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...
Watch the Comments
This week’s Sunday Brief focuses on what to expect in 2Q earnings commentary. It also discusses some ideas being presented related to federal infrastructure spending.
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,...
Comcast’s Earnings – Implications for the Telecommunications Industry
Late January greetings from Charlotte, where one of the start-ups I am advising, Lucid Drone Technologies, won two awards this week (pictured are the happy founders David Danielson, Andrew Ashur, and Adrian Mayans). The Charlotte Inno Fire award includes a red blazer...
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...
Third Quarter Earnings – What Could Dislodge Wireless?
Greetings from Charlotte, North Carolina (picture is, from left, Frank Cairon, formerly of Verizon Wireless and Ryan Barker, currently with Verizon Wireless enjoying some good Mexican food on Friday in the Queen City with yours truly). This week’s TSB examines the...
Sprint’s Head is Above Water
Mother’s Day greetings from Charlotte (Wells Fargo Championship pictured) and Dallas. Thanks again for all of the well wishes concerning my new job, and we’ll miss the interaction with each of you through The Sunday Brief every week. Again, our last issue will be...