (where the pre-winter winds were tame), and Davidson, NC (where it really feels like winter even though it’s mid-November).  This week’s TSB is less about the week’s events and more about strategy fundamentals.  Next week’s edition...

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AT&T’s Big Week

Greetings from our nation’s capital (now home to the World Series champion Washington Nationals) and Lake Norman, NC.  This was a very busy week for earnings with Apple, AT&T and T-Mobile all announcing earnings.  We are going to start with AT&T given their...

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Verizon, Comcast and Charter 3Q Earnings Review

Greetings from the Mile High City, the Queen City, and the City of Angels.  Attendees of the Mobile World Congress – Americas were greeted with multi-story advertisements on buildings touting original content, a reminder that investment in the TMT (telecom/ media/...

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CBRS – Share and Share Alike

Greetings from Lake Norman/ Davidson, North Carolina, where the college football season has started.  We took in the Davidson College home opener and the Wildcats (red jerseys) defeated Georgetown 27-20 to a crowd of more than 2,300.  It was an exciting part of the...

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Deeper – Fiber Always Wins (Until it Doesn’t)

The following articles provide a good overview of the role fiber plays in the telecommunications ecosystem today (there’s some good details on Google Kansas City and Louisville setbacks as well): An RCR Wireless article that details Verizon’s “integrated engineering...

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Fiber Always Wins (Until it Doesn’t)

Greetings from Davidson, North Carolina, where the hazy days of summer will soon give way to the bustle of orientation.  There’s plenty to cover in this week’s TSB, and our main topic will be on the importance of fiber in the telecom industry.  But first, a brief...

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Sprint’s Head is Above Water

Mother’s Day greetings from Charlotte (Wells Fargo Championship pictured) and Dallas.  Thanks again for all of the well wishes concerning my new job, and we’ll miss the interaction with each of you through The Sunday Brief every week.  Again, our last issue will be...

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