This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.
Apple iPhone 14 Availability as of Nov 27
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Cable’s Transition from Home to Hand
This Brief discusses the cable industry’s efforts/challenges to grow mobile market share as well as their new joint venture called Xumo.
All Aboard the Fiber Bandwagon
This article looks at recent movements to focus on fiber to the home and business (FttP) by many telecommunications companies.
Competitive Responses Matter (3Q 2022 Earnings Review)
This article focuses on competitive responses seen in the Telco Top Five earnings announcements and conference calls.
So Many Questions for Third Quarter Earnings…
This article posts a series of questions that we think should be asked on company 3rd quarter conference calls.
Value Creation Chart as of Sept 30 and iPhone 14 Availability as of October 2
This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
Bigger Questions After Second Quarter Earnings (Part II)
This Brief looks at two additional questions left unanswered from 2Q earnings and surround T-Mobile’s business/enterprise strategy and the overall M&A climate.
AT&T and Verizon Earnings – What’s the Post-COVID Strategy?
This article discusses AT&T and Verizon 2Q earnings in detail.
How a Recession Brings Out the Best in Telecom and Tech
This article looks at 10 companies that emerged after the previous recession
How Will Apple Grow?
This article focuses on Apple’s need to grow revenues and the possible potential impact this could have on the telecommunications industry. The WWDC announcements are used from June 2022 as possible examples of growth sources.