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The Sunday Brief: Global growth outlook, FCC ‘bulk buy’ rule making, and the Morgan Stanley Conference

Greetings from Spain, Florida, and the Midwest.  Pictured is Jim wearing a replica Roman emperor helmet while visiting filmmaking friends in Madrid.   This has been an action-packed two weeks with Mobile World Congress and the C3 Transform conference.  This week, we will have a...

The Sunday Brief: Fourth quarter earnings—out of favor

Greetings from the Midwest as we get ready for the Big Game. This week, after a full market commentary, we will resume our earnings analysis as we look at the state of traditional cable providers Comcast and Charter. As we mentioned in last week’s interim Brief,...

The Sunday Brief: Same as it ever was (3Q earnings preview)—part 3

Greetings from Florida (pictured) and Missouri.  The last two weeks were full of news, and we will have a larger than average market commentary as a result.  Our Sunday Brief analysis will be focused on Verizon as we explore how they emerge from a...

Kagan: Spectrum Mobile has an edge over Xfinity Mobile in 5G wireless

Spectrum Mobile from Charter costs less and offers a more reliable connection to wireless data service compared to Xfinity Mobile from Comcast. The problem is these two companies do not compete. That means there is zero competitive pressure to keep all competitors at their...

The Sunday Brief: He said, he said (Part 1)

Greetings from Louisiana, Texas, Nebraska, Missouri, and Minneapolis, Minnesota, the home of this year’s Independent Show.  Pictured are Sally Daniels from the National Content & Technology Cooperative (NCTC), Steve Leavitt from Connectbase, and Jim.  The NCTC Connectivity Exchange creates a selling consortium of smaller broadband...

The Sunday Brief: Lead balloon

Greetings from Nebraska and Missouri, where we finally cut the ribbon at the historic Fox Theater in Sedalia.  We are pleased to be bringing fiber to more than 11,000 homes and businesses in and around Sedalia with additional expansions to be announced.  Our reception...

The Sunday Brief: What they said—second quarter clues from analyst conferences (Part 1)

Greetings from Nebraska and Missouri.  Pictured are the balloons from the Friday night glow at the Sedalia Hot Air Balloon and Kite Festival this past weekend.  It was spectacular, and Fastwyre was proud to be a sponsor.  Fortunately, the rains held off for most...

The Sunday Brief: First quarter earnings in five words or less (Part 2)

Greetings from Georgia, Nebraska, Missouri and Louisiana.  We look forward to cutting the ribbon and launching service in Warrensburg and Knob Noster (home of Whiteman AFB) this week.  If you are in the area, please join us in celebrating competition and choice at 4...

The Sunday Brief: First quarter earnings in five words or less (Part 1)

Greetings from Louisiana and the Midwest. Pictured blow is the Fastwyre ribbon cutting held last week in DeRidder, Louisiana. We had a terrific time meeting hundreds of future customers frustrated with their current broadband options. There are many more Fastwyre ribbon cuttings coming to...

The Sunday Brief: First quarter earnings questions (Part 2)

Tax weekend greetings from Missouri, Nebraska, Louisiana, Texas and Jamacia.  No, Fastwyre is not going global, but the staff of the Brief took part in a long-needed vacation to one of the largest and friendliest islands in the Caribbean.  Pictured is the sunset from Rick’s...

The Sunday Brief: The dust settles—telecom after COVID

Greetings from the Southeast and the Midwest as winter transitions into spring.  In this Brief, after a full market commentary, we will provide a retrospective on larger macro trends since the 2020 shutdown (pictured is Bossy Beulah’s, a favorite lunch spot during COVID that...

The Sunday Brief: Cable’s transition from home to hand

Thanksgiving weekend greetings from the Midwest.  Pictured is a flock of wild turkeys near the farm in Willard celebrating the “day after” (if only we had audio – they are not quiet!). This week, we will continue our discussion of key themes exiting 3Q...

The Sunday Brief: So many questions for third-quarter earnings

Mid-September greetings from the Midwest, Georgia and Alabama, where we are wrapping up our Moundville Telephone Company acquisition.  Pictured is Tuska, a 7-ton elephant statue that was recently moved to the Bryant-Denny stadium in Tuscaloosa.  Legend has it that the association with elephants dates back...

The Sunday Brief: Bigger questions after second quarter earnings (Part 2)

Greetings from the Midwest and Southeast (at left, toting the week’s produce from Kansas City’s open-air City Market).  The freshly-picked watermelon we purchased there was far sweeter than the Chiefs performance in their first preseason game (and narrowly beating the Commanders did not assuage...

The Sunday Brief: Bigger questions after second quarter earnings

Greetings from rural Midwest.  Pictured is the American Broadband fiber inventory for a new market we are in the process of launching.  More details on that launch in a few weeks as we bring fiber goodness to unserved and underserved homes and businesses.  This has...

BT to invest £100m to put UK enterprises in ‘digital fast lane’ and ‘soup-up security’

UK telecoms group BT has revealed a ‘charter’ to invest almost £100 million over the next three years in its new Division X digital change unit, which is at the heart of its broader strategy to establish itself as a ‘tech-co’ (“not a telco”),...

The Sunday Brief: First quarter earnings review—when cable growth slows (Part 2)

May greetings from five states.  Lots of miles in the last month traveling through amazing parts of the Midwest and South.  The opening picture is of the Apple Man at the Fontanelle Orchard in Nebraska.  Celebrating their 16th year, they are located a mere 10 miles from...

The Sunday Brief: Let it bleed

Greetings from Kansas City and Delray Beach, Florida (pictured), where the Brief staff are taking a mini-corporate retreat before next week’s 2022 Metro Connect conference in Miami.  Looking forward to seeing many of you there and hopefully celebrating a third consecutive AFC Championship for the Kansas...

Kagan: Brian Roberts talks Comcast Xfinity Mobile wireless future

Brian Roberts, Comcast CEO, sees wireless as a growth path with their Xfinity Mobile. He spoke at Goldman Sachs Investment Conference last week. I have been following wireless as an analyst for decades. I have been following the cable TV entry into wireless since...

The Sunday Brief: The importance of fiber-based broadband relationships

Greetings from Davidson, North Carolina.  Hard to believe it’s already August, but the weather forecasters are already tracking hurricanes (cone above/ left).  Lots of wind, and some greatly needed rains for the Tar Heel state to follow – typical summertime activity in the Carolinas. We...

What have network operators said about their CBRS plans?

Mobile network capacity augmentation and fixed wireless access broadband are the two use cases driving early deployments in the shared Citizens Broadband Radio Service spectrum at 3.5 GHz, according to industry experts. More than 270 bidders are set to participate in the upcoming auction...

#TBT: Sprint vs. T-Mo for third place; Better coverage, or else; mmWave eyed for 5G … this week in 2015

Editor’s Note: RCR Wireless News goes all in for “Throwback Thursdays,” tapping into our archives to resuscitate the top headlines from the past. Fire up the time machine, put on the sepia-tinted shades, set the date for #TBT and enjoy the memories! Sprint, T-Mobile US...

The Sunday Brief: 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 which Adrian...

The Sunday Brief: Verizon, Charter and Comcast 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/ technology) industry can take...