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The Sunday Brief: And then there were three–wireless in 2020

August 10, 2020

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Greetings again from Charlotte/ Lake Norman. Pictured is a double rainbow from July to celebrate a week of consistent market highs as well as a pretty darn good first earnings report from T-Mobile. We will analyze four key parts of their conference call, then close with another CBRS auction update.

The week that was

Note: We are truing up the share counts to reflect current quarterly earnings releases. No material changes compared to previous weeks but please note the new column.

Apple gained over $80 billion this week and, with Facebook (+$44 billion), led most of the Fab 5 gains (now more than $2 trillion for 2020, with half of that added over the last six weeks).

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