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The Sunday Brief: 3Q earnings questions (Part 2)

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...

The Sunday Brief: 2Q earnings review—facts are stubborn things

July greetings from Cedar Rapids, Kansas City and, by the time most of you read this, Nashville, the home of this year’s Fiber Connect conference.  The schedule is full for both days; the evening reception on Monday will be the best time to catch...

Comcast reports a mixed quarter with growth in wireless

Comcast added 322,000 wireless subscribers during the second quarter of 2024, with its wireless customer lines up 20% compared to the same time last year and reaching a wireless customer base of 7.2 million. The cable MSO saw its domestic broadband revenues grow 3% compared...

The Sunday Brief: the lowest quartile (2Q earnings preview)

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...

The Sunday Brief: Where are they spending money?

End of the month/ quarter greetings from Cedar Rapids, Kansas City, Nashville, and, by the time you read this, Washington DC.  Pictured is one of the wonderful CellSite Solutions cranes getting ready for a shelter lift. The first two weeks on the job have...

Comcast offers Starlink satellite coverage for rural enterprises

US-based Comcast Business is to use Starlink’s low-earth orbit (LEO) satellites to extend mobile coverage for enterprise applications into under-served or unconnected regions. It is targeting enterprises in “multiple, disparate locations… where traditional networks do not reach”. The satellite service will also afford a...

In broadband analysis, cable generally outperforms telcos: Opensignal

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...

Charter, Comcast see mobile growth

Comcast increases wireless revenues more than 13% YoY Cable companies Comcast and Charter Communications both reported quarterly earnings in which mobile growth was a bright spot amid customer losses in other areas of their businesses. Comcast beat analysts' expectations on its first-quarter profit performance. The...

The Sunday Brief: Fourth quarter earnings—out of favor

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,...

#TBT: Android displaces Symbian; Verizon’s billion-dollar cloud buy; Obama calls for wireless broadband expansion … this week in 2011

Editor’s Note: RCR Wireless News goes all in for “Throwback Thursdays,” tapping into our archives to resuscitate the top headlines from the past. Fire up the time machine, put on those sepia-tinted shades, set the date for #TBT and enjoy the memories! Android takes top...

Dell, Ericsson, others combine on private 5G for port enterprises at Tacoma Tideflats

A new private 5G network at Tacoma Tideflats, surrounding the Port of Tacoma on Puget Sound in the US state of Washington, has been deployed to support five enterprises, initially, to modernize their operations, including support for port infrastructure, freight movement, supply chains, and...

The Sunday Brief: Same as it ever was (3Q earnings preview)—part 3

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...

AT&T, Comcast join 5G Open Innovation Lab

AT&T and Comcast are joining 5G OI Lab as founding partners 5G Open Innovation Lab (5G OI Lab) announced that U.S. operators AT&T and Comcast have joined its innovation ecosystem as founding partners. The two companies join the 18 founding and corporate partners, 5G OI Lab...

Citing CBRS strength, Comcast to sell $3.3B in 600 MHz spectrum to T-Mo

'Lease to purchase' arrangement allows Comcast a window to reclaim the airwaves Comcast is feeling so confident about its ability to make use of the CBRS band for mobile 5G services that it is willing to let its 600 MHz licenses go, in a $3.3...

Comcast set to turn up cellular offload in Philadelphia

60% of Comcast's network traffic comes from 3% of its geography, CEO says Comcast is getting ready to activate Philadelphia as a trial market for cellular offload, as it explores what combination of its existing MVNO relationship with Verizon and its own cellular CBRS network...

The Sunday Brief: Labor Day edition—what makes Comcast and T-Mobile US great?

Labor Day weekend greetings from Louisiana, Texas and Missouri.  Pictured is the Venture Global LNG plant in Cameron, Louisiana.  Over the last two years, we’ve passed by many times and continue to be amazed at the scale of their operation.  This week’s Labor Day edition...

Kagan: Spectrum Mobile has an edge over Xfinity Mobile in 5G wireless

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...

Comcast debuts Verizon-backed ‘Storm-Ready Wi-Fi’ with cellular failover

Comcast has debuted a new internet option for Wi-Fi with cellular back-up using Verizon's mobile network, so that customers don't have to lose their home Wi-Fi access in a service or power outage. For $7 a month for 36 months or an upfront payment...

The Sunday Brief: He said, he said (Part 1)

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...

The Sunday Brief: Lead balloon

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...

MachineQ expands BLE/LoRaWAN indoor IoT tracking portfolio, targets life sciences

MachineQ has launched a number of new active RFID asset tracking tags for indoor positioning, along with a new IoT occupancy monitoring solution. They are an extension of its hybrid Bluetooth Low Energy (BLE) and LoRaWAN real-time location system (RTLS) combo-solution, launched last year....

#TBT: Crown Castle adds a Lightower; Comcast eyes enterprise IoT; AT&T tests 5G mmWave FWA … this week in 2017

Editor’s Note: RCR Wireless News goes all in for “Throwback Thursdays,” tapping into our archives to resuscitate the top headlines from the past. Fire up the time machine, put on those sepia-tinted shades, set the date for #TBT and enjoy the memories! Crown Castle to...

The Sunday Brief: What they said—second quarter clues from analyst conferences (Part 1)

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...

The Sunday Brief: First quarter earnings in five words or less (Part 2)

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...