Tag: Google

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 6)

By Jim Patterson • February 7, 2026

Google

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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

Interim Brief, Uncategorized

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 23)

By Jim Patterson • January 24, 2026

Amazon, Apple, AT&T, broadband, Frontier, Google, Lumos, Meta, Metronet, Microsoft, T-Mobile, telecom, Verizon

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Q4 Earnings Preview – Who Has the Cash?

By Jim Patterson • January 18, 2026

Apple, AT&T, broadband, Earnings, Google, Telco Top Five, Telecommunications

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CES 2026 Preview – Agentic, Adoption, and Advantage

By Jim Patterson • January 4, 2026

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

Interim Brief

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

By Jim Patterson • November 30, 2025

alphabet, Apple, broadband, Google, Internet, tami erwin, telecom, tim cook, Verizon

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Cable’s Reality

By Jim Patterson • November 16, 2025

Amazon, AT&T, Comcast, Google, Verizon

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Apple’s Moment

By Jim Patterson • September 7, 2025

antitrust, AT&T, Google, Internet, Metronet, T-Mobile, Technology, USCellular

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Influencing Events

By Jim Patterson • July 13, 2025

Apple, Artificial Intelligence, Google, M&A, Regulation, T-Mobile, US Cellular, Verizon

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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 30)

By Jim Patterson • May 31, 2025

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

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Two Q1 Earnings Mysteries

By Jim Patterson • May 11, 2025

Apple, broadband, capital spending, Google, Internet, telecom, Verizon

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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

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Searching For Value

By Jim Patterson • February 23, 2025

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

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 3)

By Jim Patterson • January 4, 2025

fab fve, FCC, Google, Internet, Net Neutrality, Telco Top Five, telecom, Title II

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CES Preview – AI Helps but Does Not Remake the Consumer Electronics Industry

By Jim Patterson • December 29, 2024

AI, Amazon, CES, Google

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

Interim Brief

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

By Jim Patterson • October 12, 2024

FabFive, Google, Telco Top Five

Interim Brief

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

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T-Mobile’s Capital Markets Day – What it Takes to be a Champion

By Jim Patterson • September 22, 2024

Apple, AT&T, Google, Microsoft, T-Mobile, Three Mile Island

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

By Jim Patterson • May 19, 2024

Census, Comcast, Google, Netflix

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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 10)

By Jim Patterson • May 11, 2024

#UScellular, ACP, FabFive, Google, Google I/O, TelcoTopFive

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

By Jim Patterson • April 27, 2024

5G Guys, FabFive, Google, Lumos, TelcoTopFive

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Will Verizon Be the Most Valuable Telecommunications Company After Q1 Earnings?

By Jim Patterson • April 7, 2024

AT&T, Crown Castle, DISH, Google, Lumos, T-Mobile, Verizon

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Fourth Quarter Earnings – Out of Favor

By Jim Patterson • February 11, 2024

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

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Third Quarter Earnings Review (Part 1) – The Build Cycle

By Jim Patterson • October 29, 2023

#telcotop5, Google, T-Mobile

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Same As it Ever Was (3Q Earnings Preview – Part 3)

By Jim Patterson • October 15, 2023

FabFive, Google, TelcoTopFive, Verizon

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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Oct 6)

By Jim Patterson • October 7, 2023

Apple, FabFive, Google, Microsoft

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Same As it Ever Was (3Q Earnings Preview – Part 2)

By Jim Patterson • October 1, 2023

#xumo, Amazon, AT&T, Cable, DOJ, FTC, Google

Tag: Google

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