A recent article in Business Insider indicated Amazon is planning to cut its office space footprint by ~ 10 percent over the next three to five years. The end results of these moves are expected to save the company $1.3B / year in operating expenses. To put this...
Jennifer Fritzsche
The Definition of “Digital Infrastructure” Continues to Stretch Toward New Exciting Territories
The definition of Digital Infrastructure continues to stretch. This was my immediate thought when I saw the news earlier this month that Boldyn Networks would be buying Apogee Telecom. Apogee was not a name with which I was overly familiar but when I read about...
Will 2024 Represent the Year When the Dominoes Game Really Begins?
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...
Top 10 Themes To Watch in the Communications Services & Digital Infrastructure Space in 2024
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...
