Greetings from Kansas City, Nebraska and Louisiana. Pictured is one of the stops on Jim’s broadband tour of the Cornhusker state, Buck’s Bar and Grill in Venice, Nebraska. Terrific food and amazing service (and, while not personally witnessed, the live music also has a pretty darn good reputation). While underserved from a broadband perspective, Venice is well-served at Buck’s.
This week, after a brief market commentary, we will dissect AT&T’s virtual investor day presentation. Originally, we had planned on a side-by-side comparison of Verizon’s and AT&T’s respective presentations, but AT&T’s is so rich we will need to punt the comparison to a future Brief (note: we were very impressed with many things about Verizon’s Investor Day presentation and product/ platform announcements).
