Tag: broadband

Q4 Earnings Preview – Who Has the Cash?

By Jim Patterson • January 18, 2026

Apple, AT&T, broadband, Earnings, Google, Telco Top Five, Telecommunications

AT&T’s Simple Formula

By Jim Patterson • December 7, 2025

AT&T, broadband, Internet, Mobile Monthly Churn, Netflix, T-Mobile, telecom, Verizon, WBD

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 29)

By Jim Patterson • November 30, 2025

alphabet, Apple, broadband, Google, Internet, tami erwin, telecom, tim cook, Verizon

3Q Earnings Preview – What They Said (Part 1)

By Jim Patterson • October 5, 2025

AT&T, broadband, Charter, Internet, Mike Sievert, Srini Gopalan, T-Mobile, telecom

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 26)

By Jim Patterson • September 27, 2025

broadband, fab five, Internet, T-Mobile, Technology, Telco Top Five, telecom

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 29)

By Jim Patterson • August 31, 2025

AT&T, BEAD, broadband, Echostar, Economy, fab five, Internet, Jobs, Technology, Telco Top Five

2Q Earnings Review (Part 3) – Verizon’s Calculus

By Jim Patterson • August 24, 2025

AT&T, broadband, Charter, Comcact, fab five, Internet, MVNO, Strategy, Technology, Telco Top Five, Verizon, Wireless

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 15)

By Jim Patterson • August 16, 2025

broadband, Comcast, fab five, Internet, Telco Top Five, Telecommunications

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 27)

By Jim Patterson • June 28, 2025

AT&T, broadband, Charter, FabFive, Internet, T-Mobile, Telco Top Five, Telecommunications, Verizon

Two Q1 Earnings Mysteries

By Jim Patterson • May 11, 2025

Apple, broadband, capital spending, Google, Internet, telecom, Verizon

Q1 Telco Top Five Earnings – Five Observations

By Jim Patterson • April 27, 2025

AT&T, broadband, Charter, Chrome, Comcast, Google, Internet, Meta, T-Mobile, Telecommunications, Verizon

Q1 Wireless Competitive Dynamics

By Jim Patterson • March 23, 2025

Apple, AT&T, broadband, Crown Castle, fab five, Internet, Telco Top Five, telecom, Wireless

Q4 Earnings Preview – What Each Company Must Prove (Part 1)

By Jim Patterson • January 12, 2025

Apple, AT&T, broadband, Dsney, ESPN, Fubo, Internet, M&A, Technology

Q1 Earnings Preview – Setting Expectations

By Jim Patterson • April 18, 2021

Amazon, ARPU, AT&T, broadband, Comcast, Spectrum, Verizon

Choppy Waters? (3Q 2020 Earnings Review – Part 2)

By Jim Patterson • November 1, 2020

broadband, Charter, Comcast, iPhone 12, Xfinity, xfinity flex