Tools & analysis
Everything we publish is here.
You can use everything here without talking to us first. The templates and models come with worked examples built from the public record, and every figure in an analysis shows where it came from. All of it downloads free, there is no sign-up, and you are welcome to share it.
What does spectrum cost?
Every US spectrum benchmark we can compute from public data, in one comparable unit, each with its source.
What spectrum is worth: a comparables model
The eight public benchmarks as a workbook you can drive: enter a band, a bandwidth and a population, and it returns the range the comparables support.
Spectrum position review checklist
The work that produces a number you can defend to a board, in five sections, with a worked example built from real auction data.
Partnership go / no-go decision record
Eight tests, a weighted score, and the part most decision records omit, which is what would have to change for the decision to be revisited.
Who can afford to build a second mobile network
Five incumbents modelled to the money left after capex and dividends, and four satellite operators as filed beside them.
Direct-to-device: a board briefing
The seven-part analysis distilled to sixteen slides a CTO can present, with every figure showing its source on the slide that carries it.
Direct-to-device: the seven-part analysis
All seven parts in one document, 39 pages, with every table, every figure and every method note intact.
Ranking an AI portfolio by what it costs to find out
A ranking model that puts a modest prize you can settle in six weeks above a large one that takes nine months and two million to test.
From diagnosis to first revenue
The three stages after the recommendation, where the difficulty lives, with the evidence each gate needs before the next stage starts.
What is deployed today
Who holds which spectrum, and on what terms?
Why anyone is doing this, and what it costs
Why do it this way, and what does it cost?
How the radios work
What can the radios physically do?
Rent or own: what spectrum costs
What does it cost to stop being a tenant?
Where the rules get written
Who writes the rules, and what have they already decided?
Who can afford to play
Does anyone have the money?
What happens next, and how you would know
Carrier, or supplement?