This Brief analyzes a wide-ranging interview of John Malone by David Faber of CNBC. We also look at several industry developments over the last two weeks.
The CNBC John Malone Interview – Explained and Deciphered (2023 edition)
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 3)
This interim Brief analyzes the changes in equity market capitalization for the Fab Five and the Telco Top Five for the period ending November 3rd.
Same As it Ever Was (3Q Earnings Preview – Part 2)
This Brief has extensive market commentary but also looks at the metamorphosis occurring in AT&T consumer broadband
He Said, He Said (Part 2)
This article looks at a couple of conflicting comments on recent telecommunications earnings calls. It also examines the ability of the Fab Five to attract and retain talent.
Holiday Edition – Lina Khan’s “Big One”
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.
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.
The Dust Settles – Telecom After COVID
This Brief analyzes the impacts of COVID to the telecommunications industry three years after the original shutdown.
Q2 Earnings Wrap: ABC (Apple, Broadband, C-Band/ Capacity)
This article focuses on three key themes heading into 2H 2021: Apple’s iPhone launch, Broadband rollouts (T-Mobile and AT&T in focus), and C-Band/ Capacity additions.
Memorial Day Reads/ Listens/ Views
This short Brief summaries has some videos and articles that we have not been able to address in April and May due to time/space constraints. Topics covered include Google I/O, Apple v Epic, WarnerMedia + Discovery, and NY Broadband legislation/ low income price controls