This interim Brief describes changes in equity market capitalizations for the period ending August 12.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (August 12)
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Bigger Questions After Second Quarter Earnings
This article discusses the impact of cable on the mobile business (and their likely success with bundling) as well as the prospects for a promotion-heavy 2022 holiday season
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 29)
This post looks at market capitalization changes over the past week for the Fab Five and the Telco Top Five.
AT&T and Verizon Earnings – What’s the Post-COVID Strategy?
This article discusses AT&T and Verizon 2Q earnings in detail.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 15)
This interim post describes the equity value changes for the Fab Five and the Telco Top Five over the last one and two weeks.
How a Recession Brings Out the Best in Telecom and Tech
This article looks at 10 companies that emerged after the previous recession
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 1)
This post tracks value changes over the past 1 and 3 week intervals.
How Will Apple Grow?
This article focuses on Apple’s need to grow revenues and the possible potential impact this could have on the telecommunications industry. The WWDC announcements are used from June 2022 as possible examples of growth sources.
Alaska Edition – Market Commentary
This is an abbreviated Brief sent from Alaska
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 10)
This interim post looks at value creation for the two weeks ending June 10.