RESEARCH

Title Date
American Tower: Exploring Europe... What Should We Make of the Telxius Towers Acquisition? Jan 19, 2021
Telecom Cable Satellite Comps 2021-01-19 Jan 19, 2021
Communications Infrastructure Comps 2021-01-19 Jan 19, 2021
Media Comps 2021-01-19 Jan 19, 2021
U.S. Media & Internet: Blue Skies for Now; Upgrading Discovery and Snap to Buy Jan 15, 2021
PayPal: The Boon of Bitcoin and BNPL – Raising TP to $300 Jan 15, 2021
Data Centers: Positioning for 2021 and Beyond Jan 14, 2021
Visa – Plaid: Unsurprising, but Disappointing Jan 13, 2021
Twitter: The Dark Side of the Trump Bump Jan 11, 2021
Media Comps 2021-01-11 Jan 11, 2021
Communications Infrastructure Comps 2021-01-11 Jan 11, 2021
Telecom Cable Satellite Comps 2021-01-11 Jan 11, 2021
The Atos Bid – If “More Than $10 B” Means $11.5-$12 B, That Could Be Interesting Jan 8, 2021
Payments, Processors, and IT Services 2021: No Rest For the Weary DECK Jan 6, 2021
Payments, Processors, and IT Services 2021: No Rest For the Weary Jan 6, 2021
U.S. Media: Our Virtual Visit to an Altered Universe Jan 5, 2021
Telecom Cable Satellite Comps 2021-01-04 Jan 4, 2021
Media Comps 2021-01-04 Jan 4, 2021
Communications Infrastructure Comps 2021-01-04 Jan 4, 2021
Telecom Cable Satellite Comps 2020-12-28 Dec 28, 2020
Communications Infrastructure Comps 2020-12-28 Dec 28, 2020
Media Comps 2020-12-28 Dec 28, 2020
Paychex 2Q21: A Gem Regains Its Luster – Our Outlook for the PEO Dec 24, 2020
Payments, Processors, and IT Services: As we close the door on 2020, and open the door on 2021… Dec 22, 2020
Media Comps 2020-12-21 Dec 21, 2020
Communications Infrastructure Comps 2020-12-21 Dec 21, 2020
Telecom Cable Satellite Comps 2020-12-21 Dec 21, 2020
WPP: Turning It Around? Dec 18, 2020
Accenture 1Q21: Remind Me Again, What Exactly Do They Do? (And Why Is It Good?) Dec 18, 2020
Visa: Visa Direct, Cryptocurrencies, the Travel Recovery, Europe, and More – A Discussion with Visa’s President and CFO Dec 16, 2020
Broadband 2021: Where Are All the Subs Coming From? Dec 16, 2020
Communications Infrastructure Comps 2020-12-14 Dec 14, 2020
Payments Sector Marketing Deck Dec 14, 2020
Media Comps 2020-12-14 Dec 14, 2020
Telecom Cable Satellite Comps 2020-12-14 Dec 14, 2020
Disney: “If It Was Easy, Everyone Would Do It” Dec 11, 2020
Media & Internet Marketing Deck Dec 9, 2020
Fiserv: Now All They Have to Do is Do It Dec 9, 2020
RDOF Auction Results: Money for Nothing? Implications for Lumen, Charter, Satellite, Towers, and Others Dec 8, 2020
AXP: Per Angusta Ad Augusta – Initiating Coverage of American Express at Buy DECK Dec 8, 2020
Media Comps 2020-12-07 Dec 7, 2020
Communications Infrastructure Comps 2020-12-07 Dec 7, 2020
Disney: Do You Believe in Magic? (Act 2) Dec 7, 2020
Telecom Cable Satellite Comps 2020-12-07 Dec 7, 2020
AXP: Per Angusta Ad Augusta - Initiating Coverage of American Express at Buy, TP = $155 Dec 7, 2020
AT&T & U.S. Theaters: Suicide Squad? – December 4, 2020 Dec 4, 2020
DXC: Why Join DXC? And A Deep Dive into DXC’s Competitive Position as Enterprises Transition to Cloud – A Discussion with DXC’s New CIO Dec 4, 2020
U.S. Towers: Taking a Fresh Look at 2021 and Beyond Dec 4, 2020
Discovery: Is discovery+ More Like CBS All Access or Disney+? – December 3, 2020 Dec 3, 2020
Paychex: Bookings, Competition, New Payments Offerings, and the Recent Virus Surge – A Discussion with Paychex’s CEO and CFO Dec 3, 2020
PayPal: Wallet Re-design, Buy-Now-Pay-Later, Cryptocurrencies, and More – A Discussion with PayPal’s CEO Dec 2, 2020
Wireless Q3 2020: The Spoils of a Three Player Market? Upgrading Verizon to Buy, Raising TP to $66 Dec 2, 2020
Media Comps 2020-11-30 Nov 30, 2020
Telecom Cable Satellite Comps 2020-11-30 Nov 30, 2020
Communications Infrastructure Comps 2020-11-30 Nov 30, 2020
U.S. Advertising: That Was Unexpected! Nov 24, 2020
Fiserv: The Reports of My Death Are Greatly Exaggerated - Upgrading to Buy, TP = $145 - in 30 slides Nov 24, 2020
U.S. Towers: What Should We Make of Crown Castle’s Deal with Dish Network? Nov 23, 2020
5G Summit: The Road to Revolution - Key Takeaways Nov 23, 2020
Communications Infrastructure Comps 2020-11-23 Nov 23, 2020
Telecom Cable Satellite Comps 2020-11-23 Nov 23, 2020
Media Comps 2020-11-23 Nov 23, 2020
Fiserv: The Reports of My Death Are Greatly Exaggerated - Upgrading to Buy, TP = $145 - DECK Nov 22, 2020
Telecom and Cable & Satellite Marketing Deck Nov 20, 2020
Q3 2020 Cord-Cutting Monitor: Are We Finding a Floor? Nov 19, 2020
Fiserv: The Reports of My Death Are Greatly Exaggerated - Upgrading to Buy, TP = $145 Nov 19, 2020
ADP: Competition During COVID-19, Bookings, Lifion, and More – A Discussion with ADP’s CEO and CFO Nov 17, 2020
Telecom Cable Satellite Comps 2020-11-16 Nov 16, 2020
Communications Infrastructure Comps 2020-11-16 Nov 16, 2020
Digital Advertising: It’s Good to Be Small & Medium Nov 16, 2020
Rather Be Early Than Late: Upgrade Interpublic to Buy and Omnicom to Neutral Nov 16, 2020
Media Comps 2020-11-16 Nov 16, 2020
Cognizant: M&A, Pricing, FCF, Cultural Change and More – a Discussion with Cognizant’s New CFO Nov 13, 2020
Disney: The Disney Rorschach Test Nov 13, 2020
Payments, Processors, and IT Services: 3Q20 Roundup – Updated Stock Preferences and Top Sector Themes (Deck) Nov 13, 2020
Accenture: Digital Everything – A Discussion with the Head of Accenture’s Industry X Practice Nov 12, 2020
Payments, Processors, and IT Services: 3Q20 Roundup – Updated Stock Preferences and Top Sector Themes Nov 11, 2020
5G Summit Agenda 2020-11-10 Nov 10, 2020
ViacomCBS: Walking the Transformation Tightrope Nov 9, 2020
Media Comps 2020-11-09 Nov 9, 2020
Communications Infrastructure Comps 2020-11-09 Nov 9, 2020
Telecom Cable Satellite Comps 2020-11-09 Nov 9, 2020
Square 3Q20: The Seller Revival Nov 6, 2020
Dish Network Q3 2020 Earnings: What Have We Learned? Nov 6, 2020
Roku: Stream On, Dream On Nov 6, 2020
Discovery: The Discovery Difference? Nov 6, 2020
Cinemark: Can Dynamic Windowing Be A Good Thing? Nov 6, 2020
DXC 2Q21: A Moment We Have All Been Waiting For Nov 6, 2020
T-Mobile Q3 2020 Earnings: From 3G Worst to 5G First Nov 5, 2020
Cogent Q3 2020 Earnings: COVID Winner to COVID Loser to COVID What? Nov 5, 2020
Cable One Q3 2020 Earnings: Twin Pillars Nov 5, 2020
Fox: Is the Trump News Network to Blame? Nov 4, 2020
Lumen Q3 2020 Earnings: Hangin’ Tough Nov 4, 2020
Cognizant 3Q20: Why Are Bookings Growing 15%, Yet Revenues Are Still Flat? Nov 3, 2020
PayPal 3Q20: Prognosticating 2021 Nov 3, 2020
AMC Networks: Needing a Bigger “Life” Boat? Nov 3, 2020
Media Comps 2020-11-02 Nov 2, 2020
Communications Infrastructure Comps 2020-11-02 Nov 2, 2020
Telecom Cable Satellite Comps 2020-11-02 Nov 2, 2020
SBA Q3 2020 Earnings: The Last Best Hope Nov 2, 2020
5G Summit Agenda Final Nov 2, 2020
Online Advertising: Easy Money Oct 30, 2020
Charter Q3 2020 Earnings: The Big Pull-Forward? Oct 30, 2020
FIS 3Q20: Racking and Stacking the Deal Stocks, Part 1 Oct 30, 2020
GPN 3Q20: Racking and Stacking the Deal Stocks, Part 2 Oct 30, 2020
ADP 1Q21: Shaking Off the Bears Oct 29, 2020
American Tower Q3 2020 Earnings: End of an Era? Oct 29, 2020
WPP: Does the V Look Like a U for Now? Oct 29, 2020
Altice USA Q3 2020 Earnings: The M&A Exit? Oct 29, 2020
MA 3Q20: Flatlined Oct 29, 2020
Visa 4Q20: Delayed Gratification Oct 29, 2020
Comcast Q3 2020 Earnings: Pet Rock Oct 29, 2020
CoreSite Q3 2020 Earnings: A Return to Normalcy Oct 29, 2020
Digital Realty Q3 2020 Earnings: Portfolio Evolution Oct 29, 2020
Fiserv 3Q20: The Path Out of Purgatory Oct 28, 2020
Equinix Q3 2020 Earnings: What is an Unassailable Position Worth? Oct 28, 2020
CyrusOne Q3 2020 Earnings: Ride ‘Em On Down Oct 28, 2020
Omnicom: Enough Already, Upgrade to Neutral from Sell Oct 28, 2020
Media Comps 2020-10-26 Oct 26, 2020
Communications Infrastructure Comps 2020-10-26 Oct 26, 2020
QTS Q3 2020 Earnings: Conditioning Investors Oct 26, 2020
Telecom Cable Satellite Comps 2020-10-26 Oct 26, 2020
Payments, Processors, and IT Services: Biden and the Democrats – Implications for our Sector Oct 26, 2020
Interpublic: Rather Be Early Than Late; Upgrade to Buy Oct 22, 2020
AT&T Q3 2020 Earnings: What Did AT&T See? Oct 22, 2020
Snap: As If 2020 Never Happened Oct 21, 2020
Netflix: Netflix and Chill Oct 21, 2020
Verizon Q3 2020: The Many Riddles of 5G Oct 21, 2020
Crown Castle Q3 2020 Earnings: Confirming Fears? Oct 21, 2020
IBM 3Q20: Tantalizing, Yet Elusive: The Mid-Single Digit Revenue Growth Target Oct 20, 2020
Internet Infrastructure Marketing Deck Oct 19, 2020
Towers Marketing Deck Oct 19, 2020
Media Comps 2020-10-19 Oct 19, 2020
Communications Infrastructure Comps 2020-10-19 Oct 19, 2020
5G Summit Agenda Oct 19, 2020
Data Center Marketing Deck Oct 19, 2020
Payments: Digital Wallet Wars in the COVID-19 Era – New 1000+ Respondent Consumer Survey Oct 19, 2020
U.S. Media & Internet: Of Tailwinds & Bubbles? Oct 19, 2020
Telecom Cable Satellite Comps 2020-10-19 Oct 19, 2020
3Q20 SVOD & AVOD Update Oct 16, 2020
Payments: The Land of Opportunity – Spotlight on SMBs Oct 15, 2020
MN 3Q20 SVOD & AVOD Tracker: The Afterglow? Oct 14, 2020
The Incredible Shrinking AT&T... A Sum of the Parts View Oct 13, 2020
U.S. Data Centers: What Risks Should We be Focused On? Oct 13, 2020
Communications Infrastructure Comps 2020-10-12 Oct 12, 2020
Media Comps 2020-10-12 Oct 12, 2020
Telecom Cable Satellite Comps 2020-10-12 Oct 12, 2020
U.S. Theaters: Unten(et)able? Oct 9, 2020
IBM, DXC: IBM’s Managed Infrastructure Services Spin – A Healthy (If Arduous) Divorce Oct 9, 2020
Paychex 1Q21: Gaining Share in a Fragile Market Oct 7, 2020
Communications Infrastructure Comps 2020-10-05 Oct 5, 2020
Media Comps 2020-10-05 Oct 5, 2020
Telecom Cable Satellite Comps 2020-10-05 Oct 5, 2020
ADP, PAYX: The Road to Recovery Oct 2, 2020
Disney: A Lifeboat, But At What Price? Oct 1, 2020
Dish Network: The Wholesale versus Retail Dilemma Oct 1, 2020
U.S. Digital Advertising: Are Even the Bulls Too Low? Sep 29, 2020
Communications Infrastructure Comps 2020-09-28 Sep 28, 2020
Media Comps 2020-09-28 Sep 28, 2020
Accenture 4Q20: Feels Like 1973 All Over Again Sep 25, 2020
Roku: Is the +20% Move Justified Post the NBCU Deal? Sep 23, 2020
Payments, Processors, and IT Services: Better, or Worse (Than Expected)? A Mid-Quarter Check-in on the COVID-19 Recovery Sep 23, 2020
Media Comps 2020-09-21 Sep 21, 2020
American Tower and T-Mobile: Understanding the MLA, and Trimming Tower Forecasts to Account for It Sep 21, 2020
Communications Infrastructure Comps 2020-09-21 Sep 21, 2020
Telecom Cable Satellite Comps 2020-09-21 Sep 21, 2020
V, MA: Oh, The Places You’ll Go! A Deep Dive Into the Recovery of Travel Sep 18, 2020
Common Networks meeting notes Sep 18, 2020
Payments: Mastercard Deep Dive and Perspective on Mastercard vs. Visa Sep 17, 2020
U.S. Media and Internet: Capital Markets 101? Sep 16, 2020
Mastercard Deep Dive Deck Sep 15, 2020
Telecom Cable Satellite Comps 2020-09-14 Sep 14, 2020
Media Comps 2020-08-14 Sep 14, 2020
Communications Infrastructure Comps 2020-09-14 Sep 14, 2020
Verizon Enters (and Tracfone Exits) the Pre-paid Market: Takeaways from Our Conversation with CFO Matt Ellis Sep 14, 2020
U.S. Media: An NFL Season Like No Other! Sep 10, 2020
Payments: The Ant Group IPO – Threats, Opportunities and Implications for V, MA, PYPL, SQ, FIS, FISV and GPN - Deck Sep 10, 2020
Q2 2020 Broadband: The Footprint Expansion Game Sep 10, 2020
FIS, FISV: Bank Processing Is Accelerating, but Unfortunately Probably Won’t Make the Stocks Work Sep 10, 2020
Payments: The Ant Group IPO – Threats, Opportunities and Implications for V, MA, PYPL, SQ, FIS, FISV and GPN Sep 8, 2020
Telecom Cable Satellite Comps 2020-09-08 Sep 8, 2020
Communications Infrastructure Comps 2020-09-08 Sep 8, 2020
Media Comps 2020-09-08 Sep 8, 2020
U.S. Towers: Returning to Returns... How Do Crown Castle and its Fiber Business Stack Up? Sep 2, 2020
U.S. Advertising: Explaining the Inexplicable Aug 31, 2020
Communications Infrastructure Comps 2020-08-31 Aug 31, 2020
Media Comps 2020-08-31 Aug 31, 2020
Telecom Cable Satellite Comps 2020-08-31 Aug 31, 2020
WPP: Time Now to Compare and Contrast Aug 28, 2020
Telecom Cable Satellite Comps 2020-08-24 Aug 24, 2020
Fox: Is It Time to Sell the Broadcast Assets? Aug 24, 2020
Media Comps 2020-08-24 Aug 24, 2020
Communications Infrastructure Comps 2020-08-24 Aug 24, 2020
Payments: WhatsApp Payments, Apple Pay Antitrust Rumblings, a New EU Network, and More – What Else Has Been Happening in Payments Aug 21, 2020
Commercial Wireline Services: Has the Worst Passed, or is This the Calm Before the Storm? Aug 21, 2020
Visa: A Deep Dive – The Bull Thesis in 30 Slides Aug 19, 2020
Wireless Q2 2020: Chasing T-Mobile Aug 19, 2020
Media Comps 2020-08-17 Aug 17, 2020
Communications Infrastructure Comps 2020-08-17 Aug 17, 2020
Telecom Cable Satellite Comps 2020-08-17 Aug 17, 2020
Visa Deep Dive: Top Pick, Target Price = $250 Aug 17, 2020
Cogent: A Disappointing Q2, But Not the End of the Story... Upgrading to Neutral Aug 16, 2020
Payments, Processors, and IT Services: 2Q20 Roundup – Updated Stock Preferences and Top Sector Themes - Deck Aug 13, 2020
Payments, Processors, and IT Services: 2Q20 Roundup – Updated Stock Preferences and Top Sector Themes Aug 13, 2020
U.S. Media & Internet: A Tale of Two Tales Aug 13, 2020
Q2 2020 Cord-Cutting Monitor: The Second Cycle Aug 12, 2020
Telecom Cable Satellite Comps 2020-08-10 Aug 10, 2020
Media Comps 2020-08-10 Aug 10, 2020
DXC 1Q’21: Is That A Light At the End of the Tunnel? Aug 7, 2020
ViacomCBS: Can They Get To The Other Side? Aug 7, 2020
Dish Network Q2 2020 Earnings: How Safe is Dish’s Rural Stronghold? Aug 7, 2020
Roku: Feels Like the First Time Aug 6, 2020
FISV 2Q20: How Are the Merchant Acquirers Faring Through the Pandemic? Aug 6, 2020
Cogent Q2 2020 Earnings: First Look Post-COVID Aug 6, 2020
Square 2Q20: How’d They Do That? Aug 6, 2020
Cable One Q2 2020 Earnings: Closing the Gap Aug 6, 2020
T-Mobile Q2 2020 Earnings: Come On In, the Water’s Fine Aug 6, 2020
Disney and Fox: What’s My Narrative? Aug 5, 2020
AMC Networks: Summing Up A Quarter Aug 5, 2020
FIS 2Q20: A Large Market and an Advantaged Competitive Position - Is Acceleration in Banking Solutions Enough for the Stock to Work? Aug 5, 2020
CenturyLink Q2 2020 Earnings: COVID Cross-Currents Aug 5, 2020
Discovery: Can the SUV Float? Aug 5, 2020
GPN 2Q20: What to Make of the New AWS Partnership (and a Mini-Primer on Issuer Processing) Aug 4, 2020
Cinemark: Can PVOD Terms Still Improve? Aug 4, 2020
Communications Infrastructure Comps 2020-08-03 Aug 3, 2020
Cognizant 2Q’20: How Excited Should We Be About 14% Bookings Growth? Aug 3, 2020
SBA Q2 2020 Earnings: How Similar to its Peers? Aug 3, 2020
Telecom Cable Satellite Comps 2020-08-03 Aug 3, 2020
Media Comps 2020-08-03 Aug 3, 2020
Mastercard 2Q20: The Signs That People Are, In Fact, Avoiding Cash Jul 31, 2020
Alphabet and Facebook: Letting the Numbers Do the Talking Jul 31, 2020
Charter Q2 2020 Earnings: De-risking Broadband Jul 31, 2020
PayPal 2Q20: How About 25% Growth in Core Checkout Again in 2021? We Think Yes. Jul 30, 2020
American Tower Q2 2020 Earnings: Mid-Year Checkup Jul 30, 2020
ADP 4Q20: Will the Near-Term Pain Translate to Long-Term Gain? Jul 30, 2020
Altice USA Q2 2020 Earnings: The “Can It Grow” Debate Jul 30, 2020
Digital Realty Q2 2020 Earnings: Strutting its Stuff Jul 30, 2020
Comcast Q2 2020 Earnings: Growth versus Value Jul 30, 2020
CoreSite Q2 2020 Earnings: Mojo on the Horizon? Jul 30, 2020
Interpublic: Crisis Management Jul 29, 2020
Equinix Q2 2020 Earnings: Powering Ahead Jul 29, 2020
Visa 3Q20: Top Pick as Faster Cash Displacement and Visa Direct Accelerate Volume Growth to 15% in FY21 Jul 29, 2020
Crown Castle Q2 2020 Earnings: What Happens Next? Jul 29, 2020
CyrusOne Q2 2020 Earnings: Swimming with the Tide? Jul 29, 2020
U.S Media & Internet: As Clear As Mud! Jul 28, 2020
Omnicom: OMG, OMC Jul 28, 2020
Communications Infrastructure Comps 2020-07-27 Jul 27, 2020
QTS Q2 2020 Earnings: So, Just How Good? Jul 27, 2020
Telecom Cable Satellite Comps 2020-07-27 Jul 27, 2020
Media Comps 2020-07-27 Jul 27, 2020
Payments: The Pandemic Rattles the Foundation of the Bull Thesis – Our New 5-Year Industry Forecast Slides Jul 27, 2020
Verizon Q2 2020 Earnings: Strategy versus Execution Jul 24, 2020
AT&T Q2 2020 Earnings: Fewer Degrees of Freedom Jul 23, 2020
Twitter: Playing in Traffic Jul 23, 2020
Payments: The Pandemic Rattles the Foundation of the Bull Thesis – Our New 5-Year Industry Forecast Jul 23, 2020
Snap: The Data Doesn't Fit the Narrative Jul 22, 2020
2020-07-22 AVOD & Roku Initiation Deck Jul 22, 2020
IBM 2Q20: Shaking off the Pandemic Nicely, But Kinda Wish The Really Profitable, Really Important Stuff was Doing a Bit Better Jul 21, 2020
U.S. Data Centers: Is Past Prologue? A Close Look at AFFO per Share Trends Jul 21, 2020
Telecom Cable Satellite Comps 2020-07-20 Jul 20, 2020
Green Lights and Yellow Flags: Initiating Coverage of Roku at Neutral Jul 20, 2020
Media Comps 2020-07-20 Jul 20, 2020
Communications Infrastructure Comps 2020-07-20 Jul 20, 2020
Payments, Processors, and IT Services: Attractive Valuations, Updated Stock Picks, the New Normal – a Two-Year Anniversary Blog Jul 17, 2020
Netflix: Pull Forward & Wait Jul 17, 2020
ACN, IBM, DXC, CTSH, FIS, FISV: New CIO Survey Results Indicate Unexpected Resilience of Enterprise IT Spending During the COVID-19 Crisis Jul 16, 2020
2020-07-15 2Q20 SVOD Update Deck (HarrisX) Jul 15, 2020
MN Quarterly SVOD Tracker: From War to Peace? Jul 14, 2020
U.S. Media: Say Goodbye to Those Empty vMVPD Calories Jul 13, 2020
Telecom Cable Satellite Comps 2020-07-13 Jul 13, 2020
Media Comps 2020-07-13 Jul 13, 2020
Communications Infrastructure Comps 2020-07-13 Jul 13, 2020
Payments: Beyond eCommerce, Contactless, and Digital Banks – Ten Other Repercussions of the Pandemic Jul 10, 2020
Paychex 4Q20: Unfortunately, It Is The Economy, Stupid Jul 8, 2020
Media Comps 2020-07-06 Jul 6, 2020
Communications Infrastructure Comps 2020-07-06 Jul 6, 2020
Telecom Cable Satellite Comps 2020-07-06 Jul 6, 2020
Square: The Digital Bank Dream - A Deep Dive into Square’s Cash App; Raising TP to $120 Jul 1, 2020
Square: The Digital Bank Dream - A Deep Dive into Square’s Cash App Jul 1, 2020
Media Comps 2020-06-29 Jun 29, 2020
Telecom Cable Satellite Comps 2020-06-29 Jun 29, 2020
Communications Infrastructure Comps 2020-06-29 Jun 29, 2020
Comcast: Sky Diving Jun 29, 2020
Cogent: Still a Sell? Jun 26, 2020
Accenture 3Q20: Digital/Cloud Shift – 1, Macroeconomic Environment – 0 Jun 26, 2020
Communications Infrastructure Comps 2020-06-22 Jun 22, 2020
Telecom Cable Satellite Comps 2020-06-22 Jun 22, 2020
Payments: Takeaways from Discussions with the CFOs of American Express and Discover during MN’s PPI Summit Jun 22, 2020
Media Comps 2020-06-22 Jun 22, 2020
Cognizant: Five Takeaways from our Fireside Chat with Cognizant’s CEO during MN’s 2nd Annual PPI Summit Jun 18, 2020
U.S. Media: 2Q U.S. Ad Trends Not As Bad As Feared Jun 18, 2020
DXC: Six Takeaways from our Fireside Chat with DXC’s CEO during MN’s 2nd Annual PPI Summit Jun 18, 2020
Paychex: Six Takeaways from our Fireside Chat with Paychex’s CEO & CFO during MN’s PPI Summit Jun 16, 2020
Executive Order Jun 16, 2020
ZwillGen Update on the Executive Order Jun 16, 2020
CDT v. Trump Complaint Jun 16, 2020
Media Comps 2020-06-15 Jun 15, 2020
Telecom Cable Satellite Comps 2020-06-15 Jun 15, 2020
Communications Infrastructure Comps 2020-06-15 Jun 15, 2020
U.S. Towers: The Most Important Risks Jun 15, 2020
Mastercard: Takeaways from Discussions with Mastercard’s President, NA, at MN’s 2nd PPI Summit Jun 12, 2020
U.S. Video Consumer Spend: The Great Deflation Debate Jun 11, 2020
Visa: Six Takeaways from our Fireside Chat with Visa’s CFO during MN’s 2nd Annual PPI Summit Jun 11, 2020
T-Mobile - Deep Dive on T-Mobile - Conference Call Slides Jun 11, 2020
PayPal: Five Takeaways from our Fireside Chat with PayPal’s CEO during MN’s 2nd Annual PPI Summit Jun 10, 2020
Wireless Q1 2020: Can We Avoid Another Price War? Jun 8, 2020
Telecom Cable Satellite Comps 2020-06-08 Jun 8, 2020
Media Comps 2020-06-08 Jun 8, 2020
New eCommerce Forecast and Checkout Button Data, Plus Highlights from our 2nd Annual PPI Summit (in 50 Slides) Jun 8, 2020
Communications Infrastructure Comps 2020-06-08 Jun 8, 2020
New eCommerce Forecast and Checkout Button Data, Plus Highlights from our 2nd Annual Payments, Processors & IT Services Summit Jun 5, 2020
Cinemark: Doing What They Can Jun 4, 2020
Communications Infrastructure Comps 2020-06-01 Jun 1, 2020
Media Comps 2020-06-01 Jun 1, 2020
U.S. Media: Broken Windows & Empty Seats: The Future of the Film Industry? Jun 1, 2020
Telecom Cable Satellite Comps 2020-06-01 Jun 1, 2020
DXC 4Q’20: Running the Gauntlet May 29, 2020
CenturyLink: The Risks of Even a Brief Recession... Lowering TP to $7, Maintain Sell May 28, 2020
Payments: Checking In On The Checkout Button Wars – Will PayPal Keep Winning? May 28, 2020
Broadband Q1 2020: Broadband in the Era of COVID-19; A Proprietary Peek at Market Share Trend Data May 27, 2020
U.S. Advertising: The Shape of Recovery May 26, 2020
Media Comps 2020-05-26 May 26, 2020
Telecom Cable Satellite Comps 2020-05-26 May 26, 2020
Communications Infrastructure Comps 2020-05-26 May 26, 2020
Payments: From Tidal Wave to Tsunami – Our Proprietary eCommerce Forecast, Updated for COVID-19 May 22, 2020
2020-05-20 Payments COVID fireside Chat May 20, 2020
Paychex COVID-19 Update: Green Shoots on Scorched Earth May 20, 2020
Telecom Cable Satellite Comps 2020-05-18 May 18, 2020
Communications Infrastructure Comps 2020-05-18 May 18, 2020
Media Comps 2020-05-18 May 18, 2020
Payments, Processors, and IT Services: 1Q20 Roundup - Top Sector Themes and Updated Stock Preferences - Deck May 15, 2020
Payments, Processors, and IT Services: 1Q20 Roundup - Top Sector Themes and Updated Stock Preferences May 14, 2020
2nd Annual Payments Agenda May 14, 2020
State of the Industry 2020 Slides May 14, 2020
Communications Infrastructure Comps 2020-05-11 May 11, 2020
Cable One Q1 2020 Earnings: Still Searching for Theories May 11, 2020
Cognizant 1Q’20: Are We There Yet? May 11, 2020
Telecom Cable Satellite Comps 2020-05-11 May 11, 2020
Media Comps 2020-05-11 May 11, 2020
FISV 1Q20: Rays of Hope (and a New CEO) May 11, 2020
7th Annual Media Communications Agenda May 10, 2020
Q1 2020 Cord-Cutting Monitor: Pay TV Catches COVID May 8, 2020
Square 1Q20: In Sickness and In Health May 8, 2020
FIS 1Q20: The Value of Diversification May 8, 2020
ViacomCBS: Pull in the Reins May 8, 2020
Dish Network Q1 2020 Earnings: An Inconvenient Truth May 7, 2020
Cogent Q1 2020 Earnings: Backdoor Netflix? May 7, 2020
Digital Realty Q1 2020 Earnings: The New Digital Realty May 7, 2020
Fox and Discovery: Can Opposites Be Attractive? May 7, 2020
GPN 1Q20: Global Payments Will Be Fine, but This Recovery is Looking Slow and Painful May 7, 2020
PayPal 1Q20: God Bless the Checkout Button May 7, 2020
AMC Networks: Our Song Remains The Same May 6, 2020
Equinix Q1 2020 Earnings: Positioned for the Crisis and Beyond May 6, 2020
T-Mobile Q1 2020 Earnings: UFO or Murder Hornet? May 6, 2020
CenturyLink Q1 2020 Earnings: How Cyclical? May 6, 2020
Disney: Fast-Forward to FY2022 May 6, 2020
SBA Q1 2020 Earnings: WACC vs. Growth May 5, 2020
2nd Annual Payments, Processors and IT Services Summit Agenda May 5, 2020
Disney: A Long and Winding Road; Downgrade to Neutral May 4, 2020
7th Annual Media and Communications Summit Agenda May 4, 2020
Media Internet Comps 2020-05-04 May 4, 2020
Communications Infrastructure Comps 2020-05-04 May 4, 2020
Telecom Cable Satellite Comps 2020-05-04 May 4, 2020
Charter Q1 2020 Earnings: Asymptomatic… or Better? May 1, 2020
ADP 3Q20: Could Have Been Worse May 1, 2020
Visa 2Q20: Adjusting to the New Normal May 1, 2020
CenturyLink: Revising Model to Account for Change in USF Accounting and Customer Assignments May 1, 2020
CoreSite Q1 2020 Earnings: Weathering the Storm Apr 30, 2020
Comcast Q1 2020 Earnings: Winners, Losers, and Comcast Apr 30, 2020
Altice USA Q1 2020 Earnings: Epicentricity Apr 30, 2020
Facebook: More of the Same Apr 30, 2020
WPP: What is “Normal”? Apr 30, 2020
MA 1Q20: Terrible, Terrific, and Everything in Between Apr 30, 2020
Twitter: Really? Apr 30, 2020
Crown Castle Q1 2020 Earnings: Holding the Line Apr 29, 2020
Alphabet: Curb Your Enthusiasm? Apr 29, 2020
American Tower Q1 2020 Earnings: Mostly Quarantined Apr 29, 2020
CyrusOne Q1 2020 Earnings: A Texas Twang Mixed with a European Accent Apr 29, 2020
Omnicom: Waiting for the Smoke to Clear (Version 2) Apr 28, 2020
Telecom Cable Satellite Comps 2020-04-27 Apr 27, 2020
Media Internet Comps 2020-04-27 Apr 27, 2020
IT Services, HR Processors: Incorporating COVID-19 – Our Revised 3-yr Forecasts and Stock Preferences Apr 27, 2020
Communications Infrastructure Comps 2020-04-27 Apr 27, 2020
QTS Q1 2020 Earnings: Vaccinated Apr 27, 2020
Verizon Q1 2020 Earnings: The "V" in MANCAVE Apr 24, 2020
U.S. Media: Say Goodbye to Hollywood Apr 24, 2020
Snap: The Shape of Things To Come? Apr 22, 2020
AT&T Q1 2020 Earnings: Testing, Testing, Testing Apr 22, 2020
Interpublic: Waiting for the Smoke to Clear Apr 22, 2020
Netflix: The Perfect Storm Redux Apr 22, 2020
IBM 1Q20: COVID-19 + New CEO + Red Hat = ? Apr 21, 2020
Ad Agencies: Prepare Yourself. This Will Be Bumpy. Apr 21, 2020
Telecom Cable Satellite Comps 2020-04-20 Apr 20, 2020
Communications Infrastructure Comps 2020-04-20 Apr 20, 2020
U.S. Data Centers: Interpreting Current Valuations, and Implications of the Pandemic Apr 20, 2020
Media Internet Comps 2020-04-20 Apr 20, 2020
Payments: Impacts of COVID-19 on the Payments Sector (in 15 Slides) Apr 20, 2020
Comcast: The Trouble With Complicated Stories Apr 20, 2020
2020-04-20 SMA Deck Apr 19, 2020
Impacts of COVID-19 on the Payments Sector Apr 17, 2020
MN Quarterly SVOD Tracker: The Perfect Storm Apr 17, 2020
FIS, FISV, GPN: COVID-19 Resilient, But Theses On Hold Apr 16, 2020
Online Advertising: It’s All Relative Now! Apr 16, 2020
Dish Network: Petri Dish… Cutting TP to $15 Apr 14, 2020
Media Comps 2020-04-13 Apr 13, 2020
Telecom Cable Satellite Comps 2020-04-13 Apr 13, 2020
Payments: How COVID-19 Might Change Us (Or Payments, At Least) Forever Apr 13, 2020
Communications Infrastructure Comps 2020-04-13 Apr 13, 2020
Charter (CHTR): It’s Good to Be Cable; Our COVID-19 Recession Model Apr 9, 2020
Payments, Processors, and IT Services: Three-Week Checkup – What We Know So Far About the Impact of COVID-19 Apr 9, 2020
PayPal: Not Immune to COVID-19, But Better Off Than Most – Will They Capitalize? Apr 8, 2020
U.S. Towers: Recalibrating Multiples and Forecasts... Upgrade SBAC to Buy, Maintain AMT and CCI at Neutral Apr 7, 2020
Communications Infrastructure Comps 2020-04-06 Apr 6, 2020
Telecom Cable Satellite Comps 2020-04-06 Apr 6, 2020
U.S. Sports: The Cost of Everything and the Value of… Everything Apr 6, 2020
Media Internet Comps 2020-04-06 Apr 6, 2020
AT&T: How Safe is the Dividend? Apr 3, 2020
V, MA: New Three-Year Outlook – Consumer Spending Worse than Expected, But V & MA Can Withstand It Apr 2, 2020
Sprint: Discontinuing Coverage Apr 2, 2020
U.S. Media: How Deep? How Long? Apr 1, 2020
Communications Infrastructure Comps 2020-03-30 Mar 30, 2020
Media Internet Comps 2020-03-30 Mar 30, 2020
Telecom Cable Satellite Comps 2020-03-30 Mar 30, 2020
ViacomCBS: Maybe It’s Time to Let the Old Ways Die? Mar 27, 2020
Paychex 3Q20: The Oracle of Small Business U.S.A. Mar 27, 2020
Square: Down But Not Out Mar 26, 2020
Commercial Wireline Services: Staring into the Abyss Mar 25, 2020
Disney: Sizing the Disney+ International Opportunity Mar 24, 2020
Twitter: The First of Many Mar 24, 2020
Communications Infrastructure Comps 2020-03-23 Mar 23, 2020
Media Comps 2020-03-23 Mar 23, 2020
New T-Mobile: First Among Equals? Our Pro Forma Model for the Age of Coronavirus and Recession Mar 23, 2020
Telecom Cable Satellite Comps 2020-03-23 Mar 23, 2020
When Resilience Matters – Who Can Withstand the COVID-19 Shock? Deck Mar 20, 2020
Cinemark: Swimming Naked? Mar 20, 2020
Accenture 2Q20: A First Glimpse at the COVID-19 Impact Mar 20, 2020
Payments, Processors, and IT Services: When Resilience Matters – Who Can Withstand the COVID-19 Shock? Mar 18, 2020
Recession Risk Deck Mar 17, 2020
Disney: From Great to Good to Bad to Ugly Mar 17, 2020
Back to Fundamentals Conference Call Deck Mar 16, 2020
Communications Infrastructure comps Mar 16, 2020
Telecom Cable Satellite Comps 2020-03-16 Mar 16, 2020
Media Comps Mar 16, 2020
DXC: Messy – Yes, But Not That Messy – Upgrading to Buy, TP = $30 Mar 12, 2020
Deep Dive on DXC and CTSH Mar 12, 2020
U.S. Media & Internet: Assessing the Recession Risk Mar 12, 2020
Telecom Cable Satellite Comps 2020-03-09 Mar 9, 2020
Communications Infrastructure Comps 2019-03-09 Mar 9, 2020
Zayo: Dropping Coverage Mar 9, 2020
Wireless Q4 2019: The New T-Mobile, the State of the Industry, and the 5G “White Space” Mar 9, 2020
Media Comps 2020-03-09 Mar 9, 2020
PayPal: A Deep Dive - The Bull Thesis in 20 Charts Mar 6, 2020
Deep Dive on the PayPal Bull Thesis - March 5th 2020 Mar 5, 2020
Visa and Mastercard: This Too Shall Pass. Now is the Time to Buy Mar 4, 2020
CenturyLink Cogent Deck Mar 4, 2020
U.S. Media: Watching the Slow Death of Linear TV… Live (2019 Edition) Mar 3, 2020
Communications Infrastructure Comps 2020-03-02 Mar 2, 2020
Telecom Cable Satellite Comps 2020-03-02 Mar 2, 2020
Broadband Q4 2019: A Deep Dive into Alternative Fixed Wireless Broadband Architectures Mar 2, 2020
Media Comps 2020-03-02 Mar 2, 2020
Crown Castle: How Does Its New Accounting Work, and What Does It Mean? Mar 2, 2020
WPP: WTF WPP? Mar 2, 2020
Discovery: The Start of the Second Act? Feb 28, 2020
Cogent Q4 2019 Earnings: Past the Growth Bottom? Feb 27, 2020
Cable One Q4 2019 Earnings: How to Explain the Inexplicable? Feb 27, 2020
AMC Networks: Where Are We Headed? Feb 27, 2020
Square 4Q19: Square’s Slew of Suitors (aka the Other Reason to Be Bullish) Feb 27, 2020
Cord Cutting The Great Unwind Conference Call Deck Feb 26, 2020
Crown Castle Q4 2019 Earnings: Silly Accountants... Feb 26, 2020
American Tower Q4 2019 Earnings: Two Key Topics Feb 25, 2020
MA: The Blessings, Curses, and Potential Legacies of Michael Miebach, Mastercard’s New CEO Feb 25, 2020
Communications Infrastructure Comps 2020-02-24 Feb 24, 2020
Telecom Cable Satellite Comps 2020-02-24 Feb 24, 2020
IBM: Dear Mr. Krishna, Six Actions We are Watching For Feb 24, 2020
Cinemark: What Is Now Priced In? Feb 24, 2020
Media Comps 2020-02-24 Feb 24, 2020
ViacomCBS: A House Built On Sand? Feb 21, 2020
SBA Q4 2019 Earnings: A Look at the New Tower Leasing Landscape Feb 20, 2020
Q4 2019 Cord-Cutting Monitor: The Great Unwind Feb 19, 2020
CyrusOne Q4 2019 Earnings: M&A Whiplash Feb 19, 2020
Dish Q4 2019 Earnings: Now Comes the Hard Part Feb 19, 2020
Media Internet Comps 2020-02-18 Feb 18, 2020
Netflix: Conquering the World, But At What Cost? Feb 18, 2020
CenturyLink: Aligning Our Rating with the Fundamentals... Downgrade to Sell, TP $10 Feb 18, 2020
Telecom Cable Satellite Comps 2020-02-18 Feb 18, 2020
Communications Infrastructure Comps 2020-02-18 Feb 18, 2020
QTS Q4 2019 Earnings: Both Sides of the Coin Feb 18, 2020
FIS 4Q19: Moving Fast for the Long Term Feb 14, 2020
Visa: The Case for 12+% Revenue Growth Feb 14, 2020
Digital Realty Q4 2019 Earnings: Slimming Down and Bulking Up Feb 13, 2020
Global Payments 4Q19: The Next Catalyst – Re-Visiting the M&A Chessboard Feb 13, 2020
Interpublic: Safety in Numbers? Feb 12, 2020
Altice USA Q4 2019 Earnings: Altice’s Wireless Strategy Just Got a Lot More Interesting Feb 12, 2020
Equinix Q4 2019 Earnings: PMs vs. Analysts Feb 12, 2020
CenturyLink Q4 2019 Earnings: Better Off Waiting? Feb 12, 2020
ADP Innovation Day: Good Now, (Hopefully) Great Later Feb 11, 2020
Omnicom: Same As It Ever Was Feb 11, 2020
Media Comps 2020-02-10 Feb 10, 2020
Communications Infrastructure Comps 2020-02-10 Feb 10, 2020
GPN: Model update to reflect revised segment reporting structure and non-GAAP reporting methodology Feb 10, 2020
Telecom Cable Satellite Comps 2020-02-10 Feb 10, 2020
DXC 3Q20: The Touchstone – FY22 Free Cash Flow Feb 7, 2020
CoreSite Q4 2019 Earnings: Is the Turn Finally Coming? Feb 6, 2020
Twitter: Numbers Get Cut As Stock Races Up! Feb 6, 2020
T-Mobile Q4 2019 Earnings: Heads-I-Win/Tails-I-Win, Redux Feb 6, 2020
Cognizant 4Q19: The Reacceleration of Revenue Growth – Bull vs. Bear Feb 6, 2020
Fox: The Page Has Been Turned Feb 6, 2020
Fiserv 4Q19: Hard to Please Feb 5, 2020
Snap: Closing the Monetization Gap Feb 5, 2020
Disney: The Disney Difference Feb 5, 2020
Alphabet: To Be Real Feb 4, 2020
Zayo: Q2 F2020 Earnings: Good Night, and Good Luck Feb 4, 2020
Comcast: Less than Zero? Upgrading To Buy Feb 4, 2020
U.S. Media: Get Those Lifeboats Ready Feb 3, 2020
Communications Infrastructure Comps 2020-02-03 Feb 3, 2020
Media Comps 2020-02-03 Feb 3, 2020
Telecom Cable Satellite Comps 2020-02-03 Feb 3, 2020
Visa 1Q20: Looking for Something to Get Excited About? Try Visa Direct Jan 31, 2020
Charter Q4 2019 Earnings: Wireless Manifest Destiny Jan 31, 2020
Mastercard 4Q19: Can Mastercard Do a 15+% Revenue Growth Three-Peat? Jan 30, 2020
ADP 2Q20: Soft Bookings and PEO WSEs, Strong Retention – How Doable is the Second Half of 2020? Jan 30, 2020
Facebook: The Long & Winding Road Up and to the Right Jan 30, 2020
Cogent: What a Difference Six Weeks Makes… Downgrading to Sell, TP $56 Jan 30, 2020
PayPal 4Q19: Cleans Up Good Jan 30, 2020
Verizon Q4 2019 Earnings: Bucking Some Trends… Getting Bucked by Others Jan 30, 2020
IT Services & Processors 2020: Hurry Up and Wait Jan 29, 2020
Quarterly SVOD Tracker: The First Battle Jan 29, 2020
Communications Infrastructure 2020-01-27 Jan 27, 2020
Telecom Cable Satellite Comps 2020-01-27 Jan 27, 2020
Sprint CQ4 2019 Earnings: What’s Left to Say? Jan 27, 2020
AT&T Q4 2019 Earnings: Two Clocks Jan 27, 2020
Media Internet Comps 2020-01-27 Jan 27, 2020
CIO Survey Conference Call Deck Jan 24, 2020
PayPal + UnionPay: Inching Along in the Right Direction Jan 24, 2020
CenturyLink: Understanding the Pros and Cons of RDOF… Mostly Cons but With a Nice $500M Win Jan 23, 2020
Comcast Q4 2019 Earnings: Proud as a Peacock Jan 23, 2020
IBM 4Q19: The More Things Change, the More They Stay the Same Jan 22, 2020
Communications Infrastructure Comps 2020-01-21 Jan 21, 2020
2020-01-21 CIO Survey Jan 21, 2020
IT Services: New CIO Survey Results Point to Stable IT Spending Outlook and Maturation of Cloud-Digital trend Jan 21, 2020
Media Internet Comps 2020-01-21 Jan 21, 2020
U.S. Towers: The Case for Crown Castle? Jan 21, 2020
Telecom Cable Satellite Comps 2020-01-21 Jan 21, 2020
Conference Call – U.S. Media: 20-20 Vision, This Time is Different Jan 17, 2020
MN Quarterly SVOD Tracker: The First Battle Jan 17, 2020
AT&T: How Bad Could It Get for WarnerMedia? Jan 16, 2020
Visa + Plaid: A Rare Beast Jan 16, 2020
U.S. Media: 20-20 Vision, This Time is Different Jan 15, 2020
ViacomCBS: Stuck In The Middle? Initiate at Neutral Jan 15, 2020
Payments 2020: Fistfights on a Freight Train Jan 14, 2020
Vivint Lunch Slides Jan 14, 2020
Media Comps 2020-01-13 Jan 13, 2020
Internet Comps 2020-01-13 Jan 13, 2020
Communications Infrastructure Comps 2020-01-13 Jan 13, 2020
Telecom Cable Satellite Comps 2020-01-13 Jan 13, 2020
Payments, Processors, and IT Services: Our Recent Downgrades of FIS, FISV, ACN, and ADP in 40 Slides Jan 10, 2020
Taking a Breather - Downgrading FIS, FISV, ACN, and ADP Conference Call Slides Jan 9, 2020
Payments, Processors, and IT Services: Taking a Breather - Downgrading FIS, FISV, ACN, and ADP Jan 7, 2020
Altice USA: Is Altice USA Still a Buy? Jan 7, 2020
Internet Comps 2020-01-06 Jan 6, 2020
Telecom Cable Satellite Comps 2020-01-06 Jan 6, 2020
Communications Infrastructure Comps 2020-01-06 Jan 6, 2020
Media Comps 2020-01-06 Jan 6, 2020
Communications Infrastructure Comps 2019-12-30 Dec 30, 2019
Telecom Cable Satellite Comps 2019-12-30 Dec 30, 2019
Media Comps 2019-12-30 Dec 30, 2019
Internet Comps 2019-12-30 Dec 30, 2019
Accenture 1Q20: Simple Ain’t Easy – Forecasting Accenture’s Revenue Growth Dec 20, 2019
Payments, Processors, and IT Services: As we close the door on 2019, and open the door on 2020... Dec 20, 2019
Square: GPV Growth, PoS Innovations, Direct Deposit – Takeaways From Meetings with Square’s CFO Dec 19, 2019
Paychex 2Q20: Defying Sluggish Employment Growth, Management Solutions Growth Creeps Above 5% Dec 19, 2019
U.S. Media: Life During Wartime Dec 19, 2019
Visa: RTP Strategy, New Payment Flows, Other Growth Horizons – Takeaways From Meetings with Visa’s CFO Dec 18, 2019
Broadband Q3 2019: Revisiting Competitive Dynamics Dec 16, 2019
Cogent: What Should We Make of This Extremophile? Dec 16, 2019
Telecom Cable Satellite Comps 2019-12-16 Dec 16, 2019
Communications Infrastructure Comps 2019-12-16 Dec 16, 2019
Internet Comps 2019-12-16 Dec 16, 2019
PayPal: Growing Scale and Engagement – Takeaways From Breakfast with PayPal’s CEO Dec 16, 2019
Media Comps 2019-12-16 Dec 16, 2019
U.S. Advertising: Past the Tipping Point Dec 13, 2019
Payments: Top Trends and Recent Developments in 30 Slides Dec 11, 2019
GPN, FISV, FIS: Issuer Processing – The Wingman Dec 9, 2019
Media Comps 2019-12-09 Dec 9, 2019
Data Centers: 2020 Outlooks and the Search for Edge Dec 9, 2019
Telecom Cable Satellite Comps 2019-12-09 Dec 9, 2019
Communications Infrastructure Comps 2019-12-09 Dec 9, 2019
Internet Comps 2019-12-09 Dec 9, 2019
2019-12-09 Meeting with John Stratton Dec 9, 2019
Big Tech, Neobanks , and Many More Top Trends and Recent Developments in Payments (Slides) Dec 6, 2019
Wireless Q3 2019: Cable Starts to Matter Dec 4, 2019
Paychex: Building the New Paychex – Takeaways from Lunch with Paychex’s CEO, CFO, and Product Executives Dec 4, 2019
Media Comps 2019-12-02 Dec 2, 2019
Internet Comps 2019-12-02 Dec 2, 2019
Communications Infrastructure Comps 2019-12-02 Dec 2, 2019
Telecom Internet Satellite Comps 2019-12-02 Dec 2, 2019
U.S. Pay TV and U.S. Media: Cord-Cutting Summit 2019 Takeaways Dec 2, 2019
Payments: Big Tech, Neobanks, and Many More – Top Trends and Recent Developments in Payments Nov 25, 2019
Telecom Cable Satellite Comps 2019-11-25 Nov 25, 2019
Communications Infrastructure Comps 2019-11-25 Nov 25, 2019
CenturyLink: Definitely Maybe Nov 25, 2019
Online Advertising: Screw DAUs, Follow the Money Nov 25, 2019
Media Comps 2019-11-25 Nov 25, 2019
AT&T - What Do You Have to Believe - Conference Call Slides Nov 22, 2019
PayPal + Honey: You Can Catch More Flies… Nov 21, 2019
Accenture: Digital at Scale – Takeaways from Breakfast with Accenture’s New CEO Nov 20, 2019
AT&T: What Do You Have to Believe? Downgrading to Sell, Target Price $30 Nov 19, 2019
Communications Infrastructure Comps 2019-11-18 Nov 18, 2019
HBO Max: The Big Bang or “A Show About Nothing”? Nov 18, 2019
Telecom Cable Satellite Comps 2019-11-18 Nov 18, 2019
Media Comps 2019-11-18 Nov 18, 2019
Internet Comps 2019-11-18 Nov 18, 2019
Viacom: Less Drama, More Answers Nov 15, 2019
Payments, Processors, and IT Services: 3Q19 Roundup - Top Sector Themes and Updated Stock Preferences Nov 15, 2019
Q3 2019 Cord-Cutting Monitor: Live Is Dead Nov 13, 2019
Q3 2019 Cord-Cutting Live is Dead Conference Call Deck Nov 13, 2019
CBS: The Good Fight Nov 13, 2019