This article discusses the impact of cable on the mobile business (and their likely success with bundling) as well as the prospects for a promotion-heavy 2022 holiday season
Bigger Questions After Second Quarter Earnings
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 29)
This post looks at market capitalization changes over the past week for the Fab Five and the Telco Top Five.
How Will Apple Grow?
This article focuses on Apple’s need to grow revenues and the possible potential impact this could have on the telecommunications industry. The WWDC announcements are used from June 2022 as possible examples of growth sources.
Alaska Edition – Market Commentary
This is an abbreviated Brief sent from Alaska
Infrastructure Funding Overview, Part 1: What is a Priority Broadband Project?
This article begins to summarize the many broadband infrastructure programs that exist as of June 2022
First Quarter Earnings Review – When Cable Growth Slows… (Part 1)
This article discusses T-Mobile and Comcast’s Q1 2022 earnings as well as some general market commentary.
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).