This article shares extensive quotes from John Malone’s interview with CNBC’s David Faber.
The John Malone CNBC Interview – Explained and Deciphered
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What They Said on Those Earnings Calls (Part 1)
This article discusses several meaningful earnings call quotes from Comcast, Charter, and T-Mobile and their impact on the telecom industry.
Q2 Earnings Wrap: ABC (Apple, Broadband, C-Band/ Capacity)
This article focuses on three key themes heading into 2H 2021: Apple’s iPhone launch, Broadband rollouts (T-Mobile and AT&T in focus), and C-Band/ Capacity additions.
Charter Communications – Formulaic Diversification
This article focuses on Charter’s diversification strategy.
Verizon’s Value Creation Strategy: More Cable MVNO, More Coverage, More Products
This article discusses Verizon’s C-Band deployments, content bundling, and cable MVNO strategies.
Earnings Recap Part #2 – I’ve Got a Secret
This article discusses four potential catalysts of growth for T-Mobile, AT&T, Comcast and Charter
Curing AT&T’s Sickness – Telecom 3Q Earnings Preview (Part 3)
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
What Pandemic? Telecom 3Q Earnings Preview (Part 2)
This Brief continues examining trends that will impact 3Q earnings. CBRS, political advertising, and self-install changes are the three major areas discussed. Also some additional market commentary.
What Pandemic? Telecom 3Q Earnings Preview (Part 1)
This edition of The Sunday Brief outlines several factors driving 3Q earnings and also analyzes the Verizon/ Tracfone proposed merger.
2Q Earnings Review: The Importance of Fiber-Based Broadband Relationships
This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.