Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 13)
This post tracks changes in equity market capitalization for the two weeks ending May 13 2022.
First Quarter Earnings Review – When Cable Growth Slows… (Part 1)
This article discusses T-Mobile and Comcast’s Q1 2022 earnings as well as some general market commentary.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 29)
This interim Sunday Brief post tracks equity market value changes to the Telco Top Five and the Fab Five for 2018-YTD 2022.
AT&T and Verizon Earnings – Under Pressure
This article discusses AT&T’s and Verizon’s Q1 2022 earnings.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 14)
This post looks at equity value changes from April 4 through April 14
The State of Telecom – Q1 2022 (Part 2)
This article examines the potential effects of increased cable MVNO/ wireless marketing on the industry.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 1)
This post summarizes the changes in equity value for the last two weeks of March (and April 1).
The State of Telecom – Q1 2022 (Part 1)
This article explores the dynamics of Fixed Wireless deployment for Verizon and T-Mobile.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 18)
This brief chronicles changes in the Fabe Five and Telco Top Five equity market value changes.
The New (Yet Old) AT&T
This article details AT&T’s Investor Day held on Friday March 11