This article looks at equity market value changes over the last two weeks for the Telco Top Five and the Fab Five stocks.
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.
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.
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
This article describes equity gains and losses for the Fab Five and Telco Top Five stocks.
This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.
This post shows the backlog levels for the iPhone 14 Pro and iPhone 14 Pro Max as of October 16 for Verizon, AT&T, and T-Mobile.
This post outlines changes to iPhone 14 Pro and iPhone 14 Pro Max availability over the last week.
This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
This article is the inaugural report of iPhone 14 Pro and iPhone 14 Pro Max availability.