This article discusses 4Q 2020 earnings for AT&T, Verizon, Comcast, Charter and other companies.
Earning Recap Part 1 – Two Truths and a Lie
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Stock Price Gains for the Week Ending Nov 27
This post discusses the market capitalization changes for the week ending Nov 27.
Choppy Waters? (3Q 2020 Earnings Review – Part 2)
This week's Sunday Brief is available as a PDF here: Download This week's iPhone availability (as of 10/31) is available here as a PDF:Download November greetings from Davidson/ Lake Norman, where we endured the remnants of Hurricane Zeta this week. The picture...
Ten Interesting Reads (or Listens or Views) for Your Fourth Holiday
Hi everyone - there will be no Sunday Brief on the 5th due to the Holiday, but I put together an anthology of interesting reads and items (divided into COVID-19, Tech, and Telecom), some of which were covered in previous Briefs. I am sure you have others you...
Earnings Parade – Part 1 – Why is Tom Rutledge Smiling?
Super Game Sunday greetings from Kansas City (H&R Block Headquarters pictured) and Charlotte. The Patterson household is eagerly awaiting the 49ers/ Chiefs matchup and the return of the Vince Lombardi trophy to the City of Fountains. Regardless of the outcome,...
Verizon, Comcast and Charter 3Q Earnings Review
Greetings from the Mile High City, the Queen City, and the City of Angels. Attendees of the Mobile World Congress – Americas were greeted with multi-story advertisements on buildings touting original content, a reminder that investment in the TMT (telecom/ media/...
What Matters in Wireline – Enterprise, Expense Management and Extinction
Greetings from the Queen City, where the IT scene is red hot even though cooler fall temperatures have finally arrived. I was pleased to be the guest of San Mateo-based Aryaka Networks at the 2019 Orbie (CIO of the Year) awards on Friday. It was great to catch up...
Quarter to Date Results: Wireless and Cable Show Great Gains (No Fooling)
We'll talk more about it in the week's Sunday Brief, but the first quarter was very good to the wireless and cable providers. Not as good to the remaining wireline telcos, thanks to the dividend cut and corresponding stock price hit that CenturyLink took in February....
FYMHM (Five You May Have Missed)
For computer users: sunday brief 2 dec For mobile phone users: sunday brief 2 dec - Five You May Have Missed
It’s a Wired, Wired, World – 3Q 2012 Edition
For computer users: sunday brief 11 nov For mobile phone users: sunday brief 11 nov - It's a Wired, Wired World - 3Q 2012 Edition