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Q1 Earnings Review (Part 2) – Why T-Mobile Should be Concerned About Verizon

By Jim Patterson • May 10, 2026

Apple, broadband, Inteernet, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 1)

By Jim Patterson • May 3, 2026

alphabet, Amazon, FabFive, Internet

TSB

Q1 Earnings Review (Part 1) – The Case of the Missing Subscribers

By Jim Patterson • April 26, 2026

Anthropic, Apple, AT&T, Charter, Comcast, Google, T-Mobile, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 17)

By Jim Patterson • April 18, 2026

broadband, Charter, ciomcast', Internet, Lumen, telecom

TSB

Can Cable Grow Again?

By Jim Patterson • April 12, 2026

Amazon, AT&T, broadband, Charter, Comcast, T-Mobile, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 2)

By Jim Patterson • April 5, 2026

AT&T, fab five, Jobs Data, Telco Top Five

TSB

Q1 Earnings Preview in One Word

By Jim Patterson • March 29, 2026

AT&T, GDP, T-Mobile, Telecommunications, Verizon, YouTube

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 20)

By Jim Patterson • March 22, 2026

Charter Cox, FabFive, Telco Top Five

TSB

2025 and 2026 Capital Spending – Different Strategies, Different Priorities

By Jim Patterson • March 15, 2026

AT&T, capital spending, Charter, Comcast, T-Mobile

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 7)

By Jim Patterson • March 7, 2026

Apple, employmemt, FabFive, Microsoft, unemployment

TSB

Q4 Earnings Review (Part 3) – Unanswered Questions

By Jim Patterson • March 1, 2026

AT&T, Bandwidth, Comcast, Internet, PPI, Telecommunications, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 20)

By Jim Patterson • February 21, 2026

FabFive, GDP, inflation, Telco Top Five, Verizon

TSB

Q4 Earnings Review (Part 2) – The Chinks in T-Mobile’s Armor

By Jim Patterson • February 15, 2026

AT&T, broadband, Internet, T-Mobile, telecom, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 6)

By Jim Patterson • February 7, 2026

Google

TSB

Q4 Earnings Review (Part 1) – Money Can’t Buy You Love, but it Can Buy You Net Additions

By Jim Patterson • February 1, 2026

AT&T, broadband, Charter, Comcast, convergence, Google, Internet, Meta, Microsoft, T-Mobile, telecom, Verizon

Interim Brief, Uncategorized

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 23)

By Jim Patterson • January 24, 2026

Amazon, Apple, AT&T, broadband, Frontier, Google, Lumos, Meta, Metronet, Microsoft, T-Mobile, telecom, Verizon

TSB

Q4 Earnings Preview – Who Has the Cash?

By Jim Patterson • January 18, 2026

Apple, AT&T, broadband, Earnings, Google, Telco Top Five, Telecommunications

TSB

CES 2026 Preview – Agentic, Adoption, and Advantage

By Jim Patterson • January 4, 2026

AI, AT&T, CES, Charter, Comcast, Google, Internet, T-Mobile, Telecommunications

TSB

Telecom 2025 – The Year in Review

By Jim Patterson • December 21, 2025

AT&T, Cable, Charter, Comcast, Netflix, T-Mobile, telecom

Uncategorized

iPhone 17 Pro and Pro Max Availability: Nov 29 and Dec 6

By Jim Patterson • December 7, 2025

Apple, AT&T, iphone 17 pro, iphone 17 pro max, T-Mobile, Verizon

TSB

AT&T’s Simple Formula

By Jim Patterson • December 7, 2025

AT&T, broadband, Internet, Mobile Monthly Churn, Netflix, T-Mobile, telecom, Verizon, WBD

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 29)

By Jim Patterson • November 30, 2025

alphabet, Apple, broadband, Google, Internet, tami erwin, telecom, tim cook, Verizon

Interim Brief

iPhone 17 Pro and Pro Max Availability: Nov 22 and Nov 29

By Jim Patterson • November 30, 2025

AT&T, iphone 17, iphone 17 pro, iphone 17 pro max, T-Mobile, Verizon

Interim Brief

iPhone 17 Pro and Pro Max Availability: Nov 15 and Nov 22

By Jim Patterson • November 23, 2025

Apple, AT&T, iPhone, iphone 17 pro, iphone 17 pro max, T-Mobile, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 21)

By Jim Patterson • November 23, 2025

1929, AT&T, Echostar, Internet, Layoffs, T-Mobile, telecom, Verizon

Interim Brief

iPhone 17 Pro and Pro Max Availability: Nov 8 and Nov 15

By Jim Patterson • November 16, 2025

Apple, AT&T, iphone 17 pro, iphone 17 pro max, T-Mobile, Verizon

TSB

Cable’s Reality

By Jim Patterson • November 16, 2025

Amazon, AT&T, Comcast, Google, Verizon

Interim Brief

iPhone 17 Pro and Pro Max Availability: Nov 1 and Nov 8

By Jim Patterson • November 9, 2025

Apple, AT&T, iphone 17 pro, iphone 17 pro max, T-Mobile, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 7)

By Jim Patterson • November 8, 2025

AT&T, Internet, telecom, Value shifts, Verizon

Interim Brief

iPhone 17 Pro and Pro Max Availability: Oct 25 and Nov 1

By Jim Patterson • November 2, 2025

iphone 17 pro, iphone 17 pro max, Verizon

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