LUMEN / T-MOBILE – On the Edge of Glory?

As a former analyst, I know that the webcasts which the Street pays the most attention to are the ones where the CFO or CEOs are speaking.  While these are of course very interesting, I often think it may be the ‘under the radar’ executives that may say the most. ...

AT&T: When you are in a hole, stop digging

I took a break from this column last week as I think I was a bit of deer in headlights as I digested the big AT&T news.  It almost was personal to me as I vividly remember when AT&T’s CFO announced during a conference at my prior firm that its Time Warner deal...

The importance of connectivity-rich data centers to 5G

Equinix (EQIX) recently published its third annual Global Tech Trends Survey (GTTS).  This survey gathers views and insights from 2,600 IT enterprise decision makers in 26 countries across EQIX’s three regions (Americas, Asia-Pacific and EMEA).  It never disappoints! ...

$40 billion in Capital Expenditures. In 3 months?

Amazon’s  Q1’21 earnings report came out this past week.  While I was never a technology analyst, there was no question this print was VERY good all around.  But the number that REALLY jumped out to this old telecom analyst was in their FCF (Free Cash Flow)...