Should We Worry About Delinquent Bills At AT&T?

ATT phone hang-up

“…on the consumer side of our business, we’re seeing an increase in bad debt to slightly higher than pre-pandemic levels as well as extended cash collection cycles.” AT&T, Inc. (T) CEO John Stankey on Q2 2022 Results – Earnings Call Transcript (Seeking Alpha) This observation caught some attention because it sounds like the early warning … Read more

Lost in the Fire and Fury – Promising Earnings from ShotSpotter

As North Korean President Kim Jung Un and U.S. President Donald Trump shot barbs and threats at each other – threats which included Trump’s promises of fire and fury and perhaps more – ShotSpotter (SSTI), a gunfire detection and location technology company, reported earnings. I think the promising results were lost in the crossfire and … Read more

Cord-Cutters Rejoice: AT&T Unleashes the Data

A little over three months ago, I complained that AT&T (T) had greatly increased the cost of cutting the cord. At the time, AT&T delivered a notice to customers informing them of caps on internet usage. Customers exceeding caps for their respective plans would pay an overage fee: “Beginning on May 23, 2016, we will … Read more

AT&T Greatly Increases the Cost of Cutting the Cord

AT&T (T) has apparently lost patience with customers who forgo TV packages to stream content with internet-only service. The company’s newest pricing model greatly increases costs for these “cord-cutters.” On April 29, 2016, I received an email from AT&T (T) announcing a dramatic change to the company’s internet service. No longer will AT&T tolerate unlimited … Read more

Visa Follows Blaze Mobile and Enables Mobile Transactions

Last week, CNBC interviewed Visa (V) CEO and Chairman Joseph Saunders. The title “Building the Digital Wallet” caught my attention because I am invested in Blaze Mobile, a start-up whose main product, Blaze Mobile Wallet, enables mobile payments, banking, and ticketing. Visa invested in mobile payment start-up Square in April, 2011, and the company’s plan … Read more