Conference Call Replays

Date Event Location
October 5, 2018 7:00 AM PDT / 10:00 AM EDT “It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors Click here for replay
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September 24, 2018 7:00 AM PDT / 10:00 AM EDT Cable’s New Bull Case? Margin Expansion and Falling Capital Intensity Click here for replay
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September 18, 2018 7:00 AM PDT / 10:00 AM EDT Lisa Ellis Payments Call for Prospects Click here for replay
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September 13, 2018 7:00 AM PDT / 10:00 AM EDT The Alipay Threat - Takeaways from a 3-day immersion with Ant Financial in Hangzhou, China Click here for replay
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August 16, 2018 8:00 AM PDT / 11:00 AM EDT The Biggest Risk of Them All -- Q&A with a Leading Expert on Cybersecurity Risks in Payments Click here for replay
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August 15, 2018 7:00 AM PDT / 10:00 AM EDT Lisa Ellis Payments Call for Prospects Click here for replay
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August 15, 2018 8:00 AM PDT / 11:00 AM EDT Trumponomics Part II: The Risk of Protectionism for Retailers Click here for replay
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July 12, 2018 8:00 AM PDT / 11:00 AM EDT “Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector Click here for replay
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June 22, 2018 8:00 AM PDT / 11:00 AM EDT BJ's is Coming Back Click here for replay
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June 21, 2018 7:00 AM PDT / 10:00 AM EDT Initiating Coverage of the Advertising Agencies (WPP, OMC, IPG) Click here for replay
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June 13, 2018 5:30 AM PDT / 8:30 AM EDT AT&T/Time Warner: The Verdict in Context Click here for replay
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May 21, 2018 7:00 AM PDT / 10:00 AM EDT State of the Industry 2018 Click here for replay
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May 18, 2018 8:00 AM PDT / 11:00 AM EDT Is Maturing Prime Membership a Problem? Click here for replay
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May 9, 2018 8:00 AM PDT / 11:00 AM EDT Supply Chain Deep Dive in the Age of Amazon with Marc Wulfraat Click here for replay
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April 17, 2018 8:00 AM PDT / 11:00 AM EDT PaaS Wars; Demystifying the PaaS Market and Related Investment Opportunities Click here for replay
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April 13, 2018 7:00 AM PDT / 10:00 AM EDT Not All Raised Floor Is Created Equal: Initiating Coverage of the Data Centers Click here for replay
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April 9, 2018 7:00 AM PDT / 10:00 AM EDT 2018 eCommerce Survey: Ready or Not - Here Comes Voice Shopping Click here for replay
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April 5, 2018 8:00 AM PDT / 11:00 AM EDT Snap Focus Group Part II: “Who Were the Beta Testers?” Click here for replay
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March 28, 2018 8:00 AM PDT / 11:00 AM EDT Facebook: Should You #DeleteFB From Your Portfolio? Click here for replay
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March 16, 2018 8:00 AM PDT / 11:00 AM EDT Comcast, Fox, and Disney | The Three-Way Fight for Sky Click here for replay
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March 14, 2018 8:00 AM PDT / 11:00 AM EDT MSFT: New and Better Azure Math and $2-3B in Risk to Consensus that More Buybacks Can Largely Offset Click here for replay
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February 15, 2018 7:00 AM PDT / 10:00 AM EDT Google vs Amazon: Framing the Ad Battle Click here for replay
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February 15, 2018 7:00 AM PDT / 10:00 AM EDT Google vs Amazon: Framing the Ad Battle Click here for replay
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January 23, 2018 8:00 AM PDT / 11:00 AM EDT The 2018 Software Outlook--Long and Strong Click here for replay
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January 18, 2018 8:45 AM PDT / 11:45 AM EDT Auto Aftermarket Industry Luncheon Click here for replay
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December 20, 2017 7:00 AM PDT / 10:00 AM EDT State of the Consumer — 2018 Outlook, Conferences, & Taxes Click here for replay
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December 20, 2017 7:00 AM PDT / 10:00 AM EDT 2017 Holiday Survey: Is Santa a Prime Member? Click here for replay
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January 5, 2018 8:00 AM PDT / 11:00 AM EDT RHT: It’s Time to Start Believing in Double Digit Infrastructure Growth Click here for replay
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December 14, 2017 7:00 AM PDT / 10:00 AM EDT U.S. Online Travel: Can HomeAway Catch Airbnb? Click here for replay
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December 12, 2017 7:00 AM PDT / 10:00 AM EDT MN Retail Launch: Profiting From Turmoil Click here for replay
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November 30, 2017 7:00 AM PDT / 10:00 AM EDT U.S. Telecom: The Four Player Wireless Market Click here for replay
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November 15, 2017 7:00 AM PDT / 10:00 AM EDT U.S. Broadband: A Few Gray Hairs, or Something More Serious? Click here for replay
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October 31, 2017 8:00 AM PDT / 11:00 AM EDT ORCL: Multiple Ways to Win with Maintenance Strength and Cloud Valuation Click here for replay
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October 20, 2017 8:00 AM PDT / 11:00 AM EDT Software M&A Click here for replay
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October 17, 2017 7:00 AM PDT / 10:00 AM EDT Altice USA Coverage Initiation Click here for replay
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September 25, 2017 7:00 AM PDT / 10:00 AM EDT NFLX: WHAT HAPPENS WHEN THE FRENEMY IS THE ENEMY? Click here for replay
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June 15, 2017 7:00 AM PDT / 10:00 AM EDT U.S. Theaters: Dual Threats Too Hard To Ignore; Downgrade CNK & RGC to Sell Click here for replay
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June 13, 2017 7:00 AM PDT / 10:00 AM EDT Spectrum: The Paradox of Value Click here for replay
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May 25, 2017 7:30 AM PDT / 10:30 AM EDT State of the Industry 2017 Click here for replay
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March 3, 2017 7:00 AM PDT / 10:00 AM EDT 99 Problems But the Deal Ain’t One… Initiating Coverage of CenturyLink Click here for replay
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February 28, 2017 7:00 AM PDT / 10:00 AM EDT Snap, Inc.: Field of Dreams? Click here for replay
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February 7, 2017 7:00 AM PDT / 10:00 AM EDT Media, Telecom, and Cable: Swipe Right… An M&A Playbook Click here for replay
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January 17, 2017 7:00 AM PDT / 10:00 AM EDT Wireless 2017: Optimism vs. Pragmatism Click here for replay
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November 21, 2016 7:00 AM PDT / 10:00 AM EDT AT&T & Time Warner: Suddenly, Everything Has Changed… EVERYTHING. Upgrading TWX (Back) to Buy Click here for replay
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November 16, 2016 7:00 AM PDT / 10:00 AM EDT U.S. Towers: Churn Down for What? Dimensioning TMUS/S Consolidation Risk and What’s in the Stocks Click here for replay
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October 25, 2016 7:00 AM PDT / 10:00 AM EDT AT&T and Time Warner: Vertically Challenged Click here for replay
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October 19, 2016 7:00 AM PDT / 10:00 AM EDT U.S. Media and Cable & Satellite: The OTT Demand Curve… Threading the Eye of a Needle? Click here for replay
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September 12, 2016 8:00 AM PDT / 11:00 AM EDT U.S. Wireless: The Impact of the iPhone 7 on EPS and Customer Lifetime Values Click here for replay
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September 12, 2016 8:00 AM PDT / 11:00 AM EDT Level 3: Beyond the Churn Click here for replay
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August 3, 2016 7:00 AM PDT / 10:00 AM EDT U.S. Telecommunications: It’s All Relative… the Valuation Paradox Click here for replay
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June 9, 2016 7:00 AM PDT / 10:00 AM EDT Hulu: The Empire Strikes Back? Click here for replay
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May 25, 2016 7:00 AM PDT / 10:00 AM EDT ROIC 2016: Through the Looking Glass Click here for replay
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April 14, 2016 8:00 AM PDT / 11:00 AM EDT U.S. Telecommunications: Where To From Here? Click here for replay
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March 11, 2016 7:00 AM PDT / 10:00 AM EDT U.S. Online Travel Launch: Planes, Trains, & Automobiles Click here for replay
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March 10, 2016 7:00 AM PDT / 10:00 AM EDT NFLX: Is Netflix Killing TV and Other Important Questions Click here for replay
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March 2, 2016 7:00 AM PDT / 10:00 AM EDT Cord-Cutting: Never Let the Facts Get in the Way of a Good Story Click here for replay
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March 1, 2016 7:00 AM PDT / 10:00 AM EDT Two Steps to Saying “Yes” to SBA Click here for replay
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February 2, 2016 7:00 AM PDT / 10:00 AM EDT U.S. Telecom: Lies, Damned Lies, and Accounting Click here for replay
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January 15, 2016 7:00 AM PDT / 10:00 AM EDT Death, Taxes, and Towers... But It's Not Quite That Simple. Initiating Coverage of AMT, CCI, and SBAC Click here for replay
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January 14, 2016 7:00 AM PDT / 10:00 AM EDT 2016 Media Year Ahead: Are We There Yet? (Part II) Click here for replay
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January 7, 2016 7:00 AM PDT / 10:00 AM EDT U.S. Cable & Telecom: 2016 Preview Click here for replay
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December 9, 2015 7:00 AM PDT / 10:00 AM EDT U.S. Cable: A Zero-Based Approach to Capital Intensity Click here for replay
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October 8, 2015 7:00 AM PDT / 10:00 AM EDT Conference Call | The Wireless Wars through the Lens of Customer Lifetime Value Click here for replay
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September 11, 2015 7:00 AM PDT / 10:00 AM EDT Conference Call | U.S. Internet Launch: Real & Spectacular Click here for replay
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August 13, 2015 7:00 AM PDT / 10:00 AM EDT Hell Freezes Over… Upgrading Telecom Sector to Overweight and Verizon to Buy Click here for replay
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August 7, 2015 7:00 AM PDT / 10:00 AM EDT US Media: What The Heck Just Happened?!? Click here for replay
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August 3, 2015 7:00 AM PDT / 10:00 AM EDT Cable One (CABO): Is This the Path Forward for Cable? Initiating Coverage with Neutral Rating, Target $380 Click here for replay
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May 29, 2014 7:00 AM PDT / 10:00 AM EDT The Phone Book: A Twenty Year View of ROIC Across the Telecommunications Landscape Conference Call Click here for replay
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May 4, 2014 11:00 AM PDT / 2:00 PM EDT Is Netflix Killing TV Conference Call Click here for replay
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April 1, 2014 6:30 AM PDT / 9:30 AM EDT Why An OTT World May Be Out Of “Reach” Conference Call Click here for replay
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February 18, 2014 7:00 AM PDT / 10:00 AM EDT The 2016 Incentive Auction: The Broadcaster View - Conference Call Click here for replay
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February 13, 2014 7:00 AM PDT / 10:00 AM EDT NFLX: No One Cares When You Are Winning - Conference Call Click here for replay
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January 23, 2015 7:00 AM PDT / 10:00 AM EDT Cable & Satellite 2015 Preview: Can We Please Talk about Something Other than Regulation? Click here for replay
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January 16, 2015 7:00 AM PDT / 10:00 AM EDT A Quarter To Forget: Update on U.S. Media Industry Click here for replay
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December 5, 2014 8:00 AM PDT / 11:00 AM EDT Internet Infrastructure: Arms Merchant to the Telecom Industry… Initiating Coverage of Zayo Click here for replay
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November 13, 2014 7:00 AM PDT / 10:00 AM EDT Net Neutrality and Title II: The Five Stages of Grief Click here for replay
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October 22, 2014 7:00 AM PDT / 10:00 AM EDT It’s Baaaaack... The OTT Threat Returns with a Vengeance Click here for replay
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October 3, 2014 7:00 AM PDT / 10:00 AM EDT Internet Infrastructure: Showing Some Backbone… Initiating Coverage of Cogent and Level 3 Click here for replay
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September 24, 2014 8:00 AM PDT / 11:00 AM EDT U.S. Cable and Satellite: The Wall of Worry Conference Call Click here for replay
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September 19, 2014 7:00 AM PDT / 10:00 AM EDT How Is Technology Impacting Media Consumption? Click here for replay
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September 9, 2014 7:00 AM PDT / 10:00 AM EDT U.S. Wireless: A Fresh Look through the Lens of FCF Click here for replay
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August 1, 2014 7:00 AM PDT / 10:00 AM EDT FOXA/TWX Deal: A Deeper Look Conference Call Click here for replay
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July 17, 2014 7:00 AM PDT / 10:00 AM EDT Aereo’s Plan B…. Is it Really as Easy as Calling Aereo a Cable Operator? Click here for replay
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July 16, 2014 7:00 AM PDT / 10:00 AM EDT U.S. Cable and U.S. Telecom: The Broadband Report Click here for replay
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May 2, 2014 8:00 AM PDT / 11:00 AM EDT U.S. Media and Cable & Satellite - The Third Wave: Here Comes Reverse Retrans! Click here for replay
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April 14, 2014 7:00 AM PDT / 10:00 AM EDT The U.S. Broadcast Industry Conference Call Click here for replay
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April 3, 2014 8:00 AM PDT / 11:00 AM EDT Top Large Cap Media Idea – 21st Century Fox Conference Call Click here for replay
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March 31, 2014 7:00 AM PDT / 10:00 AM EDT Comcast and Time Warner Cable: Is Bigger Better? Conference Call Click here for replay
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February 28, 2014 7:30 AM PDT / 10:30 AM EDT Conference call with Television Bureau Of Advertising President and CEO Steve Lanzano Click here for replay
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February 19, 2014 8:00 AM PDT / 11:00 AM EDT Comcast and Time Warner Cable: White Knights, Brotherly Love… and Sharper Elbows? Click here for replay
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February 12, 2014 7:00 AM PDT / 10:00 AM EDT U.S. Wireless: Sprint to the Bottom? Click here for replay
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January 21, 2014 7:00 AM PDT / 10:00 AM EDT Conference Call: Our Media View for 2014 Click here for replay
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December 19, 2013 7:00 AM PDT / 10:30 AM EDT Conference Call with Nielsen’s Peter Katsingris, Vice President, Industry Insights Click here for replay
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November 25, 2013 7:00 AM PDT / 10:00 AM EDT The Cable Consolidation Conundrum Click here for replay
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October 18, 2013 7:30 AM PDT / 10:30 AM EDT U.S. Media Initiation: Are We There Yet? Click here for replay
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September 20, 2013 7:00 AM PDT / 10:00 AM EDT Cable M&A: Unfulfilled Wish or Self-Fulfilling Prophecy? Click here for replay
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July 15, 2013 7:00 AM PDT / 10:00 AM EDT Telecom: After the Smartphone Click here for replay
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June 7, 2013 7:00 AM PDT / 10:00 AM EDT Cable & Satellite: The Next Ten Years Click here for replay
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