This interim Brief looks at value changes over the last 1 and 2 weeks. We also discuss the recent T-Mobile layoff announcement.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 25)
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He Said, He Said (Part 2)
This article looks at a couple of conflicting comments on recent telecommunications earnings calls. It also examines the ability of the Fab Five to attract and retain talent.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 11)
This article examines changes in equity market capitalization for the Fab Five and the Telco Top Five for the week ending August 11.
He Said, He Said
This is part 1 of a multi-part series analyzing 2Q 2023 telecom provider earnings
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 28)
This week’s interim Brief looks at market changes over the last one and two weeks.
Lead Balloon
This article is part 3 of a 3-part seried focused on telecommunications industry 2q earnings.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 14)
This interim Brief analyzes market capitalization changes over the last 1-2 weeks. We also briefly discuss several news events that impact the Fab Five and the Telco Top Five.
Holiday Edition – Lina Khan’s “Big One”
This Brief covers a wide range of topics including BEAD state allocations, FTC action against Amazon, and recent wireless coverage reports released over the 4th of July holiday.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 1)
This article looks at equity market value changes over the last two weeks for the Telco Top Five and the Fab Five stocks.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 16)
This interim Brief looks at the equity market value changes for the Fab Five and the Telco Top Five over the last one and two-week periods. We also have commentary on Dish Networks’ wireless coverage achievement and a new broadband index from Recon Analytics.