This post looks at equity value changes from April 4 through April 14
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 14)
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The State of Telecom – Q1 2022 (Part 2)
This article examines the potential effects of increased cable MVNO/ wireless marketing on the industry.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 1)
This post summarizes the changes in equity value for the last two weeks of March (and April 1).
The State of Telecom – Q1 2022 (Part 1)
This article explores the dynamics of Fixed Wireless deployment for Verizon and T-Mobile.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 18)
This brief chronicles changes in the Fabe Five and Telco Top Five equity market value changes.
The New (Yet Old) AT&T
This article details AT&T’s Investor Day held on Friday March 11
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 4)
Attached is this week’s interim equity value report for the Fab Five and the Telco Top Five. The Fab Five largely followed the market trends, with $227 billion lost in the past week. 37% of the Fab Five weekly loss is driven by Amazon, as many fear that...
Fiber Fixes (Almost) Everything!
This article focuses on 4Q 221 earnings from Altice and Frontier. We also touch on Dish’s earnings.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 18)
This is our first look at more detailed market capitalization changes. This short post will be published in alternate weeks from the full Brief.
Verizon and T-Mobile – Whose Growth Story is More Believable?
This article compares the 2022 growth outlooks for Verizon and T-Mobile.