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.
CES Preview – Consistency Despite Motion
read more
Cable’s Transition from Home to Hand
This Brief discusses the cable industry’s efforts/challenges to grow mobile market share as well as their new joint venture called Xumo.
Competitive Responses Matter (3Q 2022 Earnings Review)
This article focuses on competitive responses seen in the Telco Top Five earnings announcements and conference calls.
Value Creation Chart as of Sept 30 and iPhone 14 Availability as of October 2
This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (September 23)
This interim post contains commentary on changes in market capitalization over the last week. We also pay tribute to the leadership of Charter CEO Tom Rutledge.
Labor Day Edition – August Eye-Catchers
This Labor Day edition takes a look at five August telecom news developments that flew below the radar but are noteworthy.
Bigger Questions After Second Quarter Earnings
This article discusses the impact of cable on the mobile business (and their likely success with bundling) as well as the prospects for a promotion-heavy 2022 holiday season
First Quarter Earnings Review – When Cable Growth Slows… (Part 2)
This article examines Charter Communications first quarter results and looks at their 2022 and 2023 strategy.
First Quarter Earnings Review – When Cable Growth Slows… (Part 1)
This article discusses T-Mobile and Comcast’s Q1 2022 earnings as well as some general market commentary.
The State of Telecom – Q1 2022 (Part 2)
This article examines the potential effects of increased cable MVNO/ wireless marketing on the industry.