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The Sunday Brief: Same as it ever was (3Q earnings preview—Part 1)?

Mid-September greetings from Missouri, where fall is beginning to break out.  The close of the Royals season is coming soon (opening pic), football is back (although the Chiefs’ opening game left much to be desired) as well as apple cider, pumpkins, and the new...

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...

Kagan: Xfinity, Spectrum, Alitce show wireless growth. What’s next?

Cable TV tried to get into the wireless phone business a decade ago. They failed. Then, years later they tried again. First Xfinity Mobile, next Spectrum Mobile and then Altice Mobile. We have not seen other pay TV companies like Cox enter the wireless...

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...

Comcast and Charter’s MVNOs are disrupting the postpaid market, Tutela finds

The new MVNO kids are the block have set their sights on the coveted postpaid market, and they are succeeding in capturing a large chunk of growth while offering an experience that generally meets and can even succeed the experience of the underlying network(s)...

Kagan: Charter Spectrum getting better, but pay TV has new problems

  The good news is, Charter Spectrum cable television service is getting better. The bad news is, they still have some serious problems with pay TV. New problems. Problems that need an immediate fix since the marketplace is becoming competitive. In this piece, I will...