How Will Apple Grow?
This article focuses on Apple’s need to grow revenues and the possible potential impact this could have on the telecommunications industry. The WWDC announcements are used from June 2022 as possible examples of growth sources.
Alaska Edition – Market Commentary
This is an abbreviated Brief sent from Alaska
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 10)
This interim post looks at value creation for the two weeks ending June 10.
Infrastructure Funding Overview, Part 1: What is a Priority Broadband Project?
This article begins to summarize the many broadband infrastructure programs that exist as of June 2022
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 27)
This post tracks value created over the two weeks ending May 27
First Quarter Earnings Review – When Cable Growth Slows… (Part 2)
This article examines Charter Communications first quarter results and looks at their 2022 and 2023 strategy.
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.