This article discusses AT&T and Verizon 2Q earnings in detail.
The New (Yet Old) AT&T
This article details AT&T’s Investor Day held on Friday March 11
iPhone 13 Availability – By Model/ Storage/ Color (Oct 31)
This post shows the current iPhone 13 availability by carrier, model, storage and color.
AT&T and Verizon Earnings – Same, Yet Different
This article analyzes Verizon’s and AT&T’s 3Q 2021 earnings
Mid-Year Report: AT&T, Verizon Earnings Preview
This article looks at four key questions that should be asked during upcoming Verizon and AT&T earnings calls. The Biden administration’s recent executive order focused on antitrust and competitiveness is also discussed.
Cash Comes a-Calling
This article discusses the implications of cash needs on AT&T’s decision to spin off WarnerMedia and Deutsche Telekom’s decision to take a majority stake in T-Mobile USA.
March Madness, or What We Learned from Wireless Carrier Analyst Days
This is Part 1 of a two part discussion of the analyst days held by each of the three US wireless carriers.
I Like Big Blocks, I Cannot Lie
This article looks at the structure of the New DIRECTV unit and also examines the premium paid for “big blocks” in the latest wireless spectrum (C-Band) auction.
The Sunday Brief: Valentine’s Day Edition – Telecom Love is in the Air (and not on the Ground)
This article looks at two very different wireline providers, Lumen (formerly CenturyLink) and cable company Altice
Telecom Capital Increase/ Slowdown – Implications to 5G Growth (Earnings Analysis Part 1)
This Brief focuses primarily on AT&T and Verizon 3Q earnings analysis with a particular focus on diverging cap ex spending