Category: TSB

TSB

The Fourth Wireless Competitor Emerges

By Jim Patterson • October 11, 2026

AT&T, Charter, Comcast, SpaceX, T-Mobile, Verizon

TSB

Where is the AI Capital Going?

By Jim Patterson • September 27, 2026

alphabet, Amazon, Google, Meta, Microsoft

TSB

2Q Earnings Review – Economies of Scale

By Jim Patterson • September 13, 2026

Apple, broadband, Charter, Comcast, Telecommunications

TSB

2Q Earnings Review – Franchise Value

By Jim Patterson • August 30, 2026

#Fixed Wireless, AT&T, fab five, FTTH, Internet, telco top 5, Telecommunications

TSB

2Q Earnings Review – Point of Diminishing Returns?

By Jim Patterson • August 17, 2026

Bandwidth, DISH, Microsoft, MobileX, T-Mobile, Telcommunications

TSB

2Q Earnings Preview – Five Companies in Four Words

By Jim Patterson • July 19, 2026

broadband, capital spending, Charter, Comcast, cox, Earnings, FabFive, Internet, Lumen, Mobile Monthly Churn, Telco Top Five, telecom

TSB

Three Interviews (Holiday Edition)

By Jim Patterson • July 4, 2026

Apple, BT, Comcast, Concert, Dan Schulman, Google, tim cook, Verizon

TSB

2Q Earnings Preview – Convergence and Value

By Jim Patterson • June 21, 2026

Apple, AT&T Verizon T-Mobile Charter Comcast Cox, fab five, inflation, Telco Top Five

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 12)

By Jim Patterson • June 14, 2026

CPI, fab five, inflation, PPI, sfr, SpaceX, Telco Top Five

TSB

Fiber Always Wins (until it doesn’t) – 2026 Edition

By Jim Patterson • June 7, 2026

AT&T, fab five, FTTH, SpaceX, T-Mobile

TSB

Special Memorial Day Edition: Three Worth Watching

By Jim Patterson • May 23, 2026

AI, Amazon, Google, Nvidia, telecom

TSB

Q1 Earnings Review (Part 1) – The Case of the Missing Subscribers

By Jim Patterson • April 26, 2026

Anthropic, Apple, AT&T, Charter, Comcast, Google, T-Mobile, Verizon

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

Category: TSB

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