Tag: Comcast

TSB

Q1 Earnings Review (Part 1) – The Case of the Missing Subscribers

By Jim Patterson • April 26, 2026

Anthropic, Apple, AT&T, Charter, Comcast, Google, T-Mobile, Verizon

TSB

Can Cable Grow Again?

By Jim Patterson • April 12, 2026

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

TSB

2025 and 2026 Capital Spending – Different Strategies, Different Priorities

By Jim Patterson • March 15, 2026

AT&T, capital spending, Charter, Comcast, T-Mobile

TSB

Q4 Earnings Review (Part 3) – Unanswered Questions

By Jim Patterson • March 1, 2026

AT&T, Bandwidth, Comcast, Internet, PPI, Telecommunications, Verizon

TSB

Q4 Earnings Review (Part 1) – Money Can’t Buy You Love, but it Can Buy You Net Additions

By Jim Patterson • February 1, 2026

AT&T, broadband, Charter, Comcast, convergence, Google, Internet, Meta, Microsoft, T-Mobile, telecom, Verizon

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

TSB

Telecom 2025 – The Year in Review

By Jim Patterson • December 21, 2025

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

TSB

Cable’s Reality

By Jim Patterson • November 16, 2025

Amazon, AT&T, Comcast, Google, Verizon

TSB

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

TSB

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

TSB

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

TSB

3Q Earnings Questions (part 2)

By Jim Patterson • October 20, 2024

AT&T, Charter, Comcast, Lumen, Verizon

TSB

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

TSB

The Lowest Quartile

By Jim Patterson • July 14, 2024

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

TSB

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

TSB

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

Tag: Comcast

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