This Brief begins to explore 2Q 2023 earnings questions, specifically centering around Verizon’s consumer momentum and AT&T’s fiber success. We also look at the WWDC announcement and the potential for Amazon’s partnership with one or more wireless companies.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 2)
This brief describes changes to the Telco Top Five and Fab Five equity market values over the last week. Also, Amazon’s possible entry into wireless as an MVNO is discussed.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 19)
This interim Brief analyzes the changes in equity market capitalization for the week ending May 19. Two key events (Cox’s announcement of the purchased of the remainder of UPN and Verizon’s myPlan release) are also discussed.
First Quarter Earnings in Five Words or Less (Part 2)
This Brief wraps up Q1 earnings analysis for 2023 with a look at Verizon and Comcast earnings. We also discuss the primary announcements from Google I/O 2023.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 7)
This interim Brief chronicles changes in equity market capitalization over the last one and two week periods.
First Quarter Earnings in Five Words or Less (Part 1)
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 31)
This interim Brief looks at equity market capitalization for the one and two-week intervals ending March 31.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 3)
This article describes equity capitalization changes over the last one and two weeks for the Fab Five and Telco Top Five stock groups.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (February 17)
This interim Brief summarizes changes in market capitalization for the week ending Feb 17
T-Mobile’s “Grown Up” Problem
This article focuses on cash flow options for T-Mobile in 2023.