Tag: Internet

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 1)

By Jim Patterson • May 3, 2026

alphabet, Amazon, FabFive, Internet

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 17)

By Jim Patterson • April 18, 2026

broadband, Charter, ciomcast', Internet, Lumen, telecom

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 2) – The Chinks in T-Mobile’s Armor

By Jim Patterson • February 15, 2026

AT&T, broadband, Internet, T-Mobile, telecom, 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

AT&T’s Simple Formula

By Jim Patterson • December 7, 2025

AT&T, broadband, Internet, Mobile Monthly Churn, Netflix, T-Mobile, telecom, Verizon, WBD

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

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 21)

By Jim Patterson • November 23, 2025

1929, AT&T, Echostar, Internet, Layoffs, T-Mobile, telecom, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 7)

By Jim Patterson • November 8, 2025

AT&T, Internet, telecom, Value shifts, Verizon

TSB

3Q Earnings Preview – What They Said (Part 1)

By Jim Patterson • October 5, 2025

AT&T, broadband, Charter, Internet, Mike Sievert, Srini Gopalan, T-Mobile, telecom

Interim Brief

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

Interim Brief

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

TSB

Apple’s Moment

By Jim Patterson • September 7, 2025

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

Interim Brief

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

TSB

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

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

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 1)

By Jim Patterson • August 2, 2025

Apple Pay, FabFive, Internet, TelcoTopFive, telecom

Interim Brief

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

By Jim Patterson • June 28, 2025

AT&T, broadband, Charter, FabFive, Internet, T-Mobile, Telco Top Five, Telecommunications, 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

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 13)

By Jim Patterson • June 15, 2025

Apple, fab fve, Internet, T-Mobile, Telco Top Fve, telecom, value creation

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 30)

By Jim Patterson • May 31, 2025

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

TSB

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

TSB

Two Q1 Earnings Mysteries

By Jim Patterson • May 11, 2025

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

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

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 17)

By Jim Patterson • April 20, 2025

Apple, Earnings, FabFive, Global, Internet, iPhone, Telco Top Five, telecom, US Cellular

Interim Brief

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

TSB

Is Telecom a Safe Haven?

By Jim Patterson • April 6, 2025

AT&T, Charter, Comcast, Internet, Lumos, T-Mobile, Technology, telecom, Verizon

Interim Brief

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

Tag: Internet

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