This article looks at different focus areas (disciplines) reflected in AT&T, Verizon and Charter earnings.
Different Disciplines
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (January 20)
This interim Brief examines equity market changes since the beginning of 2023.
CES Thoughts and Q1 Earnings Hints from the Citi Conference (Part 1)
This article discusses Q4 earnings hints based on communications companies participation in the Citi conference as well as CES 2023 observations.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (January 6)
This post summarizes changes for the week ending Jan 6 2023
Apple iPhone 14 Availability as of Dec 31
This is the final iPhone 14 Pro and Pro Max availability report.
CES Preview – Consistency Despite Motion
This end of the year Brief looks at several trends that will be highlighted at CES 2023. It also has extensive market commentary, covering wireless and other new items.
Apple iPhone 14 Availability as of December 17
This interim Brief discusses iPhone 14 Pro and iPhone 14 Pro Max availability as of December 17.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (December 16)
This interim Brief summarizes changes in the Telco Top Five and the Fab Five over the one and two-week period ending December 16.
Apple iPhone 14 Availability as of Dec 10
This interim Brief analyzes iPhone 14 Pro and iPhone 14 Pro Max backlogs as of December 10.
Why 5G Missed Expectations (and other 2022 observations)
This article analyzes the minimal benefits shown from 5G technology for current handsets and looks at the 5G investment made per current postpaid customer for Verizon.