The Sunday Brief
This week’s Brief analyzes three companies who will be using newly raised capital to grow their businesses. We also look at telecom carrier comments from various analyst conferences and iPhone 12 pro and Pro Max availability.
This article discusses Verizon’s analyst day held on Nov 11, 2020. We also discuss pending antitrust action against Facebook and EU activities against Amazon.
This Brief focuses primarily on AT&T and Verizon 3Q earnings analysis with a particular focus on diverging cap ex spending
This Brief continues examining trends that will impact 3Q earnings. CBRS, political advertising, and self-install changes are the three major areas discussed. Also some additional market commentary.
This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
This article discusses the framework for the Trump administration’s second term towards the telecom industry. We also discuss the prospect of higher inflation and update our move index.
This article focuses on T-Mobile’s latest earnings release and the impact of the merged companies on the wireless industry.
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.
Thanks again to the good folks at My Free Bingo Cards for their help here. Today's Bingo card (earnings call at 8:30 a.m. ET) can be found here. The topics are, in many cases, very different from AT&T and Verizon. Happy playing!
This week’s Sunday Brief focuses on what to expect in 2Q earnings commentary. It also discusses some ideas being presented related to federal infrastructure spending.