This Brief covers a wide range of topics including BEAD state allocations, FTC action against Amazon, and recent wireless coverage reports released over the 4th of July holiday.
Holiday Edition – Lina Khan’s “Big One”
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 1)
This article looks at equity market value changes over the last two weeks for the Telco Top Five and the Fab Five stocks.
What They Said – Second Quarter Clues from Analyst Conferences (Part 2)
This article is part 2 of a 2-part 2Q earnings preview. We talk about cable market share in wireless as well as their ability to defend against fiber competitors.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 16)
This interim Brief looks at the equity market value changes for the Fab Five and the Telco Top Five over the last one and two-week periods. We also have commentary on Dish Networks’ wireless coverage achievement and a new broadband index from Recon Analytics.
What They Said – Second Quarter Clues from Analyst Conferences (Part 1)
This Brief begins to explore 2Q 2023 earnings questions, specifically centering around Verizon’s consumer momentum and AT&T’s fiber success. We also look at the WWDC announcement and the potential for Amazon’s partnership with one or more wireless companies.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 2)
This brief describes changes to the Telco Top Five and Fab Five equity market values over the last week. Also, Amazon’s possible entry into wireless as an MVNO is discussed.
Words of Wisdom (Memorial Day Weekend Edition)
This Memorial Day Weekend edition looks at three important shareholder letters.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 19)
This interim Brief analyzes the changes in equity market capitalization for the week ending May 19. Two key events (Cox’s announcement of the purchased of the remainder of UPN and Verizon’s myPlan release) are also discussed.
First Quarter Earnings in Five Words or Less (Part 2)
This Brief wraps up Q1 earnings analysis for 2023 with a look at Verizon and Comcast earnings. We also discuss the primary announcements from Google I/O 2023.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 7)
This interim Brief chronicles changes in equity market capitalization over the last one and two week periods.