This Brief discusses Verizon’s Consumer Group challenges.
This article focuses on value changes over the last one and two-week period. We also touch on some interesting testimony in the DOJ v. Google lawsuit.
This article looks at two earnings assumptions (cable broadband dominance, T-Mobile acting as an uncarrier) and analyzes why they might be incorrect.
This interim Brief looks at value changes over the last two weeks. We also discuss the Spectrum-Charter dispute.
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.
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.
This Memorial Day Weekend edition looks at three important shareholder letters.
This Brief looks at the role fixed wireless and wireless prepaid will play in Q1 2023 earnings.
This article is part one of a two part series focused on big questions that need to be addresses in first quarter earnings.
This interim Brief analyzes equity changes for the Fab Five and the Telco Top Five for the week ending March 17,