With all the earnings news and analyst days in the telecom space the past few weeks, one important talking point that seemed to be missed by almost every analyst report I read, but may be an important harbinger of things to come, came from AT&T’s CEO John Stankey...

Happy New Year to all the Fritzsche Forum readers. As the calendar turns, we always take our best guess as to the key trends to watch. Here is our best guess for what we believe will be a wild and crazy 2024… 1. CABLE WIRELESS AND TELECOM FWA TUG OF WAR WILL CONTINUE...

Now that the large cap telecom players have all reported Q3’23 earnings, it is a good time for reflection to review the lessons learned and trends which abound in the space. When I was an analyst I followed T-Mobile.  While everyone was focused on the unique...

The words “we need a bigger boat” have been used in some recent Wall Street write ups when describing the data center space.  But listening to the announcements coming out of Mobile World Congress (MWC) last month in Las Vegas from the Fixed Wireless Access (FWA)...