This Brief offers insights into fourth quarter earnings for AT&T, Verizon, and T-Mobile.
This interim Brief looks at value changes in ten stocks for the two weeks ending January 19. We also post an updated earnings calendar and discuss several news items leading up to earnings.
This week’s Brief looks at three events that shaped the telecom industry in 2023 – Verizon’s myPlan, the Spectrum-Disney retransmission dispute, and Anna Gomez confirmation to be the tie-breaking vote on the FCC.
This interim Brief analyzes changes to equity market values and provides commentary on changes to 13F filings for the top five telco providers. We also examine Spectrum Mobile’s downgrade of their default video setting to 480p.
This Brief analyzes a wide-ranging interview of John Malone by David Faber of CNBC. We also look at several industry developments over the last two weeks.
This interim post is a first take on Verizon’s 3Q earnings.
This interim Brief looks at iPhone availability as of October 22nd.
This Brief discusses Verizon’s Consumer Group challenges.
This interim Brief examines changes in iPhone 15 Pro and iPhone 15 Pro Max availability over the last week.
This is the first look at iPhone 15 Pro and iPhone 15 Pro Max backlogs and availability by carrier.