This interim Brief analyzes equity changes for the Fab Five and the Telco Top Five for the week ending March 17,
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 17)
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The Dust Settles – Telecom After COVID
This Brief analyzes the impacts of COVID to the telecommunications industry three years after the original shutdown.
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.
Cable’s Mobile Breakout Year?
This article explores investments cable is making to develop a competitive mobile offer.
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.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (February 3)
This interim Brief analyzes changes in market capitalization for the Fab Five and the Telco Top Five over the last two weeks.
Different Disciplines
This article looks at different focus areas (disciplines) reflected in AT&T, Verizon and Charter earnings.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (January 20)
This interim Brief examines equity market changes since the beginning of 2023.
CES Thoughts and Q1 Earnings Hints from the Citi Conference (Part 1)
This article discusses Q4 earnings hints based on communications companies participation in the Citi conference as well as CES 2023 observations.