This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.
Apple iPhone 14 Availability as of Nov 27
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All Aboard the Fiber Bandwagon
This article looks at recent movements to focus on fiber to the home and business (FttP) by many telecommunications companies.
So Many Questions for Third Quarter Earnings…
This article posts a series of questions that we think should be asked on company 3rd quarter conference calls.
Value Creation Chart as of Sept 30 and iPhone 14 Availability as of October 2
This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
Why Did John Legere Succeed? A Decade in Retrospective
This article commemorates the 10th anniversary of John Legere’s CEO tenure. We also explain why Cogent bought Sprint’s legacy long distance asset for $1
AT&T and Verizon Earnings – What’s the Post-COVID Strategy?
This article discusses AT&T and Verizon 2Q earnings in detail.
AT&T and Verizon Earnings – Under Pressure
This article discusses AT&T’s and Verizon’s Q1 2022 earnings.
The State of Telecom – Q1 2022 (Part 1)
This article explores the dynamics of Fixed Wireless deployment for Verizon and T-Mobile.
The New (Yet Old) AT&T
This article details AT&T’s Investor Day held on Friday March 11
Verizon and T-Mobile – Whose Growth Story is More Believable?
This article compares the 2022 growth outlooks for Verizon and T-Mobile.