The Sunday Brief
This week’s Brief looks at three events that shaped the telecom industry in 2023 – Verizon’s myPlan, the Spectrum-Disney retransmission dispute, and Anna Gomez confirmation to be the tie-breaking vote on the FCC.
This interim Brief analyzes changes to equity market values and provides commentary on changes to 13F filings for the top five telco providers. We also examine Spectrum Mobile’s downgrade of their default video setting to 480p.
This interim Brief looks at backlog for the iPhone 15 Pro and Pro Max models. This is the final report for this iPhone launch cycle.
This Brief analyzes a wide-ranging interview of John Malone by David Faber of CNBC. We also look at several industry developments over the last two weeks.
This interim post looks at iPhone 15 Pro and iPhone 15 Pro Max availability as of November 5, 2023.
This interim Brief analyzes the changes in equity market capitalization for the Fab Five and the Telco Top Five for the period ending November 3rd.
This interim Brief examines iPhone availability for the period ending October 29.
The Brief looks at where each telecommunications carrier is in their respective build cycles and analyzes their respective positions and corresponding earnings results.
Comcast 3Q 2023 earnings first take
T-Mobile announced earnings today and this is our first take on their report.