CoreWeave: Life in the Fast Lane; Initiating Coverage at Neutral

U.S. Media & Internet: Here We Go Again, Assessing Recession Risks to Valuations

Video Games: The Two Most Important Questions

Netflix: More Monetization Than Meets The Eye; Upgrade to Buy, $1,100 Price Target

Apple: The China Problem

U.S. Media: Streaming Scale Matters

Data Centers: Jevons Paradox, Underlying Multiples, and Value Creation Potential

Autonomous Vehicles and the Implications for Uber & Lyft

U.S. Cable and Telecom: Broadband 2025

Apple: Caveat Emptor… Downgrading to Sell

Ecommerce & Search: The Coming AI Impact

U.S. Broadband: Parsing Underlying Growth/Loss Trends

The Trade Desk: Death of a Salesman; Neutral, $100 PT

Convergence!

Apple: The Wisdom of Markets; Initiating Coverage

U.S. Media: Inflation? Not in Hollywood

All Things Streaming: 2Q24 Update

Cord-Cutting: The Third Wheel

Wireless: Faux Convergence… but Real ARPU Growth?

Best Ideas Q&A

Flutter: Playing to Win; Initiate at Buy, $240 PT

Broadband: The Puts and Takes of Cable Net Adds

Cogent: Hidden in Plain Sight… Raise TP to $100

Sports & Media: The Skinny Sports Bundle We’ve Been Waiting For

Charter: Still the One?

Amazon and U.S. Advertising: A 500 Lb. Gorilla Enters the Room

TKO: Transformational Kontent Opportunity?; Initiate at Neutral, $95 PT

Ecommerce & Marketplaces Outlook for 2024

Nintendo: This Time is Different, Initiating at Buy

CART: Not in the Bag!

U.S. Media: Does Cheating Pay?

U.S. Cable: How High is Up for Margins?

U.S. Wireless: The Capacity Challenge

U.S. Media and U.S. Cable: What is the Future of Video?

Broadband: Can Cable Keep Growing ARPU?

Amazon: A Deep Dive on the Advertising and Grocery Businesses

U.S. Media: Deep Dive on Disney

Deep Dive on Netflix & All Things Streaming: 1Q Update

U.S. Towers: If the Market Gives You an Opening, Take It… Upgrading the Towers to Outperform

Cable and Telecom: Convergence Wars

U.S. Media: Content Spend Post-Streaming Wars

U.S. Wireless: The Great Deceleration… Downgrading T-Mobile

Gig Economy: Your Order (for Profits) Has Arrived

Take-Two: Back to the Future, Upgrade to Outperform, $140 PT

All Things Streaming: 4Q Update

U.S. Telecom and U.S. Cable & Satellite: A 2023 Preview (Q&A)

Ecommerce Initiation: It's No Longer an "Everyone Wins" Market

All Things Streaming: 3Q Update

Roblox: Growing Pains, Initiating at Underperform, $19

U.S. Telecom and U.S. Cable & Satellite: Fall 2022

Cogent: Corporate Segment Outlook, Acquisition of Sprint Wireline, and Implications for the Stock

US Telecom: The Haves and Have Nots Diverge; Downgrading VZ

Netflix and Disney: Mad Men to the Rescue?

Initiating Coverage of Starry (STRY)

U.S. Advertising: It's Not Just a Cyclical Problem - Revising Down Our Long-term Bullish Forecasts

U.S. Telecom: The Elephant in the Room

U.S. Cable: Opportunity in the Aftermath

U.S. Advertising: Re-Examining Our Wide-Eyed Optimism and The State of Linear Viewing

U.S. Wireless: The Industry Inflation Forgot

Netflix: A Simple Question – What is the TAM?

Disney: Dreams vs. Reality; What are Streaming Margins?

U.S. Broadband: Are We Witnessing a Fiber Bubble?

DraftKings Initiation and U.S. Online Gaming: A Sure Bet for the Media Industry, But Who Else?

U.S. Media: 4Q 2021 SVOD Tracker

Wireless Q3 2021: The One-Dimensional Industry; A Deep Dive into Mobile Pricing

U.S. Media & Pay TV: Revisiting the Bottom

Broadband Q3 ’21: The Great Deceleration… Four Forces

Roku: What Are You Buying Here? Not What You Think! Downgrade to Sell

Convergence Apocalypse?

U.S. Media: 3Q 2021 SVOD Tracker

Roku: What Are You Really Buying Here?

U.S. Broadband: History Rhymes

U.S. Wireless: When the Sugar High Fades

Altice: Too Many Ways to Win; A Sum of the Parts View

The MoffettNathanson-HarrisX Quarterly SVOD Update

Ready Player MN: Initiating Coverage of U.S. Video Game Publishers

It's Time to Take Cable Wireless Seriously

U.S. Broadband: The Headwind of Fiber Overbuilds and the Tailwind of Stimulus

AT&T (Warner Media) and Discovery: Implications for Media and Telecom

Annual State of the Industry Presentation

A Semi-Precious Stone in the Rough... Initiating Coverage of Frontier

U.S. Media: Is Streaming a Good Business? and 1Q21 SVOD Tracker

U.S. Advertising: The Case for Our Wide-Eyed Optimism

U.S. Broadband: Stimulus to the Rescue?

The New Media Value Chain

Aftershocks from the C-Band Auction

U.S. Media: Will Going OTT Burst The Sports Bubble?

4Q20 SVOD Tracker: I’ll Be Streaming for Christmas?

U.S. Media & Internet: Blue Skies for Now; Upgrading Discovery and Snap to Buy

Meeting with Michael Wolf, Founder and CEO at Activate Consulting

Rather Be Early Than Late: Upgrade Interpublic to Buy and Omnicom to Neutral

Green Lights and Yellow Flags: Initiating Coverage of Roku at Neutral

Deep Dive on T-Mobile

The COVID-19 Impact on Media & Communications Stocks: A Q&A Discussion w/ Craig, Michael, and Nick

Conference Call with Steven Hawley, Advanced Media Strategies: Everything You Didn’t Know About Piracy

Media & Communications in the Time of Coronavirus: State of the Industry 2020

The COVID-19 Impact on Media & Communications Stocks: A Q&A Discussion w/ Craig, Michael & Nick

The COVID-19 Impact on Media & Communications Stocks: A Q&A Discussion with Craig & Michael

Conference Call with Sports Media Advisors

The COVID-19 Impact on Media & Communications Stocks: A Q&A Discussion with Craig & Michael

The COVID-19 Impact on Media & Communications Stocks: A Q&A Discussion with Craig & Michael

U.S. Media & Internet: Assessing the Recession Risk

Telecom, Cable & Satellite: Back to Fundamentals?

Q4 2019 Cord-Cutting Monitor: The Great Unwind

MN Quarterly SVOD Tracker: The First Battle

U.S. Media: 20-20 Vision, This Time is Different

AT&T: What Do You Have to Believe?

Cord-Cutting… Live is Dead

U.S. Cable: It’s Time to Factor in Higher Margins

Sports in the U.S.: Where Will This Obsession Lead Us?

Group Lunch Hosted by Craig Moffett

U.S. Antitrust Update: Here Come The Feds

State of the Industry 2019

What Does the Future of Streaming Look Like? Key Takeaways from Disney’s Investor Day and Netflix’s 1Q Earnings

Fixed Wireless Broadband: A Peek Behind the Curtain of Verizon’s 5G Rollout

Video Cord-Cutting: Standing at the Crossroads

What Our Sectors are Telling Us About The Economic Cycle

Broadband Outlook 2019: The Least Appreciated, but Most Important, Variable

2019 Best Ideas

Conference Call of Group Lunch with Dave Gibbons, CEO of Opanga

Cable’s New Bull Case? Margin Expansion and Falling Capital Intensity

Initiating Coverage of the Advertising Agencies (WPP, OMC, IPG)

AT&T/Time Warner: The Verdict in Context

State of the Industry 2018

Not All Raised Floor Is Created Equal: Initiating Coverage of the Data Centers

Snap Focus Group Part II: “Who Were the Beta Testers?”

Facebook: Should You #DeleteFB From Your Portfolio?

Comcast, Fox, and Disney | The Three-Way Fight for Sky

Google vs Amazon: Framing the Ad Battle

U.S. Online Travel: Can HomeAway Catch Airbnb?

U.S. Telecom: The Four Player Wireless Market

U.S. Broadband: A Few Gray Hairs, or Something More Serious?

Altice USA Coverage Initiation

NFLX: WHAT HAPPENS WHEN THE FRENEMY IS THE ENEMY?

U.S. Theaters: Dual Threats Too Hard To Ignore; Downgrade CNK & RGC to Sell

Spectrum: The Paradox of Value

State of the Industry 2017

99 Problems But the Deal Ain’t One… Initiating Coverage of CenturyLink

Snap, Inc.: Field of Dreams?

Media, Telecom, and Cable: Swipe Right… An M&A Playbook

Wireless 2017: Optimism vs. Pragmatism

AT&T & Time Warner: Suddenly, Everything Has Changed… EVERYTHING. Upgrading TWX (Back) to Buy

U.S. Towers: Churn Down for What? Dimensioning TMUS/S Consolidation Risk and What’s in the Stocks

AT&T and Time Warner: Vertically Challenged

U.S. Media and Cable & Satellite: The OTT Demand Curve… Threading the Eye of a Needle?

U.S. Wireless: The Impact of the iPhone 7 on EPS and Customer Lifetime Values

Level 3: Beyond the Churn

U.S. Telecommunications: It’s All Relative… the Valuation Paradox

Hulu: The Empire Strikes Back?

ROIC 2016: Through the Looking Glass

U.S. Telecommunications: Where To From Here?

U.S. Online Travel Launch: Planes, Trains, & Automobiles

NFLX: Is Netflix Killing TV and Other Important Questions

Cord-Cutting: Never Let the Facts Get in the Way of a Good Story

Two Steps to Saying “Yes” to SBA

U.S. Telecom: Lies, Damned Lies, and Accounting

Death, Taxes, and Towers... But It's Not Quite That Simple. Initiating Coverage of AMT, CCI, and SBAC

2016 Media Year Ahead: Are We There Yet? (Part II)

U.S. Cable & Telecom: 2016 Preview

U.S. Cable: A Zero-Based Approach to Capital Intensity

Conference Call | The Wireless Wars through the Lens of Customer Lifetime Value

Conference Call | U.S. Internet Launch: Real & Spectacular

Hell Freezes Over… Upgrading Telecom Sector to Overweight and Verizon to Buy

US Media: What The Heck Just Happened?!?

Cable One (CABO): Is This the Path Forward for Cable? Initiating Coverage with Neutral Rating, Target $380

The Phone Book: A Twenty Year View of ROIC Across the Telecommunications Landscape Conference Call

Is Netflix Killing TV Conference Call

Why An OTT World May Be Out Of “Reach” Conference Call

The 2016 Incentive Auction: The Broadcaster View - Conference Call

NFLX: No One Cares When You Are Winning - Conference Call

Cable & Satellite 2015 Preview: Can We Please Talk about Something Other than Regulation?

A Quarter To Forget: Update on U.S. Media Industry

Internet Infrastructure: Arms Merchant to the Telecom Industry… Initiating Coverage of Zayo

Net Neutrality and Title II: The Five Stages of Grief

It’s Baaaaack... The OTT Threat Returns with a Vengeance

Internet Infrastructure: Showing Some Backbone… Initiating Coverage of Cogent and Level 3

U.S. Cable and Satellite: The Wall of Worry Conference Call

How Is Technology Impacting Media Consumption?

U.S. Wireless: A Fresh Look through the Lens of FCF

FOXA/TWX Deal: A Deeper Look Conference Call

Aereo’s Plan B…. Is it Really as Easy as Calling Aereo a Cable Operator?

U.S. Cable and U.S. Telecom: The Broadband Report

U.S. Media and Cable & Satellite - The Third Wave: Here Comes Reverse Retrans!

The U.S. Broadcast Industry Conference Call

Top Large Cap Media Idea – 21st Century Fox Conference Call

Comcast and Time Warner Cable: Is Bigger Better? Conference Call

Conference call with Television Bureau Of Advertising President and CEO Steve Lanzano

Comcast and Time Warner Cable: White Knights, Brotherly Love… and Sharper Elbows?

U.S. Wireless: Sprint to the Bottom?

Conference Call: Our Media View for 2014

Conference Call with Nielsen’s Peter Katsingris, Vice President, Industry Insights

The Cable Consolidation Conundrum

U.S. Media Initiation: Are We There Yet?

Cable M&A: Unfulfilled Wish or Self-Fulfilling Prophecy?

Telecom: After the Smartphone

Cable & Satellite: The Next Ten Years