Tag: Comcast

TSB

CES 2026 Preview – Agentic, Adoption, and Advantage

By Jim Patterson • January 4, 2026

AI, AT&T, CES, Charter, Comcast, Google, Internet, T-Mobile, Telecommunications

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Telecom 2025 – The Year in Review

By Jim Patterson • December 21, 2025

AT&T, Cable, Charter, Comcast, Netflix, T-Mobile, telecom

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Cable’s Reality

By Jim Patterson • November 16, 2025

Amazon, AT&T, Comcast, Google, Verizon

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A Trio of CEO Changes

By Jim Patterson • October 19, 2025

Amazon, Apple, AT&T, Comcast, iPhone, T-Mobile

Uncategorized

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 15)

By Jim Patterson • August 16, 2025

broadband, Comcast, fab five, Internet, Telco Top Five, Telecommunications

TSB Deeper

July 10 MoKan Wireless Association Lunch and Learn Opening Slides

By Jim Patterson • July 9, 2025

AT&T, Charter, Comcast, Mokan wireless, T-Mobile, Verizon

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2Q Earnings Preview (Part 2) – The Questions No One Will Ask (But Should)

By Jim Patterson • June 22, 2025

AT&T, Charter, Comcast, hyperscaler, Internet, T-Mobile, Telecommunications, Verizon

TSB

Another Disappointing BEAD Delay

By Jim Patterson • June 8, 2025

Amazon, BEAD, Comcast, Google, IIJA, Internet, Lumos, Metronet, Microsoft, T-Mobile, telecom, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 16)

By Jim Patterson • May 18, 2025

Charter, Comcast, cox, Telco Top Five, Telecommunications

TSB

Q1 Telco Top Five Earnings – Five Observations

By Jim Patterson • April 27, 2025

AT&T, broadband, Charter, Chrome, Comcast, Google, Internet, Meta, T-Mobile, Telecommunications, Verizon

TSB

Is Telecom a Safe Haven?

By Jim Patterson • April 6, 2025

AT&T, Charter, Comcast, Internet, Lumos, T-Mobile, Technology, telecom, Verizon

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Where Are They Spending Money (2025 edition)?

By Jim Patterson • March 9, 2025

Comcast, Germany, Internet, Telecommunications, Trade deficit

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 15)

By Jim Patterson • February 16, 2025

AI, Bandwidth, Comcast, FabFive, Internet, T-Mobile, Technology, TelcoTopFive, Verizon

TSB

Did They Prove It?

By Jim Patterson • February 9, 2025

Amazon, AT&T, Charter, Comcast, fab five, Microsoft, T-Mobile, Telco Top Five, Verizon

TSB

Bandwidth Infrastructure Hype?

By Jim Patterson • December 15, 2024

Access edge, AT&T, Comcast, Internet, T-Mobile, Technology

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 22)

By Jim Patterson • November 23, 2024

Android, Comcast, DirecTV, DISH, DOJ, FabFive, Google, Telco Top Five

TSB

Who’s Got Momentum? (Part 1)

By Jim Patterson • November 3, 2024

Apple, Charter, Comcast, Frontier, T-Mobile, telecom, Verizon

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3Q Earnings Questions (part 2)

By Jim Patterson • October 20, 2024

AT&T, Charter, Comcast, Lumen, Verizon

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2Q Earnings Review – When History Rhymes (Part 2)

By Jim Patterson • August 25, 2024

AT&T, Charter, Comcast, debt, Google, Microsoft Copilot, T-Mobile, Verizon

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The Lowest Quartile

By Jim Patterson • July 14, 2024

AT&T, Charter, Comcast, T-Mobile, Verizon

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Where Are They Spending Money?

By Jim Patterson • June 30, 2024

Apple, AT&T, Comcast, FabFive, Sprint, T-Mobile, TelcoTopFive, Verizon

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 24)

By Jim Patterson • May 25, 2024

#MemorialDay, AT&T, Comcast, FabFive, TelcoTopFive

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Post-Earnings Telecom Landscape (You Want Some Netflix with That?)

By Jim Patterson • May 19, 2024

Census, Comcast, Google, Netflix

TSB

The Dirty (Earnings) Dozen

By Jim Patterson • April 21, 2024

AT&T, Charter, Comcast, FCC, T-Mobile, Verizon

TSB

Q1 Earnings Preview – Cable’s Moment

By Jim Patterson • March 24, 2024

#CAF II, #RDOF, Apple, Charter, Comcast, FCC

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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 1)

By Jim Patterson • March 2, 2024

#Echostar, #telcotop5, Altice, AT&T, Charter, Comcast, DISH, FabFive, T-Mobile

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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 16)

By Jim Patterson • February 18, 2024

#paramount, #TDS, #UScellular, Comcast, FabFive, TelcoTopFive

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Fourth Quarter Earnings – Out of Favor

By Jim Patterson • February 11, 2024

#fox, #warner-discovery, Charter, Comcast, Disney, Google

TSB

CES Thoughts and Fourth Quarter Earnings Questions

By Jim Patterson • January 14, 2024

#ai, #deere, #gyroglove, #nytimes, AT&T, CES, Comcast, Spectrum

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Comcast’s TMT Mini-Conference (Earnings First Take)

By Jim Patterson • October 26, 2023

Comcast, Earnings

Tag: Comcast

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