This article focuses on competitive responses seen in the Telco Top Five earnings announcements and conference calls.
Competitive Responses Matter (3Q 2022 Earnings Review)
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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.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (October 7)
This post discusses one and two-week changes in equity market capitalization for the Fab Five and the Telco Top Five.
Glass Half Full or Empty? (Jennifer Fritzsche, guest columnist)
This is a special guest column written by Jennifer Fritzsche summarizing her view of the telecom markets.
Apple iPhone 14 Availability as of Sept 25
This article is the inaugural report of iPhone 14 Pro and iPhone 14 Pro Max availability.
Why Did John Legere Succeed? A Decade in Retrospective
This article commemorates the 10th anniversary of John Legere’s CEO tenure. We also explain why Cogent bought Sprint’s legacy long distance asset for $1
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (August 26)
This post tracks the equity gains from the Telco Top Five and the Fab Five for the last week.