This past week we heard from the “big guys” (AT&T, Verizon, Comcast, Charter) on Q4 2022 earnings. Many big themes came out but fiber was the clear topic of interest for AT&T investors. The quick elevator summary was AT&T is slowing the roll out a bit in...

This past weekend, I was in Orlando at a soccer tournament with my 15 year old daughter.  Given we had some time to kill before our flight, I decided to take her on a field trip of sorts and we drove to Lake Nona, one of the first master planned communities. I...

A few weeks ago I was lucky to be a part of the Georgetown's Center for Business Inaugural Spectrum Summit.  The session which I hosted was all about private networks.  Private networks, like “Edge”, have been talked about much but there has been very little...

Coming off Q3 2022 earnings season, it was interesting to note the different talking points around Fixed Wireless Access (FWA) offerings.  Two carriers (T-Mobile and Verizon) are quite bullish while AT&T continues to take a more conservative stance.  The...