Tag: VZ

It Is A Mistake To “Look Through” Q2 and 2020 Earnings

It Is A Mistake To “Look Through” Q2 and 2020 Earnings

There is insight to be gleaned from recent earnings conference calls. We have highlighted a few from this past week (below). Many companies assume a deterioration in business from Q1 to Q2 and a potential recovery beginning in Q3. A majority of companies did not provide formal Q2 nor calendar 2020 guidance (access our list … Continue reading It Is A Mistake To “Look Through” Q2 and 2020 Earnings

AT&T Should Sell WarnerMedia

AT&T Should Sell WarnerMedia

AT&T's acquisition of Time Warner seemed like a good idea at the time. That is no longer true. Tickers mentioned: AAPL, AMZN, CMCSA, DIS, GOOG, NFLX, T, VZ AT&T's $85 billion acquisition of Time Warner seemed like a good idea when it was first kicked around a few years ago. AT&T would differentiate its fiber … Continue reading AT&T Should Sell WarnerMedia