Apple iPhone 14 Availability as of Sept 25
This article is the inaugural report of iPhone 14 Pro and iPhone 14 Pro Max availability.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (September 23)
This interim post contains commentary on changes in market capitalization over the last week. We also pay tribute to the leadership of Charter CEO Tom Rutledge.
Why Did John Legere Succeed? A Decade in Retrospective
This article commemorates the 10th anniversary of John Legere’s CEO tenure. We also explain why Cogent bought Sprint’s legacy long distance asset for $1
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (September 9)
This post has some market commentary that impacted market valued of the Fab Five and the Telco Top Five for the week ending September 9, 2022
Labor Day Edition – August Eye-Catchers
This Labor Day edition takes a look at five August telecom news developments that flew below the radar but are noteworthy.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (August 26)
This post tracks the equity gains from the Telco Top Five and the Fab Five for the last week.
Bigger Questions After Second Quarter Earnings (Part II)
This Brief looks at two additional questions left unanswered from 2Q earnings and surround T-Mobile’s business/enterprise strategy and the overall M&A climate.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (August 12)
This interim Brief describes changes in equity market capitalizations for the period ending August 12.
Bigger Questions After Second Quarter Earnings
This article discusses the impact of cable on the mobile business (and their likely success with bundling) as well as the prospects for a promotion-heavy 2022 holiday season
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 29)
This post looks at market capitalization changes over the past week for the Fab Five and the Telco Top Five.