This Brief looks at the role fixed wireless and wireless prepaid will play in Q1 2023 earnings.
First Quarter Earnings Questions (Part 1)
This article is part one of a two part series focused on big questions that need to be addresses in first quarter earnings.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 17)
This interim Brief analyzes equity changes for the Fab Five and the Telco Top Five for the week ending March 17,
The Dust Settles – Telecom After COVID
This Brief analyzes the impacts of COVID to the telecommunications industry three years after the original shutdown.
Cable’s Mobile Breakout Year?
This article explores investments cable is making to develop a competitive mobile offer.
Apple iPhone 14 Availability as of December 24
This interim Brief analyzes iPhone 14 Pro and 14 Pro Max availability as of the morning of December 24.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (December 23)
This interim Brief focuses on value changes for the one and two-week periods ending December 23, 2022.
Apple iPhone 14 Availability as of Nov 27
This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.
Cable’s Transition from Home to Hand
This Brief discusses the cable industry’s efforts/challenges to grow mobile market share as well as their new joint venture called Xumo.
Apple iPhone 14 Availability as of Nov 20
This interim Brief analyzes the changes in iPhone 14 Pro and 1Phone 14 Pro Max availability for the week ending Nov 19.