RESEARCH

US Telco: Wireless Model Updates

January 22, 2024

What’s new: we have tweaked our wireless models ahead of a big earnings week.  The changes weren’t material enough to warrant individual notes (see tables below).

For the updated Verizon model, click HERE

For the updated AT&T model, click HERE

For the updated T-Mobile model, click HERE

Verizon: Changes to Estimates

AT&T: Changes to Estimates

T-Mobile: Changes to Estimates


Full 12-month historical recommendation changes are available on request

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