This article explores changes in value for 10 stocks over a one and two-week period.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Dec 8)
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Six Key Events of 2023 (Part 1)
This week’s Brief looks at three events that shaped the telecom industry in 2023 – Verizon’s myPlan, the Spectrum-Disney retransmission dispute, and Anna Gomez confirmation to be the tie-breaking vote on the FCC.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 17)
This interim Brief analyzes changes to equity market values and provides commentary on changes to 13F filings for the top five telco providers. We also examine Spectrum Mobile’s downgrade of their default video setting to 480p.
iPhone 15 Availability as of October 22, 2023
This interim Brief looks at iPhone availability as of October 22nd.
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
iPhone Availability as of Sept 24
This is the first look at iPhone 15 Pro and iPhone 15 Pro Max backlogs and availability by carrier.
He Said, He Said
This is part 1 of a multi-part series analyzing 2Q 2023 telecom provider earnings
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 14)
This interim Brief analyzes market capitalization changes over the last 1-2 weeks. We also briefly discuss several news events that impact the Fab Five and the Telco Top Five.
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.