This article looks at two earnings assumptions (cable broadband dominance, T-Mobile acting as an uncarrier) and analyzes why they might be incorrect.
Same As it Ever Was (3Q Earnings Preview – Part 1)
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Labor Day Edition – What Makes Comcast and T-Mobile Great?
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.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 25)
This interim Brief looks at value changes over the last 1 and 2 weeks. We also discuss the recent T-Mobile layoff announcement.
He Said, He Said (Part 2)
This article looks at a couple of conflicting comments on recent telecommunications earnings calls. It also examines the ability of the Fab Five to attract and retain talent.
He Said, He Said
This is part 1 of a multi-part series analyzing 2Q 2023 telecom provider earnings
What They Said – Second Quarter Clues from Analyst Conferences (Part 1)
This Brief begins to explore 2Q 2023 earnings questions, specifically centering around Verizon’s consumer momentum and AT&T’s fiber success. We also look at the WWDC announcement and the potential for Amazon’s partnership with one or more wireless companies.
First Quarter Earnings in Five Words or Less (Part 1)
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
First Quarter Earnings Questions (Part 1)
This article is part one of a two part series focused on big questions that need to be addresses in first quarter earnings.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 17)
This interim Brief analyzes equity changes for the Fab Five and the Telco Top Five for the week ending March 17,
T-Mobile’s “Grown Up” Problem
This article focuses on cash flow options for T-Mobile in 2023.