Greetings from Kansas City and Delray Beach, Florida (pictured), where the Brief staff are taking a mini-corporate retreat before next week’s 2022 Metro Connect conference in Miami. Looking forward to seeing many of you there and hopefully celebrating a third consecutive AFC Championship for the Kansas City Chiefs.
There were many earnings announcements this week, and, in the spirit of providing detailed insights, we have kept the analysis below to three: AT&T, Comcast, and Charter. There’s a lot more we will discuss (e.g., the entire M&A/ anti-trust environment for the Fab Five in light of Microsoft’s bold bid for Activision Blizzard), but these three provide the most uniquely company-specific insights.