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.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (November 18)
This article chronicles the changes to value over the last one and two weeks.
Apple iPhone 14 Availability as of November 13
This interim post discusses the availability of the iPhone 14 Pro and iPhone 14 Pro Max as of the evening of November 12, 2022.
All Aboard the Fiber Bandwagon
This article looks at recent movements to focus on fiber to the home and business (FttP) by many telecommunications companies.
Apple iPhone 14 Availability as of Nov 6
This interim Brief discusses iPhone 14 Pro and iPhone 14 Pro Max availability for each of the three carriers (color, memory combinations)
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (November 4)
This interim Brief looks at equity market value changes over the last one and two weeks.