This article focuses on cash flow options for T-Mobile in 2023.
AT&T and Verizon Earnings – Same, Yet Different
This article analyzes Verizon’s and AT&T’s 3Q 2021 earnings
Q2 Earnings Wrap: ABC (Apple, Broadband, C-Band/ Capacity)
This article focuses on three key themes heading into 2H 2021: Apple’s iPhone launch, Broadband rollouts (T-Mobile and AT&T in focus), and C-Band/ Capacity additions.
Happy Days are Here Again?
This article looks at three economic trends impacting the telecom industry: 1) broadband growth 2) movement to South, West, and Midwest and 3) uneven employment recovery needs for each state
Curing AT&T’s Sickness – Telecom 3Q Earnings Preview (Part 3)
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
2Q Earnings Preview – Buzzword Bingo (Part 2)
This is Part 2 of our earnings preview. Our focus is on upcoming Verizon and cable company earnings.
Implications of Accelerated Technology Adoption and Work/ Learn from Home
This article expands on the previous themes of The Essential Economy with the addition of technology adoption curves and the permanent alternative of the residence as an extension of the office.