Interim Brief is out this week. Special focus on Alphabet CEO Sundar Pichai's interview with The New York Times. More inside... #sundaybrief
https://t.co/JcJxqoHvMf
A special holiday edition of the Brief focuses on three recent interviews that impacted our view of telecom and technology. (More inside). #sundaybrief
https://t.co/eTAEgUuNGa
Since the last full Brief, Verizon and T-Mobile have reported earnings. There are a lot of good things to report for both companies, but, as the title says, T-Mobile should pay attention to the Big Red's velocity. More inside... #sundaybrief
https://t.co/3QBEqVTWoa
The interim Brief is out. Lots of news to cover, especially Fab Five capital spending and net debt levels. More inside... #sundaybrief
https://t.co/ytmU5mh3Vk
This week's Brief is out. Topic is postpaid wireless net additions, but we also pay tribute to Tim Cook's tenure and look at Google's investment in Anthropic. Happy reading. hashtag#sundaybrief
https://t.co/EAPXJxWzC3
Interim Brief has been published. Are the Fab Five finally up for the year? Is T-Mobile still the most valuable telecom in the Telco Top Five? Why do we have high expectations for AT&T Fiber? These and other questions are answered... #sundaybrief
https://t.co/5znUWSiTsc
This week's Brief is out, and the title says it all - it's about cable, why/how Charter and Comcast+Cox answer this question differently, and... (more inside) #sundaybrief
https://t.co/5ffzkmhnh5
The inteim Brief is out. The Fab Five gained $710+ billion this week. We talk about why, and look at AT&T's OneConnect annoucnement. More inside... #sundaybrief
https://t.co/CEgr6MNbEc
This week's Brief is out. Describing the key theme for AT&T, Verizon and T-Mobile earnings is not easy, but we think we got it right. More inside. #sundaybrief
https://t.co/X6EFjCgd70
The interim Brief is out. Big debt issuances for the Fab Five are the focus. They include a 50-year and a 100-year... (more inside) #sundaybrief
https://t.co/zo0yhWSbA5
This week's Brief focuses on capital spending priorities. TL;DR - all aspects of fiber deployment will have a strong year. More inside... #sundaybrief
https://t.co/uaxBo8BBB3
Today's interim Brief is out. Our main focus is on the jobs report and drivers of market cap changes for the week. It's important to note that even with a lot of market volatility, each of the Telco Top Five is up double digit percentages in 2026. #sundaybrief
https://t.co/vAnpVXoZBg
Not in the headlines, but the current jobs figures reflect increases in employment for the civilian non-institutionalized population. The drop in employment, per the data, is due to decreases in foreign born population (down 519K). Employment among the native born population is also up, esacerbating the total figure. "Ye reap what you sow." @SullyCNBC@Stephanie_Link
https://t.co/XmzYV5CKCi
The Brief is out. Some observations from my 11th Metro Connect, and focus on Verizon's One Fiber asset, AT&T's Lumen integration, and the unique value presented by Comcast to hyperscale parnters. More inside... #sundaybrief
https://t.co/AIy1vheDVY