This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.
Apple iPhone 14 Availability as of Nov 27
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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.
Competitive Responses Matter (3Q 2022 Earnings Review)
This article focuses on competitive responses seen in the Telco Top Five earnings announcements and conference calls.
Apple iPhone 14 Availability as of October 23
This interim post analyzes iPhone 14 Pro and Pro Max backlog as of October 22 and 23.