Tag: Telecommunications

Q1 Earnings Preview in One Word

By Jim Patterson • March 29, 2026

AT&T, GDP, T-Mobile, Telecommunications, Verizon, YouTube

Q4 Earnings Review (Part 3) – Unanswered Questions

By Jim Patterson • March 1, 2026

AT&T, Bandwidth, Comcast, Internet, PPI, Telecommunications, Verizon

Q4 Earnings Preview – Who Has the Cash?

By Jim Patterson • January 18, 2026

Apple, AT&T, broadband, Earnings, Google, Telco Top Five, Telecommunications

CES 2026 Preview – Agentic, Adoption, and Advantage

By Jim Patterson • January 4, 2026

AI, AT&T, CES, Charter, Comcast, Google, Internet, T-Mobile, Telecommunications

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Aug 15)

By Jim Patterson • August 16, 2025

broadband, Comcast, fab five, Internet, Telco Top Five, Telecommunications

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 27)

By Jim Patterson • June 28, 2025

AT&T, broadband, Charter, FabFive, Internet, T-Mobile, Telco Top Five, Telecommunications, Verizon

2Q Earnings Preview (Part 2) – The Questions No One Will Ask (But Should)

By Jim Patterson • June 22, 2025

AT&T, Charter, Comcast, hyperscaler, Internet, T-Mobile, Telecommunications, Verizon

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 30)

By Jim Patterson • May 31, 2025

antitrust, Bluebird, Everstream, fab five, Google, Internet, Technology, Telco Top Five, Telecommunications, tilson

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 16)

By Jim Patterson • May 18, 2025

Charter, Comcast, cox, Telco Top Five, Telecommunications

Q1 Telco Top Five Earnings – Five Observations

By Jim Patterson • April 27, 2025

AT&T, broadband, Charter, Chrome, Comcast, Google, Internet, Meta, T-Mobile, Telecommunications, Verizon

Where Are They Spending Money (2025 edition)?

By Jim Patterson • March 9, 2025

Comcast, Germany, Internet, Telecommunications, Trade deficit

President Obama and the Set Top Box

By Jim Patterson • April 18, 2016

Cable, Cablevision, Craig Moffett, FCC, General, Google, Leverage ratios, set top box, Sprint, T-Mobile, Telecommunications