This article looks at two earnings assumptions (cable broadband dominance, T-Mobile acting as an uncarrier) and analyzes why they might be incorrect.
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.
This is part 1 of a multi-part series analyzing 2Q 2023 telecom provider earnings
This article is part 3 of a 3-part seried focused on telecommunications industry 2q earnings.
This interim Brief analyzes market capitalization changes over the last 1-2 weeks. We also briefly discuss several news events that impact the Fab Five and the Telco Top Five.
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.
This Brief wraps up Q1 earnings analysis for 2023 with a look at Verizon and Comcast earnings. We also discuss the primary announcements from Google I/O 2023.
This article discusses first quarter earnings for AT&T, T-Mobile, and Charter Communications.
This Brief looks at the role fixed wireless and wireless prepaid will play in Q1 2023 earnings.
This article is part one of a two part series focused on big questions that need to be addresses in first quarter earnings.