This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
First Quarter Earnings in Five Words or Less (Part 1)
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First Quarter Earnings Questions (Part 2)
This Brief looks at the role fixed wireless and wireless prepaid will play in Q1 2023 earnings.
First Quarter Earnings Questions (Part 1)
This article is part one of a two part series focused on big questions that need to be addresses in first quarter earnings.
T-Mobile’s “Grown Up” Problem
This article focuses on cash flow options for T-Mobile in 2023.
Different Disciplines
This article looks at different focus areas (disciplines) reflected in AT&T, Verizon and Charter earnings.
CES Thoughts and Q1 Earnings Hints from the Citi Conference (Part 1)
This article discusses Q4 earnings hints based on communications companies participation in the Citi conference as well as CES 2023 observations.
Apple iPhone 14 Availability as of December 17
This interim Brief discusses iPhone 14 Pro and iPhone 14 Pro Max availability as of December 17.
Why 5G Missed Expectations (and other 2022 observations)
This article analyzes the minimal benefits shown from 5G technology for current handsets and looks at the 5G investment made per current postpaid customer for Verizon.
Apple iPhone 14 Availability as of Dec 3
This article looks at the weekly availability of the Appel iPhone Pro and iPhone 14 Pro Max
Apple iPhone 14 Availability as of Nov 27
This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.