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)...

I remember when I was a young analyst and the great John Stanton (wireless pioneer who was CEO of two public companies -  Western Wireless and VoiceStream - at the same time) would speak at conferences.  He had a great way of using analogies which would...

Recently, I was sitting in a meeting with the head of a large infrastructure fund.  During the course of our discussion I was pitching ideas in different silos of the digital infrastructure space.  It was interesting because this particular client was one of...