The Evolution of the Television Bundle: There's Still Plenty of Profit in Couch Potatoes
The television ecosystem is constantly evolving and the traditional bundle model has come under pressure recently, but we believe investors have...
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AT&T Data Center Auction Fails
AT&T Inc.’s auction of its data centers has not resulted in a deal after more than a year, and can be considered a “failed” auction, a sector...
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Verizon Selling Data Centers, Not Enterprise Unit
Verizon Communications is selling its data center business, primarily what used to be known as Terremark, not the whole enterprise business,...
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HILLARY! Scourge of Wall, Savior of Main - Preventer of Market Crashes, and Economic Crises
On October 8th, Hillary Clinton offered an Op-Ed on Bloomberg Views (available on the website here) which was a shorter version of...
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Purported Sales of Verizon and AT&T Enterprise Businesses May Prove Challenging
As Verizon Communications Inc. and AT&T, Inc. have spent billions to purchase spectrum this year and appear poised to do so next year as well,...
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