Six Key Events of 2023 (Part 1)
This week’s Brief looks at three events that shaped the telecom industry in 2023 – Verizon’s myPlan, the Spectrum-Disney retransmission dispute, and Anna Gomez confirmation to be the tie-breaking vote on the FCC.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 17)
This interim Brief analyzes changes to equity market values and provides commentary on changes to 13F filings for the top five telco providers. We also examine Spectrum Mobile’s downgrade of their default video setting to 480p.
iPhone 15 Availability as of November 13, 2023 (Final report for this cycle)
This interim Brief looks at backlog for the iPhone 15 Pro and Pro Max models. This is the final report for this iPhone launch cycle.
The CNBC John Malone Interview – Explained and Deciphered (2023 edition)
This Brief analyzes a wide-ranging interview of John Malone by David Faber of CNBC. We also look at several industry developments over the last two weeks.
iPhone 15 Availability as of November 5, 2023
This interim post looks at iPhone 15 Pro and iPhone 15 Pro Max availability as of November 5, 2023.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 3)
This interim Brief analyzes the changes in equity market capitalization for the Fab Five and the Telco Top Five for the period ending November 3rd.
iPhone 15 Availability as of October 29, 2023
This interim Brief examines iPhone availability for the period ending October 29.
Third Quarter Earnings Review (Part 1) – The Build Cycle
The Brief looks at where each telecommunications carrier is in their respective build cycles and analyzes their respective positions and corresponding earnings results.
Comcast’s TMT Mini-Conference (Earnings First Take)
Comcast 3Q 2023 earnings first take
The Most Important Chart for T-Mobile (Earnings First Take)
T-Mobile announced earnings today and this is our first take on their report.