This article discusses AT&T and Verizon 2Q earnings in detail.
AT&T and Verizon Earnings – What’s the Post-COVID Strategy?
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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.
First Quarter Earnings Review – When Cable Growth Slows… (Part 1)
This article discusses T-Mobile and Comcast’s Q1 2022 earnings as well as some general market commentary.
The State of Telecom – Q1 2022 (Part 1)
This article explores the dynamics of Fixed Wireless deployment for Verizon and T-Mobile.
Verizon and T-Mobile – Whose Growth Story is More Believable?
This article compares the 2022 growth outlooks for Verizon and T-Mobile.
AT&T and T-Mobile Preannounce Operating Results – Implications for the Telecom Industry
This article provides some final thoughts on CES and also looks at the implications of AT&T and T-Mobile’s 4Q preannouncement results.
iPhone 13 Pro Availability – By model/ storage/ color (Jan 15)
This post examines the backlog for each of the Big 3 carriers for the iPhone 13 Pro.
iPhone 13 Availability – By Model/ Storage/ Color (Jan 1)
This post outlines the backlog for the Apple iPhone 13, iPhone 13 Pro, and iPhone 13 Pro Max models.
iPhone 13 Availability – By Model/ Storage/ Color (Dec 26)
This article compares iPhone 13 availability for the 3 largest wireless carriers.