There has been no shortage of news affecting the telecom and wireless industries. First, as many expected, a three-way merger among Charter, Time Warner Cable and Bright House Networks was announced last Tuesday. Many, if not most, of you are versed …
As promised, this week we draw some conclusions from the results of our mobile first poll, which resulted in three ways to be an innovative leader as your company is planning for 2016 and beyond. Often, strategic planning sessions can be pretty …
This was a very active week in telecom, with AT&T extending its termination date on its DirecTV merger to the end of June; Charlie Ergen making headlines defending the designated entity structure for the latest wireless auction (CNBC interview here); Google releasing its …
Greetings from Chicago (INTX show), Philadelphia and Albany (the back of the NY State Capitol shown). This has been a busy earnings week, with Comcast, Cablevision, CenturyLink, Frontier, Windstream and Sprint all reporting earnings. While our focus will be on Sprint’s …
This week, on top of earnings news we had a number of announcements across the industry. Comcast announced it would be launching 2-gigabit-per-second service to 200,000 homes in Chattanooga, Tenn. This news item would have minimal impact except for the …
Last week was already overflowing with earnings news (we will cover AT&T and Verizon Communications earnings in great detail next week), when Bloomberg broke the story last Thursday of the likely Comcast/Time Warner Cable merger demise. CNBC confirmed this rumor …
Verizon and AT&T tackle video for value creation When I was a manager in the engineering and operations workforce in Sprint’s local division (later to become Embarq, and then CenturyLink), I remember a discussion with the VP on a process …
Top 10 events of the first quarter: recap of Pt. 1 We started the first quarter review before the Easter/Passover holidays with five events. 1. Sling TV announced at Consumer Electronics Show: Our bottom line was that this was a …
These next two weeks, we’ll recap the first quarter with a quick spin through the top 10 events that will influence telecom earnings calls throughout the year. Thanks to several of you who sent in your own nominations. Top 10 …
T-Mobile US’ ‘Un-carrier 9.0’ set to disrupt enterprise market Throughout the course of telecommunications history, the pricing alchemy between business and consumer plans has been convoluted at best, and perverted at worst. This started with landline – voice – pricing in …
The FCC Report and Order that wasn’t On March 12, the Federal Communications Commission released the 400-page Open Internet Report and Order. Think of this as part one of a dramatic miniseries on Internet regulation, which you would prefer to turn …
This has been a week filled with news – Mobile World Congress, analyst conferences and the normal course of business – and regulatory conjecture. I have decided to stop trying to figure out what fine-tuning the Federal Communications Commission is doing …
As expected, last week was full of rhetoric with respect to the Federal Communications Commission’s pending Open Internet Order. Pictured below is Verizon Communications’ response typed in Morse Code – a brilliant PR move, although one unlikely to help their …
Verizon spectrum auction results conference call: Densify, baby, densify Verizon Communications’ Tony Melone, EVP network, and CFO Fran Shammo held a short, but extremely informative, conference call helping the analyst and investor community think about the results of Auction 97 (full …
Many of you have called/written me about the general chatter regarding regulatory changes proposed by Federal Communications Commission Chairman Tom Wheeler. The telecom industry needs to take Aaron Rodgers’ advice and “r-e-l-a-x.” While it is strangely undemocratic that the FCC …
Lots of plane time last week, which means lots of time to think about earnings announcements and trends. On top of this, last week was heavy on non-earnings news, with T-Mobile US’ innovative smartphone approach to credit-challenged customers (see more …
Verizon Communications reported earnings last week. Without going through every detail of their 1.99 million wireless retail postpaid net additions – 1.4 million of which were tablets – let’s focus on two of the most important figures: postpaid churn and …
It’s been a week full of news, with the Federal Communications Commission’s Auction 97 almost ending, AT&T’s acquisition of Iusacell closing, rumors that the Verizon/AT&T/T-Mobile US Softcard mobile wallet venture will be sold to Google emerging, and Sprint …
Editor’s Note: Welcome to our weekly Reality Check column where C-level executives and advisory firms from across the mobile industry share unique insights and experiences. While there was a lot of news last week, we will focus today’s column on …
Editor’s Note: Welcome to our weekly Reality Check column where C-level executives and advisory firms from across the mobile industry share unique insights and experiences. The Consumer Electronics Show officially begins Tuesday, and 160,000 of us (including yours truly) will …
Editor’s Note: Welcome to our weekly Reality Check column where C-level executives and advisory firms from across the mobile industry share unique insights and experiences. Sixty-eight readers sent “top ten” nominations that form the basis for this week’s column. These …
Editor’s Note: Welcome to our weekly Reality Check column where C-level executives and advisory firms from across the mobile industry share unique insights and experiences. This has been an unusually active December for the telecom industry. We’ll begin this week’s …
Editor’s Note: Welcome to our weekly Reality Check column where C-level executives and advisory firms from across the mobile industry share unique insights and experiences. This week’s column continues the regulatory discussion started in late November focusing on the touchy …
Editor’s Note: Welcome to our weekly Reality Check column where C-level executives and advisory firms from across the mobile industry share unique insights and experiences. DARPA, NSF and the commercialization of the Internet With the president’s support for increased regulation …
Editor’s Note: Welcome to our weekly Reality Check column where C-level executives and advisory firms from across the mobile industry share unique insights and experiences. Sprint: down, but are they out? Sprint reported dismal earnings last week. As a result, …
