John Butler

Join John Butler, a Senior Telecom Analyst at Bloomberg Intelligence, as he dissects AT&T's recent quarterly results, highlighting revenue misses amid aggressive promotional efforts. He also explores AT&T's strategic shift towards fiber broadband and its implications in the competitive landscape. The discussion dives into Netflix's precarious situation due to a tax surprise in Brazil and its potential interest in acquiring Warner Bros. assets, all while keeping an eye on evolving trends in the telecom sector.

Lee Klaskow, a Senior Transport Analyst, analyzes UPS's positive earnings, highlighting strategic shifts that fuel cautious optimism in logistics. Michael Halen, Senior Restaurant Analyst, discusses Starbucks' recent sales decline and leadership changes under CEO Brian Nickel. Geetha Ranganathan, a US Media Analyst, explores the implications of Disney's leadership succession plans. Kiel Porter reports on safety issues at Rivian's plant, while John Butler examines the earnings landscape for AT&T and Verizon. Finally, Chris Gadomski shares insights on future advancements in nuclear reactor technology.

John Butler, Senior Telecom Analyst, discusses Verizon's consumer-focused strategy and plans for 5G expansion. George Ferguson, Senior Aerospace Analyst, covers Boeing's financial recovery and challenges like the $4.9 billion 777X charge. Lee Klaskow, Senior Transport Analyst, reveals UPS's job cuts and automation strategy to save $3.5 billion. Tim Craighead, Global Chief Content Officer, analyzes the upswing in European tech earnings and defense spending. Peter Werner, Co-chair at Cooley, highlights AI's impact on professional services and future workforce dynamics.

Steve Mann, a Global Autos and Industrials Research Analyst, dissects Tesla's surprising profit drop despite record sales, highlighting costs that crimped margins. He also debates Tesla's reliance on car sales amid ambitious AI projects. John Butler, a Senior Telecom Analyst, shares insights on T-Mobile's solid subscriber growth and the impact of promotions on pricing. Finally, George Ferguson, a Senior Aerospace Analyst, discusses American Airlines' unexpected loss and Southwest's shift towards monetizing its services with new fees.

Listen to John Butler, an organic farmer and contemplative, share his deep connection to nature, mantra meditation, and mystical experiences. Reflect on stillness, meditation, and spiritual connections in a chaotic world. Delve into the transformative power of meditation for mental health and spiritual balance.

Consultant John Butler discusses the future of health insurance industry, emphasizing innovative solutions like AI sales tools, ICHRA plans, and Health Sharing Plans. He also talks about shifting from 'sickcare' to a health-focused healthcare system, highlighting the importance of making Americans healthier. The podcast delves into real-time reimbursements, regenerative medicine, and cost-effective employer solutions in healthcare.

Join John Butler, a Senior Telecom Analyst with expertise in telecommunications and Verizon, alongside Michael Halen, a Senior Restaurant Analyst specializing in foodservice and Domino’s. They dive into pressing issues like cybercriminals exploiting vulnerabilities in Microsoft's SharePoint, the implications for major tech companies, and the rise in the cybersecurity sector. Additionally, they discuss Verizon's impressive earnings and how Domino's strategically adapts to consumer trends in the food industry. Tune in for insights on navigating these critical sectors!

Jennifer Bartashus, a Senior Analyst specializing in retail, discusses Walmart's robust earnings and its strategic moves to attract value-conscious shoppers. Kunjan Sobhani reviews Nvidia's impressive revenue surge, driven by AI technology, while addressing the challenges in gaming and competition. John Butler reveals Verizon's significant layoffs as part of a turnaround strategy, aiming to streamline operations to enhance competitiveness. Lastly, Matt Henriksson explains Abbott's $21 billion acquisition of Exact Sciences and its potential to boost growth through innovative offerings.

Jennifer Bartashus, a senior analyst at Bloomberg Intelligence, shares insights on Walmart's CEO transition, highlighting Doug McMillon's tech-driven cultural impact and the company's future under John Furner amid AI advancements. Madison Muller discusses Merck's $9.2 billion acquisition of Cidara Therapeutics to secure flu treatment options post-Keytruda patent loss. John Butler analyzes Verizon's significant job cuts as part of a strategic shift under new CEO Dan Schulman, focusing on consumer-first priorities in a competitive telecom landscape.

Anurag Rana, a technology analyst, shares insights on Microsoft’s earnings and challenges within Azure growth. Laura Davison, politics editor, analyzes shifting voter demographics as Kamala Harris gains traction. George Ferguson delves into Boeing’s leadership changes and financial hurdles. Dave Regnery discusses Trane Technologies’ strong earnings driven by sustainability efforts. John Butler highlights T-Mobile's impressive subscriber growth and competition in 5G. Together, they unravel key market trends and strategic shifts across various industries.