There might be reason for increased optimism that the FCC can enable more mid-band spectrum to help US companies win the “Race to 5G”. This week, the C-Band Alliance proposed a detailed private auction process designed by a respected auction specialist and the Senate Oversight hearing only generated 3 questions on C-Band, an indication that detractors have not been able to rally…
We believe autonomous vehicles are inevitable. Technology improvements across multiple disciplines from sensors and batteries to software and compute power are aligning to enable what promises to be a new disruptive force across a multitude of industries. We have seen some of this first hand at autonomous conferences and in early discussions with the key…
Tim Cook is set to take the stage tomorrow at 10 AM, Pacific time, to deliver the opening keynote at Apple’s annual WWDC conference at the San Jose McEnery Convention Center. WWDC is now almost entirely focused on software and services with an occasional hardware refresh. The event provides the 5,000 developers that attend with 3 months of lead…
On the Q1 earnings call T-Mobile CEO John Legere said “I feel very good about the deal as it’s structured and as it’s being reviewed”. Less than a month later, T-Mobile agreed to largely light behavioral conditions with the FCC. But in the past week, multiple news reports have indicated that T-Mobile has offered or…
In February 2018, Wondery, a podcast content creator focused on immersive storytelling, created the original series “Business Wars.” The first “war” the series delved into was Netflix vs. Blockbuster and what ultimately turned into Netflix vs. HBO and the broader legacy media universe. Originally, Netflix vs. Blockbuster was an 8-part series, where host David Brown…
“In general there is probably too much commercial interruption in television” — quote from Disney’s Chairman and CEO, Bob Iger, on a FYQ1 2018 earnings call (February 2017)
A little over a year ago, Jimmy Pitaro was named President of ESPN (link), replacing long-time exec John Skipper (who is now overseeing DAZN, a startup sports-focused streaming platform). Pitaro was interviewed earlier this week at the WSJ’s Future of Everything Festival by the WSJ’s Amol Sharma (@asharma). The interview focused heavily on the strategy…
With Q1 2019 earnings season for TMT complete, Brandon Ross and I thought it would be useful to pull out the most interesting, surprising and cringeworthy management quotes from calendar Q1 2019 earnings calls. Contrasting management commentary across the broader TMT sector helps investors understand themes and the relative positioning and strategy of major players. To spice it up…
“History has shown that incumbents tend to fight trends that challenge established ways and, in the process, lose focus on what matters most: customers.” — Jason Kilar, Founding CEO of Hulu, February 2011 Let’s begin with a quick walk down Hulu memory lane… NBC Universal and Fox announced their plans to create a joint venture video streaming…
After Snapchat’s 1st ever Partner Summit on April 4th, we wrote the following: “While Snapchat started as a way to visually communicate with your friends, it has gone far beyond that, with yesterday cementing the strategy transformation into a platform for the mobile generation that loves communicating via Snapchat” (full blog link)
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