Archive

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

TSB

Verizon’s Dilemma

By Jim Patterson • November 2, 2025

Earnings, infrastructure, T-Mobile, Verizon

Interim Brief

iPhone 17 Pro and Pro Max Availability: Oct 18 and October 25

By Jim Patterson • October 26, 2025

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

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Oct 24)

By Jim Patterson • October 26, 2025

AT&T, fab five, hyperscalers, infrastructure, T-Mobile, Telco Top Five

Interim Brief

iPhone 17 Pro and Pro Max Availability: Oct 11 and October 18

By Jim Patterson • October 19, 2025

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

TSB

A Trio of CEO Changes

By Jim Patterson • October 19, 2025

Amazon, Apple, AT&T, Comcast, iPhone, T-Mobile

Uncategorized

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Oct 10)

By Jim Patterson • October 13, 2025

Dan Schulman, FabFive, Hans Vestberg, Telco Top Five, Verizon

Interim Brief

iPhone 17 Pro and Pro Max Availability: Oct 4 and October 11

By Jim Patterson • October 12, 2025

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

Interim Brief

iPhone 17 Pro and Pro Max Availability: Sept 27 and October 4

By Jim Patterson • October 5, 2025

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

TSB

3Q Earnings Preview – What They Said (Part 1)

By Jim Patterson • October 5, 2025

AT&T, broadband, Charter, Internet, Mike Sievert, Srini Gopalan, T-Mobile, telecom

TSB

iPhone 17 Pro and Pro Max Availability: Sept 20 and 27

By Jim Patterson • September 28, 2025

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

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 26)

By Jim Patterson • September 27, 2025

broadband, fab five, Internet, T-Mobile, Technology, Telco Top Five, telecom

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 12)

By Jim Patterson • September 13, 2025

Apple, AT&T, CPI, fab five, Internet, T-Mobile, Telco Top Five, Valuation

TSB

Apple’s Moment

By Jim Patterson • September 7, 2025

antitrust, AT&T, Google, Internet, Metronet, T-Mobile, Technology, USCellular

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