A newsletter aimed at telecom and cable executives and investors that analyses subscriber growth, satellite broadband competition, and major industry deals such as Amazon's Globalstar acquisition, Starlink's subscriber milestones, and the GFiber-Astound merger. Each issue reads as a briefing that interprets market moves with data tables and strategic commentary.
Website: https://the-net-gain.ghost.io/
Stratechery offers in-depth analysis of the technology industry, covering the strategies of companies such as Apple, Meta and SpaceX. Readers get historical context, business-model reasoning and a clear point of view on where tech is heading, plus a weekly digest of related podcasts and sister-site content.
Unaudited reads Australian company filings, annual reports and accounts closely, comparing what companies disclose over time with what they say publicly. Each issue is a dry, detailed investigation of one company or sector, such as Superloop, TPG or the breakfast radio business.
A blog covering networking, self-hosting and security, with commentary on news from the Philippines and global vulnerability disclosures. Posts combine sourced reporting with practical, experience-based analysis.
Weekly independent news and analysis of New Zealand's telecommunications market, covering regulation, mobile networks, competition and consumer issues. Each issue pairs a main story with shorter items on industry developments and data.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
