This interim Brief discusses iPhone 14 Pro and iPhone 14 Pro Max availability as of December 17.
Apple iPhone 14 Availability as of December 17
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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.
Apple iPhone 14 Availability as of Dec 3
This article looks at the weekly availability of the Appel iPhone Pro and iPhone 14 Pro Max
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (December 2)
This article describes equity gains and losses for the Fab Five and Telco Top Five stocks.
Apple iPhone 14 Availability as of October 30
This post discusses changes in iPhone 14 Pro and iPhone 14 Pro Max availability.
Apple iPhone 14 Availability as of October 9
This post outlines changes to iPhone 14 Pro and iPhone 14 Pro Max availability over the last week.
Value Creation Chart as of Sept 30 and iPhone 14 Availability as of October 2
This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (September 23)
This interim post contains commentary on changes in market capitalization over the last week. We also pay tribute to the leadership of Charter CEO Tom Rutledge.