This interim Brief analyzes the equity market value changes through Feb 16. We also explore several telecom-related news developments.
This article completes our analysis of telecommunications carrier earnings with an analysis of Comcast and Charter’s broadband net losses and sub-par mobile net adds performance.
This article looks at changes in market capitalization for ten stocks. We also discuss changes in net debt (including the cash and marketable securities component) and briefly disucss Charter’s earnings release.
This Brief offers insights into fourth quarter earnings for AT&T, Verizon, and T-Mobile.
This interim Brief looks at value changes in ten stocks for the two weeks ending January 19. We also post an updated earnings calendar and discuss several news items leading up to earnings.
This Brief evaluates the CES 2024 show, and looks ahead at fourth quarter earnings.
This interim Brief looks at value creation for ten stocks. We also discuss a few news items for the week including T-Mobile’s decision to add Hulu and to change their free Netflix offering.
This is an extra Brief published to show 10-yr returns for 16 telecom stocks
This Brief is our 2024 CES Preview. The NYT lawsuit against ChatGPT and Microsoft is also discussed.
This week’s interim Brief analyzes changes in equity market value for ten stocks. We also discuss a couple of key events we are watching as the year comes to a close.