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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

Interim Brief

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

By Jim Patterson • August 31, 2025

AT&T, BEAD, broadband, Echostar, Economy, fab five, Internet, Jobs, Technology, Telco Top Five

TSB

2Q Earnings Review (Part 3) – Verizon’s Calculus

By Jim Patterson • August 24, 2025

AT&T, broadband, Charter, Comcact, fab five, Internet, MVNO, Strategy, Technology, Telco Top Five, Verizon, Wireless

Uncategorized

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

By Jim Patterson • August 16, 2025

broadband, Comcast, fab five, Internet, Telco Top Five, Telecommunications

TSB

Prepaid’s Contribution

By Jim Patterson • August 10, 2025

AT&T, fab five, net debt, T-Mobile, Technology, telecom, Verzon, Wireless

Interim Brief

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

By Jim Patterson • August 2, 2025

Apple Pay, FabFive, Internet, TelcoTopFive, telecom

TSB

2Q Earnings Review (Part 1) – Battling New

By Jim Patterson • July 27, 2025

Interim Brief

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

By Jim Patterson • July 20, 2025

fab five, IdeaTek, Oak Hill Capital, Pamlico Capital, Socket Communications, Telco Top Five

TSB

Influencing Events

By Jim Patterson • July 13, 2025

Apple, Artificial Intelligence, Google, M&A, Regulation, T-Mobile, US Cellular, Verizon

TSB Deeper

July 10 MoKan Wireless Association Lunch and Learn Opening Slides

By Jim Patterson • July 9, 2025

AT&T, Charter, Comcast, Mokan wireless, T-Mobile, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 27)

By Jim Patterson • June 28, 2025

AT&T, broadband, Charter, FabFive, Internet, T-Mobile, Telco Top Five, Telecommunications, Verizon

TSB

2Q Earnings Preview (Part 2) – The Questions No One Will Ask (But Should)

By Jim Patterson • June 22, 2025

AT&T, Charter, Comcast, hyperscaler, Internet, T-Mobile, Telecommunications, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 13)

By Jim Patterson • June 15, 2025

Apple, fab fve, Internet, T-Mobile, Telco Top Fve, telecom, value creation

TSB

Another Disappointing BEAD Delay

By Jim Patterson • June 8, 2025

Amazon, BEAD, Comcast, Google, IIJA, Internet, Lumos, Metronet, Microsoft, T-Mobile, telecom, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 30)

By Jim Patterson • May 31, 2025

antitrust, Bluebird, Everstream, fab five, Google, Internet, Technology, Telco Top Five, Telecommunications, tilson

TSB

Three Long-Form Videos (Memorial Day Edition)

By Jim Patterson • May 25, 2025

fab five, Google I/O, Internet, Nvidia, T-Mobile, Telco Top Five, telecom, US Cellular

Interim Brief

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

By Jim Patterson • May 18, 2025

Charter, Comcast, cox, Telco Top Five, Telecommunications

TSB

Two Q1 Earnings Mysteries

By Jim Patterson • May 11, 2025

Apple, broadband, capital spending, Google, Internet, telecom, Verizon

TSB

Q1 Telco Top Five Earnings – Five Observations

By Jim Patterson • April 27, 2025

AT&T, broadband, Charter, Chrome, Comcast, Google, Internet, Meta, T-Mobile, Telecommunications, Verizon

Interim Brief

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

By Jim Patterson • April 20, 2025

Apple, Earnings, FabFive, Global, Internet, iPhone, Telco Top Five, telecom, US Cellular

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 11)

By Jim Patterson • April 12, 2025

Amazon, Apple, fab five, Internet, iPhone, Technology, telco top 5, telecom

TSB

Is Telecom a Safe Haven?

By Jim Patterson • April 6, 2025

AT&T, Charter, Comcast, Internet, Lumos, T-Mobile, Technology, telecom, Verizon

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