The Sunday Brief
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.
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.
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.
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.
This interim Brief chronicles changes in equity market capitalization over the last one and two week periods.
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
This interim Brief looks at equity market capitalization for the one and two-week intervals ending March 31.
This article describes equity capitalization changes over the last one and two weeks for the Fab Five and Telco Top Five stock groups.
This interim Brief summarizes changes in market capitalization for the week ending Feb 17
This article focuses on cash flow options for T-Mobile in 2023.