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The Sunday Brief: Different disciplines

January 30, 2023


Greetings from Louisiana, Texas, Kansas, Missouri, and Florida (Ft. Lauderdale, the location of this year’s MetroConnect conference, is pictured). It’s been a full week of Telco Top Five earnings, and we will devote most of this Brief to results analysis. For those of you who need the remaining earnings schedule, here are the remaining companies’ earnings report times and dates:

The title of this week’s Brief highlights the variety of ways three companies are trying to create value. This week, we will focus on AT&T, Verizon, and Charter’s different strategies. After T-Mobile announces earnings, we will bring their results (and likely Lumen’s) into the conversation and discuss who is best positioned to generate the most shareholder value.

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