This article looks at two earnings assumptions (cable broadband dominance, T-Mobile acting as an uncarrier) and analyzes why they might be incorrect.
Same As it Ever Was (3Q Earnings Preview – Part 1)
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 8)
This interim Brief looks at value changes over the last two weeks. We also discuss the Spectrum-Charter dispute.
Labor Day Edition – What Makes Comcast and T-Mobile Great?
This Labor Day edition of the Brief explores the reasons why T-Mobile and Comcast have been able to create disproportionate value in the telecom industry.
What They Said – Second Quarter Clues from Analyst Conferences (Part 2)
This article is part 2 of a 2-part 2Q earnings preview. We talk about cable market share in wireless as well as their ability to defend against fiber competitors.
Words of Wisdom (Memorial Day Weekend Edition)
This Memorial Day Weekend edition looks at three important shareholder letters.
First Quarter Earnings Questions (Part 2)
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.