This article discusses T-Mobile and Comcast’s Q1 2022 earnings as well as some general market commentary.
First Quarter Earnings Review – When Cable Growth Slows… (Part 1)
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 29)
This interim Sunday Brief post tracks equity market value changes to the Telco Top Five and the Fab Five for 2018-YTD 2022.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 14)
This post looks at equity value changes from April 4 through April 14
The State of Telecom – Q1 2022 (Part 2)
This article examines the potential effects of increased cable MVNO/ wireless marketing on the industry.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 1)
This post summarizes the changes in equity value for the last two weeks of March (and April 1).
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 18)
This brief chronicles changes in the Fabe Five and Telco Top Five equity market value changes.
Fiber Fixes (Almost) Everything!
This article focuses on 4Q 221 earnings from Altice and Frontier. We also touch on Dish’s earnings.
Verizon and T-Mobile – Whose Growth Story is More Believable?
This article compares the 2022 growth outlooks for Verizon and T-Mobile.
Let it Bleed
This article analyzes comments made during AT&T’s, Comcast’s and Charter Communications’ earnings calls.
iPhone 13 Availability – By Model/ Storage/ Color (Dec 26)
This article compares iPhone 13 availability for the 3 largest wireless carriers.