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...
This article focuses on 4Q 221 earnings from Altice and Frontier. We also touch on Dish’s earnings.
This is our first look at more detailed market capitalization changes. This short post will be published in alternate weeks from the full Brief.
This article compares the 2022 growth outlooks for Verizon and T-Mobile.
This article analyzes comments made during AT&T’s, Comcast’s and Charter Communications’ earnings calls.
This article provides some final thoughts on CES and also looks at the implications of AT&T and T-Mobile’s 4Q preannouncement results.
This post examines the backlog for each of the Big 3 carriers for the iPhone 13 Pro.
This article is a CES 2022 preview and focuses on the development of the TV a for multiple bandwidth uses.
This post outlines the backlog for the Apple iPhone 13, iPhone 13 Pro, and iPhone 13 Pro Max models.
This article compares iPhone 13 availability for the 3 largest wireless carriers.