Tag: Amazon

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Where is the AI Capital Going?

By Jim Patterson • September 27, 2026

alphabet, Amazon, Google, Meta, Microsoft

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 18)

By Jim Patterson • September 20, 2026

Amazon, AT&T, Generac, iPhone 18, T-Mobile, telecom, Vertiv

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Special Memorial Day Edition: Three Worth Watching

By Jim Patterson • May 23, 2026

AI, Amazon, Google, Nvidia, telecom

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 15)

By Jim Patterson • May 17, 2026

Amazon, CPI, FabFive, Microsoft, PPI, TelcoTopFive

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 1)

By Jim Patterson • May 3, 2026

alphabet, Amazon, FabFive, Internet

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Can Cable Grow Again?

By Jim Patterson • April 12, 2026

Amazon, AT&T, broadband, Charter, Comcast, T-Mobile, Verizon

Interim Brief, Uncategorized

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 23)

By Jim Patterson • January 24, 2026

Amazon, Apple, AT&T, broadband, Frontier, Google, Lumos, Meta, Metronet, Microsoft, T-Mobile, telecom, Verizon

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Cable’s Reality

By Jim Patterson • November 16, 2025

Amazon, AT&T, Comcast, Google, Verizon

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A Trio of CEO Changes

By Jim Patterson • October 19, 2025

Amazon, Apple, AT&T, Comcast, iPhone, T-Mobile

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Another Disappointing BEAD Delay

By Jim Patterson • June 8, 2025

Amazon, BEAD, Comcast, Google, IIJA, Internet, Lumos, Metronet, Microsoft, T-Mobile, telecom, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 11)

By Jim Patterson • April 12, 2025

Amazon, Apple, fab five, Internet, iPhone, Technology, telco top 5, telecom

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Searching For Value

By Jim Patterson • February 23, 2025

Amazon, Apple, capital spending, fab five, Google, investing, Meta, Microsoft, T-Mobile, telecom, value

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Did They Prove It?

By Jim Patterson • February 9, 2025

Amazon, AT&T, Charter, Comcast, fab five, Microsoft, T-Mobile, Telco Top Five, Verizon

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CES Preview – AI Helps but Does Not Remake the Consumer Electronics Industry

By Jim Patterson • December 29, 2024

AI, Amazon, CES, Google

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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 19)

By Jim Patterson • July 21, 2024

Amazon, Apple, AT&T, FabFive, Sprint, T-Mobile, TelcoTopFive, Verizon

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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 12)

By Jim Patterson • April 13, 2024

#andy jassey, Amazon, FTC, Regulation, Spectrum, T-Mobile

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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 28)

By Jim Patterson • March 31, 2024

#NFL, #Peacock, Amazon, AT&T, FabFive, TelcoTopFive

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The CNBC John Malone Interview – Explained and Deciphered (2023 edition)

By Jim Patterson • November 12, 2023

#enhanced acam, #john malone, Amazon, Charter, Verizon

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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 3)

By Jim Patterson • November 4, 2023

Amazon, FabFive, Lumen, TelcoTopFive

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Same As it Ever Was (3Q Earnings Preview – Part 2)

By Jim Patterson • October 1, 2023

#xumo, Amazon, AT&T, Cable, DOJ, FTC, Google

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He Said, He Said (Part 2)

By Jim Patterson • August 20, 2023

#cable MVNO, #sequans, Amazon, T-Mobile, Verizon

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Holiday Edition – Lina Khan’s “Big One”

By Jim Patterson • July 9, 2023

#Greatamericanmove, #ookla, #RootMetrics, Amazon, FTC

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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 2)

By Jim Patterson • June 3, 2023

Amazon, DISH, FabFive, MVNO, TelcoTopFive, Wireless

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Words of Wisdom (Memorial Day Weekend Edition)

By Jim Patterson • May 28, 2023

#berkshire, #jp morgan, Amazon, Charter

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The Dust Settles – Telecom After COVID

By Jim Patterson • March 12, 2023

#essential economy, Amazon, Verizon

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Q2 Earnings Wrap: ABC (Apple, Broadband, C-Band/ Capacity)

By Jim Patterson • August 8, 2021

#Apollo, Amazon, AT&T, Charter, Comcast, Lumen, Microsoft, Verizon

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Memorial Day Reads/ Listens/ Views

By Jim Patterson • May 30, 2021

#MGM, Amazon, Apple, AT&T, Epic, Google

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Memorial Day Reads/ Listens/ Views

By Jim Patterson • May 30, 2021

#MGM, Amazon, Apple, AT&T, Epic, Google

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Where’s the Wireless Service Growth (AT&T and Verizon Earnings Insights)?

By Jim Patterson • April 25, 2021

#Helium, #iPhone12, #Metro, Amazon, AT&T, DISH, Verizon

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Q1 Earnings Preview – Setting Expectations

By Jim Patterson • April 18, 2021

Amazon, ARPU, AT&T, broadband, Comcast, Spectrum, Verizon

Tag: Amazon

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