By Hilary Frisch, CFA, Erica Furfaro and Deepon Nag
Consumers Increasing Residential Data Consumption
Containment strategies to combat the spread of COVID-19 have significantly altered the way we work and play. Both workers and businesses have had to adjust to the new work-from-home (WFH) paradigm, which has affected companies across the economy and created new opportunities or enhanced existing market positions in certain industries. The major impact for consumers appears to be a shift from less data intensive/mobile experiences, such as podcasting and music streaming, to more data intensive/residential experiences including video streaming and gaming.