This article looks at equity market value changes over the last two weeks for the Telco Top Five and the Fab Five stocks.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 1)
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What They Said – Second Quarter Clues from Analyst Conferences (Part 2)
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.
What They Said – Second Quarter Clues from Analyst Conferences (Part 1)
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.
First Quarter Earnings in Five Words or Less (Part 1)
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (December 2)
This article describes equity gains and losses for the Fab Five and Telco Top Five stocks.
Apple iPhone 14 Availability as of Nov 27
This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.
Apple iPhone 14 Availability as of October 16
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.
Apple iPhone 14 Availability as of October 9
This post outlines changes to iPhone 14 Pro and iPhone 14 Pro Max availability over the last week.
Value Creation Chart as of Sept 30 and iPhone 14 Availability as of October 2
This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
Apple iPhone 14 Availability as of Sept 25
This article is the inaugural report of iPhone 14 Pro and iPhone 14 Pro Max availability.