This post tracks changes in equity market capitalization for the two weeks ending May 13 2022.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 13)
read more
AT&T and Verizon Earnings – Under Pressure
This article discusses AT&T’s and Verizon’s Q1 2022 earnings.
The State of Telecom – Q1 2022 (Part 1)
This article explores the dynamics of Fixed Wireless deployment for Verizon and T-Mobile.
The New (Yet Old) AT&T
This article details AT&T’s Investor Day held on Friday March 11
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 18)
This is our first look at more detailed market capitalization changes. This short post will be published in alternate weeks from the full Brief.
AT&T and T-Mobile Preannounce Operating Results – Implications for the Telecom Industry
This article provides some final thoughts on CES and also looks at the implications of AT&T and T-Mobile’s 4Q preannouncement results.
iPhone 13 Pro Availability – By model/ storage/ color (Jan 15)
This post examines the backlog for each of the Big 3 carriers for the iPhone 13 Pro.
CES Preview 2022 – TV’s Future
This article is a CES 2022 preview and focuses on the development of the TV a for multiple bandwidth uses.
iPhone 13 Availability – By Model/ Storage/ Color (Jan 1)
This post outlines the backlog for the Apple iPhone 13, iPhone 13 Pro, and iPhone 13 Pro Max models.
iPhone 13 Availability – By Model/ Storage/ Color (Dec 18)
This post looks at iPhone 13 availability as of Deb 18 (online only – individual store inventories could vary).