2025Q4 Telco (TMT) Earnings Are Upon Us, My Friends

One of my favorite times of the year- 2025Q4 Telco (TMT) Earnings are upon us, my friends.

A time to rack up the wins of 2025, but even more importantly, to provide insights into the trajectory of the new year, and how that aligns with Guidance and Consensus on The Street.

Dates / Times in chart.

AT&T kicks off the party on Wednesday, January 28th. - Some brief highlights of what we're keeping an eye on- please DM me for me detailed insights, thank you.

AT&T- Is the Fiber building + Mobile Bundle producing machine still well oiled and on track?

Verizon- New CEO Dan Schulman, the Frontier Internet Communications acquisition, operational execution and expectations.

T-Mobile - Guidance + Fiber Strategy & Monetization of newly acquired assets; Fiber posture vs. AT&T and Verizon.

Comcast- Convergence war (Internet + Mobile) counter offensive.

Charter Communications- Cox Communications acquisition update + Scott Barton and Charter's Video gem in the works.

Cable One/Sparklight Careers- Where have you gone, Joe DiMaggio... I mean, when will you come, Jim Holanda? Investors eagerly await you leading the great team and great company at Cable One.

Lumen Technologies- "AI's 'Trusted' Network"; Dark Fiber is the New "Lit" Fiber runway.

So, sooo much more to write about; so many more insights we are convicted about.

Please DM me for more thoughts, amigos, and a simple analysis of outcomes.

Grab some popcorn, a warm blanket, and enjoy the earnings magic. You've got the best seat in the house.

Best wishes the remainder of the week.

AP