This Brief analyzes the impacts of COVID to the telecommunications industry three years after the original shutdown.
The Dust Settles – Telecom After COVID
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 3)
This article describes equity capitalization changes over the last one and two weeks for the Fab Five and Telco Top Five stock groups.
T-Mobile’s “Grown Up” Problem
This article focuses on cash flow options for T-Mobile in 2023.
Different Disciplines
This article looks at different focus areas (disciplines) reflected in AT&T, Verizon and Charter earnings.
CES Thoughts and Q1 Earnings Hints from the Citi Conference (Part 1)
This article discusses Q4 earnings hints based on communications companies participation in the Citi conference as well as CES 2023 observations.
CES Preview – Consistency Despite Motion
This end of the year Brief looks at several trends that will be highlighted at CES 2023. It also has extensive market commentary, covering wireless and other new items.
Apple iPhone 14 Availability as of December 17
This interim Brief discusses iPhone 14 Pro and iPhone 14 Pro Max availability as of December 17.
Why 5G Missed Expectations (and other 2022 observations)
This article analyzes the minimal benefits shown from 5G technology for current handsets and looks at the 5G investment made per current postpaid customer for Verizon.
Apple iPhone 14 Availability as of Dec 3
This article looks at the weekly availability of the Appel iPhone Pro and iPhone 14 Pro Max
Apple iPhone 14 Availability as of Nov 27
This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.