Archive

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

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 28)

By Jim Patterson • March 29, 2025

Crown Castle, fab five, Internet, Telco Top Five, value creation

TSB

Q1 Wireless Competitive Dynamics

By Jim Patterson • March 23, 2025

Apple, AT&T, broadband, Crown Castle, fab five, Internet, Telco Top Five, telecom, Wireless

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 14)

By Jim Patterson • March 15, 2025

Crown Castle, fab five, FTC, Internet, Telco Top Five, telecom, Zayo

TSB

Where Are They Spending Money (2025 edition)?

By Jim Patterson • March 9, 2025

Comcast, Germany, Internet, Telecommunications, Trade deficit

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 28)

By Jim Patterson • March 2, 2025

AT&T, fab five, Internet, Market Capitalization, Telco Top Five, telecom, value, Verizon

TSB

Searching For Value

By Jim Patterson • February 23, 2025

Amazon, Apple, capital spending, fab five, Google, investing, Meta, Microsoft, T-Mobile, telecom, value

Interim Brief

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

By Jim Patterson • February 16, 2025

AI, Bandwidth, Comcast, FabFive, Internet, T-Mobile, Technology, TelcoTopFive, Verizon

TSB

Did They Prove It?

By Jim Patterson • February 9, 2025

Amazon, AT&T, Charter, Comcast, fab five, Microsoft, T-Mobile, Telco Top Five, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 31)

By Jim Patterson • February 2, 2025

DeepSeek, Earnings, fab five, Internet, Technology, telecom

TSB, Uncategorized

Q4 Earnings Preview – What Each Company Must Prove (Part 2)

By Jim Patterson • January 26, 2025

AI, AT&T, BEAD, Stargate, Technology, telecom, Verizon

Interim Brief

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

By Jim Patterson • January 19, 2025

AT&T, FabFive, FCC, nternet, NTIA, telecom

TSB

Q4 Earnings Preview – What Each Company Must Prove (Part 1)

By Jim Patterson • January 12, 2025

Apple, AT&T, broadband, Dsney, ESPN, Fubo, Internet, M&A, Technology

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 3)

By Jim Patterson • January 4, 2025

fab fve, FCC, Google, Internet, Net Neutrality, Telco Top Five, telecom, Title II

TSB

CES Preview – AI Helps but Does Not Remake the Consumer Electronics Industry

By Jim Patterson • December 29, 2024

AI, Amazon, CES, Google

Interim Brief

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

By Jim Patterson • December 21, 2024

Crown Castle, FabFive, Lumen, Telco Top Five, TPG

TSB

Bandwidth Infrastructure Hype?

By Jim Patterson • December 15, 2024

Access edge, AT&T, Comcast, Internet, T-Mobile, Technology

TSB

Special Thanksgiving Edition: Three Long-Form Interviews

By Jim Patterson • December 1, 2024

AT&T, Liberty, Microsoft, Nvidia

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 22)

By Jim Patterson • November 23, 2024

Android, Comcast, DirecTV, DISH, DOJ, FabFive, Google, Telco Top Five

TSB

Who’s Got Momentum? (Part 2)

By Jim Patterson • November 17, 2024

2024 election, AT&T, John Thune, Verizon

Uncategorized

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 8)

By Jim Patterson • November 10, 2024

Interim Brief

iPhone 16 Pro and Pro Max Availability (as of Nov 2)

By Jim Patterson • November 3, 2024

Apple iPhone 16 Pro, Apple iPhone 16 Pro Max, AT&T, Verizon

TSB

Who’s Got Momentum? (Part 1)

By Jim Patterson • November 3, 2024

Apple, Charter, Comcast, Frontier, T-Mobile, telecom, Verizon

Interim Brief

iPhone 16 Pro and Pro Max Availability (as of Oct 26)

By Jim Patterson • October 27, 2024

Apple iPhone 16 Pro Max, AT&T, iPhone 16 Pro, T-Mobile, Verizon

TSB

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

By Jim Patterson • October 27, 2024

AT&T, FabFive, Prepaid, Telco Top Five

Interim Brief

iPhone 16 Pro and Pro Max Availability (as of Oct 19)

By Jim Patterson • October 20, 2024

Apple, Verizon

TSB

3Q Earnings Questions (part 2)

By Jim Patterson • October 20, 2024

AT&T, Charter, Comcast, Lumen, Verizon

Interim Brief

iPhone 16 Pro and Pro Max Availability (as of Oct 12)

By Jim Patterson • October 13, 2024

Apple iPhone 16, Apple iPhone 16 Pro, Apple iPhone 16 Pro Max, AT&T, T-Mobile, Verizon

Interim Brief

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

By Jim Patterson • October 12, 2024

FabFive, Google, Telco Top Five

Archive

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