This article chronicles the changes to value over the last one and two weeks.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (November 18)
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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.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (October 21)
This interim Brief looks at the changes in market capitalization for the Fab Five and the Telco Top Five for the week ending October 21, 2022
Apple iPhone 14 Availability as of October 16
This post shows the backlog levels for the iPhone 14 Pro and iPhone 14 Pro Max as of October 16 for Verizon, AT&T, and T-Mobile.
So Many Questions for Third Quarter Earnings…
This article posts a series of questions that we think should be asked on company 3rd quarter conference calls.