October greetings from Boston, Cedar Rapids, and Kansas City. It was great to meet with Troy Doom, the CEO of Ice House America, one of Fort Point Capital’s investments (more on the company here) in Boston earlier this month. Third quarter earnings start next week...
October greetings from Virginia, Iowa, Missouri and Massachusetts. Our hearts go out to those impacted by Hurricane Helene. CellSite is providing civil construction services to several tower companies and service providers impacted by substantial flooding. Even though the storm hit last Saturday, there are...
August greetings from Cedar Rapids and Kansas City. This week’s opening picture comes courtesy of the 49th Annual St Jude’s Sweet Corn Festival held from August 9-11 in Cedar Rapids. The weather and food were quintissential Iowa. Next up: experiencing Iowa Hawkeye football – stay...
July greetings from Cedar Rapids, Kansas City and Washington, DC. Kudos to my brother-in-law, Andrew Ashcroft, for earning his promotion to Captain in the U.S. Navy. It was an honor to join family and friends at the Pentagon earlier this month to celebrate his...
Verizon outperforms T-Mobile US' home broadband on a technology-agnostic basis: Opensignal
Of the five internet service providers with the most extensive service footprints, Comcast's Xfinity service wins in consistent broadband quality and broadband video experience, while Charter's Spectrum ISP landed the ranking for the fastest...
Greetings from Spain, Florida, and the Midwest. Pictured is Jim wearing a replica Roman emperor helmet while visiting filmmaking friends in Madrid. This has been an action-packed two weeks with Mobile World Congress and the C3 Transform conference. This week, we will have a...
Greetings from the Midwest as we get ready for the Big Game. This week, after a full market commentary, we will resume our earnings analysis as we look at the state of traditional cable providers Comcast and Charter.
As we mentioned in last week’s interim Brief,...
Greetings from Florida (pictured) and Missouri. The last two weeks were full of news, and we will have a larger than average market commentary as a result. Our Sunday Brief analysis will be focused on Verizon as we explore how they emerge from a...
Spectrum Mobile from Charter costs less and offers a more reliable connection to wireless data service compared to Xfinity Mobile from Comcast. The problem is these two companies do not compete. That means there is zero competitive pressure to keep all competitors at their...
Greetings from Louisiana, Texas, Nebraska, Missouri, and Minneapolis, Minnesota, the home of this year’s Independent Show. Pictured are Sally Daniels from the National Content & Technology Cooperative (NCTC), Steve Leavitt from Connectbase, and Jim. The NCTC Connectivity Exchange creates a selling consortium of smaller broadband...
Greetings from Nebraska and Missouri, where we finally cut the ribbon at the historic Fox Theater in Sedalia. We are pleased to be bringing fiber to more than 11,000 homes and businesses in and around Sedalia with additional expansions to be announced. Our reception...
Greetings from Nebraska and Missouri. Pictured are the balloons from the Friday night glow at the Sedalia Hot Air Balloon and Kite Festival this past weekend. It was spectacular, and Fastwyre was proud to be a sponsor. Fortunately, the rains held off for most...
Greetings from Georgia, Nebraska, Missouri and Louisiana. We look forward to cutting the ribbon and launching service in Warrensburg and Knob Noster (home of Whiteman AFB) this week. If you are in the area, please join us in celebrating competition and choice at 4...
Greetings from Louisiana and the Midwest. Pictured blow is the Fastwyre ribbon cutting held last week in DeRidder, Louisiana. We had a terrific time meeting hundreds of future customers frustrated with their current broadband options. There are many more Fastwyre ribbon cuttings coming to...
Tax weekend greetings from Missouri, Nebraska, Louisiana, Texas and Jamacia. No, Fastwyre is not going global, but the staff of the Brief took part in a long-needed vacation to one of the largest and friendliest islands in the Caribbean. Pictured is the sunset from Rick’s...
Greetings from the Southeast and the Midwest as winter transitions into spring. In this Brief, after a full market commentary, we will provide a retrospective on larger macro trends since the 2020 shutdown (pictured is Bossy Beulah’s, a favorite lunch spot during COVID that...
Thanksgiving weekend greetings from the Midwest. Pictured is a flock of wild turkeys near the farm in Willard celebrating the “day after” (if only we had audio – they are not quiet!). This week, we will continue our discussion of key themes exiting 3Q...
Mid-September greetings from the Midwest, Georgia and Alabama, where we are wrapping up our Moundville Telephone Company acquisition. Pictured is Tuska, a 7-ton elephant statue that was recently moved to the Bryant-Denny stadium in Tuscaloosa. Legend has it that the association with elephants dates back...
Greetings from the Midwest and Southeast (at left, toting the week’s produce from Kansas City’s open-air City Market). The freshly-picked watermelon we purchased there was far sweeter than the Chiefs performance in their first preseason game (and narrowly beating the Commanders did not assuage...
Greetings from rural Midwest. Pictured is the American Broadband fiber inventory for a new market we are in the process of launching. More details on that launch in a few weeks as we bring fiber goodness to unserved and underserved homes and businesses.
This has...
UK telecoms group BT has revealed a ‘charter’ to invest almost £100 million over the next three years in its new Division X digital change unit, which is at the heart of its broader strategy to establish itself as a ‘tech-co’ (“not a telco”),...
May greetings from five states. Lots of miles in the last month traveling through amazing parts of the Midwest and South. The opening picture is of the Apple Man at the Fontanelle Orchard in Nebraska. Celebrating their 16th year, they are located a mere 10 miles from...
Greetings from Kansas City and Delray Beach, Florida (pictured), where the Brief staff are taking a mini-corporate retreat before next week’s 2022 Metro Connect conference in Miami. Looking forward to seeing many of you there and hopefully celebrating a third consecutive AFC Championship for the Kansas...
Brian Roberts, Comcast CEO, sees wireless as a growth path with their Xfinity Mobile. He spoke at Goldman Sachs Investment Conference last week. I have been following wireless as an analyst for decades. I have been following the cable TV entry into wireless since...
