Thursday, October 24, 2019

Comcast 3Q Results Driven by Internet Access, Which Explains Potential Danger of 5G Fixed Wireless

Comcast’s third quarter results were driven by consumer and business internet access connections. And that is the potential threat posed by 5G fixed wireless alternatives: they strike at the heart of the revenue growth model based on the Comcast fixed network. 



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Amazon, Alphabet, Meta, Microsoft Capex is 3.5% of Global Total

In one sense, capital investment in data centers and artificial intelligence by Amazon, Alphabet, Meta and Microsoft represents only about 3...