This Brief offers insights into fourth quarter earnings for AT&T, Verizon, and T-Mobile.
This week’s interim Brief analyzes changes in equity market value for ten stocks. We also discuss a couple of key events we are watching as the year comes to a close.
The Brief looks at where each telecommunications carrier is in their respective build cycles and analyzes their respective positions and corresponding earnings results.
This interim Brief looks at iPhone availability as of October 22nd.
This interim Brief examines changes in iPhone 15 Pro and iPhone 15 Pro Max availability over the last week.
This is the first look at iPhone 15 Pro and iPhone 15 Pro Max backlogs and availability by carrier.
This interim Brief explores the sources of equity market capitalization changes over the last one and two weeks and looks at some of the events driving the telecommunications and technology industries.
This article looks at two earnings assumptions (cable broadband dominance, T-Mobile acting as an uncarrier) and analyzes why they might be incorrect.
This Labor Day edition of the Brief explores the reasons why T-Mobile and Comcast have been able to create disproportionate value in the telecom industry.
This interim Brief looks at value changes over the last 1 and 2 weeks. We also discuss the recent T-Mobile layoff announcement.