Comcast 3Q 2023 earnings first take
Comcast’s TMT Mini-Conference (Earnings First Take)
read more
Same As it Ever Was (3Q Earnings Preview – Part 1)
This article looks at two earnings assumptions (cable broadband dominance, T-Mobile acting as an uncarrier) and analyzes why they might be incorrect.
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.
First Quarter Earnings in Five Words or Less (Part 2)
This Brief wraps up Q1 earnings analysis for 2023 with a look at Verizon and Comcast earnings. We also discuss the primary announcements from Google I/O 2023.
First Quarter Earnings in Five Words or Less (Part 1)
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
First Quarter Earnings Questions (Part 1)
This article is part one of a two part series focused on big questions that need to be addresses in first quarter earnings.
Cable’s Mobile Breakout Year?
This article explores investments cable is making to develop a competitive mobile offer.
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.