This article looks at two earnings assumptions (cable broadband dominance, T-Mobile acting as an uncarrier) and analyzes why they might be incorrect.
Same As it Ever Was (3Q Earnings Preview – Part 1)
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 8)
This interim Brief looks at value changes over the last two weeks. We also discuss the Spectrum-Charter dispute.
Labor Day Edition – What Makes Comcast and T-Mobile Great?
This Labor Day edition of the Brief explores the reasons why T-Mobile and Comcast have been able to create disproportionate value in the telecom industry.
He Said, He Said
This is part 1 of a multi-part series analyzing 2Q 2023 telecom provider earnings
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.
Words of Wisdom (Memorial Day Weekend Edition)
This Memorial Day Weekend edition looks at three important shareholder letters.
First Quarter Earnings in Five Words or Less (Part 1)
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
Cable’s Mobile Breakout Year?
This article explores investments cable is making to develop a competitive mobile offer.
Different Disciplines
This article looks at different focus areas (disciplines) reflected in AT&T, Verizon and Charter earnings.
CES Preview – Consistency Despite Motion
This end of the year Brief looks at several trends that will be highlighted at CES 2023. It also has extensive market commentary, covering wireless and other new items.