Tag: telecom

2Q Earnings Preview – Five Companies in Four Words

By Jim Patterson • July 19, 2026

broadband, capital spending, Charter, Comcast, cox, Earnings, FabFive, Internet, Lumen, Mobile Monthly Churn, Telco Top Five, telecom

TSB

Special Memorial Day Edition: Three Worth Watching

By Jim Patterson • May 23, 2026

AI, Amazon, Google, Nvidia, telecom

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 17)

By Jim Patterson • April 18, 2026

broadband, Charter, ciomcast', Internet, Lumen, telecom

TSB

Q4 Earnings Review (Part 2) – The Chinks in T-Mobile’s Armor

By Jim Patterson • February 15, 2026

AT&T, broadband, Internet, T-Mobile, telecom, Verizon

TSB

Q4 Earnings Review (Part 1) – Money Can’t Buy You Love, but it Can Buy You Net Additions

By Jim Patterson • February 1, 2026

AT&T, broadband, Charter, Comcast, convergence, Google, Internet, Meta, Microsoft, T-Mobile, telecom, Verizon

Interim Brief, Uncategorized

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 23)

By Jim Patterson • January 24, 2026

Amazon, Apple, AT&T, broadband, Frontier, Google, Lumos, Meta, Metronet, Microsoft, T-Mobile, telecom, Verizon

TSB

Telecom 2025 – The Year in Review

By Jim Patterson • December 21, 2025

AT&T, Cable, Charter, Comcast, Netflix, T-Mobile, telecom

TSB

AT&T’s Simple Formula

By Jim Patterson • December 7, 2025

AT&T, broadband, Internet, Mobile Monthly Churn, Netflix, T-Mobile, telecom, Verizon, WBD

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 29)

By Jim Patterson • November 30, 2025

alphabet, Apple, broadband, Google, Internet, tami erwin, telecom, tim cook, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 21)

By Jim Patterson • November 23, 2025

1929, AT&T, Echostar, Internet, Layoffs, T-Mobile, telecom, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 7)

By Jim Patterson • November 8, 2025

AT&T, Internet, telecom, Value shifts, Verizon

TSB

3Q Earnings Preview – What They Said (Part 1)

By Jim Patterson • October 5, 2025

AT&T, broadband, Charter, Internet, Mike Sievert, Srini Gopalan, T-Mobile, telecom

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 26)

By Jim Patterson • September 27, 2025

broadband, fab five, Internet, T-Mobile, Technology, Telco Top Five, telecom

TSB

Prepaid’s Contribution

By Jim Patterson • August 10, 2025

AT&T, fab five, net debt, T-Mobile, Technology, telecom, Verzon, Wireless

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 1)

By Jim Patterson • August 2, 2025

Apple Pay, FabFive, Internet, TelcoTopFive, telecom

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 13)

By Jim Patterson • June 15, 2025

Apple, fab fve, Internet, T-Mobile, Telco Top Fve, telecom, value creation

TSB

Another Disappointing BEAD Delay

By Jim Patterson • June 8, 2025

Amazon, BEAD, Comcast, Google, IIJA, Internet, Lumos, Metronet, Microsoft, T-Mobile, telecom, Verizon

TSB

Three Long-Form Videos (Memorial Day Edition)

By Jim Patterson • May 25, 2025

fab five, Google I/O, Internet, Nvidia, T-Mobile, Telco Top Five, telecom, US Cellular

TSB

Two Q1 Earnings Mysteries

By Jim Patterson • May 11, 2025

Apple, broadband, capital spending, Google, Internet, telecom, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 17)

By Jim Patterson • April 20, 2025

Apple, Earnings, FabFive, Global, Internet, iPhone, Telco Top Five, telecom, US Cellular

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 11)

By Jim Patterson • April 12, 2025

Amazon, Apple, fab five, Internet, iPhone, Technology, telco top 5, telecom

TSB

Is Telecom a Safe Haven?

By Jim Patterson • April 6, 2025

AT&T, Charter, Comcast, Internet, Lumos, T-Mobile, Technology, telecom, Verizon

TSB

Q1 Wireless Competitive Dynamics

By Jim Patterson • March 23, 2025

Apple, AT&T, broadband, Crown Castle, fab five, Internet, Telco Top Five, telecom, Wireless

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 14)

By Jim Patterson • March 15, 2025

Crown Castle, fab five, FTC, Internet, Telco Top Five, telecom, Zayo

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 28)

By Jim Patterson • March 2, 2025

AT&T, fab five, Internet, Market Capitalization, Telco Top Five, telecom, value, Verizon

TSB

Searching For Value

By Jim Patterson • February 23, 2025

Amazon, Apple, capital spending, fab five, Google, investing, Meta, Microsoft, T-Mobile, telecom, value

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 31)

By Jim Patterson • February 2, 2025

DeepSeek, Earnings, fab five, Internet, Technology, telecom

TSB, Uncategorized

Q4 Earnings Preview – What Each Company Must Prove (Part 2)

By Jim Patterson • January 26, 2025

AI, AT&T, BEAD, Stargate, Technology, telecom, Verizon

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 17)

By Jim Patterson • January 19, 2025

AT&T, FabFive, FCC, nternet, NTIA, telecom

Interim Brief

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 3)

By Jim Patterson • January 4, 2025

fab fve, FCC, Google, Internet, Net Neutrality, Telco Top Five, telecom, Title II

Tag: telecom

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