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. Last week was one of stunning victory and disappointing defeat. For those of you who …
Column updated to correct AT&T’s service margin. 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 event-filled week outside of …
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 Nexus 6: the best kept secret (not again!) Given the collaboration that came through …
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. One of my summer projects has been to relearn the economics of broadband connectivity. While …
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, we continue our look at events that shaped the quarter and will likely …
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. I received several comments on last week’s column indicating that I was being biased toward …
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. Having spent three days at the recent CTIA event, which was briefly overshadowed by Apple’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. Apple’s latest products announcement occurs just as CTIA kicks off. The timing couldn’t be better. …
In last week’s note on capital spending, there was a slight to the table shown due to a spreadsheet error. This change raised the capex/average retail customer for T-Mobile US in earliest quarters shown. Apologies for the change – story …
Will Sprint and T-Mobile US invest enough to have a minimally viable network (MVN?) Several newcomers to my columns have pointedly asked me over the past week “What’s your angle? Why are you out to get [insert company or business leader …
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. Many – if not most of you – have seen earnings for AT&T, Verizon Communications, …
