The Sprint/T-Mobile merger agreement will expire on November 1st unless the companies agree to extend the date. We believe T-Mobile should use the expiration of the merger agreement to renegotiate terms with Sprint rather than extend it. T-Mobile already incurred costly concessions to obtain DOJ approval and Sprint’s business is eroding faster than expected. Now the deal faces an unexpected and difficult opposition by a coalition of Attorneys General from 18 states, lead by New York and California. This could … Continue reading T-Mobile Should Renegotiate The Sprint Deal
Promotional activity by wireless operators plays an important role in smartphone sales. Unfortunately for Apple, operators have spent the last eight years tightening upgrade policies and pulling back on device promotions, which we believe has contributed to the lengthening of the smartphone replacement cycle. However, this year, there are some early signs that operator promotions are on the rise. That could be good timing for Apple, which is challenged with double digit declines in iPhone unit sales and an apparent … Continue reading Can Rising Operator Promotions Juice Apple?
Welcome to LightShed Partners. While today is day one for our new venture (press release, link), you will find that not much has changed. Our founding team has been largely together for well over a decade. You know each of our partner’s personalities well – from Rich’s colorful “dog on a bone” persona, to Walt’s impassioned snark, to Brandon’s quirky intellectualism (and yes he still hasn’t cut the hair). While we are all very different, our team has always had … Continue reading Day One: LightShed Partners
Technology, Media and Telecom Analysts Richard Greenfield, Walter Piecyk and Brandon Ross Join Together to Form Independent Research Firm, LightShed Partners NEW YORK, September 10, 2019 — LightShed Partners (“LightShed”), a new technology, media and telecommunications (“TMT”) independent research firm, today launches a tiered subscription research business to bring institutional investors thought-leading, thematic research analyzing public and private companies across the global TMT landscape. Co-Founded by Richard Greenfield, Walter Piecyk, Brandon Ross, Joseph Galone and Mark Kelley, the LightShed team, … Continue reading Technology, Media and Telecom Analysts Richard Greenfield, Walter Piecyk and Brandon Ross Join Together to Form Independent Research Firm, LightShed Partners
“Rich, Walt and Brandon have always pushed to provide unique and thematic views; while we will miss having them on our platform, we are happy to be aligning with their new efforts.” NEW YORK–(BUSINESS WIRE)–BTIG has announced today that it plans to strategically partner with a new TMT venture led by Richard Greenfield, Walter Piecyk and Brandon Ross, BTIG TMT Analysts, along with Joseph Galone and Mark Kelley. “We are excited to work with Rich, Walt and Brandon as their business takes shape in the coming weeks. Their … Continue reading BTIG’s Richard Greenfield, Walter Piecyk and Brandon Ross Exit Firm to Launch New TMT Venture