Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 2)
This brief describes changes to the Telco Top Five and Fab Five equity market values over the last week. Also, Amazon’s possible entry into wireless as an MVNO is discussed.
Words of Wisdom (Memorial Day Weekend Edition)
This Memorial Day Weekend edition looks at three important shareholder letters.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 19)
This interim Brief analyzes the changes in equity market capitalization for the week ending May 19. Two key events (Cox’s announcement of the purchased of the remainder of UPN and Verizon’s myPlan release) are also discussed.
First Quarter Earnings in Five Words or Less (Part 2)
This Brief wraps up Q1 earnings analysis for 2023 with a look at Verizon and Comcast earnings. We also discuss the primary announcements from Google I/O 2023.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 7)
This interim Brief chronicles changes in equity market capitalization over the last one and two week periods.
First Quarter Earnings in Five Words or Less (Part 1)
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
First Quarter Earnings Questions (Part 2)
This Brief looks at the role fixed wireless and wireless prepaid will play in Q1 2023 earnings.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 31)
This interim Brief looks at equity market capitalization for the one and two-week intervals ending March 31.
First Quarter Earnings Questions (Part 1)
This article is part one of a two part series focused on big questions that need to be addresses in first quarter earnings.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 17)
This interim Brief analyzes equity changes for the Fab Five and the Telco Top Five for the week ending March 17,