Archive

Interim Brief

iPhone 18 Pro and Pro Max Availability (as of Oct 17)

By Jim Patterson • October 18, 2026

Apple, AT&T, iPhone 18 Pro, iPhone 18 Pro Max, T-Mobile, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Oct 16)

By Jim Patterson • October 17, 2026

Apple Duo, fab five, iPhone, Telco Top Five, Tesla Flying Car

Interim Brief

iPhone 18 Pro and Pro Max Availability (as of Oct 10)

By Jim Patterson • October 11, 2026

iPhone 18 Pro, iPhone 18 Pro Max, iPhone Duo, Telco

TSB

The Fourth Wireless Competitor Emerges

By Jim Patterson • October 11, 2026

AT&T, Charter, Comcast, SpaceX, T-Mobile, Verizon

Interim Brief

iPhone 18 Pro and Pro Max Availability (as of Oct 3)

By Jim Patterson • October 4, 2026

iPhone 18 Pro, iPhone 18 Pro Max

Interim Brief

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

By Jim Patterson • October 3, 2026

FabFive, SCTE, Telco Top Five

Interim Brief

iPhone 18 Pro and Pro Max Availability (as of Sept 26)

By Jim Patterson • September 27, 2026

Apple, iPhone 18 Pro, iPhone 18 Pro Max

TSB

Where is the AI Capital Going?

By Jim Patterson • September 27, 2026

alphabet, Amazon, Google, Meta, Microsoft

Interim Brief

iPhone 18 Pro and Pro Max Availability (as of Sept 19)

By Jim Patterson • September 20, 2026

Apple, iPhone 18 Pro, iPhone 18 Pro Max, iPhone Duo

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 18)

By Jim Patterson • September 20, 2026

Amazon, AT&T, Generac, iPhone 18, T-Mobile, telecom, Vertiv

TSB

2Q Earnings Review – Economies of Scale

By Jim Patterson • September 13, 2026

Apple, broadband, Charter, Comcast, Telecommunications

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 4)

By Jim Patterson • September 6, 2026

Charter Communications, FabFive, Meta, T-Mobile, Telco Top Five, unemployment

TSB

2Q Earnings Review – Franchise Value

By Jim Patterson • August 30, 2026

#Fixed Wireless, AT&T, fab five, FTTH, Internet, telco top 5, Telecommunications

Interim Brief

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

By Jim Patterson • August 23, 2026

Bandwidth, fab five, Interest rates, Jobs by State, Telco Top Five, Telecommunications

TSB

2Q Earnings Review – Point of Diminishing Returns?

By Jim Patterson • August 17, 2026

Bandwidth, DISH, Microsoft, MobileX, T-Mobile, Telcommunications

Uncategorized

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

By jimmy@pattersonadvice.com • August 9, 2026

Uncategorized

2Q Earnings Review (Part 1) – Momentum Leader

By Jim Patterson • August 2, 2026

Interim Brief

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

By Jim Patterson • July 26, 2026

AT&T, Cable, FabFive, MVNO, T-Mobile, Telco Top Five, Verizon

TSB

2Q Earnings Preview – Five Companies in Four Words

By Jim Patterson • July 19, 2026

broadband, capital spending, Charter, Comcast, cox, Earnings, FabFive, Internet, Lumen, Mobile Monthly Churn, Telco Top Five, telecom

Interim Brief

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

By Jim Patterson • July 12, 2026

broadband, FabFive, Internet, macroeconomic, Meta, Telco Top Five, Telecommunications

TSB

Three Interviews (Holiday Edition)

By Jim Patterson • July 4, 2026

Apple, BT, Comcast, Concert, Dan Schulman, Google, tim cook, Verizon

Uncategorized

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

By Jim Patterson • June 28, 2026

Carolina Wireless, FabFive, Telco Top Five, Verizon

TSB

2Q Earnings Preview – Convergence and Value

By Jim Patterson • June 21, 2026

Apple, AT&T Verizon T-Mobile Charter Comcast Cox, fab five, inflation, Telco Top Five

TSB

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

By Jim Patterson • June 14, 2026

CPI, fab five, inflation, PPI, sfr, SpaceX, Telco Top Five

TSB

Fiber Always Wins (until it doesn’t) – 2026 Edition

By Jim Patterson • June 7, 2026

AT&T, fab five, FTTH, SpaceX, T-Mobile

Uncategorized

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

By Jim Patterson • May 31, 2026

fab five, Google Alphabet, Sundar Pichai, Telco Top Five

TSB

Special Memorial Day Edition: Three Worth Watching

By Jim Patterson • May 23, 2026

AI, Amazon, Google, Nvidia, telecom

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 15)

By Jim Patterson • May 17, 2026

Amazon, CPI, FabFive, Microsoft, PPI, TelcoTopFive

Uncategorized

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

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