Category: TSB

TSB

Can Cable Grow Again?

By Jim Patterson • April 12, 2026

Amazon, AT&T, broadband, Charter, Comcast, T-Mobile, Verizon

TSB

Q1 Earnings Preview in One Word

By Jim Patterson • March 29, 2026

AT&T, GDP, T-Mobile, Telecommunications, Verizon, YouTube

TSB

2025 and 2026 Capital Spending – Different Strategies, Different Priorities

By Jim Patterson • March 15, 2026

AT&T, capital spending, Charter, Comcast, T-Mobile

TSB

Q4 Earnings Review (Part 3) – Unanswered Questions

By Jim Patterson • March 1, 2026

AT&T, Bandwidth, Comcast, Internet, PPI, Telecommunications, Verizon

TSB

Q4 Earnings Review (Part 2) – The Chinks in T-Mobile’s Armor

By Jim Patterson • February 15, 2026

AT&T, broadband, Internet, T-Mobile, telecom, Verizon

TSB

Q4 Earnings Review (Part 1) – Money Can’t Buy You Love, but it Can Buy You Net Additions

By Jim Patterson • February 1, 2026

AT&T, broadband, Charter, Comcast, convergence, Google, Internet, Meta, Microsoft, T-Mobile, telecom, Verizon

TSB

Q4 Earnings Preview – Who Has the Cash?

By Jim Patterson • January 18, 2026

Apple, AT&T, broadband, Earnings, Google, Telco Top Five, Telecommunications

TSB

CES 2026 Preview – Agentic, Adoption, and Advantage

By Jim Patterson • January 4, 2026

AI, AT&T, CES, Charter, Comcast, Google, Internet, T-Mobile, Telecommunications

TSB

Telecom 2025 – The Year in Review

By Jim Patterson • December 21, 2025

AT&T, Cable, Charter, Comcast, Netflix, T-Mobile, telecom

TSB

AT&T’s Simple Formula

By Jim Patterson • December 7, 2025

AT&T, broadband, Internet, Mobile Monthly Churn, Netflix, T-Mobile, telecom, Verizon, WBD

TSB

Cable’s Reality

By Jim Patterson • November 16, 2025

Amazon, AT&T, Comcast, Google, Verizon

TSB

Verizon’s Dilemma

By Jim Patterson • November 2, 2025

Earnings, infrastructure, T-Mobile, Verizon

TSB

A Trio of CEO Changes

By Jim Patterson • October 19, 2025

Amazon, Apple, AT&T, Comcast, iPhone, T-Mobile

TSB

3Q Earnings Preview – What They Said (Part 1)

By Jim Patterson • October 5, 2025

AT&T, broadband, Charter, Internet, Mike Sievert, Srini Gopalan, T-Mobile, telecom

TSB

iPhone 17 Pro and Pro Max Availability: Sept 20 and 27

By Jim Patterson • September 28, 2025

AT&T, iphone 17, iphone 17 pro, iphone 17 pro max, T-Mobile, Verizon

TSB

Apple’s Moment

By Jim Patterson • September 7, 2025

antitrust, AT&T, Google, Internet, Metronet, T-Mobile, Technology, USCellular

TSB

2Q Earnings Review (Part 3) – Verizon’s Calculus

By Jim Patterson • August 24, 2025

AT&T, broadband, Charter, Comcact, fab five, Internet, MVNO, Strategy, Technology, Telco Top Five, Verizon, Wireless

TSB

Prepaid’s Contribution

By Jim Patterson • August 10, 2025

AT&T, fab five, net debt, T-Mobile, Technology, telecom, Verzon, Wireless

TSB

2Q Earnings Review (Part 1) – Battling New

By Jim Patterson • July 27, 2025

TSB

Influencing Events

By Jim Patterson • July 13, 2025

Apple, Artificial Intelligence, Google, M&A, Regulation, T-Mobile, US Cellular, Verizon

TSB

2Q Earnings Preview (Part 2) – The Questions No One Will Ask (But Should)

By Jim Patterson • June 22, 2025

AT&T, Charter, Comcast, hyperscaler, Internet, T-Mobile, Telecommunications, Verizon

TSB

Another Disappointing BEAD Delay

By Jim Patterson • June 8, 2025

Amazon, BEAD, Comcast, Google, IIJA, Internet, Lumos, Metronet, Microsoft, T-Mobile, telecom, Verizon

TSB

Three Long-Form Videos (Memorial Day Edition)

By Jim Patterson • May 25, 2025

fab five, Google I/O, Internet, Nvidia, T-Mobile, Telco Top Five, telecom, US Cellular

TSB

Two Q1 Earnings Mysteries

By Jim Patterson • May 11, 2025

Apple, broadband, capital spending, Google, Internet, telecom, Verizon

TSB

Q1 Telco Top Five Earnings – Five Observations

By Jim Patterson • April 27, 2025

AT&T, broadband, Charter, Chrome, Comcast, Google, Internet, Meta, T-Mobile, Telecommunications, Verizon

TSB

Is Telecom a Safe Haven?

By Jim Patterson • April 6, 2025

AT&T, Charter, Comcast, Internet, Lumos, T-Mobile, Technology, telecom, Verizon

TSB

Q1 Wireless Competitive Dynamics

By Jim Patterson • March 23, 2025

Apple, AT&T, broadband, Crown Castle, fab five, Internet, Telco Top Five, telecom, Wireless

TSB

Where Are They Spending Money (2025 edition)?

By Jim Patterson • March 9, 2025

Comcast, Germany, Internet, Telecommunications, Trade deficit

TSB

Searching For Value

By Jim Patterson • February 23, 2025

Amazon, Apple, capital spending, fab five, Google, investing, Meta, Microsoft, T-Mobile, telecom, value

TSB

Did They Prove It?

By Jim Patterson • February 9, 2025

Amazon, AT&T, Charter, Comcast, fab five, Microsoft, T-Mobile, Telco Top Five, Verizon

Category: TSB

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