Philip Burnett
Communications Services
Phil Burnett is a member of the US telecoms team, having joined in 2019 from a macro research shop focused on predicting recessions and cycles in inflation. Before that he was at Columbia getting his bachelors in English Literature. When not working, he can be found at either Barry’s Bootcamp or eating Tex-Mex or making the world’s very best spicy margarita (and preferably all three at the same time).
Research
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Quick Take: AT&T “Wins” FirstNet Contract AgainFebruary 13, 2024 — Philip Burnett
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US Telco Quick Take: Confessions of a Boost “Infinite Access for iPhone” Guinea PigOctober 3, 2023 — Philip Burnett
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DISH: Quick thoughts following the Echostar merger callAugust 8, 2023 — Philip Burnett
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US Telco: Updated thoughts on the cost to clean up lead-sheathed copperJuly 19, 2023 — Philip Burnett and Vikash Harlalka
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T-Mobile Quick Hit: Q4 Subscriber Results Pre-AnnouncedJanuary 4, 2023 — Philip Burnett