This article looks at two earnings assumptions (cable broadband dominance, T-Mobile acting as an uncarrier) and analyzes why they might be incorrect.
Same As it Ever Was (3Q Earnings Preview – Part 1)
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 8)
This interim Brief looks at value changes over the last two weeks. We also discuss the Spectrum-Charter dispute.
Labor Day Edition – What Makes Comcast and T-Mobile Great?
This Labor Day edition of the Brief explores the reasons why T-Mobile and Comcast have been able to create disproportionate value in the telecom industry.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 25)
This interim Brief looks at value changes over the last 1 and 2 weeks. We also discuss the recent T-Mobile layoff announcement.
He Said, He Said (Part 2)
This article looks at a couple of conflicting comments on recent telecommunications earnings calls. It also examines the ability of the Fab Five to attract and retain talent.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 11)
This article examines changes in equity market capitalization for the Fab Five and the Telco Top Five for the week ending August 11.
He Said, He Said
This is part 1 of a multi-part series analyzing 2Q 2023 telecom provider earnings
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 28)
This week’s interim Brief looks at market changes over the last one and two weeks.
Lead Balloon
This article is part 3 of a 3-part seried focused on telecommunications industry 2q earnings.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 14)
This interim Brief analyzes market capitalization changes over the last 1-2 weeks. We also briefly discuss several news events that impact the Fab Five and the Telco Top Five.