The Sunday Brief
This brief describes changes to the Telco Top Five and Fab Five equity market values over the last week. Also, Amazon’s possible entry into wireless as an MVNO is discussed.
This article focuses on Apple’s need to grow revenues and the possible potential impact this could have on the telecommunications industry. The WWDC announcements are used from June 2022 as possible examples of growth sources.
This article focuses on 4Q 221 earnings from Altice and Frontier. We also touch on Dish’s earnings.
This article shares extensive quotes from John Malone’s interview with CNBC’s David Faber.
This article critically examines the Q1 2021 wireless service revenue growth for AT&T and Verizon.
This is a special market commentary on equity market capitalization changes through Dec 24 and also C-Band auction implications.
This article discusses the opportunities available from the recent CBRS Auction (FCC Auction 105).