Tag: fab five

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

By Jim Patterson • October 26, 2025

AT&T, fab five, hyperscalers, infrastructure, T-Mobile, Telco Top Five

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 26)

By Jim Patterson • September 27, 2025

broadband, fab five, Internet, T-Mobile, Technology, Telco Top Five, telecom

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 12)

By Jim Patterson • September 13, 2025

Apple, AT&T, CPI, fab five, Internet, T-Mobile, Telco Top Five, Valuation

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 29)

By Jim Patterson • August 31, 2025

AT&T, BEAD, broadband, Echostar, Economy, fab five, Internet, Jobs, Technology, Telco Top Five

2Q Earnings Review (Part 3) – Verizon’s Calculus

By Jim Patterson • August 24, 2025

AT&T, broadband, Charter, Comcact, fab five, Internet, MVNO, Strategy, Technology, Telco Top Five, Verizon, Wireless

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

Prepaid’s Contribution

By Jim Patterson • August 10, 2025

AT&T, fab five, net debt, T-Mobile, Technology, telecom, Verzon, Wireless

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 18)

By Jim Patterson • July 20, 2025

fab five, IdeaTek, Oak Hill Capital, Pamlico Capital, Socket Communications, Telco Top Five

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 30)

By Jim Patterson • May 31, 2025

antitrust, Bluebird, Everstream, fab five, Google, Internet, Technology, Telco Top Five, Telecommunications, tilson

Three Long-Form Videos (Memorial Day Edition)

By Jim Patterson • May 25, 2025

fab five, Google I/O, Internet, Nvidia, T-Mobile, Telco Top Five, telecom, US Cellular

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 11)

By Jim Patterson • April 12, 2025

Amazon, Apple, fab five, Internet, iPhone, Technology, telco top 5, telecom

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 28)

By Jim Patterson • March 29, 2025

Crown Castle, fab five, Internet, Telco Top Five, value creation

Q1 Wireless Competitive Dynamics

By Jim Patterson • March 23, 2025

Apple, AT&T, broadband, Crown Castle, fab five, Internet, Telco Top Five, telecom, Wireless

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 14)

By Jim Patterson • March 15, 2025

Crown Castle, fab five, FTC, Internet, Telco Top Five, telecom, Zayo

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 28)

By Jim Patterson • March 2, 2025

AT&T, fab five, Internet, Market Capitalization, Telco Top Five, telecom, value, Verizon

Searching For Value

By Jim Patterson • February 23, 2025

Amazon, Apple, capital spending, fab five, Google, investing, Meta, Microsoft, T-Mobile, telecom, value

Did They Prove It?

By Jim Patterson • February 9, 2025

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

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 31)

By Jim Patterson • February 2, 2025

DeepSeek, Earnings, fab five, Internet, Technology, telecom

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 27)

By Jim Patterson • September 29, 2024

antitrust, Charter, fab five, Google, liberty broadband, Telco Top Five