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The earth is shaking under the feet of the cable television industry. Traditional cable TV is facing an earthquake that is changing the entire industry. When the dust clears, everything about the traditional industry will be very different. A new television industry is emerging. Can Cable TV survive? This has…
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Successfully briefing the industry analyst community is key for every company who wants to have a good, strong and positive image in the marketplace. First they must have a positive image with the analyst community. That’s why companies want to brief as many analysts as they can. However only a…
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At a speech last week the audience learned that only one-third of American homes are still using landlines, more than 170 billion text messages are send every single day, and 45% of all US adults own a smartphone. With stats like that you can quickly see how companies like AT&T…
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There seems to be some confusion and misinterpretation about Sprint (S) in the media during the last few days. I spoke with Sprint for clarification. You will be interested in what I learned. I am a technology industry analyst and as such follow many companies in the wireless industry from…
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New Sprint (S) CEO Marcelo Claure spoke with David Faber of CNBC on the “Squawk on the Street” show this morning. It was a very good and eye-opening interview on the thinking of the new Sprint CEO and the new path he will be taking going forward to rebuild Sprint. …
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AT&T (T) has enjoyed a very successful run over the last decade. Now the industry and competition is starting to change once again. AT&T sees this and has been making some changes themselves. Let’s explore what changes AT&T is making in leadership and direction going forward and consider the impact…
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The world’s eyes are now on Sprint (S) . They have a new CEO and Softbank (SFTBY) is their new majority owner. The questions that the media, investors and workers are asking me are simple… will Sprint succeed going forward, what will it look like, and how should we measure…
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Sprint (S) and T-Mobile (TMUS) , the third- and fourth-largest US wireless carriers, have ended talks of a merger after stiff opposition from the Federal Communications Commission (FCC) proved too difficult to overcome. All participants in the failed deal are falling in tandem — with T-Mobile shares down almost 7%…
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After signing interconnection deals with Comcast (CMCSA) and Verizon (VZ) , AT&T’s (T) latest deal with Netflix (NFLX) to make its stream service faster added fire to the already hotly debated issue of net neutrality. Reluctant Deal Netflix announced on July 29 that “we reached an interconnect agreement with AT&T…
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Verizon Wireless (VZ) is going to start slowing data speeds to the heaviest wireless data users. I have been warning about this for years. It’s the price we may all have to start paying as the spectrum shortage really starts to impact the marketplace. So what is the real problem…
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We’ve watched Aereo challenge the traditional television model. However now that the Supreme Court struck down their business model, many think this newcomer will simply fade away. I don’t. I think Aereo will surprise us once again with a new business model and continue to compete. Just wait. You’ll see.…
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One of the more interesting stories this year is about the transformation the Sprint (S) wireless network is going through. After Softbank acquired part of Sprint last summer they started pouring in billions of dollars ripping out the old network and installing brand new gear. So what is the status…
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