This interim Brief analyzes equity changes for the Fab Five and the Telco Top Five for the week ending March 17,
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 17)
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T-Mobile’s “Grown Up” Problem
This article focuses on cash flow options for T-Mobile in 2023.
CES Thoughts and Q1 Earnings Hints from the Citi Conference (Part 1)
This article discusses Q4 earnings hints based on communications companies participation in the Citi conference as well as CES 2023 observations.
Apple iPhone 14 Availability as of December 17
This interim Brief discusses iPhone 14 Pro and iPhone 14 Pro Max availability as of December 17.
Why 5G Missed Expectations (and other 2022 observations)
This article analyzes the minimal benefits shown from 5G technology for current handsets and looks at the 5G investment made per current postpaid customer for Verizon.
Apple iPhone 14 Availability as of Dec 3
This article looks at the weekly availability of the Appel iPhone Pro and iPhone 14 Pro Max
Apple iPhone 14 Availability as of Nov 27
This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.
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.