This interim post analyzes iPhone 14 Pro and Pro Max backlog as of October 22 and 23.
Apple iPhone 14 Availability as of October 23
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (October 21)
This interim Brief looks at the changes in market capitalization for the Fab Five and the Telco Top Five for the week ending October 21, 2022
Apple iPhone 14 Availability as of October 16
This post shows the backlog levels for the iPhone 14 Pro and iPhone 14 Pro Max as of October 16 for Verizon, AT&T, and T-Mobile.
So Many Questions for Third Quarter Earnings…
This article posts a series of questions that we think should be asked on company 3rd quarter conference calls.
Apple iPhone 14 Availability as of October 9
This post outlines changes to iPhone 14 Pro and iPhone 14 Pro Max availability over the last week.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (October 7)
This post discusses one and two-week changes in equity market capitalization for the Fab Five and the Telco Top Five.
Value Creation Chart as of Sept 30 and iPhone 14 Availability as of October 2
This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
Glass Half Full or Empty? (Jennifer Fritzsche, guest columnist)
This is a special guest column written by Jennifer Fritzsche summarizing her view of the telecom markets.
Apple iPhone 14 Availability as of Sept 25
This article is the inaugural report of iPhone 14 Pro and iPhone 14 Pro Max availability.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (September 23)
This interim post contains commentary on changes in market capitalization over the last week. We also pay tribute to the leadership of Charter CEO Tom Rutledge.