Archive

Interim Brief

iPhone 16 Pro and Pro Max Availability (as of Oct 5)

By Jim Patterson • October 6, 2024

Apple, iPhone 16 Pro, iPhone 16 Pro Max

TSB

3Q Earnings Questions (Part 1)

By Jim Patterson • October 6, 2024

3q earnings, AT&T, China, DirecTV, DISH, Frontier, Lumen, T-Mobile, Verizon

TSB

iPhone 16 Pro and Pro Max Availability (as of Sept 28)

By Jim Patterson • September 29, 2024

Apple, AT&T, iphone 16, T-Mobile, Verizon

Interim Brief

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

By Jim Patterson • September 29, 2024

antitrust, Charter, fab five, Google, liberty broadband, Telco Top Five

TSB

T-Mobile’s Capital Markets Day – What it Takes to be a Champion

By Jim Patterson • September 22, 2024

Apple, AT&T, Google, Microsoft, T-Mobile, Three Mile Island

Interim Brief

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

By Jim Patterson • September 15, 2024

Apple, AT&T, FabFive, T-Mobile, TelcoTopFive

TSB

Why Frontier? Why Now?

By Jim Patterson • September 8, 2024

AT&T, FabFive, Frontier, T-Mobile, Verizon

TSB

2Q Earnings Review – When History Rhymes (Part 2)

By Jim Patterson • August 25, 2024

AT&T, Charter, Comcast, debt, Google, Microsoft Copilot, T-Mobile, Verizon

Interim Brief

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

By Jim Patterson • August 18, 2024

#FabFive, #Google, #TelcoTopFive

TSB

2Q Earnings Review – When History Rhymes (Part 1)

By Jim Patterson • August 11, 2024

2Q earnings, Earnings, FabFive

Interim Brief

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

By Jim Patterson • August 4, 2024

Earnings, FabFive, TelcoTopFive

TSB

2Q Earnings Review – Facts are Stubborn Things

By Jim Patterson • July 28, 2024

2Q earnings, Earnings, FabFive, TelcoTopFive

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 19)

By Jim Patterson • July 21, 2024

Amazon, Apple, AT&T, FabFive, Sprint, T-Mobile, TelcoTopFive, Verizon

TSB

The Lowest Quartile

By Jim Patterson • July 14, 2024

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

TSB

Where Are They Spending Money?

By Jim Patterson • June 30, 2024

Apple, AT&T, Comcast, FabFive, Sprint, T-Mobile, TelcoTopFive, Verizon

TSB

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

By Jim Patterson • June 22, 2024

Apple, AT&T, FabFive, General, Sprint, T-Mobile, TelcoTopFive, Verizon

TSB

What’s Artificial About Apple Intelligence?

By Jim Patterson • June 16, 2024

ACSI, Apple, AT&T, Cable, MVNO, WWDC

TSB

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

By Jim Patterson • June 8, 2024

#DT, Apple, FabFive, T-Mobile, TelcoTopFive

TSB

T-Mobile Buys Most of US Cellular – Will Anyone Care?

By Jim Patterson • June 2, 2024

#UScellular, T-Mobile, Verizon

TSB

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

By Jim Patterson • May 25, 2024

#MemorialDay, AT&T, Comcast, FabFive, TelcoTopFive

TSB

Post-Earnings Telecom Landscape (You Want Some Netflix with That?)

By Jim Patterson • May 19, 2024

Census, Comcast, Google, Netflix

TSB

TLDR For the Mem Day Weekend – part 1 – Jim Simons (MIT)

By Jim Patterson • May 13, 2024

Simons, TLDR

TSB

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

By Jim Patterson • May 11, 2024

#UScellular, ACP, FabFive, Google, Google I/O, TelcoTopFive

TSB

T-Mobile’s Jedi Mind Trick

By Jim Patterson • May 5, 2024

AT&T, Lumos, T-Mobile, Uniti, Windstream

TSB

5G Guys – A Video Earnings Sunday Brief (of sorts)

By Jim Patterson • May 1, 2024

Earnings

TSB

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

By Jim Patterson • April 27, 2024

5G Guys, FabFive, Google, Lumos, TelcoTopFive

TSB

The Dirty (Earnings) Dozen

By Jim Patterson • April 21, 2024

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

TSB

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

By Jim Patterson • April 13, 2024

#andy jassey, Amazon, FTC, Regulation, Spectrum, T-Mobile

TSB

Will Verizon Be the Most Valuable Telecommunications Company After Q1 Earnings?

By Jim Patterson • April 7, 2024

AT&T, Crown Castle, DISH, Google, Lumos, T-Mobile, Verizon

TSB

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

By Jim Patterson • March 31, 2024

#NFL, #Peacock, Amazon, AT&T, FabFive, TelcoTopFive

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