Three Up and Comers (Nov 2020 Edition)
This week’s Brief analyzes three companies who will be using newly raised capital to grow their businesses. We also look at telecom carrier comments from various analyst conferences and iPhone 12 pro and Pro Max availability.
Verizon’s Work-In-Progress
This article discusses Verizon’s analyst day held on Nov 11, 2020. We also discuss pending antitrust action against Facebook and EU activities against Amazon.
What T-Mobile is Doing Right (3Q 2020 Earnings Review – Part 3)
This article discusses three sources of T-Mobile’s 3Q earnings strength. We also discuss Microsoft’s Cloud PC project and iPhone 12 Pro results
Choppy Waters? (3Q 2020 Earnings Review – Part 2)
This week's Sunday Brief is available as a PDF here: Download This week's iPhone availability (as of 10/31) is available here as a PDF:Download November greetings from Davidson/ Lake Norman, where we endured the remnants of Hurricane Zeta this week. The picture...
Telecom Capital Increase/ Slowdown – Implications to 5G Growth (Earnings Analysis Part 1)
This Brief focuses primarily on AT&T and Verizon 3Q earnings analysis with a particular focus on diverging cap ex spending
The Most Important Takeaway From Apple’s Announcement
This Brief discusses the Apple iPhone announcement, Verizon’s 5G Nationwide service, T-Mobile’s wireless home Internet service, and FCC comments on Section 203 of the CDA
Curing AT&T’s Sickness – Telecom 3Q Earnings Preview (Part 3)
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
What Pandemic? Telecom 3Q Earnings Preview (Part 2)
This Brief continues examining trends that will impact 3Q earnings. CBRS, political advertising, and self-install changes are the three major areas discussed. Also some additional market commentary.
A September to Remember – The Fiber Pivot is (Finally) Happening
Editor's Note: this week's Sunday Brief can be downloaded hereDownload Northern-burbs-of-Chicago greetings from a recovering sell-side analyst! Jim is taking the Editor on a well-deserved beach break, but before leaving town he asked me to babysit his...
What Pandemic? Telecom 3Q Earnings Preview (Part 1)
This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.