The Sunday Brief
This interim Brief analyzes market capitalization changes over the last 1-2 weeks. We also briefly discuss several news events that impact the Fab Five and the Telco Top Five.
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
This article focuses on cash flow options for T-Mobile in 2023.
This article analyzes Verizon’s and AT&T’s 3Q 2021 earnings
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.
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
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
This is Part 2 of our earnings preview. Our focus is on upcoming Verizon and cable company earnings.
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.