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Title
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Date
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NFL: Will the Glue Continue To Be As Sticky?
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Sep 10, 2021
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Altice USA: Too Many Ways to Win… A Sum of the Parts View Deck
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Sep 9, 2021
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GPN: Step One on the Road to Recovery?
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Sep 9, 2021
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Altice USA: Too Many Ways to Win… A Sum of the Parts View
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Sep 8, 2021
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Media Comps 2021-09-07
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Sep 7, 2021
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Telecom Cable Satellite Comps 2021-09-07
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Sep 7, 2021
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Communications Infrastructure Comps 2021-09-07
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Sep 6, 2021
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VG Comps 2021-09-07
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Sep 6, 2021
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V, MA: Durbin 2.0? A Brief Review of Active U.S. Payments Regulatory Issues
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Sep 1, 2021
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QTS: Dropping Coverage
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Sep 1, 2021
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Telecom Cable Satellite Comps 2021-08-30
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Aug 30, 2021
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VG Comps 2021-0
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Aug 30, 2021
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U.S. Video Games: Booster Shots
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Aug 26, 2021
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VG Comps 2021-08-23
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Aug 23, 2021
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Communications Infrastructure Comps 2021-08-23
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Aug 23, 2021
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Media Comps 2021-08-23
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Aug 23, 2021
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Telecom Cable Satellite Comps 2021-08-23
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Aug 23, 2021
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Payments: Après Square+Afterpay? A Fresh Look at the Payments M&A Chessboard
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Aug 23, 2021
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Presentation: Payments, Processors, and IT Services: Après Square + Afterpay? A Fresh Look at the Payments M&A Chessboard
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Aug 23, 2021
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Wireless Q2 2021: When the Sugar High Fades
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Aug 19, 2021
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Frontier: A Clearer Path... Updating our Target Price and Assessing Operational Data, Supply Chain, and Comps
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Aug 18, 2021
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Payments, Processors, and IT Services: 2Q21 Roundup – Updated Stock Preferences and Top Sector Themes
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Aug 17, 2021
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MoffettNathanson Webex: Payments, Processors, and IT Services: 2Q21 Roundup – Updated Stock Preferences and Top Sector Themes - Deck
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Aug 17, 2021
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Communications Infrastructure Comps 2021-08-16
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Aug 16, 2021
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VG Comps 2021-08-16
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Aug 16, 2021
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Media Comps 2021-08-16
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Aug 16, 2021
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Disney: Earnings Recovery vs. Multiple Expansion
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Aug 13, 2021
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Snap: Can They Keep This Growth Up?
|
Aug 12, 2021
|
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Coinbase 2Q21: The IRS and SEC Are Coming for Crypto – What it Means for Coinbase
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Aug 11, 2021
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Cinemark: Still Many More Questions Than Answers
|
Aug 9, 2021
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Dish Q2 2021 Earnings: The Long Farewell (of a Hunger Strike)
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Aug 9, 2021
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AMC Networks: Why the Secrecy?
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Aug 9, 2021
|
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Media Comps 2021-08-09
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Aug 9, 2021
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Telecom Cable Satellite Comps 2021-08-09
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Aug 9, 2021
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Cable One Q2 2021 Earnings: The Canary Sings
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Aug 9, 2021
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VG Comps 2021-08-09
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Aug 9, 2021
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Communications Infrastructure Comps 2021-08-09
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Aug 9, 2021
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ViacomCBS: Swimming in the Streaming Deep End
|
Aug 6, 2021
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EA: Flight to Safety?
|
Aug 5, 2021
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WPP: Need A Little More Convincing
|
Aug 5, 2021
|
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Roku: What Is the Revenue Model?
|
Aug 5, 2021
|
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Fox: Playing a Different Game
|
Aug 5, 2021
|
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Frontier Q2 2021 Earnings and Analyst Day: Charting the Course Ahead (And it Looks Pretty Interesting)
|
Aug 5, 2021
|
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DXC 1Q22: Can Revenues Grow?
|
Aug 5, 2021
|
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Cogent Q2 2021 Earnings: The Twists and Turns on the Road to Normalcy
|
Aug 5, 2021
|
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Discovery: What’s The Rush?
|
Aug 4, 2021
|
|
Activision: A Tough Test
|
Aug 4, 2021
|
|
Square + Afterpay: Our Merger Model, Raising TP to $340
|
Aug 4, 2021
|
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FIS 2Q21: The Journey Back to 10% Growth in Merchant Solutions
|
Aug 4, 2021
|
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After a Wild Week, Now What? Square-Afterpay, 2Q Earnings, and Implications for our Stocks
|
Aug 4, 2021
|
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GPN 2Q21: When Will Good Be Good Enough?
|
Aug 3, 2021
|
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Lumen Q2 2021 Earnings and Apollo ILEC Deal: Sales (Divestitures) vs. Sales (Revenue)
|
Aug 3, 2021
|
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QTS Q2 2021 Earnings: Running Through the Tape
|
Aug 3, 2021
|
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U.S. Media: The End of Those Easy Compares
|
Aug 2, 2021
|
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Square + Afterpay: Advancing Toward the Holy Grail (A Scaled Two-Sided Network)
|
Aug 2, 2021
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VG Comps 2021-08-02
|
Aug 2, 2021
|
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Telecom Cable Satellite Comps 2021-08-02
|
Aug 2, 2021
|
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SBA Q2 2021 Earnings: The Anticipation Builds
|
Aug 2, 2021
|
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Media Comps 2021-08-02
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Aug 2, 2021
|
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Communications Infrastructure Comps 2021-08-02
|
Aug 2, 2021
|
|
TTWO F1Q'22 Earnings: Simple, Not Easy
|
Aug 2, 2021
|
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U.S. Media: Shouldn’t We Worry About the Box Office “Recovery”? - July 30, 2011
|
Jul 30, 2021
|
|
Mastercard 2Q21: Credit Recovery, International Share Gains = 15% Volume Growth in 2022, 11-12% Beyond
|
Jul 30, 2021
|
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Charter Q2 2021: Thank Goodness for Simple Stories
|
Jul 30, 2021
|
|
Facebook: The Company You Keep?
|
Jul 29, 2021
|
|
ADP 4Q21: Roll by ADP – Getting In On the Ground Floor
|
Jul 29, 2021
|
|
PYPL 2Q21: PayPal Has 1/3 of U.S. Online Checkout, Competition from Other Buttons, Yet Just Raised TPV Growth Guidance to 33-35%...How?
|
Jul 29, 2021
|
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American Tower Q2 2021 Earnings: The Portfolio Effect in Effect
|
Jul 29, 2021
|
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Cognizant 2Q21: Attrition – The Debbie Downer
|
Jul 29, 2021
|
|
CoreSite Q2 2021 Earnings: The Song Remains the Same
|
Jul 29, 2021
|
|
Digital Realty Q2 2021 Earnings: The Fruits of its Labor?
|
Jul 29, 2021
|
|
Comcast Q2 2021: Where Will All the Cash Go?
|
Jul 29, 2021
|
|
T-Mobile Q2 2021: The House or the Neighborhood?
|
Jul 29, 2021
|
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Fiserv 2Q21: The Merchant Acquiring Business – A Portrait of a Share Gainer (Or At Least Share Maintainer)
|
Jul 28, 2021
|
|
Equinix Q2 2021 Earnings: What’s Left to Juice the Stock?
|
Jul 28, 2021
|
|
Altice USA Q2 2021: Choose Your Poison… Price or Volume?
|
Jul 28, 2021
|
|
Alphabet: All the Right Moves
|
Jul 28, 2021
|
|
CyrusOne Q2 2021 Earnings: Will a New CEO Merit a New Outlook?
|
Jul 28, 2021
|
|
Visa 3Q21: Visa Direct, Europe – Why We Believe in 11% Volume Growth in 2023 and Beyond
|
Jul 28, 2021
|
|
Communications Infrastructure Comps 2021-07-26
|
Jul 26, 2021
|
|
AXP 2Q21: Yes, U.S. Consumers Like to Spend Money
|
Jul 26, 2021
|
|
Dish Network: The Worst Case Scenario is Off the Table; Upgrading to Neutral, TP $40
|
Jul 26, 2021
|
|
VG Comps 2021-07-26
|
Jul 26, 2021
|
|
Media Comps 2021-07-26
|
Jul 26, 2021
|
|
Telecom Cable Satellite Comps 2021-07-26
|
Jul 26, 2021
|
|
Lumen: Hasta La Vista, Baby... Implications of the Sale of its LatAm Unit
|
Jul 26, 2021
|
|
Snap and Twitter: For Once, Everyone Is a Winner
|
Jul 23, 2021
|
|
Payments: Economic Recovery, Secular Acceleration, and New Payment Flows – Our Latest 5-Year Industry Forecast
|
Jul 22, 2021
|
|
AT&T Q2 2021 Earnings: Timing is Everything
|
Jul 22, 2021
|
|
Interpublic: The Point of Difference
|
Jul 21, 2021
|
|
Netflix: What If Conventional Wisdom Is Wrong?
|
Jul 21, 2021
|
|
Verizon Q2 2021 Earnings: Good for Now… But Is It Sustainable?
|
Jul 21, 2021
|
|
Crown Castle Q2 2021 Earnings: The Small Cell Dilemma
|
Jul 21, 2021
|
|
IBM 2Q21: Kyndryl By Any Other Name…Our Latest Perspective on the ITO Spin
|
Jul 20, 2021
|
|
Omnicom: Shedding an ICONic Business
|
Jul 20, 2021
|
|
Communications Infrastructure Comps 2021-07-19
|
Jul 19, 2021
|
|
Media Comps 2021-07-19
|
Jul 19, 2021
|
|
VG Comps 2021-07-19
|
Jul 19, 2021
|
|
Telecom Cable Satellite Comps 2021-07-19
|
Jul 19, 2021
|
|
U.S. Towers and U.S. Data Centers: Judging Cross-Sector Valuations and Appeal
|
Jul 16, 2021
|
|
Payments: The Checkout Button Wars, 2021 Edition – Featuring BNPL, Shop Pay, and Perennial Powerhouses PayPal, Apple Pay, and Google Pay
|
Jul 16, 2021
|
|
US Media 2Q 2021 SVOD Tracker Slides
|
Jul 16, 2021
|
|
Disney: What Happens When One World Opens As Another Slows?
|
Jul 14, 2021
|
|
U.S. Cable: After the Gold Rush
|
Jul 13, 2021
|
|
Communications Infrastructure Comps 2021-07-12
|
Jul 12, 2021
|
|
VG Comps 2021-07-12
|
Jul 12, 2021
|
|
Telecom Cable Satellite Comps 2021-07-12
|
Jul 12, 2021
|
|
Square: Peer Comps, SoTP and DCF – Three Valuation Lenses for Square
|
Jul 9, 2021
|
|
U.S. Streaming Media: What Is Your RPU?
|
Jul 8, 2021
|
|
Coinbase: Competition, Crypto Fundamentals, a Crypto Cloud and More...Answers to Our Top 20 FAQs (Part 2/2)
|
Jul 8, 2021
|
|
VG Comps 2021-07-06
|
Jul 6, 2021
|
|
Media Comps 2021-07-06
|
Jul 6, 2021
|
|
Telecom Cable Satellite Comps 2021-07-06
|
Jul 6, 2021
|
|
Communications Infrastructure Comps 2021-07-06
|
Jul 6, 2021
|
|
Cable Wireless: The Impact on TelCos
|
Jul 6, 2021
|
|
Media & Internet Marketing Deck
|
Jun 30, 2021
|
|
Ready Player MN: Initiating Coverage of U.S. Video Game Publishers Deck
|
Jun 30, 2021
|
|
Netflix: Can Netflix Become Disney Faster than Disney Becomes Netflix?
|
Jun 29, 2021
|
|
Paychex 4Q21: Land and Expand – the Value of Wallet Share Gains
|
Jun 28, 2021
|
|
Media Comps 2021-06-28
|
Jun 28, 2021
|
|
Communications Infrastructure Comps 2021-06-28
|
Jun 28, 2021
|
|
VG Comps 2021-06-28
|
Jun 28, 2021
|
|
Telecom Cable Satellite Comps 2021-06-28
|
Jun 28, 2021
|
|
Accenture 3Q21: The Next Big Thing - Accenture’s Investments in Emerging Technologies
|
Jun 25, 2021
|
|
U.S. Theaters: It’s All About The Windows
|
Jun 25, 2021
|
|
Takeaways from Equinix’s 2021 Analyst Day
|
Jun 24, 2021
|
|
Ready Player MN: Initiating Coverage of U.S. Video Game Publishers
|
Jun 24, 2021
|
|
FISV, FIS, GPN: When Will the Market Realize These Stocks Are Quality Compounders?
|
Jun 24, 2021
|
|
Its Time to Take Cable Wireless Seriously Deck
|
Jun 23, 2021
|
|
PayPal: The Checkout Button Flexes its Pricing Muscle (For the First Time in 20 Years)
|
Jun 22, 2021
|
|
Communications Infrastructure Comps 2021-06-21
|
Jun 21, 2021
|
|
Media Comps 2021-06-21
|
Jun 21, 2021
|
|
Telecom Cable Satellite Comps 2021-06-21
|
Jun 21, 2021
|
|
DXC: The Long Pole in the Tent – $1.5 B in FY24 Free Cash Flow
|
Jun 18, 2021
|
|
It’s Time to Take Cable’s Wireless Business Seriously
|
Jun 17, 2021
|
|
Coinbase: Competition, Crypto Fundamentals, a Crypto Cloud and More...Answers to Our Top 20 FAQs (Part 1/2)
|
Jun 17, 2021
|
|
Telecom Cable Satellite Comps 2021-06-14
|
Jun 14, 2021
|
|
Media Comps 2021-06-14
|
Jun 14, 2021
|
|
Communications Infrastructure Comps 2021-06-14
|
Jun 14, 2021
|
|
eComm deck
|
Jun 13, 2021
|
|
Payments: Faster Growth in ’21 than ’20 (Yes, Really) – Our Latest Proprietary eCommerce Forecast
|
Jun 11, 2021
|
|
Highlights from REITweek 2021 Management Meetings
|
Jun 10, 2021
|
|
U.S. Advertising: Did You Hear the One About the Upfront Going Away?
|
Jun 10, 2021
|
|
Fiber Overbuilds Conference Call Deck
|
Jun 8, 2021
|
|
Payments: A Unicorn 95x – The Basics and Our Perspective on Stripe
|
Jun 8, 2021
|
|
Cogent: Is an Inflection on the Horizon? Raise TP to $84, Maintain Buy Rating
|
Jun 7, 2021
|
|
Data Centers: What are the Takeaways from Blackstone’s Acquisition of QTS?
|
Jun 7, 2021
|
|
U.S. Broadband: The Headwind of Fiber Overbuilds and the Tailwind of Stimulus
|
Jun 3, 2021
|
|
Payments, Processors, and IT Services: 1Q21 Roundup – Updated Stock Preferences and Top Sector Themes - Deck
|
Jun 2, 2021
|
|
Payments, Processors, and IT Services: 1Q21 Roundup – Updated Stock Preferences and Top Sector Themes
|
Jun 2, 2021
|
|
Lumen: You Think I Ain’t Worth a Dollar, but I Feel Like a Millionaire... Raising TP to $10, Maintain Sell Rating
|
Jun 1, 2021
|
|
Media Comps 2021-06-01
|
Jun 1, 2021
|
|
Communications Infrastructure Comps 2021-06-01
|
Jun 1, 2021
|
|
Telecom Cable Satellite Comps 2021-06-01
|
Jun 1, 2021
|
|
Q1 2021 Cord-Cutting Monitor: Meet the New Boss, Same as the Old Boss
|
May 27, 2021
|
|
DXC 4Q21: Thrice Bitten, How Shy? DXC’s New(est) Three-Year Outlook
|
May 27, 2021
|
|
Cognizant: Six Takeaways from our Fireside Chat with Cognizant’s CFO during MN’s 3rd Annual PPI Summit
|
May 27, 2021
|
|
Accenture: Seven Takeaways from our Fireside Chat with Accenture’s CTO during MN’s 3rd Annual PPI Summit
|
May 26, 2021
|
|
Paychex: Six Takeaways From Our Fireside Chat With Paychex’s CFO During MN’s 3rd Annual PPI Summit
|
May 25, 2021
|
|
Discovery: Stuck In A Moment; Downgrade to Neutral
|
May 24, 2021
|
|
AXP: Six Takeaways From Our Fireside Chat With the President of Amex’s Global Commercial Services Business
|
May 24, 2021
|
|
Media Comps 2021-05-24
|
May 24, 2021
|
|
Telecom Cable Satellite Comps 2021-05-24
|
May 24, 2021
|
|
Communications Infrastructure Comps 2021-05-24
|
May 24, 2021
|
|
Fiserv: Six Takeaways From Our Fireside Chat With Fiserv’s CEO During MN’s 3rd Annual PPI Summit
|
May 21, 2021
|
|
Wireless Q1 2021: AT&T Unchained?
|
May 21, 2021
|
|
PayPal: Six Takeaways From Our Fireside Chat With PayPal’s CEO During MN’s 3rd Annual PPI Summit
|
May 20, 2021
|
|
Mastercard: Seven Takeaways from our Fireside Chat with Mastercard’s CFO during MN’s 3rd Annual PPI Summit
|
May 19, 2021
|
|
Visa: Eight Takeaways from our Fireside Chat with Visa’s CEO during MN’s 3rd Annual PPI Summit
|
May 18, 2021
|
|
2021-05-18 AT&T WarnerMedia Discovery Deck
|
May 18, 2021
|
|
Discovery: Above the Globe…and Beyond!
|
May 18, 2021
|
|
Media Comps 2021-05-17
|
May 17, 2021
|
|
Communications Infrastructure Comps 2021-05-17
|
May 17, 2021
|
|
Telecom Cable Satellite Comps 2021-05-17
|
May 17, 2021
|
|
Coinbase 1Q21: Holy Uncertainty – Our Forecasting Approach for Coinbase
|
May 14, 2021
|
|
Disney: A Long Time Ago in a Galaxy Far, Far Away
|
May 14, 2021
|
|
SoTI 2021 deck
|
May 13, 2021
|
|
U.S. Media & Internet: What Happens When the World Reopens?
|
May 11, 2021
|
|
AMC Networks: Stop Us If You’ve Heard This One Before
|
May 10, 2021
|
|
Media Comps 2021-05-09
|
May 10, 2021
|
|
Cinemark: Deals in Hand, Problem Solved?
|
May 10, 2021
|
|
Communications Infrastructure Comps 2021-05-09
|
May 10, 2021
|
|
Telecom Cable Satellite Comps 2021-05-09
|
May 10, 2021
|
|
FIS 1Q21: Merchant Solutions and the Mystery of Volumes, Yields, and Mix
|
May 7, 2021
|
|
ViacomCBS: The First Step Up The Mountain
|
May 7, 2021
|
|
Roku: Selling the Shovels
|
May 7, 2021
|
|
Square 1Q21: Cash App Business – A Peek into the Power of a Two-Sided Network
|
May 7, 2021
|
|
Fox: Thursday Night Lite
|
May 6, 2021
|
|
Cognizant 1Q21: Oh, India
|
May 6, 2021
|
|
PayPal 1Q21: 54% TPV Growth (ex-eBay) Begs Revisiting the Question – Why Do Merchants Use PayPal Again?
|
May 6, 2021
|
|
Cable One Q1 2021 Earnings: The Margin Story
|
May 6, 2021
|
|
Internet Infrastructure Marketing Deck
|
May 5, 2021
|
|
Data Center Marketing Deck
|
May 5, 2021
|
|
8th Annual Media and Communications Summit Agenda Final
|
May 5, 2021
|
|
Towers Marketing Deck
|
May 5, 2021
|
|
GPN 1Q21: The Pros and Cons of an Industry-specialized, SMB-focused Merchant Acquirer
|
May 5, 2021
|
|
Lumen Q1 2021 Earnings: What Went Wrong, and What Might Go Right
|
May 5, 2021
|
|
Frontier: Assigning Buy Rating and Target Price of $31
|
May 4, 2021
|
|
T-Mobile Q1 2021 Earnings: The Anxious Twilight of LTE
|
May 4, 2021
|
|
Telecom Cable Satellite Comps 2021-05-03
|
May 3, 2021
|
|
Media Comps 2021-05-03
|
May 3, 2021
|
|
3rd Annual Payments Processors IT Services Summit Agenda Final
|
May 3, 2021
|
|
Communications Infrastructure Comps 2021-05-03
|
May 3, 2021
|
|
Mastercard 1Q21: Revert or Converge? The Relative Performance of Mastercard and Visa Post-Pandemic
|
Apr 30, 2021
|
|
Charter Q1 2021 Earnings: A Return to First Principles?
|
Apr 30, 2021
|
|
Twitter: The Math Doesn't Make Sense?
|
Apr 30, 2021
|
|
Frontier Q1 2021 Earnings: Welcome Back
|
Apr 30, 2021
|
|
Discovery: Proving the Discovery Difference
|
Apr 29, 2021
|
|
Dish Network Q1’21 Earnings: About that Amazon Deal…
|
Apr 29, 2021
|
|
ADP 3Q21: The Recovery Year – Our Outlook for ADP’s Performance in FY22
|
Apr 29, 2021
|
|
Comcast Q1 2021 Earnings: Let's Get Stimulated!
|
Apr 29, 2021
|
|
Digital Realty Q1 2021 Earnings: Growth Cross-Currents
|
Apr 29, 2021
|
|
American Tower Q1 2021 Earnings: Chugging Along, with Drivers for the Future Falling into Place
|
Apr 29, 2021
|
|
Facebook: Do Not Track?
|
Apr 29, 2021
|
|
Interpublic and WPP: The V-Shaped Agency Recovery
|
Apr 29, 2021
|
|
CoreSite Q1 2021 Earnings: Not Yet Humming
|
Apr 29, 2021
|
|
Altice USA Q1 2021 Earnings: Price versus Volume
|
Apr 28, 2021
|
|
Equinix Q1 2021 Earnings: Slower, but Sustainable?
|
Apr 28, 2021
|
|
Alphabet: Two Years + Three Tailwinds = $2,800 PT
|
Apr 28, 2021
|
|
Visa 2Q21: Debit, Debit, Everywhere
|
Apr 28, 2021
|
|
Fiserv 1Q21: Fiserv’s Secret Weapon – Distribution
|
Apr 28, 2021
|
|
Cogent Q1 2021 Earnings: Closer to a Turn?
|
Apr 28, 2021
|
|
CyrusOne Q1 2021 Earnings: Is the New Leadership Team Making Progress?
|
Apr 28, 2021
|
|
QTS Q1 2021 Earnings: Can QTS Keep It Up?
|
Apr 27, 2021
|
|
AT&T and Verizon: Holding Pattern? Downgrading Verizon to Neutral
|
Apr 27, 2021
|
|
U.S. Media: The Plot Twists Keep Coming! Upgrading ViacomCBS to Neutral
|
Apr 26, 2021
|
|
Media Comps 2020-04-26
|
Apr 26, 2021
|
|
Communications Infrastructure Comps 2021-04-26
|
Apr 26, 2021
|
|
AXP 1Q21: A Beacon of Light in the U.S.
|
Apr 26, 2021
|
|
3rd Annual Payments Processors IT Services Summit Agenda 2021
|
Apr 26, 2021
|
|
Telecom Cable Satellite Comps 2021-04-26
|
Apr 26, 2021
|
|
SBA Q1 2021 Earnings: All Eyes On 2022
|
Apr 26, 2021
|
|
Snap: And It Gets Better From Here
|
Apr 23, 2021
|
|
AT&T Q1'21 Earnings: A War on Three Fronts
|
Apr 22, 2021
|
|
Payments: The Future of Merchant Acquiring, Part 3/3 – Implications for FISV, FIS, GPN, PYPL, SQ, Adyen, Stripe
|
Apr 22, 2021
|
|
Initiating Coverage of Frontier Deck
|
Apr 21, 2021
|
|
Netflix: Is Streaming a Good Business? (Part 2)
|
Apr 21, 2021
|
|
Crown Castle Q1 2021 Earnings: Moving in the Right Direction
|
Apr 21, 2021
|
|
Omnicom: The First of Many?
|
Apr 21, 2021
|
|
Verizon Q1’21 Earnings: Is Good Enough Good Enough?
|
Apr 21, 2021
|
|
IBM 1Q21: First Among Equals – A Deep Dive into Cloud & Cognitive Software
|
Apr 20, 2021
|
|
Fox: Why We Remain Bullish
|
Apr 19, 2021
|
|
Communications Infrastructure Comps 2021-04-19
|
Apr 19, 2021
|
|
Telecom Cable Satellite Comps 2021-04-19
|
Apr 19, 2021
|
|
Media Comps 2021-04-19
|
Apr 19, 2021
|
|
COIN: “Be Bloody, Bold, and Resolute” – Initiating Coverage of Coinbase at Buy, TP = $600 - in 45 slides
|
Apr 19, 2021
|
|
A Semi-Precious Stone in the Rough... Initiating Coverage of Frontier
|
Apr 19, 2021
|
|
Altice USA: How Long is ATUS’s Broadband Runway? A Peek through the Lens of Proprietary Market Share Data
|
Apr 16, 2021
|
|
1Q21 SVOD Tracker / Is Streaming a Good Business Deck
|
Apr 16, 2021
|
|
Coinbase Initiation Deck
|
Apr 15, 2021
|
|
U.S. Media: Is Streaming a Good Business?
|
Apr 14, 2021
|
|
COIN: “Be Bloody, Bold, and Resolute” – Initiating Coverage of Coinbase at Buy, TP = $600
|
Apr 13, 2021
|
|
Dish Network: Revisiting the Logic of a Satellite Merger
|
Apr 13, 2021
|
|
Dycom Meeting Notes 2021-04-13
|
Apr 13, 2021
|
|
U.S. Towers: Revisiting Key Growth Drivers and Reassessing Valuations
|
Apr 12, 2021
|
|
Communications Infrastructure Comps 2021-04-12
|
Apr 12, 2021
|
|
Media Comps 2021-04-12
|
Apr 12, 2021
|
|
Telecom Cable Satellite Comps 2021-04-12
|
Apr 12, 2021
|
|
8th Annual Media Communications Agenda
|
Apr 9, 2021
|
|
Marketing Funnel Deck April 2021
|
Apr 7, 2021
|
|
Paychex 3Q21: A Path to Share Gains Emerges
|
Apr 7, 2021
|
|
Telecom Cable Satellite Comps 2021-04-05
|
Apr 5, 2021
|
|
Is Starlink a Substitute for, or a Supplement to, Wired Broadband?
|
Apr 5, 2021
|
|
Media Comps 2021-04-05
|
Apr 5, 2021
|
|
Communications Infrastructure Comps 2021-04-05
|
Apr 5, 2021
|
|
Telecom and Cable & Satellite Marketing Deck
|
Apr 1, 2021
|
|
U.S. Advertising: The Case for Our Wide-Eyed Optimism
|
Mar 31, 2021
|
|
Payments: The Future of Merchant Acquiring, Part 2/3 – Our Five-Year Industry Outlook
|
Mar 31, 2021
|
|
Stimulus to the rescue conference call deck
|
Mar 31, 2021
|
|
Data Centers: What Insights Can ROIC Reveal About Performance and Valuation?
|
Mar 31, 2021
|
|
Telecom Cable Satellite Comps 2021-03-29
|
Mar 29, 2021
|
|
Communications Infrastructure Comps 2021-03-29
|
Mar 29, 2021
|
|
Media Comps 2021-03-29
|
Mar 29, 2021
|
|
V, MA: The DoJ Investigation – What You Need to Know, Our Perspective, and Broader Implications
|
Mar 26, 2021
|
|
U.S. Media: A Return of the “Haves” and “Have-Nots”; Downgrade VIAC to Sell
|
Mar 25, 2021
|
|
New Media Value Chain conference call deck
|
Mar 25, 2021
|
|
Media Comps 2021-03-22
|
Mar 22, 2021
|
|
Communications Infrastructure Comps 2021-03-22
|
Mar 22, 2021
|
|
Telecom Cable Satellite Comps 2021-03-22
|
Mar 22, 2021
|
|
U.S. Sports: The NFL Spikes the Ball
|
Mar 19, 2021
|
|
Visa: The Department of Justice Investigation – Our Preliminary Perspective
|
Mar 19, 2021
|
|
Accenture 2Q21: International Expansion – The Next Growth Frontier
|
Mar 19, 2021
|
|
Payments: The Future of Merchant Acquiring, Part 1/3 – State of the Industry, Factors that Matter
|
Mar 18, 2021
|
|
U.S. Broadband: Stimulus to the Rescue?
|
Mar 16, 2021
|
|
Communications Infrastructure Comps 2021-03-15
|
Mar 15, 2021
|
|
U.S. Wireless: Seven Takeaways from Three Analyst Days
|
Mar 15, 2021
|
|
Media Comps 2021-03-15
|
Mar 15, 2021
|
|
Telecom Cable Satellite Comps 2021-03-15
|
Mar 15, 2021
|
|
WPP: In the End, It Just Wasn’t That Bad
|
Mar 12, 2021
|
|
3rd Annual Payments Processors IT Services Summit Agenda
|
Mar 12, 2021
|
|
Disney: ESPN Lacing Up Their Skates Again – March 11, 2021
|
Mar 11, 2021
|
|
Payments: That Is One Big-Ass Stimulus Bill –Implications for Our Companies
|
Mar 11, 2021
|
|
ViacomCBS: Climbing a Mountain of Worries
|
Mar 11, 2021
|
|
Payments Sector Marketing Deck
|
Mar 10, 2021
|
|
PPI March 2021 Marketing Deck
|
Mar 10, 2021
|
|
Commercial Wireline Services: Will the Recovery be Good, or Bad, for Incumbents?
|
Mar 9, 2021
|
|
V, MA: From Bitcoin to BNPL, Big Tech, and Big Government – Our View on the Risks
|
Mar 9, 2021
|
|
Media Comps 2021-03-08
|
Mar 8, 2021
|
|
Communications Infrastructure Comps 2021-03-08
|
Mar 8, 2021
|
|
Roku: Is It AOL or Is It Netflix?
|
Mar 8, 2021
|
|
Telecom Cable Satellite Comps 2021-03-08
|
Mar 8, 2021
|
|
Wireless Q4 2020: That Which is Unsustainable…
|
Mar 5, 2021
|
|
Square: The Bull Thesis from Here
|
Mar 3, 2021
|
|
Q4 2020 Cord-Cutting Monitor: Revisiting the Value Chain
|
Mar 2, 2021
|
|
Communications Infrastructure Comps 2021-03-01
|
Mar 1, 2021
|
|
AMC Networks: Not The Walking Dead?
|
Mar 1, 2021
|
|
Cinemark: Will Share Gains Be Enough?
|
Mar 1, 2021
|
|
Media Comps 2021-03-01
|
Mar 1, 2021
|
|
Telecom Cable Satellite Comps 2021-03-01
|
Mar 1, 2021
|
|
CryptoAsset & Blockchain Advisor
|
Mar 1, 2021
|
|
Twitter: They Are Not Who We Thought They Were
|
Feb 26, 2021
|
|
ViacomCBS: Mission Impossible?
|
Feb 25, 2021
|
|
American Tower Q4 2020 Earnings: Looking Out Over the Sprint Churn Hump
|
Feb 25, 2021
|
|
Cogent Q4 2020 Earnings: Searching for a Bottom
|
Feb 25, 2021
|
|
U.S. Telecom: Aftershocks from the C-Band Auction
|
Feb 25, 2021
|
|
Payments, Processors, and IT Services: 4Q20 Roundup – Updated Stock Preferences and Top Sector Themes - Deck
|
Feb 25, 2021
|
|
Payments, Processors, and IT Services: 4Q20 Roundup – Updated Stock Preferences and Top Sector Themes
|
Feb 25, 2021
|
|
U.S. Telecom: Aftershocks from the C-Band Auction Slides
|
Feb 25, 2021
|
|
Cable One Q4 2020 Earnings: The High Price of a High Valuation?
|
Feb 25, 2021
|
|
Snap: They Are Who We Thought They Were
|
Feb 24, 2021
|
|
Square 4Q20: Bonus Points – The Remarkable Profitability of Cash App
|
Feb 24, 2021
|
|
Discovery: A New Growth Company?
|
Feb 23, 2021
|
|
Media Comps 2021-02-22
|
Feb 22, 2021
|
|
Dish Network Q4 2020 Earnings: When Will We Learn about Financing?
|
Feb 22, 2021
|
|
Telecom Cable Satellite Comps 2021-02-22
|
Feb 22, 2021
|
|
Communications Infrastructure Comps 2021-02-22
|
Feb 22, 2021
|
|
SBA Q4 2020 Earnings: The Shape of the “U”
|
Feb 22, 2021
|
|
Payments: Debit – No Stopping Me Now
|
Feb 19, 2021
|
|
Roku: Hunting for Impressions
|
Feb 19, 2021
|
|
Omnicom: Easy Comps & Longer Term Challenges
|
Feb 18, 2021
|
|
Digital Advertising: Will Apple Be Poisonous?
|
Feb 17, 2021
|
|
CyrusOne Q4 2020 Earnings: A Good Q4... Whither 2021?
|
Feb 17, 2021
|
|
U.S. Media: Will Going OTT Burst The Sports Bubble? Deck
|
Feb 16, 2021
|
|
Telecom Cable Satellite Comps 2021-02-16
|
Feb 16, 2021
|
|
QTS Q4 2020 Earnings: Blowout*
|
Feb 16, 2021
|
|
Media Comps 2021-02-16
|
Feb 16, 2021
|
|
Communications Infrastructure Comps 2021-02-16
|
Feb 16, 2021
|
|
PYPL, MA: Is PayPal Worth More than Mastercard?
|
Feb 12, 2021
|
|
Disney: Three Different Mice
|
Feb 12, 2021
|
|
Digital Realty Q4 2020 Earnings: The Repositioning Shining Through
|
Feb 11, 2021
|
|
Interpublic: Rather Be Early (Part 2)
|
Feb 11, 2021
|
|
FIS 4Q20: What Will Make the Deal Stocks Work Again? Part 2: Dispelling the eComm Bears
|
Feb 10, 2021
|
|
Fiserv 4Q20: What Will Make the Deal Stocks Work Again? Part 3: International Expansion
|
Feb 10, 2021
|
|
Altice USA Q4 ’20 Earnings: Same Debate, Different Day
|
Feb 10, 2021
|
|
Equinix Q4 2020 Earnings: Confidence vs. Caution
|
Feb 10, 2021
|
|
Twitter: Signs of Green Shoots; Upgrade to Neutral
|
Feb 10, 2021
|
|
Lumen Q4 2020 Earnings: Focus on Fundamentals
|
Feb 10, 2021
|
|
Fox: Will Frustration Lead To More Action?
|
Feb 9, 2021
|
|
GPN 4Q20: What Will Make the Deal Stocks Work Again? Part 1: The SMB Recovery
|
Feb 9, 2021
|
|
FIS: Model Update to Reflect Latest Macroeconomic Conditions
|
Feb 8, 2021
|
|
Telecom Cable Satellite Comps 2021-02-08
|
Feb 8, 2021
|
|
U.S. Media: Will Going OTT Burst The Sports Bubble?
|
Feb 8, 2021
|
|
Media Comps 2021-02-08
|
Feb 8, 2021
|
|
Communications Infrastructure Comps 2021-02-08
|
Feb 8, 2021
|
|
Snap: Doubling Down on Growth
|
Feb 5, 2021
|
|
DXC 3Q21: First Atos, Next IBM NewCo? Our Perspective on the Merger Question
|
Feb 5, 2021
|
|
Cognizant: Pedantic, Perhaps, But Oh So Valuable – The Upside to Cognizant’s Free Cash Flow
|
Feb 4, 2021
|
|
CoreSite Q4 2020 Earnings: Slowly Gathering the Necessary Ingredients
|
Feb 4, 2021
|
|
U.S. Media: Should We Worry About Sports Ratings?
|
Feb 4, 2021
|
|
PayPal 4Q20: Expanding ARPU from $70 to ??? – The Next Major Growth Driver for PayPal
|
Feb 4, 2021
|
|
T-Mobile Q4 2020 Earnings: Balance Sheet Wars?
|
Feb 4, 2021
|
|
Alphabet: Disclosing a Much Better Story
|
Feb 3, 2021
|
|
Cogent: A Revenant, Not a Dead Man Walking... Upgrade to Buy, Target Price $69
|
Feb 3, 2021
|
|
Telecom Cable Satellite Comps 2021-02-01
|
Feb 1, 2021
|
|
Media Comps 2021-02-01
|
Feb 1, 2021
|
|
Communications Infrastructure Comps 2021-02-01
|
Feb 1, 2021
|
|
Visa 1Q21: Have We Mentioned How Much We Love Visa Direct?
|
Jan 29, 2021
|
|
Mastercard 4Q20: Enormous, Yet Elusive – Mastercard’s Expansion into B2B Payments
|
Jan 29, 2021
|
|
Charter Q4 2020 Earnings: Can Growth be Sustained?
|
Jan 29, 2021
|
|
Facebook: Exit Velocity
|
Jan 28, 2021
|
|
ADP 2Q21: Cautious Optimism - The Promise of a Labor Recovery
|
Jan 28, 2021
|
|
Comcast Q4 2020 Earnings: Flex versus Peacock
|
Jan 28, 2021
|
|
AT&T Q4 2020 Earnings: Something's Gotta Give
|
Jan 27, 2021
|
|
Crown Castle Q4 2020 Earnings: Positioned to Lead in Tower Growth?
|
Jan 27, 2021
|
|
AXP 4Q20: Wanderlust
|
Jan 27, 2021
|
|
Discovery+: International Markets Are Complicated, but Represent a Vast Opportunity – January 27, 2021
|
Jan 27, 2021
|
|
Verizon Q4 2020: After the Auction
|
Jan 26, 2021
|
|
Media Comps 2021-01-25
|
Jan 25, 2021
|
|
Telecom Cable Satellite Comps 2021-01-25
|
Jan 25, 2021
|
|
Communications Infrastructure Comps 2020-01-25
|
Jan 25, 2021
|
|
4Q20 SVOD Tracker: I’ll Be Streaming for Christmas?
|
Jan 22, 2021
|
|
IBM 4Q20: The Slippery Slope of Declining Free Cash Flow (and a Hefty Dividend)
|
Jan 22, 2021
|
|
4Q20 SVOD Tracker Deck
|
Jan 21, 2021
|
|
Netflix: The Residue of Design
|
Jan 20, 2021
|
|
2021 Year Ahead Deck
|
Jan 20, 2021
|
|
Dish Network: The U.S. Auction, and Lessons from Japan
|
Jan 20, 2021
|
|
PayPal: The Boon of Bitcoin and BNPL - Deck
|
Jan 20, 2021
|
|
American Tower: Exploring Europe... What Should We Make of the Telxius Towers Acquisition?
|
Jan 19, 2021
|
|
Media Comps 2021-01-19
|
Jan 19, 2021
|
|
Telecom Cable Satellite Comps 2021-01-19
|
Jan 19, 2021
|
|
Communications Infrastructure 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
|
|
Media Comps 2021-01-04
|
Jan 4, 2021
|
|
Telecom Cable Satellite 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
|
|
Telecom Cable Satellite Comps 2020-12-21
|
Dec 21, 2020
|
|
Media Comps 2020-12-21
|
Dec 21, 2020
|
|
Communications Infrastructure 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
|
|
Broadband 2021: Where Are All the Subs Coming From?
|
Dec 16, 2020
|
|
Visa: Visa Direct, Cryptocurrencies, the Travel Recovery, Europe, and More – A Discussion with Visa’s President and CFO
|
Dec 16, 2020
|
|
Communications Infrastructure Comps 2020-12-14
|
Dec 14, 2020
|
|
Telecom Cable Satellite Comps 2020-12-14
|
Dec 14, 2020
|
|
Media Comps 2020-12-14
|
Dec 14, 2020
|
|
Disney: “If It Was Easy, Everyone Would Do It”
|
Dec 11, 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
|
|
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
|
|
Communications Infrastructure Comps 2020-12-07
|
Dec 7, 2020
|
|
Disney: Do You Believe in Magic? (Act 2)
|
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
|
|
Paychex: Bookings, Competition, New Payments Offerings, and the Recent Virus Surge – A Discussion with Paychex’s CEO and CFO
|
Dec 3, 2020
|
|
Discovery: Is discovery+ More Like CBS All Access or Disney+? – December 3, 2020
|
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
|
|
Communications Infrastructure Comps 2020-11-30
|
Nov 30, 2020
|
|
Media Comps 2020-11-30
|
Nov 30, 2020
|
|
Telecom Cable Satellite 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
|
|
Telecom Cable Satellite Comps 2020-11-23
|
Nov 23, 2020
|
|
Media Comps 2020-11-23
|
Nov 23, 2020
|
|
Communications Infrastructure 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
|
|
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
|
|
Rather Be Early Than Late: Upgrade Interpublic to Buy and Omnicom to Neutral
|
Nov 16, 2020
|
|
Media Comps 2020-11-16
|
Nov 16, 2020
|
|
Digital Advertising: It’s Good to Be Small & Medium
|
Nov 16, 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
|
|
Cognizant: M&A, Pricing, FCF, Cultural Change and More – a Discussion with Cognizant’s New CFO
|
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
|
|
Media Comps 2020-11-09
|
Nov 9, 2020
|
|
Communications Infrastructure Comps 2020-11-09
|
Nov 9, 2020
|
|
ViacomCBS: Walking the Transformation Tightrope
|
Nov 9, 2020
|
|
Telecom Cable Satellite Comps 2020-11-09
|
Nov 9, 2020
|
|
Discovery: The Discovery Difference?
|
Nov 6, 2020
|
|
Square 3Q20: The Seller Revival
|
Nov 6, 2020
|
|
Cinemark: Can Dynamic Windowing Be A Good Thing?
|
Nov 6, 2020
|
|
Dish Network Q3 2020 Earnings: What Have We Learned?
|
Nov 6, 2020
|
|
DXC 2Q21: A Moment We Have All Been Waiting For
|
Nov 6, 2020
|
|
Roku: Stream On, Dream On
|
Nov 6, 2020
|
|
T-Mobile Q3 2020 Earnings: From 3G Worst to 5G First
|
Nov 5, 2020
|
|
Cable One Q3 2020 Earnings: Twin Pillars
|
Nov 5, 2020
|
|
Cogent Q3 2020 Earnings: COVID Winner to COVID Loser to COVID What?
|
Nov 5, 2020
|
|
Lumen Q3 2020 Earnings: Hangin’ Tough
|
Nov 4, 2020
|
|
Fox: Is the Trump News Network to Blame?
|
Nov 4, 2020
|
|
AMC Networks: Needing a Bigger “Life” Boat?
|
Nov 3, 2020
|
|
Cognizant 3Q20: Why Are Bookings Growing 15%, Yet Revenues Are Still Flat?
|
Nov 3, 2020
|
|
PayPal 3Q20: Prognosticating 2021
|
Nov 3, 2020
|
|
5G Summit Agenda Final
|
Nov 2, 2020
|
|
SBA Q3 2020 Earnings: The Last Best Hope
|
Nov 2, 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
|
|
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
|
|
Online Advertising: Easy Money
|
Oct 30, 2020
|
|
Visa 4Q20: Delayed Gratification
|
Oct 29, 2020
|
|
American Tower Q3 2020 Earnings: End of an Era?
|
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
|
|
MA 3Q20: Flatlined
|
Oct 29, 2020
|
|
Altice USA Q3 2020 Earnings: The M&A Exit?
|
Oct 29, 2020
|
|
ADP 1Q21: Shaking Off the Bears
|
Oct 29, 2020
|
|
WPP: Does the V Look Like a U for Now?
|
Oct 29, 2020
|
|
Omnicom: Enough Already, Upgrade to Neutral from Sell
|
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
|
|
Fiserv 3Q20: The Path Out of Purgatory
|
Oct 28, 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
|
|
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
|
|
AT&T Q3 2020 Earnings: What Did AT&T See?
|
Oct 22, 2020
|
|
Interpublic: Rather Be Early Than Late; Upgrade to Buy
|
Oct 22, 2020
|
|
Crown Castle Q3 2020 Earnings: Confirming Fears?
|
Oct 21, 2020
|
|
Netflix: Netflix and Chill
|
Oct 21, 2020
|
|
Verizon Q3 2020: The Many Riddles of 5G
|
Oct 21, 2020
|
|
Snap: As If 2020 Never Happened
|
Oct 21, 2020
|
|
IBM 3Q20: Tantalizing, Yet Elusive: The Mid-Single Digit Revenue Growth Target
|
Oct 20, 2020
|
|
Telecom Cable Satellite Comps 2020-10-19
|
Oct 19, 2020
|
|
U.S. Media & Internet: Of Tailwinds & Bubbles?
|
Oct 19, 2020
|
|
5G Summit Agenda
|
Oct 19, 2020
|
|
Payments: Digital Wallet Wars in the COVID-19 Era – New 1000+ Respondent Consumer Survey
|
Oct 19, 2020
|
|
Media Comps 2020-10-19
|
Oct 19, 2020
|
|
Communications Infrastructure 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
|
|
U.S. Data Centers: What Risks Should We be Focused On?
|
Oct 13, 2020
|
|
The Incredible Shrinking AT&T... A Sum of the Parts View
|
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
|
|
IBM, DXC: IBM’s Managed Infrastructure Services Spin – A Healthy (If Arduous) Divorce
|
Oct 9, 2020
|
|
U.S. Theaters: Unten(et)able?
|
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
|
|
Dish Network: The Wholesale versus Retail Dilemma
|
Oct 1, 2020
|
|
Disney: A Lifeboat, But At What Price?
|
Oct 1, 2020
|
|
U.S. Digital Advertising: Are Even the Bulls Too Low?
|
Sep 29, 2020
|
|
Media Comps 2020-09-28
|
Sep 28, 2020
|
|
Communications Infrastructure Comps 2020-09-28
|
Sep 28, 2020
|
|
Accenture 4Q20: Feels Like 1973 All Over Again
|
Sep 25, 2020
|
|
Payments, Processors, and IT Services: Better, or Worse (Than Expected)? A Mid-Quarter Check-in on the COVID-19 Recovery
|
Sep 23, 2020
|
|
Roku: Is the +20% Move Justified Post the NBCU Deal?
|
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
|
|
Communications Infrastructure Comps 2020-09-14
|
Sep 14, 2020
|
|
Media Comps 2020-08-14
|
Sep 14, 2020
|
|
Telecom Cable Satellite 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
|
|
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
|
|
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
|
|
Communications Infrastructure Comps 2020-09-08
|
Sep 8, 2020
|
|
Media Comps 2020-09-08
|
Sep 8, 2020
|
|
Telecom Cable Satellite Comps 2020-09-08
|
Sep 8, 2020
|
|
Payments: The Ant Group IPO – Threats, Opportunities and Implications for V, MA, PYPL, SQ, FIS, FISV and GPN
|
Sep 8, 2020
|
|
U.S. Towers: Returning to Returns... How Do Crown Castle and its Fiber Business Stack Up?
|
Sep 2, 2020
|
|
Media Comps 2020-08-31
|
Aug 31, 2020
|
|
U.S. Advertising: Explaining the Inexplicable
|
Aug 31, 2020
|
|
Telecom Cable Satellite Comps 2020-08-31
|
Aug 31, 2020
|
|
Communications Infrastructure Comps 2020-08-31
|
Aug 31, 2020
|
|
WPP: Time Now to Compare and Contrast
|
Aug 28, 2020
|
|
Communications Infrastructure Comps 2020-08-24
|
Aug 24, 2020
|
|
Media Comps 2020-08-24
|
Aug 24, 2020
|
|
Fox: Is It Time to Sell the Broadcast Assets?
|
Aug 24, 2020
|
|
Telecom Cable Satellite 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
|
|
Wireless Q2 2020: Chasing T-Mobile
|
Aug 19, 2020
|
|
Visa: A Deep Dive – The Bull Thesis in 30 Slides
|
Aug 19, 2020
|
|
Media Comps 2020-08-17
|
Aug 17, 2020
|
|
Visa Deep Dive: Top Pick, Target Price = $250
|
Aug 17, 2020
|
|
Communications Infrastructure Comps 2020-08-17
|
Aug 17, 2020
|
|
Telecom Cable Satellite Comps 2020-08-17
|
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
|
Aug 13, 2020
|
|
U.S. Media & Internet: A Tale of Two Tales
|
Aug 13, 2020
|
|
Payments, Processors, and IT Services: 2Q20 Roundup – Updated Stock Preferences and Top Sector Themes - Deck
|
Aug 13, 2020
|
|
Q2 2020 Cord-Cutting Monitor: The Second Cycle
|
Aug 12, 2020
|
|
Media Comps 2020-08-10
|
Aug 10, 2020
|
|
Telecom Cable Satellite Comps 2020-08-10
|
Aug 10, 2020
|
|
ViacomCBS: Can They Get To The Other Side?
|
Aug 7, 2020
|
|
DXC 1Q’21: Is That A Light At the End of the Tunnel?
|
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
|
|
T-Mobile Q2 2020 Earnings: Come On In, the Water’s Fine
|
Aug 6, 2020
|
|
Cable One Q2 2020 Earnings: Closing the Gap
|
Aug 6, 2020
|
|
FISV 2Q20: How Are the Merchant Acquirers Faring Through the Pandemic?
|
Aug 6, 2020
|
|
Square 2Q20: How’d They Do That?
|
Aug 6, 2020
|
|
Cogent Q2 2020 Earnings: First Look Post-COVID
|
Aug 6, 2020
|
|
AMC Networks: Summing Up A Quarter
|
Aug 5, 2020
|
|
Discovery: Can the SUV Float?
|
Aug 5, 2020
|
|
Disney and Fox: What’s My Narrative?
|
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
|
|
Cinemark: Can PVOD Terms Still Improve?
|
Aug 4, 2020
|
|
GPN 2Q20: What to Make of the New AWS Partnership (and a Mini-Primer on Issuer Processing)
|
Aug 4, 2020
|
|
Cognizant 2Q’20: How Excited Should We Be About 14% Bookings Growth?
|
Aug 3, 2020
|
|
Communications Infrastructure Comps 2020-08-03
|
Aug 3, 2020
|
|
Media Comps 2020-08-03
|
Aug 3, 2020
|
|
Telecom Cable Satellite Comps 2020-08-03
|
Aug 3, 2020
|
|
SBA Q2 2020 Earnings: How Similar to its Peers?
|
Aug 3, 2020
|
|
Alphabet and Facebook: Letting the Numbers Do the Talking
|
Jul 31, 2020
|
|
Mastercard 2Q20: The Signs That People Are, In Fact, Avoiding Cash
|
Jul 31, 2020
|
|
Charter Q2 2020 Earnings: De-risking Broadband
|
Jul 31, 2020
|
|
American Tower Q2 2020 Earnings: Mid-Year Checkup
|
Jul 30, 2020
|
|
Comcast Q2 2020 Earnings: Growth versus Value
|
Jul 30, 2020
|
|
ADP 4Q20: Will the Near-Term Pain Translate to Long-Term Gain?
|
Jul 30, 2020
|
|
PayPal 2Q20: How About 25% Growth in Core Checkout Again in 2021? We Think Yes.
|
Jul 30, 2020
|
|
CoreSite Q2 2020 Earnings: Mojo on the Horizon?
|
Jul 30, 2020
|
|
Digital Realty Q2 2020 Earnings: Strutting its Stuff
|
Jul 30, 2020
|
|
Altice USA Q2 2020 Earnings: The “Can It Grow” Debate
|
Jul 30, 2020
|
|
Interpublic: Crisis Management
|
Jul 29, 2020
|
|
Crown Castle Q2 2020 Earnings: What Happens Next?
|
Jul 29, 2020
|
|
Visa 3Q20: Top Pick as Faster Cash Displacement and Visa Direct Accelerate Volume Growth to 15% in FY21
|
Jul 29, 2020
|
|
Equinix Q2 2020 Earnings: Powering Ahead
|
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
|
|
Media Comps 2020-07-27
|
Jul 27, 2020
|
|
Telecom Cable Satellite Comps 2020-07-27
|
Jul 27, 2020
|
|
Communications Infrastructure Comps 2020-07-27
|
Jul 27, 2020
|
|
QTS Q2 2020 Earnings: So, Just How Good?
|
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
|
|
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
|
|
AT&T Q2 2020 Earnings: Fewer Degrees of Freedom
|
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
|
|
Communications Infrastructure Comps 2020-07-20
|
Jul 20, 2020
|
|
Green Lights and Yellow Flags: Initiating Coverage of Roku at Neutral
|
Jul 20, 2020
|
|
Telecom Cable Satellite Comps 2020-07-20
|
Jul 20, 2020
|
|
Media 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
|
|
Telecom Cable Satellite Comps 2020-07-06
|
Jul 6, 2020
|
|
Communications Infrastructure 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
|
|
Comcast: Sky Diving
|
Jun 29, 2020
|
|
Telecom Cable Satellite Comps 2020-06-29
|
Jun 29, 2020
|
|
Communications Infrastructure Comps 2020-06-29
|
Jun 29, 2020
|
|
Media Comps 2020-06-29
|
Jun 29, 2020
|
|
Cogent: Still a Sell?
|
Jun 26, 2020
|
|
Accenture 3Q20: Digital/Cloud Shift – 1, Macroeconomic Environment – 0
|
Jun 26, 2020
|
|
Media 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
|
|
Communications Infrastructure Comps 2020-06-22
|
Jun 22, 2020
|
|
DXC: Six Takeaways from our Fireside Chat with DXC’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
|
|
Cognizant: Five Takeaways from our Fireside Chat with Cognizant’s CEO during MN’s 2nd Annual PPI Summit
|
Jun 18, 2020
|
|
CDT v. Trump Complaint
|
Jun 16, 2020
|
|
Executive Order
|
Jun 16, 2020
|
|
ZwillGen Update on the Executive Order
|
Jun 16, 2020
|
|
Paychex: Six Takeaways from our Fireside Chat with Paychex’s CEO & CFO during MN’s PPI Summit
|
Jun 16, 2020
|
|
U.S. Towers: The Most Important Risks
|
Jun 15, 2020
|
|
Telecom Cable Satellite Comps 2020-06-15
|
Jun 15, 2020
|
|
Communications Infrastructure Comps 2020-06-15
|
Jun 15, 2020
|
|
Media Comps 2020-06-15
|
Jun 15, 2020
|
|
Mastercard: Takeaways from Discussions with Mastercard’s President, NA, at MN’s 2nd PPI Summit
|
Jun 12, 2020
|
|
T-Mobile - Deep Dive on T-Mobile - Conference Call Slides
|
Jun 11, 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
|
|
PayPal: Five Takeaways from our Fireside Chat with PayPal’s CEO during MN’s 2nd Annual PPI Summit
|
Jun 10, 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
|
|
Wireless Q1 2020: Can We Avoid Another Price War?
|
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
|
|
Communications Infrastructure Comps 2020-05-26
|
May 26, 2020
|
|
Media Comps 2020-05-26
|
May 26, 2020
|
|
Telecom Cable Satellite Comps 2020-05-26
|
May 26, 2020
|
|
U.S. Advertising: The Shape of Recovery
|
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
|
|
Media Comps 2020-05-18
|
May 18, 2020
|
|
Telecom Cable Satellite Comps 2020-05-18
|
May 18, 2020
|
|
Communications Infrastructure 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
|
|
2nd Annual Payments Agenda
|
May 14, 2020
|
|
State of the Industry 2020 Slides
|
May 14, 2020
|
|
Payments, Processors, and IT Services: 1Q20 Roundup - Top Sector Themes and Updated Stock Preferences
|
May 14, 2020
|
|
Cable One Q1 2020 Earnings: Still Searching for Theories
|
May 11, 2020
|
|
Communications Infrastructure Comps 2020-05-11
|
May 11, 2020
|
|
FISV 1Q20: Rays of Hope (and a New CEO)
|
May 11, 2020
|
|
Telecom Cable Satellite Comps 2020-05-11
|
May 11, 2020
|
|
Media Comps 2020-05-11
|
May 11, 2020
|
|
Cognizant 1Q’20: Are We There Yet?
|
May 11, 2020
|
|
7th Annual Media Communications Agenda
|
May 10, 2020
|
|
Q1 2020 Cord-Cutting Monitor: Pay TV Catches COVID
|
May 8, 2020
|
|
ViacomCBS: Pull in the Reins
|
May 8, 2020
|
|
FIS 1Q20: The Value of Diversification
|
May 8, 2020
|
|
Square 1Q20: In Sickness and In Health
|
May 8, 2020
|
|
GPN 1Q20: Global Payments Will Be Fine, but This Recovery is Looking Slow and Painful
|
May 7, 2020
|
|
Cogent Q1 2020 Earnings: Backdoor Netflix?
|
May 7, 2020
|
|
Fox and Discovery: Can Opposites Be Attractive?
|
May 7, 2020
|
|
Dish Network Q1 2020 Earnings: An Inconvenient Truth
|
May 7, 2020
|
|
PayPal 1Q20: God Bless the Checkout Button
|
May 7, 2020
|
|
Digital Realty Q1 2020 Earnings: The New Digital Realty
|
May 7, 2020
|
|
T-Mobile Q1 2020 Earnings: UFO or Murder Hornet?
|
May 6, 2020
|
|
Equinix Q1 2020 Earnings: Positioned for the Crisis and Beyond
|
May 6, 2020
|
|
CenturyLink Q1 2020 Earnings: How Cyclical?
|
May 6, 2020
|
|
AMC Networks: Our Song Remains The Same
|
May 6, 2020
|
|
Disney: Fast-Forward to FY2022
|
May 6, 2020
|
|
2nd Annual Payments, Processors and IT Services Summit Agenda
|
May 5, 2020
|
|
SBA Q1 2020 Earnings: WACC vs. Growth
|
May 5, 2020
|
|
Disney: A Long and Winding Road; Downgrade to Neutral
|
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
|
|
7th Annual Media and Communications Summit Agenda
|
May 4, 2020
|
|
ADP 3Q20: Could Have Been Worse
|
May 1, 2020
|
|
CenturyLink: Revising Model to Account for Change in USF Accounting and Customer Assignments
|
May 1, 2020
|
|
Visa 2Q20: Adjusting to the New Normal
|
May 1, 2020
|
|
Charter Q1 2020 Earnings: Asymptomatic… or Better?
|
May 1, 2020
|
|
Twitter: Really?
|
Apr 30, 2020
|
|
Altice USA Q1 2020 Earnings: Epicentricity
|
Apr 30, 2020
|
|
Facebook: More of the Same
|
Apr 30, 2020
|
|
MA 1Q20: Terrible, Terrific, and Everything in Between
|
Apr 30, 2020
|
|
WPP: What is “Normal”?
|
Apr 30, 2020
|
|
CoreSite Q1 2020 Earnings: Weathering the Storm
|
Apr 30, 2020
|
|
Comcast Q1 2020 Earnings: Winners, Losers, and Comcast
|
Apr 30, 2020
|
|
American Tower Q1 2020 Earnings: Mostly Quarantined
|
Apr 29, 2020
|
|
Crown Castle Q1 2020 Earnings: Holding the Line
|
Apr 29, 2020
|
|
Alphabet: Curb Your Enthusiasm?
|
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
|
|
Communications Infrastructure 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
|
|
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
|
|
Netflix: The Perfect Storm Redux
|
Apr 22, 2020
|
|
AT&T Q1 2020 Earnings: Testing, Testing, Testing
|
Apr 22, 2020
|
|
Interpublic: Waiting for the Smoke to Clear
|
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
|
|
Payments: Impacts of COVID-19 on the Payments Sector (in 15 Slides)
|
Apr 20, 2020
|
|
Communications Infrastructure Comps 2020-04-20
|
Apr 20, 2020
|
|
Telecom Cable Satellite Comps 2020-04-20
|
Apr 20, 2020
|
|
Comcast: The Trouble With Complicated Stories
|
Apr 20, 2020
|
|
Media Internet Comps 2020-04-20
|
Apr 20, 2020
|
|
U.S. Data Centers: Interpreting Current Valuations, and Implications of the Pandemic
|
Apr 20, 2020
|
|
2020-04-20 SMA Deck
|
Apr 19, 2020
|
|
MN Quarterly SVOD Tracker: The Perfect Storm
|
Apr 17, 2020
|
|
Impacts of COVID-19 on the Payments Sector
|
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
|
|
Payments: How COVID-19 Might Change Us (Or Payments, At Least) Forever
|
Apr 13, 2020
|
|
Telecom Cable Satellite Comps 2020-04-13
|
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
|
|
Media Internet Comps 2020-04-06
|
Apr 6, 2020
|
|
U.S. Sports: The Cost of Everything and the Value of… Everything
|
Apr 6, 2020
|
|
Communications Infrastructure Comps 2020-04-06
|
Apr 6, 2020
|
|
Telecom Cable Satellite Comps 2020-04-06
|
Apr 6, 2020
|
|
AT&T: How Safe is the Dividend?
|
Apr 3, 2020
|
|
Sprint: Discontinuing Coverage
|
Apr 2, 2020
|
|
V, MA: New Three-Year Outlook – Consumer Spending Worse than Expected, But V & MA Can Withstand It
|
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
|
|
Paychex 3Q20: The Oracle of Small Business U.S.A.
|
Mar 27, 2020
|
|
ViacomCBS: Maybe It’s Time to Let the Old Ways Die?
|
Mar 27, 2020
|
|
Square: Down But Not Out
|
Mar 26, 2020
|
|
Commercial Wireline Services: Staring into the Abyss
|
Mar 25, 2020
|
|
Twitter: The First of Many
|
Mar 24, 2020
|
|
Disney: Sizing the Disney+ International Opportunity
|
Mar 24, 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
|
|
Communications Infrastructure Comps 2020-03-23
|
Mar 23, 2020
|
|
Cinemark: Swimming Naked?
|
Mar 20, 2020
|
|
Accenture 2Q20: A First Glimpse at the COVID-19 Impact
|
Mar 20, 2020
|
|
When Resilience Matters – Who Can Withstand the COVID-19 Shock? Deck
|
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
|
|
Media Comps
|
Mar 16, 2020
|
|
Back to Fundamentals Conference Call Deck
|
Mar 16, 2020
|
|
Telecom Cable Satellite Comps 2020-03-16
|
Mar 16, 2020
|
|
Communications Infrastructure comps
|
Mar 16, 2020
|
|
U.S. Media & Internet: Assessing the Recession Risk
|
Mar 12, 2020
|
|
Deep Dive on DXC and CTSH
|
Mar 12, 2020
|
|
DXC: Messy – Yes, But Not That Messy – Upgrading to Buy, TP = $30
|
Mar 12, 2020
|
|
Media Comps 2020-03-09
|
Mar 9, 2020
|
|
Zayo: Dropping Coverage
|
Mar 9, 2020
|
|
Communications Infrastructure Comps 2019-03-09
|
Mar 9, 2020
|
|
Wireless Q4 2019: The New T-Mobile, the State of the Industry, and the 5G “White Space”
|
Mar 9, 2020
|
|
Telecom Cable Satellite 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
|
|
Crown Castle: How Does Its New Accounting Work, and What Does It Mean?
|
Mar 2, 2020
|
|
WPP: WTF WPP?
|
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
|
|
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
|
|
IBM: Dear Mr. Krishna, Six Actions We are Watching For
|
Feb 24, 2020
|
|
Communications Infrastructure Comps 2020-02-24
|
Feb 24, 2020
|
|
Telecom Cable Satellite Comps 2020-02-24
|
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
|
|
CyrusOne Q4 2019 Earnings: M&A Whiplash
|
Feb 19, 2020
|
|
Q4 2019 Cord-Cutting Monitor: The Great Unwind
|
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
|
|
Global Payments 4Q19: The Next Catalyst – Re-Visiting the M&A Chessboard
|
Feb 13, 2020
|
|
Digital Realty Q4 2019 Earnings: Slimming Down and Bulking Up
|
Feb 13, 2020
|
|
CenturyLink Q4 2019 Earnings: Better Off Waiting?
|
Feb 12, 2020
|
|
Equinix Q4 2019 Earnings: PMs vs. Analysts
|
Feb 12, 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
|
|
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
|
|
Telecom Cable Satellite Comps 2020-02-10
|
Feb 10, 2020
|
|
GPN: Model update to reflect revised segment reporting structure and non-GAAP reporting methodology
|
Feb 10, 2020
|
|
Communications Infrastructure Comps 2020-02-10
|
Feb 10, 2020
|
|
DXC 3Q20: The Touchstone – FY22 Free Cash Flow
|
Feb 7, 2020
|
|
Fox: The Page Has Been Turned
|
Feb 6, 2020
|
|
T-Mobile Q4 2019 Earnings: Heads-I-Win/Tails-I-Win, Redux
|
Feb 6, 2020
|
|
CoreSite Q4 2019 Earnings: Is the Turn Finally Coming?
|
Feb 6, 2020
|
|
Twitter: Numbers Get Cut As Stock Races Up!
|
Feb 6, 2020
|
|
Cognizant 4Q19: The Reacceleration of Revenue Growth – Bull vs. Bear
|
Feb 6, 2020
|
|
Disney: The Disney Difference
|
Feb 5, 2020
|
|
Snap: Closing the Monetization Gap
|
Feb 5, 2020
|
|
Fiserv 4Q19: Hard to Please
|
Feb 5, 2020
|
|
Comcast: Less than Zero? Upgrading To Buy
|
Feb 4, 2020
|
|
Alphabet: To Be Real
|
Feb 4, 2020
|
|
Zayo: Q2 F2020 Earnings: Good Night, and Good Luck
|
Feb 4, 2020
|
|
Telecom Cable Satellite Comps 2020-02-03
|
Feb 3, 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
|
|
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
|
|
Cogent: What a Difference Six Weeks Makes… Downgrading to Sell, TP $56
|
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
|
|
PayPal 4Q19: Cleans Up Good
|
Jan 30, 2020
|
|
Verizon Q4 2019 Earnings: Bucking Some Trends… Getting Bucked by Others
|
Jan 30, 2020
|
|
Mastercard 4Q19: Can Mastercard Do a 15+% Revenue Growth Three-Peat?
|
Jan 30, 2020
|
|
IT Services & Processors 2020: Hurry Up and Wait
|
Jan 29, 2020
|
|
Quarterly SVOD Tracker: The First Battle
|
Jan 29, 2020
|
|
AT&T Q4 2019 Earnings: Two Clocks
|
Jan 27, 2020
|
|
Communications Infrastructure 2020-01-27
|
Jan 27, 2020
|
|
Telecom Cable Satellite Comps 2020-01-27
|
Jan 27, 2020
|
|
Media Internet Comps 2020-01-27
|
Jan 27, 2020
|
|
Sprint CQ4 2019 Earnings: What’s Left to Say?
|
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
|
|
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
|
|
2020-01-21 CIO Survey
|
Jan 21, 2020
|
|
U.S. Towers: The Case for Crown Castle?
|
Jan 21, 2020
|
|
Telecom Cable Satellite Comps 2020-01-21
|
Jan 21, 2020
|
|
Communications Infrastructure 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
|
|
ViacomCBS: Stuck In The Middle? Initiate at Neutral
|
Jan 15, 2020
|
|
U.S. Media: 20-20 Vision, This Time is Different
|
Jan 15, 2020
|
|
Vivint Lunch Slides
|
Jan 14, 2020
|
|
Payments 2020: Fistfights on a Freight Train
|
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
|
|
Communications Infrastructure Comps 2020-01-06
|
Jan 6, 2020
|
|
Internet Comps 2020-01-06
|
Jan 6, 2020
|
|
Telecom Cable Satellite 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
|
|
Paychex 2Q20: Defying Sluggish Employment Growth, Management Solutions Growth Creeps Above 5%
|
Dec 19, 2019
|
|
Square: GPV Growth, PoS Innovations, Direct Deposit – Takeaways From Meetings with Square’s CFO
|
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
|
|
Cogent: What Should We Make of This Extremophile?
|
Dec 16, 2019
|
|
Media Comps 2019-12-16
|
Dec 16, 2019
|
|
Internet Comps 2019-12-16
|
Dec 16, 2019
|
|
Broadband Q3 2019: Revisiting Competitive Dynamics
|
Dec 16, 2019
|
|
PayPal: Growing Scale and Engagement – Takeaways From Breakfast with PayPal’s CEO
|
Dec 16, 2019
|
|
Telecom Cable Satellite Comps 2019-12-16
|
Dec 16, 2019
|
|
Communications Infrastructure 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
|
|
Internet Comps 2019-12-09
|
Dec 9, 2019
|
|
2019-12-09 Meeting with John Stratton
|
Dec 9, 2019
|
|
GPN, FISV, FIS: Issuer Processing – The Wingman
|
Dec 9, 2019
|
|
Telecom Cable Satellite Comps 2019-12-09
|
Dec 9, 2019
|
|
Communications Infrastructure Comps 2019-12-09
|
Dec 9, 2019
|
|
Data Centers: 2020 Outlooks and the Search for Edge
|
Dec 9, 2019
|
|
Media Comps 2019-12-09
|
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
|
|
Communications Infrastructure Comps 2019-12-02
|
Dec 2, 2019
|
|
U.S. Pay TV and U.S. Media: Cord-Cutting Summit 2019 Takeaways
|
Dec 2, 2019
|
|
Media Comps 2019-12-02
|
Dec 2, 2019
|
|
Internet Comps 2019-12-02
|
Dec 2, 2019
|
|
Telecom Internet Satellite Comps 2019-12-02
|
Dec 2, 2019
|
|
Payments: Big Tech, Neobanks, and Many More – Top Trends and Recent Developments in Payments
|
Nov 25, 2019
|
|
CenturyLink: Definitely Maybe
|
Nov 25, 2019
|
|
Telecom Cable Satellite Comps 2019-11-25
|
Nov 25, 2019
|
|
Communications Infrastructure Comps 2019-11-25
|
Nov 25, 2019
|
|
Media Comps 2019-11-25
|
Nov 25, 2019
|
|
Online Advertising: Screw DAUs, Follow the Money
|
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
|
|
Media Comps 2019-11-18
|
Nov 18, 2019
|
|
Internet 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
|
|
Communications Infrastructure 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 Live is Dead Conference Call Deck
|
Nov 13, 2019
|
|
Q3 2019 Cord-Cutting Monitor: Live Is Dead
|
Nov 13, 2019
|
|
CBS: The Good Fight
|
Nov 13, 2019
|
|
Final Cord-Cutting Agenda
|
Nov 12, 2019
|
|
DXC 2Q20: Those Stubborn, Exasperating, Declining Revenues
|
Nov 12, 2019
|
|
Internet Comps 2019-11-11
|
Nov 11, 2019
|
|
Media Comps 2019-11-11
|
Nov 11, 2019
|
|
Communications Infrastructure Comps 2019-11-11
|
Nov 11, 2019
|
|
Telecom Cable Satellite Comps 2019-11-11
|
Nov 11, 2019
|
|
Cognizant: “Evolve, Not Fix” – Takeaways from Lunch with Cognizant’s CEO & CFO
|
Nov 11, 2019
|
|
Disney: It Just Doesn't Matter
|
Nov 8, 2019
|
|
Dish Q3 2019 Earnings: The Pay TV Rorschach Test
|
Nov 7, 2019
|
|
Fiserv 3Q19: Nope, Not a Typo – Merchant Acquiring is Growing 10%
|
Nov 7, 2019
|
|
Discovery: Moving On To What Comes Next
|
Nov 7, 2019
|
|
Cable One Q3 2019 Earnings: What's Embedded in CABO's 16x (16x!) EBITDA Multiple?
|
Nov 7, 2019
|
|
Fox: Please Keep Turning the Page
|
Nov 7, 2019
|
|
Square 3Q19: A Little Painful to Get There, But So… Much… Better
|
Nov 7, 2019
|
|
Cogent Q3 2019 Earnings: Revenue vs. Margins
|
Nov 7, 2019
|
|
Cinemark: Is It Time to Worry About Streaming Yet?
|
Nov 6, 2019
|
|
FIS 3Q19: The All-Around Athlete in eComm
|
Nov 6, 2019
|
|
Zayo Q1 F2020 Earnings: A Walk Down Memory Lane
|
Nov 6, 2019
|
|
CenturyLink Q3 2019 Earnings: Upside Surprise?
|
Nov 6, 2019
|
|
Altice USA Q3 2019 Earnings: What Could Derail the Rally? Could This?
|
Nov 5, 2019
|
|
Media Comps 2019-11-04
|
Nov 4, 2019
|
|
Communications Infrastructure Comps 2019-11-04
|
Nov 4, 2019
|
|
Sprint CQ3 2019 Earnings: The SoftBank Problem
|
Nov 4, 2019
|
|
Internet Comps 2019-11-04
|
Nov 4, 2019
|
|
CenturyLink: Watch for These Two Items in Q3 2019 Earnings
|
Nov 4, 2019
|
|
Telecom Cable Satellite Comps 2019-11-04
|
Nov 4, 2019
|
|
QTS Q3 2019 Earnings: Mr. Consistent
|
Nov 4, 2019
|
|
GPN 3Q19: A Peek Around the Corner at the New Global Payments
|
Nov 1, 2019
|
|
AMCX: No Man’s Land (Redux)
|
Nov 1, 2019
|
|
American Tower Q3 2019 Earnings: Reading the Tea Leaves
|
Oct 31, 2019
|
|
Facebook: Is it $10 for ’20?
|
Oct 31, 2019
|
|
CoreSite Q3 2019 Earnings: Like it Never Even Happened
|
Oct 31, 2019
|
|
ADP 1Q20: Market-related or Idiosyncratic? Predicting Performance of the PEO
|
Oct 31, 2019
|
|
CyrusOne Q3 2019 Earnings: One Year Later
|
Oct 30, 2019
|
|
Mastercard 3Q19: Navigating eCommerce – the Atropa Belladonna of Payments
|
Oct 30, 2019
|
|
Equinix Q3 2019 Earnings: Valuation and Operations
|
Oct 30, 2019
|
|
U.S. Media: What’s Even Worse Than “Freaking Ugly”?
|
Oct 30, 2019
|
|
Digital Realty Q3 2019 Earnings: Doubling Down on Europe by Acquiring Interxion
|
Oct 29, 2019
|
|
Alphabet: Hello World
|
Oct 29, 2019
|
|
WPP: Better Than Zero
|
Oct 28, 2019
|
|
AT&T Q3 2019 Earnings: Hope Is Not a Strategy
|
Oct 28, 2019
|
|
Media Comps 2019-10-28
|
Oct 28, 2019
|
|
Communications Infrastructure Comps 2019-10-28
|
Oct 28, 2019
|
|
Telecom Cable Satellite Comps 2019-10-28
|
Oct 28, 2019
|
|
Internet Comps 2019-10-28
|
Oct 28, 2019
|
|
T-Mobile Q3 2019 Earnings: The Very Real Cost of Waiting... And Waiting... And Waiting
|
Oct 28, 2019
|
|
SBA Q3 2019 Earnings: Tower Preppers
|
Oct 28, 2019
|
|
Verizon Q3 2019 Earnings: Is This as Good as It Gets?
|
Oct 25, 2019
|
|
Cord Cutting Summit Agenda
|
Oct 25, 2019
|
|
Visa 4Q19: “A Digital Wallet By Any Other Name…” Visa’s Strategy to Make Friends with FinTechs
|
Oct 25, 2019
|
|
Charter Q3 2019 Earnings: Is Charter’s New Pricing a One-Timer, or a Sign of a Change in Strategy?
|
Oct 25, 2019
|
|
PayPal 3Q19: Yes, It is (Really, Finally) Happening - An Investor’s Guide to the eBay Roll-off
|
Oct 24, 2019
|
|
Twitter: A Vote of No Confidence; Maintain Sell, new PT
|
Oct 24, 2019
|
|
Comcast Q3 2019 Earnings: A Divergence of Fortunes
|
Oct 24, 2019
|
|
Disney: Why So Complicated – Part II
|
Oct 23, 2019
|
|
Snap: The Shock Factor is Wearing Off
|
Oct 23, 2019
|
|
Interpublic: Managing Through the Losses?
|
Oct 23, 2019
|
|
Media Comps 2019-10-21
|
Oct 21, 2019
|
|
Online Advertising: Like a Knife Through Butter
|
Oct 21, 2019
|
|
Internet Comps 2019-10-21
|
Oct 21, 2019
|
|
Telecom Cable Satellite Comps 2019-10-21
|
Oct 21, 2019
|
|
Communications Infrastructure Comps 2019-10-21
|
Oct 21, 2019
|
|
ViacomCBS: Can’t Believe the S-4
|
Oct 18, 2019
|
|
Netflix: Look Down, Look Down
|
Oct 17, 2019
|
|
U.S. Wireless: The 5G Elephant in the Room
|
Oct 17, 2019
|
|
IBM 3Q19: Underwhelming and Complicated. Looking Ahead…A Scorecard for IBM’s Success in 2020
|
Oct 17, 2019
|
|
Crown Castle: Dimensioning a Possible Restatement
|
Oct 17, 2019
|
|
Crown Castle Q3 2019 Earnings: Did We Already Get Guidance?
|
Oct 16, 2019
|
|
Omnicom: Winning Is Everything?
|
Oct 16, 2019
|
|
Data Centers: Love Is in the Air… Musings on M&A
|
Oct 15, 2019
|
|
ADP, PAYX: In a World of Tech-Enabled HR Services, Do ADP & Paychex Win or Lose?
|
Oct 15, 2019
|
|
Telecom Cable Satellite Comps 2019-10-14
|
Oct 14, 2019
|
|
Communications Infrastructure Comps 2019-10-14
|
Oct 14, 2019
|
|
MN Quarterly SVOD Tracker: The Calm Before the Storm
|
Oct 14, 2019
|
|
Media Comps 2019-10-14
|
Oct 14, 2019
|
|
Internet Comps 2019-10-14
|
Oct 14, 2019
|
|
Advertising Agencies: Mind the Gap...Part II
|
Oct 11, 2019
|
|
Payments: eCommerce Deep Dive in 30 Slides
|
Oct 11, 2019
|
|
Payments: The Tidal Wave Slides
|
Oct 10, 2019
|
|
DXC Deep Dive Lunch Slides
|
Oct 8, 2019
|
|
DXC: Hitting the Reset Button... At What Point Does it Become an Attractive Investment?
|
Oct 8, 2019
|
|
Media Comps 2019-10-07
|
Oct 7, 2019
|
|
Communications Infrastructure Comps 2019-10-07
|
Oct 7, 2019
|
|
Time to Factor In Higher Margins Deck
|
Oct 7, 2019
|
|
Telecom Cable Satellite Comps 2019-10-07
|
Oct 7, 2019
|
|
Internet Comps 2019-10-07
|
Oct 7, 2019
|
|
FOXA: Please Turn the Page
|
Oct 7, 2019
|
|
Paychex 1Q20: Strikingly Sunny Skies…Do They Stay Sunny Through a Macro Downturn?
|
Oct 3, 2019
|
|
Towers ROIC: Scouring the Globe for Insights and Opportunities
|
Oct 3, 2019
|
|
Snap: Can Lightning Strike Twice? Part II, It's Complicated.
|
Oct 2, 2019
|
|
Payments: The Tidal Wave – Our Proprietary eCommerce Forecast and Implications for the Payments Sector
|
Oct 2, 2019
|
|
U.S. Cable: It’s Time to Factor in Higher Margins; Raising Estimates and TPs for CHTR, ATUS, CMCSA, and CABO
|
Oct 2, 2019
|
|
Snap: Can Lightning Strike Twice?
|
Oct 1, 2019
|
|
Telecom Cable Satellite Comps 2019-09-30
|
Sep 30, 2019
|
|
Media Comps 2019-09-30
|
Sep 30, 2019
|
|
Internet Comps 2019-09-30
|
Sep 30, 2019
|
|
Communications Infrastructure Comps 2019-09-30
|
Sep 30, 2019
|
|
Accenture 4Q19: The Final Worry – Macroeconomic Exposure
|
Sep 27, 2019
|
|
Dish Network: Revisiting the Short (or Long?) Thesis
|
Sep 27, 2019
|
|
Sports and Pay TV Deck
|
Sep 26, 2019
|
|
V, MA, FIS, FISV: B2B Payments – Big? Yes. Lots of Inertia? Double-Yes. And in Need of a Leader.
|
Sep 26, 2019
|
|
ADP: The Long-Term Bull Case – ADP’s Unheralded Technology Leadership (Yes, Really)
|
Sep 23, 2019
|
|
Media Comps 2019-09-23
|
Sep 23, 2019
|
|
Sports in the U.S.: Where Will This Obsession Lead Us?
|
Sep 23, 2019
|
|
Telecom Cable Satellite Comps 2019-09-23
|
Sep 23, 2019
|
|
Internet Comps 2019-09-23
|
Sep 23, 2019
|
|
Communications Infrastructure Comps 2019-09-23
|
Sep 23, 2019
|
|
MA: Laying the Foundation for the Next 20 Years – Mastercard’s Expansion into New Payment Flows
|
Sep 18, 2019
|
|
U.S. Media: The Paradox of Agencies and Advertising
|
Sep 17, 2019
|
|
Internet Comps 2019-09-16
|
Sep 16, 2019
|
|
Communications Infrastructure Comps 2019-09-16
|
Sep 16, 2019
|
|
Telecom Cable Satellite Comps 2019-09-16
|
Sep 16, 2019
|
|
PYPL: The Bumpy Road to Greener Pastures - Navigating PayPal in 2020
|
Sep 16, 2019
|
|
Media Comps 2019-09-16
|
Sep 16, 2019
|
|
2019-09-11 Ligado Lunch Meeting Notes
|
Sep 12, 2019
|
|
Wireless Q2 2019: TINA Loves Telecom. So Does Elliott.
|
Sep 10, 2019
|
|
Media Comps 2019-09-09
|
Sep 9, 2019
|
|
Payments, Processors, & IT Services: Fall 2019 Sector Outlook (in 50 charts)
|
Sep 9, 2019
|
|
Internet Comps 2019-09-09
|
Sep 9, 2019
|
|
Communications Infrastructure Comps 2019-09-09
|
Sep 9, 2019
|
|
ViacomCBS: The Hate You Give
|
Sep 9, 2019
|
|
Telecom Cable Satellite Comps 2019-09-09
|
Sep 9, 2019
|
|
Square: A Deep Dive – The Bull Thesis in 30 Slides
|
Sep 5, 2019
|
|
Fall 2019 Sector Outlook Slides
|
Sep 5, 2019
|
|
U.S. Media: Ready or Not, Here Comes the NFL!
|
Sep 5, 2019
|
|
A Deep Dive on Square Slides
|
Sep 4, 2019
|
|
Internet Infrastructure: Hard Knock Life… What Can ROIC Teach Us About Value Creation in Tough Times?
|
Sep 4, 2019
|
|
SQ: Bye-bye Caviar, Hello Cash App. Upgrading to Buy
|
Sep 3, 2019
|
|
U.S. Advertising: Same Question, Same Answer
|
Sep 3, 2019
|
|
Broadband: The Growth Rate Just Accelerated… Sort of
|
Sep 3, 2019
|
|
Media Comps 2019-09-03
|
Sep 3, 2019
|
|
Communications Infrastructure Comps 2019-09-03
|
Sep 3, 2019
|
|
Telecom Cable Satellite Comps 2019-09-03
|
Sep 3, 2019
|
|
Internet Comps 2019-09-03
|
Sep 3, 2019
|
|
Communications Infrastructure Comps 2019-08-26
|
Aug 26, 2019
|
|
Media Comps 2019-08-26
|
Aug 26, 2019
|
|
Internet Comps 2019-08-26
|
Aug 26, 2019
|
|
Telecom Cable Satellite Comps 2019-08-26
|
Aug 26, 2019
|
|
Zayo Q4 F2019 Earnings: What’s the Read Across?
|
Aug 21, 2019
|
|
Payments, Processors, and IT Services: 2Q19 Roundup - Top Sector Themes and Updated Stock Preferences
|
Aug 19, 2019
|
|
Internet Comps 2019-08-19
|
Aug 19, 2019
|
|
Media Comps 2019-08-19
|
Aug 19, 2019
|
|
Alphabet: What Lies Beneath the Clouds
|
Aug 19, 2019
|
|
Communications Infrastructure Comps 2019-08-19
|
Aug 19, 2019
|
|
Telecom Cable Satellite Comps 2019-08-19
|
Aug 19, 2019
|
|
Q2 2019 Cord-Cutting Monitor: The Case for Things Getting Better (Yes, Better) from Here
|
Aug 15, 2019
|
|
CBS & Viacom: Didn’t See That Coming!
|
Aug 14, 2019
|
|
WPP: One Step at a Time
|
Aug 12, 2019
|
|
Telecom Cable Satellite Comps 2019-08-12
|
Aug 12, 2019
|
|
Communications Infrastructure Comps 2019-08-12
|
Aug 12, 2019
|
|
Media Comps 2019-08-12
|
Aug 12, 2019
|
|
Internet Comps 2019-08-12
|
Aug 12, 2019
|
|
DXC 1Q20: Plan B Just Got More Urgent. Can They Sell the Whole Damn Thing?
|
Aug 9, 2019
|
|
CBS & Viacom: The Last Waltz
|
Aug 9, 2019
|
|
Fox: Here's to the First of Many
|
Aug 8, 2019
|
|
IBM: The Red Hat Strategy and Numbers Are In. Meanwhile, Cloud Growth is Decelerating. Now What?
|
Aug 8, 2019
|
|
Cogent Q2 2019 Earnings: Widows and Orphans
|
Aug 8, 2019
|
|
Disney: Channeling Our Inner Avril Lavigne
|
Aug 7, 2019
|
|
FIS 2Q19: Off to the Races
|
Aug 7, 2019
|
|
Cable One Q2 2019 Earnings: 50% Margins Are Beginning to Look More Like a Floor than a Ceiling
|
Aug 7, 2019
|
|
CenturyLink Q2 2019 Earnings: The Storm Before the Calm?
|
Aug 7, 2019
|
|
Discovery: Two Years Later
|
Aug 6, 2019
|
|
Media Comps 2019-08-05
|
Aug 5, 2019
|
|
Internet Comps 2019-08-05
|
Aug 5, 2019
|
|
Communications Infrastructure Comps 2019-08-05
|
Aug 5, 2019
|
|
Telecom Cable Satellite Comps 2019-08-05
|
Aug 5, 2019
|
|
Cognizant 2Q19: Dear Brian, Six Metrics We Think Really Matter for Cognizant
|
Aug 2, 2019
|
|
Square 2Q19: Wherefore Art Thou, Cash App?
|
Aug 2, 2019
|
|
Sprint Q2 2019 Earnings: What the State AGs See
|
Aug 2, 2019
|
|
Cinemark: Got To Give Credit Where It’s Due
|
Aug 2, 2019
|
|
ADP 4Q19: Seventy Down, A Few More to Go
|
Aug 1, 2019
|
|
Verizon Q2 2019 Earnings: What’s Left of the Bull Case?
|
Aug 1, 2019
|
|
Global Payments 2Q19: Hurry Up and Wait
|
Jul 31, 2019
|
|
AMCX: No Man’s Land, Tough Trends in the Price
|
Jul 31, 2019
|
|
Altice USA Q2 2019 Earnings: The Margin Story Keeps Getting Better and Better
|
Jul 31, 2019
|
|
Equinix Q2 2019 Earnings: A Different List of Items to Focus On Than Others
|
Jul 31, 2019
|
|
CyrusOne Q2 2019 Earnings: Siamese Dream
|
Jul 31, 2019
|
|
Mastercard 2Q19: A New Partner Every Three Days
|
Jul 31, 2019
|
|
American Tower Q2 2019 Earnings: Can Anything Stop American Tower?
|
Jul 31, 2019
|
|
Digital Realty Q2 2019 Earnings: Home and Abroad, Puts and Takes
|
Jul 30, 2019
|
|
Telecom Cable Satellite Comps 2019-07-29
|
Jul 29, 2019
|
|
Dish Network Q2 ’19 Earnings: Has the Satellite Business Finally Found a Bottom? And Would Anyone Care?
|
Jul 29, 2019
|
|
U.S. Media: Man the Lifeboats
|
Jul 29, 2019
|
|
Communications Infrastructure Comps 2019-07-29
|
Jul 29, 2019
|
|
Internet Comps 2019-07-29
|
Jul 29, 2019
|
|
Media Comps 2019-07-29
|
Jul 29, 2019
|
|
SBA Q2 2019 Earnings: Will They or Won’t They?
|
Jul 29, 2019
|
|
QTS Q2 2019 Earnings: Marching to the Beat of a Different Drummer?
|
Jul 29, 2019
|
|
Twitter: Same Growth, Twice the Price
|
Jul 29, 2019
|
|
Charter Q2 2019 Earnings: The Trouble with Simple Stories
|
Jul 26, 2019
|
|
Alphabet: Winning by TKO
|
Jul 26, 2019
|
|
Fiserv, First Data 2Q19: The Pre-Party
|
Jul 26, 2019
|
|
Facebook: What a Difference a Year Makes
|
Jul 25, 2019
|
|
PayPal 2Q19: $10 B Burning a Hole in the Corporate Pocket – Who PayPal Might Buy Next
|
Jul 25, 2019
|
|
Winners and Losers in the T-Mobile/Sprint/Dish Deal: A Summary. Downgrading DISH to Sell; Target Price $30
|
Jul 25, 2019
|
|
T-Mobile Q2 2019 Earnings: Wait, What? Earnings?
|
Jul 25, 2019
|
|
Comcast Q2 2019 Earnings: On the One Hand… On the Other Hand
|
Jul 25, 2019
|
|
CoreSite Q2 2019 Earnings: The Light at the End of the Tunnel?
|
Jul 24, 2019
|
|
Visa 3Q19: The Other Third Anniversary – Visa’s Long Road Ahead in Europe
|
Jul 24, 2019
|
|
Snap: Living Up to the Hype
|
Jul 24, 2019
|
|
Interpublic: Gearing Up For 2020?
|
Jul 24, 2019
|
|
AT&T Q2 2019 Earnings: The Uneasy Equilibrium
|
Jul 24, 2019
|
|
Internet Comps 2019-07-22
|
Jul 22, 2019
|
|
Telecom Cable Satellite Comps 2019-07-22
|
Jul 22, 2019
|
|
Media Comps 2019-07-22
|
Jul 22, 2019
|
|
Data Centers: Implications of the Hyperscale Leasing Slowdown and a Close Look at Valuation
|
Jul 22, 2019
|
|
Communications Infrastructure Comps 2019-07-22
|
Jul 22, 2019
|
|
Online Advertising: Bringing the Heat
|
Jul 22, 2019
|
|
T-Mobile: Is “Standalone TMUS” Now the Best Case Scenario?
|
Jul 19, 2019
|
|
Omnicom: Are They Verizon and Everyone Else AT&T?
|
Jul 18, 2019
|
|
Netflix: Doubters of the World Unite!
|
Jul 18, 2019
|
|
IBM 2Q19: Just. In. Time. Red Hat Enters, as Cloud Growth Sputters
|
Jul 18, 2019
|
|
Crown Castle Q2 2019 Earnings: A Messy Beat and Raise
|
Jul 17, 2019
|
|
FB, V, MA, PYPL: Libra, Libra, Libra – Answers to Your Top 25 FAQs
|
Jul 16, 2019
|
|
FB, V, MA, PYPL: Libra, Libra, Libra – Answers to Your Top 25 FAQs
|
Jul 16, 2019
|
|
CBS & Viacom: How's Your Summer Going?
|
Jul 16, 2019
|
|
Communications Infrastructure Comps 2019-07-15
|
Jul 15, 2019
|
|
Advertising Agencies: Putting a Price on Data
|
Jul 15, 2019
|
|
Internet Comps 2019-07-15
|
Jul 15, 2019
|
|
MN Quarterly SVOD Tracker: Is It Too Late?
|
Jul 15, 2019
|
|
Telecom Cable Satellite Comps 2019-07-15
|
Jul 15, 2019
|
|
Media Comps 2019-07-15
|
Jul 15, 2019
|
|
GPN + TSYS: The New Global Payments – “Third is the one with the…?”
|
Jul 12, 2019
|
|
U.S. Cable: Could Video Subscriber Losses Eventually Push Cable Margins Up to 50%?
|
Jul 9, 2019
|
|
Disney: Circle Of Life
|
Jul 9, 2019
|
|
SQ, PYPL: Is it Worth 40% of Valuation? A Deep Dive into Square’s Cash App
|
Jul 8, 2019
|
|
U.S. Towers: Valuation Ruminations… Increasing Target Prices, But Downgrading SBA to Neutral
|
Jul 8, 2019
|
|
Internet Comps 2019-07-08
|
Jul 8, 2019
|
|
Telecom Cable Satellite Comps 2019-07-08
|
Jul 8, 2019
|
|
Media Comps 2019-07-08
|
Jul 8, 2019
|
|
Communications Infrastructure Comps 2019-07-08
|
Jul 8, 2019
|
|
Internet Comps 2019-07-01
|
Jul 1, 2019
|
|
Media Comps 2019-07-01
|
Jul 1, 2019
|
|
Telecom Cable Satellite Comps 2019-07-01
|
Jul 1, 2019
|
|
Snap: As Smooth as a Baby’s Face?
|
Jul 1, 2019
|
|
Communications Infrastructure Comps 2019-07-01
|
Jul 1, 2019
|
|
ACN 3Q19: 31 Deals in 18 Months - Spotlight on M&A
|
Jun 28, 2019
|
|
MN State of the Industry 2019 Group Lunch
|
Jun 28, 2019
|
|
Paychex 4Q19: Unriddling the PEO
|
Jun 27, 2019
|
|
U.S. Telecommunications: Does 5G Put Verizon’s “Nation’s Best Network” Positioning at Risk?
|
Jun 27, 2019
|
|
Alphabet: On Shakier Ground?
|
Jun 24, 2019
|
|
Communications Infrastructure Comps 2019-06-24
|
Jun 24, 2019
|
|
Internet Comps 2019-06-24
|
Jun 24, 2019
|
|
Telecom Cable Satellite Comps 2019-06-24
|
Jun 24, 2019
|
|
Media Comps 2019-06-24
|
Jun 24, 2019
|
|
Netflix: The Great International RPU Debate
|
Jun 20, 2019
|
|
Payments: Digital Wallet Wars Escalate – New 1000+ Respondent Consumer Survey on Usage of 14 Wallets
|
Jun 20, 2019
|
|
FB, V, MA, PYPL: Libra Unveiled – Big Day for Crypto, Nice-To-Have for FB, Important Experiment for Payments
|
Jun 19, 2019
|
|
FB, V, MA, PYPL: Libra Unveiled – Big Day for Crypto, Nice-To-Have for FB, Important Experiment for Payments
|
Jun 19, 2019
|
|
Internet Comps 2019-06-17
|
Jun 17, 2019
|
|
Communications Infrastructure Comps 2019-06-17
|
Jun 17, 2019
|
|
Media Comps 2019-06-17
|
Jun 17, 2019
|
|
Telecom Cable Satellite Comp Sheet 2019-06-17
|
Jun 17, 2019
|
|
Payments: Takeaways from Discussions with Stripe, REPAY, and Marqeta at MN's PPI Summit
|
Jun 14, 2019
|
|
Twitter: A Problem of Its Own Making
|
Jun 13, 2019
|
|
Payments: Takeaways from Discussions with the CEOs of American Express and Discover at MN's PPI Summit
|
Jun 12, 2019
|
|
CenturyLink: Ignore the Shiny New Objects
|
Jun 12, 2019
|
|
Facebook: Friending Facebook Again, Upgrade to Buy
|
Jun 11, 2019
|
|
IT Services: Takeaways from Conversations with Cognizant's CFO and CGI's CEO at MN's PPI Summit
|
Jun 11, 2019
|
|
Paychex: Four Takeaways from our Fireside Chat with Paychex’s CFO during MN’s PPI Summit
|
Jun 10, 2019
|
|
Communications Infrastructure Comps 2019-06-10
|
Jun 10, 2019
|
|
Media Comps 2019-06-10
|
Jun 10, 2019
|
|
Internet Comps 2019-06-10
|
Jun 10, 2019
|
|
Telecom Cable Satellite Comps 2019-06-10
|
Jun 10, 2019
|
|
U.S. Advertising: The One Exception?
|
Jun 6, 2019
|
|
Mastercard: Takeaways from Discussions with Mastercard’s President, NA at MN’s PPI Summit
|
Jun 6, 2019
|
|
Visa: Takeaways from Discussions with Visa’s CEO at MoffettNathanson's PPI Summit
|
Jun 6, 2019
|
|
PayPal: Six Takeaways from Discussions with PayPal’s CEO during MN’s PPI Summit
|
Jun 5, 2019
|
|
U.S. Broadband: Where Are AT&T Fiber’s Subscriber Gains Coming From?
|
Jun 4, 2019
|
|
Fox: Fox Goes to Hollywood
|
Jun 4, 2019
|
|
Media Comps 2019-06-03
|
Jun 3, 2019
|
|
Communications Infrastructure Comps 2019-06-03
|
Jun 3, 2019
|
|
Telecom Cable Satellite Comps 2019-06-03
|
Jun 3, 2019
|
|
Internet Comps 2019-06-03
|
Jun 3, 2019
|
|
U.S. Media: To Each Their Own?
|
May 30, 2019
|
|
WarnerMedia: Raising the Curtain on Their DTC Plans
|
May 29, 2019
|
|
Global Payments + TSYS: A Positive (and Necessary) Stepping Stone
|
May 29, 2019
|
|
Communications Infrastructure Comps 2019-05-28
|
May 28, 2019
|
|
Media Comps 2019-05-28
|
May 28, 2019
|
|
Internet Comps 2019-05-28
|
May 28, 2019
|
|
Telecom Cable Satellite Comp Sheet 2019-05-28
|
May 28, 2019
|
|
DXC 4Q19: Time for Plan B, Part 2… Sell IP & BPS, Buy More Digital?
|
May 24, 2019
|
|
2019 State of the Industry Conference Call Deck
|
May 23, 2019
|
|
Initiating Coverage of FIS and Fiserv Slides
|
May 22, 2019
|
|
FIS, FISV, WP, FDC: “When You Come to a Fork in the Road, Take It.” Initiating Coverage of FIS and Fiserv
|
May 21, 2019
|
|
FIS, FISV, WP, FDC: “When You Come to a Fork in the Road, Take It.” Initiating Coverage of FIS and Fiserv [EXCERPT]
|
May 21, 2019
|
|
Media Comps 2019-05-20
|
May 20, 2019
|
|
Communications Infrastructure Comps 2019-05-20
|
May 20, 2019
|
|
Payments Summit 2019 Agenda
|
May 20, 2019
|
|
Telecom Cable Satellite Comp Sheet 2019-05-20
|
May 20, 2019
|
|
Internet Comps 2019-05-20
|
May 20, 2019
|
|
Payments, Processors, and IT Services: 1Q19 Roundup - Top Sector Themes and Updated Stock Preferences
|
May 14, 2019
|
|
Social Media Focus Group: SNAP Can’t Grow Up!
|
May 13, 2019
|
|
Communications Infrastructure Comps 2019-05-13
|
May 13, 2019
|
|
Telecom Cable Satellite Comps 2019-05-13
|
May 13, 2019
|
|
Viacom: Read the Fine Print
|
May 13, 2019
|
|
Internet Comps 2019-05-13
|
May 13, 2019
|
|
Media Comps 2019-05-13
|
May 13, 2019
|
|
FB, V, MA, PYPL: Facebook’s Cryptocurrency Project Libra – How it Could Matter
|
May 10, 2019
|
|
FB, V, MA, PYPL: Facebook’s Cryptocurrency Project Libra – How it Could Matter
|
May 10, 2019
|
|
ADP: A Deep Dive - The Bull Thesis in 20 Slides
|
May 9, 2019
|
|
Disney: A Changing Narrative
|
May 9, 2019
|
|
Cable One Q1 2019 Earnings: How Much Runway Is Left?
|
May 9, 2019
|
|
IBM: A Deep Dive – The Bear Thesis in 20 Slides
|
May 9, 2019
|
|
Social Media Survey: What Are Users Saying?
|
May 8, 2019
|
|
Media and Communications Updated Final Summit Agenda May 2019
|
May 8, 2019
|
|
Zayo Q3 F2019 Earnings: Finding Mr. Right
|
May 8, 2019
|
|
CenturyLink Q1 2019 Earnings: Enough to Offset the Top Line?
|
May 8, 2019
|
|
Cognizant 1Q19: Gravity Prevails, Just as a New CEO Enters. Now What?
|
May 8, 2019
|
|
Q1 2019 Cord-Cutting Monitor: About that Lifeboat…
|
May 7, 2019
|
|
Media and Communications Final Summit Agenda May 2019
|
May 7, 2019
|
|
Cinemark: What Will Disney Do With Its Box Office Clout?
|
May 7, 2019
|
|
Sprint CQ1 2019 Earnings: What’s the Backup Plan?
|
May 7, 2019
|
|
Inaugural Payments Summit Agenda
|
May 6, 2019
|
|
Communications Infrastructure Comps 2019-05-06
|
May 6, 2019
|
|
Telecom Cable Satellite Comps 2019-05-06
|
May 6, 2019
|
|
Internet Comps 2019-05-06
|
May 6, 2019
|
|
Global Payments 1Q19: Who Might They Buy Next?
|
May 6, 2019
|
|
Media Comps 2019-05-06
|
May 6, 2019
|
|
Dish Network Q1’19 Earnings: The Outlook is Brightening for Mid-Band… but the Road Ahead Remains Long
|
May 3, 2019
|
|
CBS: New CEO…New Disclosure?
|
May 3, 2019
|
|
Worldpay 1Q19: Dear FIS, There’s Upside to Standalone Worldpay (In Addition to the Revenue Synergies)
|
May 3, 2019
|
|
American Tower Q1 2019 Earnings: Solid Results, But Will the Halo Effect Persist?
|
May 3, 2019
|
|
ADP 3Q19: Resilient
|
May 2, 2019
|
|
Cogent Q1 2019 Earnings: Assessing All-Time Highs
|
May 2, 2019
|
|
Discovery: A Year Later
|
May 2, 2019
|
|
Altice USA Q1 2019 Earnings: Still More Room to Run?
|
May 2, 2019
|
|
ADP IBM Deep Dive Slides
|
May 2, 2019
|
|
Square 1Q19: Demystifying Subscription & Services
|
May 2, 2019
|
|
Mastercard 1Q19: Investing for the Future – A Peek Into the Next Horizon of Growth
|
May 1, 2019
|
|
AMC Networks: How Much Longer Does This Balancing Act Last?
|
May 1, 2019
|
|
FDC 1Q19: Fiserv, Please Handle With Care
|
May 1, 2019
|
|
CyrusOne Q1 2019 Earnings: Managing Through Feast and Famine
|
May 1, 2019
|
|
Equinix Q1 2019 Earnings: Is Being Different Enough?
|
May 1, 2019
|
|
QTS Q1 2019 Earnings: Thinking About Returns
|
Apr 30, 2019
|
|
Charter Q1 2019 Earnings: Margins are the Next Leg of the Story
|
Apr 30, 2019
|
|
Alphabet: Deceleration Detective Service
|
Apr 30, 2019
|
|
SBA Q1 2019 Earnings: Contemplating What Happens if the Deal is No More
|
Apr 29, 2019
|
|
U.S. Media: Let The Good Times Stream?
|
Apr 29, 2019
|
|
WPP and Interpublic: Yin and Yang
|
Apr 29, 2019
|
|
Media Comps 2019-04-29
|
Apr 29, 2019
|
|
Communications Infrastructure Comps 2019-04-29
|
Apr 29, 2019
|
|
FISV-FDC and FIS-WP: Is the Answer Always 4%? Our Financial Technology Services Market Forecast
|
Apr 29, 2019
|
|
Telecom Cable Satellite Comps 2019-04-29
|
Apr 29, 2019
|
|
Internet Comps 2019-04-29
|
Apr 29, 2019
|
|
Visa 2Q19: Teflon
|
Apr 25, 2019
|
|
T-Mobile Q1 2019 Earnings: Can the Merger be Saved?
|
Apr 25, 2019
|
|
PayPal 1Q19: Climbing the Tree
|
Apr 25, 2019
|
|
Comcast Q1 2019 Earnings: Life after Disney
|
Apr 25, 2019
|
|
Facebook: Checking Off The Concerns
|
Apr 25, 2019
|
|
Digital Realty Q1 2019 Earnings: Searching for Clues
|
Apr 25, 2019
|
|
Snap: A Cinderella Story
|
Apr 24, 2019
|
|
CoreSite Q1 2019 Earnings: Can It Stay at the Top of the ROIC Class?
|
Apr 24, 2019
|
|
AT&T Q1 2019 Earnings: Searching for a Unifying Theory
|
Apr 24, 2019
|
|
Twitter: “So we've got lots of game(s) left to play”
|
Apr 24, 2019
|
|
Verizon Q1 2019 Earnings: Has Verizon Bet on the Wrong (Spectrum) Horse?
|
Apr 23, 2019
|
|
Internet Comps 2019-04-22
|
Apr 22, 2019
|
|
Online Advertising: In Search Of A Second Or Third Act?
|
Apr 22, 2019
|
|
Telecom Cable Satellite Comps 2019-04-22
|
Apr 22, 2019
|
|
Media Comps 2019-04-22
|
Apr 22, 2019
|
|
Communications Infrastructure Comps 2019-04-22
|
Apr 22, 2019
|
|
Payments: The Adyen Threat – Takeaways From Adyen’s First Capital Markets Day
|
Apr 18, 2019
|
|
Netflix: How Disney’s Entry Impacts the SVOD Market?
|
Apr 17, 2019
|
|
Omnicom: Better Value Elsewhere
|
Apr 17, 2019
|
|
IBM 1Q19: Meh
|
Apr 17, 2019
|
|
What Does the Future of Streaming Look Like Slides
|
Apr 17, 2019
|
|
6th Annual MoffettNathanson Media and Communications Agenda
|
Apr 17, 2019
|
|
Crown Castle Q1 2019 Earnings: Valuation Triangulation
|
Apr 17, 2019
|
|
Communications Infrastructure Comps 2019-04-15
|
Apr 15, 2019
|
|
Internet Comps 2019-04-15
|
Apr 15, 2019
|
|
Media Comps 2019-04-15
|
Apr 15, 2019
|
|
Telecom Cable Satellite Comps 2019-04-15
|
Apr 15, 2019
|
|
Disney: Worth the Wait
|
Apr 12, 2019
|
|
Fiserv + First Data: Easier Synergies, Harder Long-term Growth – Our Revenue Outlook
|
Apr 11, 2019
|
|
Disney: Getting Closer to Breaking Through
|
Apr 9, 2019
|
|
Data Centers: Which Operators are Converting Growth into Value? Examining ROIC and Property-Level Yields
|
Apr 8, 2019
|
|
FIS + Worldpay: 1+1=7.7%. Our Revenue Growth Outlook
|
Apr 8, 2019
|
|
Communications Infrastructure Comps 2019-04-08
|
Apr 8, 2019
|
|
Internet Comps 2019-04-08
|
Apr 8, 2019
|
|
Media Comps 2019-04-08
|
Apr 8, 2019
|
|
Netflix Survey: The Walmart of SVOD for a Reason
|
Apr 8, 2019
|
|
Telecom Cable Satellite Comps 2019-04-08
|
Apr 8, 2019
|
|
U.S. Advertising: A False Dichotomy?
|
Apr 5, 2019
|
|
Broadband Success Partners Lightpath Deep Dive
|
Apr 4, 2019
|
|
Film Studios: Having Their Cake And Eating It Too?
|
Apr 4, 2019
|
|
U.S. Cable: What Would Happen in a Recession?
|
Apr 3, 2019
|
|
The Merchant Acquirer M&A Chessboard - Who is Next?
|
Apr 3, 2019
|
|
U.S. Media: The Value of Libraries, or in Other Words, What Ted Sarandos Knew
|
Apr 2, 2019
|
|
Communications Infrastructure Comps 2019-04-01
|
Apr 1, 2019
|
|
Telecom Cable Satellite Comps 2019-04-01
|
Apr 1, 2019
|
|
Internet Comps 2019-04-01
|
Apr 1, 2019
|
|
Media Comps 2019-04-01
|
Apr 1, 2019
|
|
Accenture 2Q19: A Peek Behind the Curtain – How to Tell if an IT Services Firm is Good in Digital & Cloud
|
Mar 29, 2019
|
|
Paychex 3Q19: 6%+ Organic Revenue Growth!? The Secular Drivers of HR Services
|
Mar 28, 2019
|
|
FWBB A Peek Behind the Curtain Deck
|
Mar 26, 2019
|
|
Payments: The Foundation of the Bull Thesis – Why We Have 5+ More Years of Double-Digit Volume Growth
|
Mar 25, 2019
|
|
Telecom Cable Satellite Comps 2019-03-25
|
Mar 25, 2019
|
|
Media Comps 2019-03-25
|
Mar 25, 2019
|
|
Payments Processors IT Services Summit 2019 Agenda v1
|
Mar 25, 2019
|
|
U.S. Communications Infrastructure, Telecom, & Cable: Add Macro and Margins to the List of Worries
|
Mar 25, 2019
|
|
Communications Infrastructure Comps 2019-03-25
|
Mar 25, 2019
|
|
Internet Comps 2019-03-25
|
Mar 25, 2019
|
|
IBM: Can IBM (+Red Hat) Catch Up In Cloud?
|
Mar 22, 2019
|
|
Fixed Wireless Broadband: A Peek Behind the Curtain of Verizon’s 5G Rollout
|
Mar 20, 2019
|
|
FIS + Worldpay: Bigger Now, Better Later
|
Mar 19, 2019
|
|
Fox: Key Takeaways from the 10-Q and Day 1 Trading
|
Mar 19, 2019
|
|
The Small Cell Report (Part III): Taking a Look Under the Hood
|
Mar 18, 2019
|
|
Telecom Cable Satellite Comps 2019-03-18
|
Mar 18, 2019
|
|
Communications Infrastructure Comps 2019-03-18
|
Mar 18, 2019
|
|
Media Comps 2019-03-18
|
Mar 18, 2019
|
|
Internet Comps 2019-03-18
|
Mar 18, 2019
|
|
Online Regulatory Outlook: The Unlikeliest Of Bedfellows
|
Mar 18, 2019
|
|
MN Lunch Deck
|
Mar 15, 2019
|
|
New Fox Initiation: Clever As a Fox, Buy, Price Target $51
|
Mar 15, 2019
|
|
Standing at the Crossroads Conference Call Deck
|
Mar 13, 2019
|
|
Video Cord-Cutting: Standing at the Crossroads (and I Believe I’m Sinkin’ Down)
|
Mar 13, 2019
|
|
PayPal + MercadoLibre: A Base Hit, With Potential to be a Home Run
|
Mar 12, 2019
|
|
Communications Infrastructure Comps 2019-03-11
|
Mar 11, 2019
|
|
Media Comps 2019-03-11
|
Mar 11, 2019
|
|
Telecom Cable Satellite Comps 2019-03-11
|
Mar 11, 2019
|
|
Internet Comps 2019-03-11
|
Mar 11, 2019
|
|
V, MA, PYPL: The Amazon Risk
|
Mar 8, 2019
|
|
Equinix Lunch Slides
|
Mar 8, 2019
|
|
Alphabet: Money for Nothing? A Dive Into CAPEX Trends
|
Mar 7, 2019
|
|
Broadband Q4 2018: Broadband Growth Bounces Back… with Thanks to New Household Formation
|
Mar 6, 2019
|
|
Payments, Processors, and IT Services: 4Q18 Roundup – Top Sector Themes and Updated Stock Preferences
|
Mar 5, 2019
|
|
Communications Infrastructure Comps 2019-03-04
|
Mar 4, 2019
|
|
Telecom Cable Satellite Comps 2019-03-04
|
Mar 4, 2019
|
|
Comps Media
|
Mar 4, 2019
|
|
U.S. Media & Internet: Now Everyone Is A Winner?
|
Mar 4, 2019
|
|
WPP: WPP Giveth, Competition Taketh
|
Mar 4, 2019
|
|
Zayo: Plan A, Version 2.0… A Closer Look at zColo
|
Mar 4, 2019
|
|
Internet Comps 2019-03-04
|
Mar 4, 2019
|
|
AMC Networks: Not Walking Dead Yet
|
Mar 1, 2019
|
|
Crypto BlockchainImmersion Takeaways Slides
|
Mar 1, 2019
|
|
Square 4Q18: What Can Jump Start the Stock?
|
Feb 28, 2019
|
|
V, MA, PYPL: Not Imminent, but Worth Watching – the Risk of Disruption from Cryptocurrencies and Blockchain
|
Feb 27, 2019
|
|
American Tower Q4 2018 Earnings: Can AMT Repeat?
|
Feb 27, 2019
|
|
Worldpay 4Q18: Playing Offense
|
Feb 27, 2019
|
|
Cable One Q4 2018 Earnings: What are the Right Metrics for a Post-Video Cable MSO?
|
Feb 27, 2019
|
|
U.S. Telecommunications: The Mystery Deepens
|
Feb 26, 2019
|
|
Discovery: Talking Less, Doing More
|
Feb 26, 2019
|
|
Internet Comps 2019-02-25
|
Feb 25, 2019
|
|
QTS Q4 2018 Earnings: Risk Reallocation
|
Feb 25, 2019
|
|
Communications Infrastructure Comps 2019-02-25
|
Feb 25, 2019
|
|
Media Comps 2019-02-25
|
Feb 25, 2019
|
|
Payments, Processors, and IT Services: Blockchain and Cryptocurrency Immersion Company Meeting Takeaways
|
Feb 25, 2019
|
|
Telecom Cable Satellite Comps 2019-02-25
|
Feb 25, 2019
|
|
Cinemark: Looking Beyond The Volatility
|
Feb 22, 2019
|
|
Q4 2018 Cord-Cutting Monitor: Is It Time to Panic Yet?
|
Feb 22, 2019
|
|
U.S. Media: Watching the Slow Death of Linear TV…Live
|
Feb 21, 2019
|
|
Cogent Q4 2018 Earnings: Mulling Over Margins
|
Feb 21, 2019
|
|
Altice USA Q4 2018 Earnings: Showing Up
|
Feb 21, 2019
|
|
SBA Q4 2018 Earnings: Let the Good Times Roll
|
Feb 21, 2019
|
|
CyrusOne Q4 2018 Earnings: Fueling Fears?
|
Feb 20, 2019
|
|
CenturyLink: Don't Fear the Reaper... Upgrading to Neutral, Lowering TP to $12
|
Feb 19, 2019
|
|
Communications Infrastructure Comps 2019-02-19
|
Feb 19, 2019
|
|
Internet Comps 2019-02-19
|
Feb 19, 2019
|
|
Telecom Cable Satellite Comps 2019-02-19
|
Feb 19, 2019
|
|
Media Comps 2019-02-19
|
Feb 19, 2019
|
|
Facebook: How’d They Do That?
|
Feb 19, 2019
|
|
CBS: Joining the Arms Race
|
Feb 15, 2019
|
|
GPN 4Q18: Looking Beyond 2019 - Where Does Global Payments Fit on the Merchant Acquiring Chessboard?
|
Feb 14, 2019
|
|
Interpublic: Winning The Zero Sum Game in 2018
|
Feb 14, 2019
|
|
Omnicom: The Calm Before The Storm?
|
Feb 13, 2019
|
|
CenturyLink Q4 2018 Earnings: Are Low Expectations the Key to Happiness?
|
Feb 13, 2019
|
|
Payments, Processors, and IT Services: Blockchain and Cryptocurrencies – State of the Industry
|
Feb 13, 2019
|
|
Dish Q4 2018 Earnings: Snakes or Alligators?
|
Feb 13, 2019
|
|
Equinix Q4 2018 Earnings: Steady as She Goes
|
Feb 13, 2019
|
|
U.S. Media – Weekly Ratings: 2/4-2/10
|
Feb 12, 2019
|
|
Internet Comps 2019-02-11
|
Feb 11, 2019
|
|
Telecom Cable Satellite Comps 2019-02-11
|
Feb 11, 2019
|
|
Media Comps 2019-02-11
|
Feb 11, 2019
|
|
Communications Infrastructure Comps 2019-02-11
|
Feb 11, 2019
|
|
DXC 3Q19: Tug-O-War
|
Feb 8, 2019
|
|
Twitter: Breaking Out The Checkbook
|
Feb 8, 2019
|
|
Cognizant 4Q18: Seeing Some Green Shoots, Raising Target Price to $80
|
Feb 7, 2019
|
|
FDC 4Q18: Dear Fiserv, Five Things To Get Right With First Data
|
Feb 7, 2019
|
|
Zayo Q2 F2019 Earnings: Under the Gun
|
Feb 7, 2019
|
|
T-Mobile Q4 2018 Earnings: Time to Consider Plan B?
|
Feb 7, 2019
|
|
Snap: A CFO’s Parting Gift
|
Feb 6, 2019
|
|
Disney: Do The Right Thing
|
Feb 6, 2019
|
|
21 Century Fox: A Step Closer To Breaking Out
|
Feb 6, 2019
|
|
CoreSite Q4 2018 Earnings: What Happens on the Other Side of the Hump?
|
Feb 6, 2019
|
|
Alphabet: Playing To Script
|
Feb 5, 2019
|
|
Viacom: Two Questions, Please
|
Feb 5, 2019
|
|
Digital Realty Q4 2018 Earnings: What’s the Disconnect?
|
Feb 5, 2019
|
|
Telecom Cable Satellite Comps 2019-02-04
|
Feb 4, 2019
|
|
Communications Infrastructure Comps 2019-02-04
|
Feb 4, 2019
|
|
Internet Comps 2019-02-04
|
Feb 4, 2019
|
|
Media Comps 2019-02-04
|
Feb 4, 2019
|
|
Tractor Supply: Not A Hiding Place
|
Feb 1, 2019
|
|
Visa 1Q19: Visa Direct – The Next Big Thing
|
Feb 1, 2019
|
|
Mastercard 4Q18: Why We Believe in 16% Revenue Growth
|
Feb 1, 2019
|
|
Amazon: The Cost of Margin
|
Feb 1, 2019
|
|
Facebook: Coal, More Like Gold
|
Jan 31, 2019
|
|
PYPL 4Q18: TPV Growth – Primus inter pares B
|
Jan 31, 2019
|
|
Sprint CQ4 2018 Earnings: Do Politics Matter?
|
Jan 31, 2019
|
|
ADP 2Q19: How Do All the Lines Point Up? Deciphering Market Shares in HR Services
|
Jan 31, 2019
|
|
Charter Q4 2018 Earnings: Good Things Come to Those Who Wait
|
Jan 31, 2019
|
|
AT&T Q4 2018 Earnings: Is Achieving “Flat EBITDA” in the Entertainment Group Enough?
|
Jan 30, 2019
|
|
Online Advertising: A Lump of Coal for Christmas?
|
Jan 29, 2019
|
|
Amazon: 4Q Preview, Does Monetization Matter?
|
Jan 29, 2019
|
|
Verizon Q4 2018 Earnings: Is It Enough to Just NOT Be AT&T?
|
Jan 29, 2019
|
|
U.S. Media: Key Takeaways from NATPE 2019
|
Jan 28, 2019
|
|
Internet Comps 2019-01-28
|
Jan 28, 2019
|
|
Media Comps 2019-01-28
|
Jan 28, 2019
|
|
Telecom Cable Satellite Comps 2019-01-28
|
Jan 28, 2019
|
|
Communications Infrastructure Comps 2019-01-28
|
Jan 28, 2019
|
|
Existing Home Sales: Does a 10% Drop Matter?
|
Jan 25, 2019
|
|
U.S. Media: Will The Current Stability Last?
|
Jan 25, 2019
|
|
Crypto Blockchain Agenda & Speaker Bios 2019
|
Jan 24, 2019
|
|
Comcast Q4 2018 Earnings: The Bull Bear Debate
|
Jan 23, 2019
|
|
IBM 4Q18: Pushing On a String
|
Jan 23, 2019
|
|
Crown Castle Q4 2018 Earnings: Recession Resistant?
|
Jan 23, 2019
|
|
Internet Comps 2019-01-22
|
Jan 22, 2019
|
|
Telecom Cable Satellite Comps 2019-01-22
|
Jan 22, 2019
|
|
Communications Infrastructure Comps 2019-01-22
|
Jan 22, 2019
|
|
Media Comps 2019-01-22
|
Jan 22, 2019
|
|
Telecom and Cable Capital Spending Outlook, 2019
|
Jan 18, 2019
|
|
ICR Conference: 2019 Kickoff - Tariffs, Leases & Tax Reform
|
Jan 18, 2019
|
|
Netflix: UNCH
|
Jan 18, 2019
|
|
Payments 2019: You Are My Sunshine [EXCERPT]
|
Jan 17, 2019
|
|
CBS & VIAB: What's the Downside? Upgrade CBS to Buy
|
Jan 17, 2019
|
|
IT Services and Processors 2019: For Some, Surprisingly BAU. For Others, All About Plan B [EXCERPT]
|
Jan 17, 2019
|
|
Snap: Flanked On All Sides
|
Jan 16, 2019
|
|
First Data + Fiserv: Why Fiserv Investors Just Got a Really Good Deal
|
Jan 16, 2019
|
|
IT Services and Processors 2019: For Some, Surprisingly BAU. For Others, All About Plan B
|
Jan 16, 2019
|
|
Sherwin-Williams: Wet Paint
|
Jan 16, 2019
|
|
IT Services and Processors 2019 Outlook Slides
|
Jan 16, 2019
|
|
Economic Cycle Indicators Conference Call Slides
|
Jan 15, 2019
|
|
IT Services: New CIO Survey Results Show A Positive 2019 Outlook For Overall IT and IT Services Spending
|
Jan 14, 2019
|
|
Disney: How Does Disney “Work” in 2019?
|
Jan 14, 2019
|
|
Telecom Cable Satellite Comps 2019-01-14
|
Jan 14, 2019
|
|
Media Comps 2019-01-14
|
Jan 14, 2019
|
|
Internet Comps 2019-01-14
|
Jan 14, 2019
|
|
Communications Infrastructure Comps 2019-01-14
|
Jan 14, 2019
|
|
2019 Outlook Call
|
Jan 11, 2019
|
|
Payments Outlook Slides
|
Jan 11, 2019
|
|
Target: Traffic Mojo, Margins Questioned
|
Jan 11, 2019
|
|
Payments 2019: You Are My Sunshine
|
Jan 10, 2019
|
|
Advertising Agencies: Mind The Gap
|
Jan 10, 2019
|
|
Die Hard: A Sears Liquidation Could Double the Comp Boost in 2019
|
Jan 10, 2019
|
|
New Fox: Ask Enough and You Shall Receive
|
Jan 9, 2019
|
|
Broadband Outlook 2019 Slides
|
Jan 9, 2019
|
|
Broadband Outlook 2019: The Least Appreciated, but Most Important, Variable
|
Jan 8, 2019
|
|
DXC + Luxoft: Plan B, Part 1, Check.
|
Jan 8, 2019
|
|
Sales, Tariffs, and Margins: The 2019 Battle Begins
|
Jan 8, 2019
|
|
Worldpay: From Very Good to Great. Upgrading to Buy
|
Jan 7, 2019
|
|
U.S. Advertising: When Is It Time To Worry?
|
Jan 7, 2019
|
|
HILI Reaches New Mid-Cycle Low; Are We Off the Hook Yet?
|
Jan 4, 2019
|
|
Dish Network: Downside Scenarios Are Finally Priced into the Stock… Upgrading from Sell to Neutral
|
Jan 3, 2019
|
|
Accenture 1Q19: As We Enter 2019, Will Secular Dominance Outweigh Cyclical Softness?
|
Dec 21, 2018
|
|
CarMax: Value Gap Overhang Persists
|
Dec 21, 2018
|
|
Paychex 2Q19: Secular PEO and HR Services Growth Offsets a Sluggish Core
|
Dec 20, 2018
|
|
Best Buy: Enough Already. Sales and Margins Risks Pricing In
|
Dec 19, 2018
|
|
2018 Holiday Survey: Santa is a Seasoning Prime Member
|
Dec 19, 2018
|
|
Costco: Too Much Comp = Another Chance to Buy
|
Dec 17, 2018
|
|
PayPal Deep Dive Slides
|
Dec 17, 2018
|
|
Best Ideas For 2019
|
Dec 14, 2018
|
|
2019 Best Ideas Slides
|
Dec 14, 2018
|
|
November Retail Sales: Healthy on the Tough Comp
|
Dec 14, 2018
|
|
FB & PYPL - A Match Made in Heaven? What an Expanded FB/PYPL Partnership Might Look Like (and Why Now)
|
Dec 13, 2018
|
|
FB & PYPL - A Match Made in Heaven? What an Expanded FB/PYPL Partnership Might Look Like (and Why Now)
|
Dec 13, 2018
|
|
Lowe's: Charging Ahead, Leveraging Up
|
Dec 13, 2018
|
|
CarMax FY3Q Preview: Value Gap Inverting; Don’t Rush In
|
Dec 13, 2018
|
|
Netflix: OTT A-Go-Go
|
Dec 11, 2018
|
|
CTSH: Model update for the changes in non-GAAP adjustment methodology beginning in FY19
|
Dec 11, 2018
|
|
U.S Telecommunications: What Is Already Priced In?
|
Dec 10, 2018
|
|
3Q Earnings Wrap: Positioning for a Multichannel Holiday, and Beyond
|
Dec 10, 2018
|
|
Lowe's: Analyst Day Preview, Refocusing on the Core
|
Dec 10, 2018
|
|
Twitter: Are They Spending Enough?
|
Dec 10, 2018
|
|
Home Depot: Execution Matters
|
Dec 7, 2018
|
|
Bay Area Payments Tour
|
Dec 7, 2018
|
|
Kroger: Turning the Cost Control Dial
|
Dec 7, 2018
|
|
AutoZone: Commercial Kicker Gains Traction
|
Dec 6, 2018
|
|
V, MA, PYPL: The Payments MVP’s, Part 3. 'P' = PayPal – The Bull Thesis in 20 Slides
|
Dec 6, 2018
|
|
Dollar General: Margin Gravity Taking Hold
|
Dec 6, 2018
|
|
L.A. Trip Takeaways: Snapshots of the Revolution
|
Dec 5, 2018
|
|
RH: Cleaning the Windshield, Visibility Still Limited
|
Dec 4, 2018
|
|
Visa, Mastercard: The EC Cross-Border Interchange Settlement - We’ll Take It
|
Dec 4, 2018
|
|
U.S. Cable: Disaggregating Cable Multiples by Product Line; Upgrading Cable One to Neutral
|
Dec 4, 2018
|
|
V, MA, PYPL: The Payments MVP’s, Part 2. 'V' = Visa – The Bull Thesis in 20 Slides
|
Dec 4, 2018
|
|
U.S. Media – Weekly Ratings: 11/26-12/2
|
Dec 4, 2018
|
|
Dollar Tree: In the Eye of the Tariff Hurricane
|
Dec 3, 2018
|
|
U.S. Towers: Saying Bye to Two Old Friends… For Two Different Reasons. Downgrading AMT and CCI to Neutral
|
Dec 3, 2018
|
|
MA, V, PYPL: Meet the Payments MVP’s. ‘M’ = Mastercard – The Bull Thesis in 20 Slides
|
Nov 30, 2018
|
|
HILI Drops Again, Cutting Numbers, Running to the Exits?
|
Nov 29, 2018
|
|
Data Centers: Considering Headwinds and Tailwinds to Growth in 2019
|
Nov 29, 2018
|
|
Food Survey: Channel Shift Pressures Profit
|
Nov 28, 2018
|
|
Visa, Mastercard: Revisiting the “Stroke of the Pen” Risk as Cross-Border Interchange Regulation Looms
|
Nov 27, 2018
|
|
AT&T: Is the Bear Case Finally Priced In? Upgrading AT&T from Sell to Neutral; Target Price Unchanged at $28
|
Nov 26, 2018
|
|
Target: Traffic Bullseye, Margins Miss the Mark…
|
Nov 21, 2018
|
|
Lowe’s: The Kitchen Sink or Tear Down?
|
Nov 21, 2018
|
|
Best Buy: 3Q18 Prepping For the Future, Proactive on the Tariffs
|
Nov 21, 2018
|
|
U.S. Media & Internet: Forward Multiples Tell the Story
|
Nov 20, 2018
|
|
Can Cognizant Really Re-accelerate Revenue Growth?
|
Nov 20, 2018
|
|
Walmart: Traffic Matters, and So Does the Multiple
|
Nov 19, 2018
|
|
CenturyLink: Checking In on the Sell Thesis… Maintain Rating, Lower TP to $16
|
Nov 19, 2018
|
|
Amazon International Survey Slides
|
Nov 16, 2018
|
|
Payments, Processors, and IT Services: 3Q18 Roundup – Top Sector Themes and Updated Stock Preferences
|
Nov 16, 2018
|
|
Viacom: Bob the Builder
|
Nov 16, 2018
|
|
DXC: Sooner Rather than Later, We Should Talk About Plan B
|
Nov 15, 2018
|
|
October Retail Sales: Trying to Hold Near 4.5% to 5%
|
Nov 15, 2018
|
|
Advance Auto Parts: Is the Turnaround in the Stock?
|
Nov 14, 2018
|
|
Zayo: The Widowmaker… Still a Buy, Lower TP to $30
|
Nov 14, 2018
|
|
Home Depot: Fear Creates Opportunity
|
Nov 14, 2018
|
|
HILI Drops to 2.4%. Tariffs and Demand Are Two Key Risks for 2019
|
Nov 12, 2018
|
|
3Q18 Earnings Preview: Sales, Tariffs, and Margins... The 2019 Battle Begins
|
Nov 12, 2018
|
|
WP 3Q18: In the Goldilocks Zone
|
Nov 9, 2018
|
|
Disney: Disney On Ice
|
Nov 9, 2018
|
|
Costco: It’s Still a Great Time to Be Costco
|
Nov 8, 2018
|
|
Discovery: Something for Everyone
|
Nov 8, 2018
|
|
Amazon International Survey: Will International Ever Make Money?
|
Nov 8, 2018
|
|
Square 3Q18: Time to Dust Off the Bull vs. Bear
|
Nov 8, 2018
|
|
CenturyLink Q3 2018 Earnings: Mind the Gap
|
Nov 8, 2018
|
|
Sherwin-Williams: Respect the Pricing Power
|
Nov 7, 2018
|
|
Dish Q3 2018 Earnings: A Series of Unfortunate Events
|
Nov 7, 2018
|
|
Q3 2018 Cord-Cutting Monitor: False Narratives
|
Nov 7, 2018
|
|
Zayo Q1 F2019 Earnings: It’s Always Darkest Before…
|
Nov 7, 2018
|
|
21st Century Fox: Looking Good For New Fox
|
Nov 7, 2018
|
|
DXC 2Q19: The Anchor Drops
|
Nov 7, 2018
|
|
Cable One Q3 2018 Earnings: Cable One through a Different Lens... as an Acquirer, Not an Acquiree
|
Nov 7, 2018
|
|
Payments: A Peek into the Future of Payments – Insights from Money20/20 2018
|
Nov 6, 2018
|
|
Lowe's: Keeping up the Pace, Rationalizing Capacity
|
Nov 6, 2018
|
|
SBA Q3 2018 Earnings: Fast Follower
|
Nov 5, 2018
|
|
Disney: Doing The Math
|
Nov 5, 2018
|
|
Altice USA Q3 2018 Earnings: The Alchemy of Leverage
|
Nov 5, 2018
|
|
Cinemark: Will Netflix’s Roma Be An Inflection Point?
|
Nov 2, 2018
|
|
Wayfair: Earning the Right to Spend?
|
Nov 2, 2018
|
|
Grocery Shop Conference: Five Mega Trends to Chew On
|
Nov 2, 2018
|
|
CBS: Conveying Bench Strength
|
Nov 2, 2018
|
|
Cogent Q3 2018 Earnings: Capital Returns in the Context of Growth
|
Nov 1, 2018
|
|
Equinix Q3 2018 Earnings: The Ties That Bind (or Don’t)
|
Nov 1, 2018
|
|
ADP 1Q19: Many Arrows in the Quiver
|
Nov 1, 2018
|
|
Antitrust and Public Policy Summit Agenda
|
Nov 1, 2018
|
|
AMC Networks: The Balancing Act Continues…
|
Nov 1, 2018
|
|
Cognizant 3Q18: On the Bubble
|
Oct 31, 2018
|
|
Facebook: See You Next Summer?
|
Oct 31, 2018
|
|
Mastercard 3Q18: Crushing it Abroad
|
Oct 31, 2018
|
|
Kroger: Driving the Grocery Autobahn with Two Hands on the Wheel
|
Oct 31, 2018
|
|
GPN 3Q18: Do-Re-Mi – Let’s Start at the Very Beginning…What is Revenue Growth and Is It Good?
|
Oct 31, 2018
|
|
Sprint CQ3 2018 Earnings: What Are the Odds?
|
Oct 31, 2018
|
|
AutoZone: Meeting Takeaways
|
Oct 30, 2018
|
|
CyrusOne Q3 2018 Earnings: Birth of a Platform
|
Oct 30, 2018
|
|
FDC 3Q18: Don’t Throw the Baby Out with the Bathwater
|
Oct 30, 2018
|
|
American Tower Q3 2018 Earnings: Let the Good Times Roll
|
Oct 30, 2018
|
|
T-Mobile Q3 2018 Earnings: Heads I Win, Tails I… Win?
|
Oct 30, 2018
|
|
IBM+Red Hat: A Great Example of Why Turning Around IBM is So Damn Hard
|
Oct 29, 2018
|
|
QTS Q3 2018 Earnings: Coming into Focus
|
Oct 29, 2018
|
|
Charter Q3 2018 Earnings: Ah, Simplicity
|
Oct 26, 2018
|
|
O’Reilly: Doing it Their Way
|
Oct 26, 2018
|
|
Online Advertising: The Really Good, The Good & The Not So Bad
|
Oct 26, 2018
|
|
Amazon: Play it Again… Margins Take the Sales Baton
|
Oct 26, 2018
|
|
Tractor Supply: Approaching the Margin Trough?
|
Oct 26, 2018
|
|
Visa: Important, But Not Well Understood: What Drives Visa's Cross-Border Revenues?
|
Oct 25, 2018
|
|
Kroger: Analyst Day Preview Swimming Up An Alternative Revenue Stream
|
Oct 25, 2018
|
|
CoreSite Q3 2018 Earnings: Taking an Inventory of Inventory
|
Oct 25, 2018
|
|
WPP: “Sprinting” to the Bottom?
|
Oct 25, 2018
|
|
Comcast Q3 2018 Earnings: It’s Good to Be a Cable Company (…If Only Comcast Were Just a Cable Company)
|
Oct 25, 2018
|
|
Digital Realty Q3 2018 Earnings: The Ghost of DFT
|
Oct 25, 2018
|
|
AT&T Q3 2018: This Is What Prioritizing the Bond Market Looks Like
|
Oct 24, 2018
|
|
Sears: Dropping Coverage
|
Oct 24, 2018
|
|
Online Advertising: In Need of Relief
|
Oct 24, 2018
|
|
DXC: Wait it out. Like IBM, DXC Has an “Anchor Problem”
|
Oct 24, 2018
|
|
Auto Part Price Study: How Much Could Margins Fall?
|
Oct 23, 2018
|
|
Verizon Q3 2018 Earnings: Peak Wireless?
|
Oct 23, 2018
|
|
U.S. Media - Weekly Ratings: 10/15-10/21
|
Oct 23, 2018
|
|
Interpublic: Standing Out From the Crowd
|
Oct 22, 2018
|
|
IT Services and Processors Initiation Deck
|
Oct 22, 2018
|
|
Payments Sector Marketing Deck
|
Oct 22, 2018
|
|
Sears: The Final Chapter?
|
Oct 19, 2018
|
|
Genuine Parts Co: Sustainability is Key
|
Oct 19, 2018
|
|
Freshly Divorced from eBay, Now a Most Eligible Single…Who Might PayPal be Dating?
|
Oct 19, 2018
|
|
U.S. Media: A Quarter Like No Other… Part II
|
Oct 18, 2018
|
|
Walmart: Sales Over Margins
|
Oct 17, 2018
|
|
IBM 3Q18: An “Anchor” Problem
|
Oct 17, 2018
|
|
Crown Castle Q3 2018 Earnings: The Big Reveal (and How to Figure Out What It Actually Means)
|
Oct 17, 2018
|
|
Netflix: The S-Curve vs. The Financials
|
Oct 17, 2018
|
|
Omnicom: A Glimmer of Hope?
|
Oct 17, 2018
|
|
Data Centers: Optionality vs. the Elasticity of Supply
|
Oct 16, 2018
|
|
Zayo: From the Ashes... Upgrading to Buy, TP $38
|
Oct 15, 2018
|
|
September Retail Sales: Reflate and… Wait for the Holidays
|
Oct 15, 2018
|
|
Advertising Agencies: Jostling for Position
|
Oct 15, 2018
|
|
MoffettNathanson Antitrust & Public Policy Agenda
|
Oct 15, 2018
|
|
Walmart: Analyst Day Preview – Focused on a Long Game in a Multichannel Retail World
|
Oct 12, 2018
|
|
Payments: If You Only Watch 8 Things in 3Q18 Earnings...
|
Oct 12, 2018
|
|
AT&T: Crossed Lines… Our Pro Forma “New AT&T” Model
|
Oct 11, 2018
|
|
Costco: Loyalty + Traffic = Upside in a Reflationary World
|
Oct 9, 2018
|
|
RSLI: Uptick to 5%, Raising 4Q Estimates
|
Oct 9, 2018
|
|
Snap: Did Someone Get The Memo?
|
Oct 9, 2018
|
|
U.S. Media - Weekly Ratings: 10/1-10/7
|
Oct 9, 2018
|
|
Amazon Joins the Wage Party: What Does it Mean?
|
Oct 8, 2018
|
|
IT Services and Processors Initiation Slides
|
Oct 5, 2018
|
|
“It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors
|
Oct 4, 2018
|
|
“It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors [EXCERPT]
|
Oct 4, 2018
|
|
NFL Week 4 Ratings – So Far, So Good…
|
Oct 4, 2018
|
|
Lowe's: Retail's Turnaround Story, Three Months In
|
Oct 1, 2018
|
|
HILI Drops to 3%. Is Affordability the Problem?
|
Oct 1, 2018
|
|
Bed Bath & Beyond: The Melting Ice Cube is Getting Smaller
|
Sep 28, 2018
|
|
CarMax: Have it Your (Multichannel) Way
|
Sep 27, 2018
|
|
U.S. Advertising: TV Not Dead Yet?
|
Sep 27, 2018
|
|
Zayo: As Good As It Gets?
|
Sep 25, 2018
|
|
Fox: Out With the Old, In With the New (Fox)
|
Sep 25, 2018
|
|
AutoZone: Dialing up the Multichannel Battle
|
Sep 24, 2018
|
|
U.S. Cable: Cable's New Bull Case? Conference Call Slides
|
Sep 24, 2018
|
|
U.S. Cable & U.S. Media: The Winner's Curse: Good for Disney, Bad for Comcast. Downgrading CMCSA to Neutral
|
Sep 24, 2018
|
|
Sears: What Does a $12bn Share Donation Mean?
|
Sep 21, 2018
|
|
AutoNation: Larson’s Choice
|
Sep 20, 2018
|
|
PYPL: The Button Wars – PayPal Has 30%+ Share of U.S. Checkout and Counting...How High Can It Go?
|
Sep 20, 2018
|
|
Home Depot: Roundtable Visit Takeaways
|
Sep 18, 2018
|
|
Payments Marketing Deck
|
Sep 18, 2018
|
|
Twitter: Smoke and Mirrors on the Cost Line
|
Sep 17, 2018
|
|
U.S. Cable: Cable’s New Bull Case? Margin Expansion and Falling Capital Intensity
|
Sep 17, 2018
|
|
Kroger: The Food Fight Rages On
|
Sep 14, 2018
|
|
Discovery: From Have-Nots to Haves All in a Single Day
|
Sep 14, 2018
|
|
August Retail Sales: 5% is Enough. For Now.
|
Sep 14, 2018
|
|
CBS: From Uninvestable to Tradeable, Lifting PT to $65
|
Sep 13, 2018
|
|
2Q Earnings Wrap: Is the Amazon Threat Over?
|
Sep 12, 2018
|
|
MA, V, PYPL: Twelve takeaways from a half-day of management meetings at Mastercard
|
Sep 11, 2018
|
|
RSLI: Jobs and the Wealth Effect Driving the Model Higher
|
Sep 7, 2018
|
|
V, MA, PYPL: The Alipay Threat – Insights from Three Days Immersed with Ant Financial in Hangzhou, China
|
Sep 6, 2018
|
|
U.S. Media: Just Do It! Watch The NFL?
|
Sep 6, 2018
|
|
WPP: Read-ing the Tea Leaves
|
Sep 5, 2018
|
|
U.S. Towers: Assessing Growth Histories and Outlooks
|
Sep 5, 2018
|
|
Best Buy: Prepping For the Future, Proactive on the Tariffs
|
Sep 5, 2018
|
|
Facebook: Replacing an Engine Mid-Flight; Downgrade to Neutral
|
Sep 4, 2018
|
|
U.S. Wireless: Is This a Market in Need of "Repair?" Downgrading Verizon to Neutral
|
Sep 4, 2018
|
|
Amazon: AWS Upside and the $1 Trillion Market Cap
|
Aug 30, 2018
|
|
HILI Recovers in July - Trend Stabilizing Between 3-4%
|
Aug 29, 2018
|
|
Lowe’s: Hitting the Ground Running. $6+ EPS in 2019 Believable
|
Aug 29, 2018
|
|
FDC, WP, GPN: Who is the Fairest of them All? Forecasting Organic Revenue Growth for the Merchant Acquirers
|
Aug 29, 2018
|
|
Target: What About the Next 13 Years?
|
Aug 24, 2018
|
|
U.S. Media & Internet: A Shifting Sense of Stability?
|
Aug 22, 2018
|
|
CenturyLink: Rocky Mountain High... Downgrading to Sell, TP $19
|
Aug 22, 2018
|
|
Zayo Q4 F2018 Earnings: Considering Quality in Addition to Quantity
|
Aug 22, 2018
|
|
Home Depot: Can it Get Any Better Than This?
|
Aug 20, 2018
|
|
Walmart Go Big or Go Home
|
Aug 17, 2018
|
|
July Retail Sales: Party Like It’s 7/11
|
Aug 16, 2018
|
|
Payments Chart of the Quarter: Hang on to those stocks – Payments growth is accelerating
|
Aug 15, 2018
|
|
Trumponomics Tariff Slides
|
Aug 15, 2018
|
|
Dish Network: The OTHER Branches of the Tree... Downgrading Back to Sell; Reducing Target Price to $29
|
Aug 13, 2018
|
|
Sales Sizzle, but Tariffs Add Spice
|
Aug 10, 2018
|
|
Worldpay 2Q18: How hard is $100M in revenue synergies with no Amazon or PayPal?
|
Aug 10, 2018
|
|
RSLI: Midsummer Dreaming; With an Eye on the Risks
|
Aug 9, 2018
|
|
Cable One Q2 2018 Earnings: Why the Premium?
|
Aug 9, 2018
|
|
Fox: More Than Meets the Eye
|
Aug 9, 2018
|
|
Viacom: Cat On A Hot Tin Roof
|
Aug 9, 2018
|
|
Disney: Three Years Later
|
Aug 8, 2018
|
|
Snap: More Questions Than Answers
|
Aug 8, 2018
|
|
Consumer Marketing Deck
|
Aug 8, 2018
|
|
Cinemark: Why Not Get More Positive?
|
Aug 8, 2018
|
|
Equinix Q2 2018 Earnings: Positioning for the Future (and Doing Fine Until Then)
|
Aug 8, 2018
|
|
Discovery: Promises, Promises…
|
Aug 8, 2018
|
|
O’Reilly: A Little Rocket Science, and a Whole Lot of Culture
|
Aug 8, 2018
|
|
CenturyLink Q2 2018 Earnings: Bottom Line or Top Line?
|
Aug 8, 2018
|
|
Netflix: Double Trouble for International RPU?
|
Aug 6, 2018
|
|
Q2 2018 Cord-Cutting Monitor: Wait, Did That Just Happen?
|
Aug 6, 2018
|
|
Wayfair: Giving the Benefit of the Doubt
|
Aug 3, 2018
|
|
GPN 2Q18: Global Payments’ Software Strategy is Certainly Different, Jury’s Out on Whether It’s Better
|
Aug 3, 2018
|
|
Dish Network Q2 2018 Earnings: What Would a Decision Tree Look Like?
|
Aug 3, 2018
|
|
Square 2Q18 Earnings: The Square Dream is... Instant Deposit and Caviar?
|
Aug 2, 2018
|
|
AMCX: Bringing a Knife to a Gun Fight
|
Aug 2, 2018
|
|
Cogent Q2 2018 Earnings: How Much Do I Love Thee? Let Me Count the Cylinders...
|
Aug 2, 2018
|
|
CBS: CBS Is… Uninvestable
|
Aug 2, 2018
|
|
Altice USA Q2 2018 Earnings: Is Cable Cool Again?
|
Aug 2, 2018
|
|
Alphabet: Google Next Takeaways – Postcards From The Cloud
|
Aug 1, 2018
|
|
Sprint CQ2 2018 Earnings: Getting Real
|
Aug 1, 2018
|
|
T-Mobile Q2 2018 Earnings: Would TMUS Really Be Better Off If the Deal Doesn’t Happen?
|
Aug 1, 2018
|
|
Trumponomics Part II: The Risk of Protectionism for Retailers
|
Aug 1, 2018
|
|
CyrusOne Q2 2018 Earnings: Success Begets…
|
Aug 1, 2018
|
|
American Tower Q2 2018 Earnings: Rabbit Out of a Hat
|
Jul 31, 2018
|
|
Charter Q2 2018 Earnings: What Would It Take for CHTR to Be a $400 Stock Again
|
Jul 31, 2018
|
|
Lumber Liquidators: 2Q Comps a Cut Above, Margins Against the Grain
|
Jul 31, 2018
|
|
First Data 2Q18: One Small Step for NA GBS, One Giant Leap for the Turnaround Story
|
Jul 31, 2018
|
|
Twitter: How Are You Feeling About '19?
|
Jul 30, 2018
|
|
SBA Q2 2018 Earnings: US vs. Brazil in the Tower World Cup Finals
|
Jul 30, 2018
|
|
O’Reilly: 4.6% Comp, but Margins Still Pressured
|
Jul 27, 2018
|
|
Amazon: 2Q Shows Us the Money...
|
Jul 27, 2018
|
|
Visa 3Q18 and Mastercard 2Q18: Is Mastercard Really Suddenly Better?
|
Jul 27, 2018
|
|
Sherwin-Williams: Owning Pricing Power in a Reflationary World
|
Jul 26, 2018
|
|
CoreSite Q2 2018 Earnings: Balancing the Near Term and the Long Term
|
Jul 26, 2018
|
|
Digital Realty Q2 2018 Earnings: REIT vs. TMT
|
Jul 26, 2018
|
|
Facebook: The New Reality or Self-Immolation for Self Protection
|
Jul 26, 2018
|
|
PayPal 2Q18: Stand Tall, Checkout Button!
|
Jul 26, 2018
|
|
Comcast Q2 2018 Earnings: Ah, What Might Have Been…
|
Jul 26, 2018
|
|
HILI Snaps Down-Streak in June, Still Not Out of the Woods...
|
Jul 26, 2018
|
|
WP, SQ, GPN, FDC: Regulatory tremors in the UK
|
Jul 25, 2018
|
|
QTS Q2 2018 Earnings: On the Road to Recovery?
|
Jul 25, 2018
|
|
Interpublic: Who Do You Have To Schtup Around Here?
|
Jul 25, 2018
|
|
Verizon Q2 2018 Earnings: Life without Video
|
Jul 24, 2018
|
|
Alphabet 2Q18 Earnings: Nothing To See Here...But Growth & Value
|
Jul 24, 2018
|
|
AT&T Q2 2018 Earnings: That’s Showbiz, Folks
|
Jul 24, 2018
|
|
Amazon: What to Watch for in Q2 Results
|
Jul 23, 2018
|
|
Agree or disagree? Payments coverage initiation FAQs, pushback, and sentiment
|
Jul 23, 2018
|
|
Payments & IT Services Name: Agree or disagree? Payments coverage initiation FAQs, pushback, and sentiment
|
Jul 23, 2018
|
|
Online Advertising: So Much for the GDPR-mageddon
|
Jul 23, 2018
|
|
Genuine Parts Co: Comps Back to 3%, Yet What about the Margins?
|
Jul 20, 2018
|
|
U.S. Media: A Quarter Like No Other
|
Jul 19, 2018
|
|
Omnicom: Out With The Old
|
Jul 18, 2018
|
|
Alphabet: Is Google's Cloud Future Less Cloudy - Redux?
|
Jul 18, 2018
|
|
Crown Castle Q2 2018 Earnings: The Dog Days of Summer
|
Jul 18, 2018
|
|
Netflix: Stranger Things
|
Jul 17, 2018
|
|
Prime Day 2018: What You Need to Know
|
Jul 16, 2018
|
|
Advertising Agencies: Reacting Under Pressure
|
Jul 16, 2018
|
|
U.S. Communications Infrastructure, Telecom, & Cable: The Case of the Missing Revenue, Revisited
|
Jul 16, 2018
|
|
Amazon: Prime Day 2018: What You Need to Know
|
Jul 16, 2018
|
|
June Retail Sales: 5% Growth… Spells R-E-L-I-E-F for Retail
|
Jul 16, 2018
|
|
Interpublic: Buyer's Remorse?
|
Jul 12, 2018
|
|
Payments Initiation Conference Call
|
Jul 12, 2018
|
|
“Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector
|
Jul 11, 2018
|
|
“Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector [EXCERPT]
|
Jul 11, 2018
|
|
U.S. Pay TV: The Other Side of Cord-Cutting… A Rare Glimpse into the Black Box of Video Package Mix
|
Jul 10, 2018
|
|
RSLI: Retail Sales Sizzling; Decelerating Trend a Risk
|
Jul 10, 2018
|
|
Not Your Father's AFFO... Assessing AFFO Holistically Across the Communications Infrastructure Space
|
Jul 9, 2018
|
|
Best Buy: Looking to Succeed, Not Just Survive
|
Jul 8, 2018
|
|
HILI Drops Again, Growing Risk to 2H Sales
|
Jul 2, 2018
|
|
Auto Dealer Forum Nuggets, CarMax, AutoNation and More
|
Jun 29, 2018
|
|
Bed Bath & Bygone
|
Jun 28, 2018
|
|
2nd Annual NYC Advertising Tour 2018
|
Jun 27, 2018
|
|
What Should Amazon Do With Prime Video?
|
Jun 26, 2018
|
|
U.S. Media - Weekly Ratings: 6/18-6/24
|
Jun 26, 2018
|
|
Growth Slows, Capacity Grows… Ouch!
|
Jun 25, 2018
|
|
O’Reilly: Tapping the Brakes; Downgrade to Neutral
|
Jun 25, 2018
|
|
CarMax: Delivering Profits; Now Time to Comp
|
Jun 25, 2018
|
|
Kroger: Reinventing Themselves for a Multichannel Future
|
Jun 22, 2018
|
|
BJs is Coming Back Slides
|
Jun 21, 2018
|
|
Dinosaurs in the Digital Age Slides
|
Jun 20, 2018
|
|
BJs is Coming Back
|
Jun 19, 2018
|
|
Dinosaurs in the Digital Age? Initiating Coverage of the Advertising Agencies (WPP, OMC, IPG)
|
Jun 19, 2018
|
|
Time Warner: Dropping Coverage
|
Jun 15, 2018
|
|
Blaming it on Weather, Reinvesting Tax Cuts
|
Jun 15, 2018
|
|
May Retail Sales: April Showers Brought May Flowers
|
Jun 14, 2018
|
|
U.S. Media: Implications of T-TWX Approval; Downgrade TWX to Neutral
|
Jun 13, 2018
|
|
AT&T: Curb Your Enthusiasm; Downgrading to Sell, PT $28
|
Jun 13, 2018
|
|
RSLI: Downtick to 4.8% on Energy Costs, Less Good Employment & Confidence
|
Jun 12, 2018
|
|
Equinix: Follow the Feedback...Addressing the Most Common Post-Initiation Client Questions
|
Jun 11, 2018
|
|
U.S. Advertising: What Happens if TV Reach Dies?
|
Jun 7, 2018
|
|
T-Mobile/Sprint and U.S. Wireless: The HHI Problem
|
Jun 7, 2018
|
|
Altice USA: After the Spin; Buy (with a TP of $25)
|
Jun 5, 2018
|
|
Walmart Shareholders Day Lesson: The East India Company Was A Long Game Too
|
Jun 4, 2018
|
|
Costco: Growing Through the Amazon Effect
|
Jun 4, 2018
|
|
Target: Driving Traffic, Will EBIT Follow?
|
Jun 4, 2018
|
|
U.S. Media: What is the Future of Traditional TV Studios?
|
May 31, 2018
|
|
Lowe’s: What Can Marvin Ellison Do To Help Lowe’s?
|
May 31, 2018
|
|
Dollar Stores 1Q Miss: More Weather/Food Fight than Amazon. For Now...
|
May 31, 2018
|
|
April Home Improvement Lead Indicator: Will April Showers Bring May Comps?
|
May 30, 2018
|
|
Target: The Human Touch Matters in a Digital World
|
May 25, 2018
|
|
Fox: Love Triangle
|
May 23, 2018
|
|
2018 Connectivity Expo – key takeaways and notes (towers and Dish Network)
|
May 23, 2018
|
|
Lowe’s Flash Note: Lucky Penney? Marvin Ellison Named New President & CEO
|
May 22, 2018
|
|
Walmart: Flipping Through the Portfolio
|
May 22, 2018
|
|
Snap: Point Made. Upgrading from Sell to Neutral
|
May 21, 2018
|
|
State of the Industry Slides 2018
|
May 21, 2018
|
|
Home Depot: Multichannel Nears 8%, Macro Remains Supportive
|
May 17, 2018
|
|
Retail Sales: Is 4% Good Enough for 18% EPS Growth?
|
May 16, 2018
|
|
1Q Earnings Preview: Now the Empires Strike Back
|
May 14, 2018
|
|
Is Maturing Prime Membership a Problem?
|
May 10, 2018
|
|
Q1 2018 Cord-Cutting Monitor: Are We All Focusing On the Wrong Number?
|
May 10, 2018
|
|
Fox: The Other Side of Deal Hell
|
May 10, 2018
|
|
Dollar General, Dollar Tree, Kroger: It’s Not You…It’s Alexa
|
May 10, 2018
|
|
AMC Networks: Too Much Fear of The Walking Dead?
|
May 10, 2018
|
|
Discovery: Seeing is Believing?
|
May 9, 2018
|
|
Cable One Q1 2018 Earnings: The Best-Behaved Kid in Detention
|
May 9, 2018
|
|
Cinemark: Will Box Office Growth Live Up To The Hype?
|
May 9, 2018
|
|
Altice USA Q1 2018 Earnings: Spinning
|
May 9, 2018
|
|
Disney: Everything’s Working But The Stock Price
|
May 9, 2018
|
|
CenturyLink Q1 2018 Earnings: Where is the Bar Set?
|
May 9, 2018
|
|
Dish Q1 2018 Earnings: Something’s Gotta Give
|
May 8, 2018
|
|
Altice USA: Can Altice USA Cure the Cable Flu?
|
May 7, 2018
|
|
RSLI Suggests Modest Reacceleration in 2H
|
May 7, 2018
|
|
5th Annual MoffettNathanson Media & Communications Summit - Final Agenda
|
May 7, 2018
|
|
CBS: The Waiting Is The Hardest Part
|
May 4, 2018
|
|
Cogent Q1 2018 Earnings: History Rhymes – Will It Repeat?
|
May 3, 2018
|
|
Zayo Q3 F2018 Earnings: The Immovable Object
|
May 3, 2018
|
|
Wayfair: Way Day, Way Day! Time to Get Onboard?
|
May 3, 2018
|
|
CyrusOne Q1 2018 Earnings: The Pressure to Lease
|
May 2, 2018
|
|
Snap 1Q18 Earnings: A Very Public Work in Progress…At 14X Revenues
|
May 2, 2018
|
|
Sprint CQ1 2018 Earnings: Why the Merger Is Urgent
|
May 2, 2018
|
|
Equinix Q1 2018 Earnings: A Growth Holding Pattern
|
May 2, 2018
|
|
American Tower Q1 2018 Earnings: Consolidation and FirstNet and India, Oh My!
|
May 1, 2018
|
|
Marc Wulfraat Bio
|
May 1, 2018
|
|
T-Mobile Q1 2018 Earnings: What Happens if the Deal is Rejected?
|
May 1, 2018
|
|
Alphabet: Trying to Make Sense of a Very Expensive Quarter
|
May 1, 2018
|
|
Walmart: Battle of the Ages Goes British. God Save the Stores!
|
Apr 30, 2018
|
|
SBA Q1 2018 Earnings: How the Other Half Lives (and Invests)
|
Apr 30, 2018
|
|
T-Mobile, Sprint, and the Towers: It's Hammer Time
|
Apr 30, 2018
|
|
Amazon: 1Q18: Driving Towards $1 Trillion
|
Apr 27, 2018
|
|
Charter Q1 2018 Earnings: How Did Charter Get To Be A Sub-$300 Stock Again?
|
Apr 27, 2018
|
|
Tractor Supply: Time to Get Behind the Tractor?
|
Apr 27, 2018
|
|
5th Annual MoffettNathanson Media & Communications Summit Agenda
|
Apr 27, 2018
|
|
U.S. Online Travel: Is Global Travel Growth Back, Baby?
|
Apr 26, 2018
|
|
Digital Realty Q1 2018 Earnings: Can Pricing Persist?
|
Apr 26, 2018
|
|
Booking Holdings: Dropping Coverage
|
Apr 26, 2018
|
|
Sherwin-Williams: Pricing Power Matters
|
Apr 26, 2018
|
|
CoreSite Q1 2018 Earnings: The Playbook and the Pipeline
|
Apr 26, 2018
|
|
Expedia: Dropping Coverage
|
Apr 26, 2018
|
|
TripAdvisor: Dropping Coverage
|
Apr 26, 2018
|
|
TWX: Why Sell Now? (Day 2)
|
Apr 26, 2018
|
|
Comcast Q1 2018 Earnings: Wag the Dog
|
Apr 25, 2018
|
|
QTS Q1 2018 Earnings: A First Look at the “New” QTS
|
Apr 25, 2018
|
|
Twitter 1Q18 Earnings: Get It, Got It, Sell
|
Apr 25, 2018
|
|
VIAB: Why Sell Now?
|
Apr 25, 2018
|
|
AT&T Q1 2018 Earnings: Does AT&T Need a Plan B?
|
Apr 25, 2018
|
|
Amazon: What to Watch for in Q1 Results
|
Apr 25, 2018
|
|
Facebook 1Q18 Earnings: No Nipple Slips Here
|
Apr 25, 2018
|
|
Auto Aftermarket: Blame it On The Weather (50bps Hit in April)
|
Apr 24, 2018
|
|
HILI: Deceleration to 4.9% Doesn’t Look Like 2007. Yet.
|
Apr 24, 2018
|
|
Verizon Q1 2018 Earnings: Why 5G Matters
|
Apr 24, 2018
|
|
Lowe’s: Deep Dive Meeting Takeaways
|
Apr 24, 2018
|
|
Google 1Q18 Earnings: Sloppy but Strong
|
Apr 24, 2018
|
|
U.S. Media: The Very Definition of “Deal Hell”
|
Apr 24, 2018
|
|
Communications Infrastructure 2018-04-23
|
Apr 23, 2018
|
|
Film Studios: Will Size Matter in Hollywood?
|
Apr 23, 2018
|
|
Not All Raised Floor Is Created Equal: Initiating Coverage of the Data Centers [Conference Call Transcript]
|
Apr 20, 2018
|
|
Genuine Parts Co. Sluggish Auto Demand: Cyclical or Secular?
|
Apr 20, 2018
|
|
CarMax: Analyst Day Learnings; Trimming Comps for the Value Gap
|
Apr 19, 2018
|
|
Genuine Parts Co 1Q Earnings Flash
|
Apr 19, 2018
|
|
Crown Castle Q1 2018 Earnings: MLAs on Our Minds
|
Apr 18, 2018
|
|
NFLX: Winning Hearts & Minds Everywhere
|
Apr 17, 2018
|
|
1Q Online Advertising: Queue the Questions
|
Apr 17, 2018
|
|
Inaugural MoffettNathanson Retail Summit: The More Things Change, The Faster They Change
|
Apr 17, 2018
|
|
Genuine Parts Co.: SPR Divestiture - Addition by Subtraction
|
Apr 16, 2018
|
|
Not All Raised Floor Is Created Equal: A Companion to Our Data Center Initiation Report
|
Apr 16, 2018
|
|
Discovery: Will Investors Discover It?
|
Apr 16, 2018
|
|
Bed Bath & Beyond: Walking up a Down Escalator
|
Apr 16, 2018
|
|
March Retail Sales: Out Like a Lamb
|
Apr 16, 2018
|
|
Data Center Initation Slides
|
Apr 13, 2018
|
|
Amazon & Trump: Neither Rain, Nor Heat, Nor Postal Tweet
|
Apr 10, 2018
|
|
T-Mobile: The Case for $80 per Share
|
Apr 10, 2018
|
|
2018 eComm Survey Slides
|
Apr 9, 2018
|
|
Not All Raised Floor Is Created Equal: Initiating Coverage of the Data Centers (COR, CONE, DLR, EQIX, QTS)
|
Apr 9, 2018
|
|
2018 eCommerce Survey: Ready or Not – Here Comes Voice Shopping
|
Apr 5, 2018
|
|
Cinemark: Cyclical Outweighs Secular (For Now); Upgrade to Neutral
|
Apr 5, 2018
|
|
Snap Focus Group Part II Slides
|
Apr 5, 2018
|
|
CarMax: Mind the Value Gap
|
Apr 5, 2018
|
|
Netflix: A Clash of Heart vs. Mind
|
Apr 4, 2018
|
|
RSLI: Consumer Looks Strong, If the Market & Tariffs Don’t Screw It Up
|
Apr 3, 2018
|
|
Advance Auto Parts: CFO Change Another Step on a Transformative Journey
|
Apr 3, 2018
|
|
Snap Focus Group Part II: “Who Were the Beta Testers?”
|
Apr 2, 2018
|
|
Wayfair: A Unique Take on Home Goods
|
Apr 2, 2018
|
|
Lowe’s: The Waiting is the Hardest Part
|
Apr 2, 2018
|
|
CarMax: 4Q Rocky, March Comp/ Inventory Spell Relief
|
Mar 29, 2018
|
|
RH: Trading Growth for Profits in 2018
|
Mar 29, 2018
|
|
Comcast: The Rhyme of History
|
Mar 28, 2018
|
|
Should You #DeleteFB From Your Portfolio? Slides
|
Mar 28, 2018
|
|
Facebook: Should You #DeleteFB From Your Portfolio?
|
Mar 26, 2018
|
|
Dish Network: Finally Fairly Valued? Upgrading to Neutral (from Sell); PT Unchanged at $37
|
Mar 23, 2018
|
|
HILI Healthy: EHS and Confidence Bounced Back, but so did Rates
|
Mar 23, 2018
|
|
Viacom: What Do They See That We Don’t?
|
Mar 22, 2018
|
|
Amazon, Walmart, and Kroger: Food Fight at Your Doorstep
|
Mar 22, 2018
|
|
U.S. Media - Weekly Ratings: 3/12-3/18
|
Mar 20, 2018
|
|
Retail Comp Sheet 03-19-2018
|
Mar 19, 2018
|
|
Dollar General: Greater Retention Bumps Outlook; Sustainability Key
|
Mar 16, 2018
|
|
Comcast, Fox and Disney: The Three-Way Fight for Sky Slides
|
Mar 16, 2018
|
|
Lumber Liquidators Deep Dive Notes
|
Mar 16, 2018
|
|
Williams Sonoma: Setting the Table for Multichannel Growth
|
Mar 16, 2018
|
|
Dollar General 4Q Earnings Flash: Defying Gravity
|
Mar 15, 2018
|
|
U.S. Towers: The Small Cell through the Python, and Other Tales
|
Mar 14, 2018
|
|
Retail Earnings Wrap: Do Investments Make Sense?
|
Mar 14, 2018
|
|
Google & Facebook: Too Big to Grow?
|
Mar 14, 2018
|
|
February Retail Sales: If the Shoe Fits… 4.5% Growth Still On Track
|
Mar 14, 2018
|
|
Comcast: The Sky’s the Limit?
|
Mar 12, 2018
|
|
Retail Comp Sheet 03-12-2018
|
Mar 12, 2018
|
|
Kroger: More To Spend, But Is There More (Share) To Gain?
|
Mar 9, 2018
|
|
Costco: Riding Loyalty in a Multichannel Retail Storm
|
Mar 9, 2018
|
|
Regal: Dropping Coverage
|
Mar 9, 2018
|
|
KR 4Q Earnings Flash: Playing for Long Term Growth; Paying for it Today
|
Mar 8, 2018
|
|
CenturyLink, Zayo, and Cogent: Who’s Winning the Battle for Value Creation?
|
Mar 8, 2018
|
|
Dollar Tree: Detoured, But Not Derailed
|
Mar 8, 2018
|
|
Target: Knowing What You Don’t Know
|
Mar 7, 2018
|
|
Dollar Tree Earnings Flash: Investment Year Meets High Expectations
|
Mar 7, 2018
|
|
U.S. Media: Did the Market Make a Mistake in Aug 2015?
|
Mar 6, 2018
|
|
AN: Trimming 1Q Sales & EBIT; NVLI Says Don’t Expect Much 2H18 Relief
|
Mar 6, 2018
|
|
Target 4Q Earnings Flash: Traffic Mojo at a Cost
|
Mar 6, 2018
|
|
U.S. Media – Weekly Ratings: 2/26-3/4
|
Mar 6, 2018
|
|
Retail Comp Sheet 03-05-2018
|
Mar 5, 2018
|
|
Tractor Supply: Backup the Tractor, Upgrade to Buy
|
Mar 5, 2018
|
|
Retail Sales Lead Indicator Moves Higher; Tax Cut Cavalry Should Start to Help
|
Mar 5, 2018
|
|
BBY: Raising the Bar
|
Mar 2, 2018
|
|
AMCX: Advertising is Down… Now What?
|
Mar 2, 2018
|
|
Verizon Matt Ellis Notes
|
Mar 2, 2018
|
|
Cable One Q4’17 Earnings: Canary in the Coal Mine, Part II
|
Mar 1, 2018
|
|
LOW: Will Bad News Be Good News?
|
Mar 1, 2018
|
|
Q4 2017 Cord-Cutting Monitor: Yes, the vMVPDs Are Growing… Like Weeds
|
Mar 1, 2018
|
|
BBY 4Q Earnings Flash
|
Mar 1, 2018
|
|
LOW: 4Q Earnings Flash
|
Feb 28, 2018
|
|
Verizon (VZ): Is It Finally Safe to Go Back in the Water? Upgrading Back to Buy, Price Target $56
|
Feb 28, 2018
|
|
Booking Holdings 4Q17 Earnings: The Artist Formerly Known as Priceline Jams Out As It Closes 2017
|
Feb 28, 2018
|
|
AZO: Walking (not Running) in Memphis
|
Feb 28, 2018
|
|
DISCA: Two Out of Three Ain’t Bad!
|
Feb 28, 2018
|
|
TGT: Pricing Out Multichannel Future. Could Late to the Party Mean Better Returns?
|
Feb 28, 2018
|
|
LL: From ICU to Rehab
|
Feb 28, 2018
|
|
American Tower Q4 2017 Earnings: A Passage to India
|
Feb 27, 2018
|
|
AZO 2Q18 Earnings Flash
|
Feb 27, 2018
|
|
Altice USA Q4 2017 Earnings: Trouble Me?
|
Feb 27, 2018
|
|
Retail Comp Sheet 02-26-2018
|
Feb 26, 2018
|
|
SBA Q4 2017 Earnings: Mr. Clean…Still Clean?
|
Feb 26, 2018
|
|
W: Icarus?...
|
Feb 23, 2018
|
|
AAP: Turnaround Potential Tantalizing; Execution Risk Remains
|
Feb 23, 2018
|
|
CNK: Where To From Here?
|
Feb 23, 2018
|
|
HD Playing for Keeps
|
Feb 22, 2018
|
|
Wayfair Flash Note
|
Feb 22, 2018
|
|
U.S. Internet: “And the First One Now Will Later Be Last"
|
Feb 22, 2018
|
|
Cogent Q4 2017 Earnings: Waiting for Godot’s Usage to Show Up in Traffic Volumes
|
Feb 22, 2018
|
|
HILI Ticks Back to Good Following Hurricane Boost
|
Feb 22, 2018
|
|
WMT: Growing Pains, Heightened Expectations, or Both?
|
Feb 21, 2018
|
|
Dish Network Q4 2017 Earnings: Less than Zero?
|
Feb 21, 2018
|
|
GPC: Modest Growth Finding Its Price
|
Feb 21, 2018
|
|
U.S. Media: It’s Hard to Be a Short in the City; Upgrade DISCA and AMCX to Neutral
|
Feb 20, 2018
|
|
HD 4Q Earnings Flash
|
Feb 20, 2018
|
|
WMT 4Q Earnings Flash: Questions Ahead of Walmart’s First Live Investor Call
|
Feb 20, 2018
|
|
CBS: Les(s) Is More?
|
Feb 16, 2018
|
|
TripAdvisor 4Q17 Earnings: Lowering the Bar
|
Feb 15, 2018
|
|
Home Earnings Preview: Rate Fears Provide Opportunity
|
Feb 15, 2018
|
|
4Q17 EPS Preview: What to do with the Cash? What Does it Mean for the Stocks?
|
Feb 15, 2018
|
|
Google vs. Amazon Advertising Slides
|
Feb 14, 2018
|
|
CenturyLink Q4 2017 Earnings: Showing Some Skin
|
Feb 14, 2018
|
|
Shot Through the Heart? More Confirmation of 4.5% growth in 2018.
|
Feb 14, 2018
|
|
U.S. Telecommunications: Do the Facts Fit the Narrative?
|
Feb 14, 2018
|
|
Is Amazon’s 93% Renewal Rate Pressuring Club Memberships?
|
Feb 13, 2018
|
|
AMZN: Earth is a Big Market, Part II.
|
Feb 13, 2018
|
|
Retail Comp Sheet 02-12-2018
|
Feb 12, 2018
|
|
U.S. Online Travel: Is Airbnb Ready for Primetime?
|
Feb 12, 2018
|
|
ORLY 4Q17: Pole Position to Reinvest
|
Feb 9, 2018
|
|
EXPE 4Q17 Earnings Review: Death by a Thousand Cuts
|
Feb 9, 2018
|
|
FOXA: See Dickens & Disney
|
Feb 8, 2018
|
|
T-Mobile Q4 2017 Earnings: Can TMUS Pull Off a Smooth Handoff from Growth to FCF?
|
Feb 8, 2018
|
|
Twitter4Q17: Is thisa Turn orJust A Really Big Q4?
|
Feb 8, 2018
|
|
VIAB: Deal or No Deal?
|
Feb 8, 2018
|
|
ORLY 4Q Earnings Flash: New CEO, Retaining 70% of Tax Cuts in Year 1
|
Feb 7, 2018
|
|
Snap 4Q17 Earnings: Snapping Back?
|
Feb 7, 2018
|
|
DIS: Multiple Ways To Win
|
Feb 7, 2018
|
|
Zayo Q2 F2018 Earnings: One Year Later
|
Feb 7, 2018
|
|
U.S. Media: What’s a Programmer to Do?
|
Feb 6, 2018
|
|
Retail Sales Lead Indicator (RSLI): To the Moon … And Back
|
Feb 6, 2018
|
|
GOOGL & AMZN: What Happens When Giants Collide?
|
Feb 5, 2018
|
|
GOOGL & AMZN: What Happens When Giants Collide?
|
Feb 5, 2018
|
|
Retail Comp Sheet 02-05-2018
|
Feb 5, 2018
|
|
Google 4Q17 Earnings: Twenty–Twenty
|
Feb 2, 2018
|
|
Sprint Q4 2017 Earnings: How Long Can “Unsustainable” be Sustained?
|
Feb 2, 2018
|
|
Charter Q4 2017 Earnings: Groundhog Day
|
Feb 2, 2018
|
|
FB 4Q17 Earnings: (News) Feed-ing us a Line About 2018
|
Feb 1, 2018
|
|
TSCO: Mud on the Tires: Can Tractor Pull Out of Investment Cycle?
|
Feb 1, 2018
|
|
AN: Florida Trumps Switzerland
|
Feb 1, 2018
|
|
TWX: Increased Confidence
|
Feb 1, 2018
|
|
First Take: AMZN Not Slowing Down; 30% of U.S. Retail Growth
|
Feb 1, 2018
|
|
TWX: Deal or No Deal, Upgrade to Buy
|
Jan 31, 2018
|
|
Not a Kids Game: Toys R Us Pain is WMT/TGT & AMZN’s Gain
|
Jan 31, 2018
|
|
AT&T Q4 2017 Earnings: Fundamentals vs. Tax Reform
|
Jan 31, 2018
|
|
Retail Comp Sheet 01-30-2018
|
Jan 30, 2018
|
|
U.S. Theaters: Cyclical vs. Secular and Studio Leverage?
|
Jan 30, 2018
|
|
HILI: No Slowdown in Home Improvement
|
Jan 30, 2018
|
|
U.S. Media: Now the NFL Should Worry!
|
Jan 29, 2018
|
|
AMZN Q4 Preview: Prime Seasoning + Voice Shopping + Ad Revenues = More Growth
|
Jan 29, 2018
|
|
LOW: Activism Matters…
|
Jan 26, 2018
|
|
SHW: Flash Note 4Q17
|
Jan 25, 2018
|
|
SHW: Paint Straight, Base Case $456
|
Jan 25, 2018
|
|
AT&T (T): A Tax Reform Windfall… but Is That Enough to Change the Narrative? Still Neutral with a TP of $35.
|
Jan 25, 2018
|
|
4Q OTA Preview: Is There Light at the End of the Tunnel?
|
Jan 24, 2018
|
|
Crown Castle Q4 2017 Earnings: The Case for Crown
|
Jan 24, 2018
|
|
Comcast Q4 2017 Earnings: A Little Self-Help, Please?
|
Jan 24, 2018
|
|
NATPE 2018: Addressing Key Media Investor Debates
|
Jan 23, 2018
|
|
Verizon Q4 2017 Earnings: Perchance to Dream
|
Jan 23, 2018
|
|
NFLX: Hello $100 Billion
|
Jan 23, 2018
|
|
Detroit Auto Show: The More Things Change…
|
Jan 22, 2018
|
|
U.S. Media: Stranger Things
|
Jan 22, 2018
|
|
Auto Aftermarket Stocks are Flying, but are the Fundamentals?
|
Jan 22, 2018
|
|
WMT: Sam’s Closures: A $4bn Ante. Is BJ’s the Next Game?
|
Jan 19, 2018
|
|
Comcast: In the Sweet Spot of Tax Reform; Raising Target Price to $52
|
Jan 18, 2018
|
|
4Q Online Ad Preview: Rising Tide Should Lift Most Boats
|
Jan 17, 2018
|
|
Verizon (VZ): Tax Reform Giveth, Tax Reform (Inflation) Taketh Away; Downgrading to Neutral, Target $56
|
Jan 16, 2018
|
|
CBS + VIAB: Now More Than Ever!
|
Jan 16, 2018
|
|
AN: Tax Reform Boost On Track; Retention Debate Remains
|
Jan 16, 2018
|
|
U.S. Media: May the FOX Be With You – An Update
|
Jan 12, 2018
|
|
December Retail Sales: Strongest in Over a Decade
|
Jan 12, 2018
|
|
WMT: Bentonville’s Reinvestment Strategy Taking Shape
|
Jan 11, 2018
|
|
Retail 2018 Outlook Slides
|
Jan 11, 2018
|
|
TGT: Recapturing the Mojo
|
Jan 9, 2018
|
|
U.S. Media & Internet: Why Has the New Tax Law NOT Impacted Stocks?
|
Jan 9, 2018
|
|
U.S. Media - Weekly Ratings: 1/1-1/7
|
Jan 9, 2018
|
|
Charter (CHTR): Better Late than Never; Upgrading to Buy with a Post-Tax-Reform Price Target of $436
|
Jan 8, 2018
|
|
U.S. Advertising: What Happens as You Turn the Page?
|
Jan 5, 2018
|
|
MN Retail 2018 Outlook: Crunch Time (to Spend the Tax Cuts)
|
Jan 4, 2018
|
|
HILI Continues to Build—Highest Reading Since June ‘15
|
Jan 4, 2018
|
|
KMX: Narrowing Used to New Car Spread Hurts; but Tax Reform Bumps EPS
|
Dec 22, 2017
|
|
Trumponomics: Lowest U.S. Corp Tax Rates Since the 1930s. Now What?
|
Dec 21, 2017
|
|
We Checked the List: BBBY More Naughty Than Nice
|
Dec 20, 2017
|
|
Facebook: Is it Time to Get Out?
|
Dec 19, 2017
|
|
2017 Holiday Survey: Is Santa a Prime Member?
|
Dec 17, 2017
|
|
U.S. Online Travel: Can HomeAway Catch Airbnb Slides
|
Dec 14, 2017
|
|
COST: Learning How To Sell You Stuff
|
Dec 14, 2017
|
|
November Retail Sales: Christmas Came Early
|
Dec 14, 2017
|
|
Last Mile Battle: TGT Shipts to Offense
|
Dec 13, 2017
|
|
Cost: Survey Says: Keep Scalin’ the AMZN Wall of Worry
|
Dec 13, 2017
|
|
Snap: Snap Back to Life?
|
Dec 12, 2017
|
|
Home Depot to Amazon: Game-On
|
Dec 12, 2017
|
|
What the FOX is Going On? Part II
|
Dec 11, 2017
|
|
Dollar General Corp: DG
|
Dec 8, 2017
|
|
U.S. Online Travel: Can HomeAway Catch Airbnb?
|
Dec 7, 2017
|
|
U.S. Telecom and U.S. Cable & Satellite: Tax Reform Winners and Losers
|
Dec 7, 2017
|
|
DG 3Q17 Quick Comment
|
Dec 7, 2017
|
|
AutoZone 1Q18: Still in the FriendZone
|
Dec 6, 2017
|
|
U.S. Theaters: Selling Just In Time? Upgrade RGC to Neutral, Maintain CNK Sell
|
Dec 6, 2017
|
|
RH 3Q17 Earnings Report: Imagining the Math
|
Dec 6, 2017
|
|
HD: 2017 Analyst Day Quick Comment
|
Dec 6, 2017
|
|
U.S. Media - L.A. Trip Takeaways: From Evolution To Revolution
|
Dec 5, 2017
|
|
U.S. Towers: Where To From Here? Searching for Edge
|
Dec 5, 2017
|
|
HD 2017 Analyst Day Preview
|
Dec 5, 2017
|
|
AZO: AutoZone 1Q18 Quick Comment
|
Dec 5, 2017
|
|
Auto Parts & Auto Dealers Initiation: Oversupply or Lack of Demand?
|
Dec 4, 2017
|
|
BBY Initiation: Taking the Service Road, But Will They Run Into Traffic?
|
Dec 4, 2017
|
|
KMX Initiation: Omnichannel Posterchild Capped by Comp Moderation
|
Dec 4, 2017
|
|
Retail Revolution: Profiting from Turmoil
|
Dec 4, 2017
|
|
TGT Initiation: The Cost of Relevance
|
Dec 4, 2017
|
|
W Initiation: Online Pure-Play in Home Furnishing – With Way-Big Growth Potential
|
Dec 4, 2017
|
|
AAP Initiation: Revenue Challenge Constrains Risk-Reward
|
Dec 4, 2017
|
|
General Merchandise Initiation: Amazon vs Walmart. Battle of the Ages is About Getting Closer to Your Customer. Now.
|
Dec 4, 2017
|
|
LOW Initiation: Perfect is not the Enemy of Good
|
Dec 4, 2017
|
|
Home Initiation: In Retail, Home is Where the Heart (and Profit) is…
|
Dec 4, 2017
|
|
RH Initiation: After Heavenly Guidance is Faith Restored?
|
Dec 4, 2017
|
|
SHW Initiation: Paint it Green, Base Case $420
|
Dec 4, 2017
|
|
WMT Initiation: Not Going Away. With a Vengeance
|
Dec 4, 2017
|
|
AMZN Initiation: $1 Trillion? Earth is a Pretty Big Market.
|
Dec 4, 2017
|
|
AN Initiation: Retail Turnaround Adds Risk, Reward
|
Dec 4, 2017
|
|
AZO Initiation: TREF Supported, Comp Constrained
|
Dec 4, 2017
|
|
BBBY Initiation: A Survivor on the Street, Trouble in the Sheets?
|
Dec 4, 2017
|
|
COST Initiation: Membership and Retail Done Right
|
Dec 4, 2017
|
|
DLTR Initiation: Dip into the Dollar Bin for Growth
|
Dec 4, 2017
|
|
GPC Initiation: Margin Pressure Tips Risk Reward, Initiate Sell
|
Dec 4, 2017
|
|
HD Initiation: Best House on the Block… Expanding the Neighborhood
|
Dec 4, 2017
|
|
KR Initiation: Stocking Our Shelves with KR at 13x
|
Dec 4, 2017
|
|
LL Initiation: After a Visit to the School of Hard Knocks, Can LL Reclaim Hardwood?
|
Dec 4, 2017
|
|
SHLD Initiation: Requiem for the American Retailing Dream
|
Dec 4, 2017
|
|
TSCO Initiation: Back to Back Warm Winters – Can Tractor Pull Out of the Mud?
|
Dec 4, 2017
|
|
DG Initiation: TREF Intriguing, Entry Point Elusive
|
Dec 4, 2017
|
|
ORLY Initiation: Cinderella Man
|
Dec 4, 2017
|
|
WSM Initiation: Setting the Table for Multichannel Growth
|
Dec 4, 2017
|
|
The Four Player Wireless Market Slides
|
Nov 29, 2017
|
|
CenturyLink: Is It Time for an Upgrade?
|
Nov 28, 2017
|
|
U.S. Telecom: The Four Player Wireless Market; Upgrading T-Mobile to Buy, Price Target $73
|
Nov 27, 2017
|
|
U.S. Media - Weekly Ratings: 11/13-11/19
|
Nov 21, 2017
|
|
What the FOX is Going On?
|
Nov 20, 2017
|
|
VIAB: Same Story, Different Ending?
|
Nov 17, 2017
|
|
Q3 2017 Cord-Cutting Monitor: Of Black Clouds and Silver Linings
|
Nov 16, 2017
|
|
U.S. Broadband: A Few Gray Hairs Slides
|
Nov 15, 2017
|
|
U.S. Internet: Red Flag
|
Nov 14, 2017
|
|
U.S. Online Travel: Phocuswright 2017 Takeaways – “In God We Trust; All Others Bring Data”
|
Nov 13, 2017
|
|
U.S. Media: About Sitting This Quarter Out…
|
Nov 13, 2017
|
|
Altice USA: Guilt by Association? Upgrading to Buy, Target Price Unchanged at $28
|
Nov 10, 2017
|
|
DIS: Turn The Page
|
Nov 10, 2017
|
|
FOXA: Hello Halo?
|
Nov 9, 2017
|
|
Dish Q3 2017 Earnings: What Went Wrong?
|
Nov 9, 2017
|
|
Snap 3Q17 Earnings: What A Spectacle!
|
Nov 8, 2017
|
|
Cable One Q3 2017 Earnings: Canary in a Coal Mine
|
Nov 8, 2017
|
|
CenturyLink/ Level 3Q3 2017 Earnings: Now Comes the Hard Part
|
Nov 8, 2017
|
|
PCLN 3Q17 Earnings: When They Zig, Priceline Zags
|
Nov 7, 2017
|
|
TripAdvisor 3Q17 Earnings: Slow Motion Train Wreck
|
Nov 7, 2017
|
|
U.S. Broadband: A Few Gray Hairs, or Something More Serious?
|
Nov 7, 2017
|
|
Charter Meeting Notes
|
Nov 7, 2017
|
|
U.S. Media - Weekly Ratings: 10/30-11/5
|
Nov 7, 2017
|
|
Zayo Q1 F2018 Earnings: Stuck in Neutral?
|
Nov 6, 2017
|
|
Expedia: It’s Always Darkest Before the Dawn, Part Deux
|
Nov 6, 2017
|
|
CNK: Time To Stay Aggressive
|
Nov 3, 2017
|
|
CBS: Still Looking for Conviction
|
Nov 3, 2017
|
|
Facebook 3Q17 Earnings: Security Detail
|
Nov 2, 2017
|
|
Disruptive Technology Summit Agenda
|
Nov 2, 2017
|
|
Altice USA Q3 2017 Earnings: Can Altice Have Its Cake and Eat It, Too?
|
Nov 2, 2017
|
|
Cogent Q3 2017 Earnings: Do the Results Justify the Revaluation?
|
Nov 2, 2017
|
|
DISCA: Don’t Do It
|
Nov 2, 2017
|
|
AMCX: All About Timing
|
Nov 2, 2017
|
|
American Tower Q3 Earnings: Apocalypse Now, Redux
|
Oct 31, 2017
|
|
U.S. Media - Weekly Ratings: Still Dead
|
Oct 31, 2017
|
|
SBA Q3 2017 Earnings: Apocalypse Now (or Soon, or Later, or Never)
|
Oct 30, 2017
|
|
Expedia 3Q17 Earnings: Under the Weather
|
Oct 27, 2017
|
|
Alphabet 3Q17 Earnings: What Regulatory Concerns?
|
Oct 27, 2017
|
|
Twitter 3Q17 Earnings: The Bleeding Has Stopped
|
Oct 26, 2017
|
|
TWX: Another Last Goodbye(?)& Read Through to Media
|
Oct 26, 2017
|
|
Comcast Q3 2017 Earnings: Is the Market Able to Hear Good News?
|
Oct 26, 2017
|
|
Charter Q3 2017 Earnings: Same Picture, Different Lens
|
Oct 26, 2017
|
|
RGC: What Is The Right Valuation For This Business?
|
Oct 25, 2017
|
|
Sprint Q3 2017 Earnings: What’s the Right Price If the Deal Doesn’t Happen?
|
Oct 25, 2017
|
|
AT&T Q3 2017 Earnings: Can TWX Fix What Is Broken?
|
Oct 24, 2017
|
|
U.S. Internet: How The Other 96% Live?
|
Oct 24, 2017
|
|
U.S. Media - Weekly Ratings: Crawling Dead
|
Oct 24, 2017
|
|
VIAB: Good News, Bad News
|
Oct 23, 2017
|
|
T-Mobile Q3 2017 Earnings: The Merger’s Pre-Paid Problem
|
Oct 23, 2017
|
|
Verizon Q3 2017 Earnings: Would a Sprint/T-Mobile Merger Really Be a Positive Catalyst?
|
Oct 19, 2017
|
|
3Q OTA Preview: Category 5 Hurricane Hits Metasearch
|
Oct 19, 2017
|
|
Crown Castle Q3 2017 Earnings: The Moment of Truth Arrives (Sort Of…)
|
Oct 18, 2017
|
|
Altice USA: Do You Believe in Magic? Slides
|
Oct 17, 2017
|
|
NFLX: The Price You Pay
|
Oct 17, 2017
|
|
U.S. Media - Weekly Ratings: 10/9-10/15
|
Oct 17, 2017
|
|
U.S. Cable & Satellite: So Much Has Changed… So Little Has Changed
|
Oct 16, 2017
|
|
U.S. Media: 3Q Preview: You Can Sit This One Out
|
Oct 16, 2017
|
|
Sprint and T-Mobile: Do You Feel Lucky?
|
Oct 12, 2017
|
|
3Q Online Ad Preview: Clouds on the Horizon?
|
Oct 12, 2017
|
|
Altice USA (ATUS): Do You Believe in Magic? Initiating Coverage with a Neutral Rating, Target Price $28
|
Oct 10, 2017
|
|
U.S. Media - Weekly Ratings: 10/2-10/8
|
Oct 10, 2017
|
|
DISCA & SNI: One + One = More Problems
|
Oct 9, 2017
|
|
U.S. Theaters: Now What?
|
Oct 3, 2017
|
|
U.S. Online Travel: 2017 Skift Global Forum Takeaways – “The Newly Wed, the Overfed, and the Nearly Dead”
|
Sep 29, 2017
|
|
DIS: Will the Studio Save 2018?
|
Sep 28, 2017
|
|
Zayo: What Are the Odds? Increasing Target Price to $39
|
Sep 27, 2017
|
|
Expedia: It’s Always Darkest Before the Dawn
|
Sep 26, 2017
|
|
Dish Network (DISH): How Low Can DISH Go? Lowering Target Price to $37; Maintain Sell Rating
|
Sep 26, 2017
|
|
U.S. Media - Weekly Ratings: 9/18-9/24
|
Sep 26, 2017
|
|
FOXA: Running Out Of Excuses?
|
Sep 25, 2017
|
|
Netflix: What Happens When the Frenemy is the Enemy Slides
|
Sep 25, 2017
|
|
American Tower Meeting Notes
|
Sep 20, 2017
|
|
Alphabet: Will the EU’s Antitrust Probe Kill the Stock?
|
Sep 19, 2017
|
|
U.S. Media - Weekly Ratings: 9/11-9/17
|
Sep 19, 2017
|
|
NFLX: What Happens When the Frenemy is the Enemy?
|
Sep 18, 2017
|
|
Crown Castle Meeting Notes
|
Sep 15, 2017
|
|
Comcast (CMCSA): Don’t Look a Gift Horse in the Mouth…Upgrading (Back) to Buy
|
Sep 12, 2017
|
|
DIS: The Good, The Bad and The Cheap
|
Sep 7, 2017
|
|
U.S. Telecom: Is This as Good as It Gets?
|
Sep 7, 2017
|
|
U.S. Media: Are You Ready For Some Football?
|
Sep 6, 2017
|
|
U.S. Media - Weekly Ratings: 8/28-9/3
|
Sep 6, 2017
|
|
CenturyLink: The Yield vs. The Multiple
|
Sep 5, 2017
|
|
U.S. Media - Weekly Ratings: 8/21-8/27
|
Aug 29, 2017
|
|
U.S. Advertising: We’re Surprised That They’re Surprised
|
Aug 24, 2017
|
|
U.S. Towers: Bulls on Parade – Are They Still Buys?
|
Aug 24, 2017
|
|
Sprint and T-Mobile: The Humpty Dance… Our Pro Forma Merger Model
|
Aug 22, 2017
|
|
U.S. Media - Weekly Ratings: 8/14-8/20
|
Aug 22, 2017
|
|
Is the Disney OTT Idea a Hail Mary or a Sure Thing?
|
Aug 21, 2017
|
|
Zayo Q4 F2017 Earnings: Checking in on the Business, Not M&A Odds
|
Aug 21, 2017
|
|
U.S. Media: Plan B Comes Into Focus
|
Aug 15, 2017
|
|
Will Uber and Lyft Be the Next FANG Trade?
|
Aug 14, 2017
|
|
Snap 2Q17 Earnings: Hubris
|
Aug 11, 2017
|
|
U.S. Cable Networks: Why Are We Worried? (2Q 2017)
|
Aug 11, 2017
|
|
FOXA: The Rodney Dangerfield of Media
|
Aug 10, 2017
|
|
Priceline 2Q17 Earnings: Air Pocket Ahead?
|
Aug 9, 2017
|
|
TripAdvisor 2Q17 Earnings: Still Grasping in the Dark
|
Aug 9, 2017
|
|
DIS: The Inflection Point
|
Aug 9, 2017
|
|
CBS: Beyond Advertising
|
Aug 8, 2017
|
|
Cable One Q2 2017 Earnings: How Low Can Costs Go?
|
Aug 8, 2017
|
|
U.S. Media – Weekly Ratings: 7/31-8/6
|
Aug 8, 2017
|
|
CNK: Staying Focused, But At What Multiple?
|
Aug 4, 2017
|
|
Dish Network Q2 2017 Earnings: Forget the Equity… It’s Dish’s Debt We Should be Worried About
|
Aug 3, 2017
|
|
Cogent Q2 2017 Earnings: In Search of Consistency
|
Aug 3, 2017
|
|
Q2 2017 Cord-Cutting Monitor: Is “Not as Worse” Even a Thing?
|
Aug 3, 2017
|
|
VIAB: One Step Forward, …
|
Aug 3, 2017
|
|
AMCX: Trouble Ahead?
|
Aug 3, 2017
|
|
CenturyLink Q2 2017 Earnings: Staggering to the Finish Line
|
Aug 2, 2017
|
|
TWX: Media’s Touchstone…One Last Time
|
Aug 2, 2017
|
|
Level 3 Q2 2017 Earnings: The End of an Era. Or is it Eras?
|
Aug 2, 2017
|
|
2017-08-01 Verizon Meeting Notes
|
Aug 2, 2017
|
|
Sprint Q2 2017 Earnings: Here’s My Number, So Call Me Maybe
|
Aug 1, 2017
|
|
U.S. Media-Weekly Ratings: 7/24-7/30
|
Aug 1, 2017
|
|
DISCA/SNI: Well Played, Sir
|
Jul 31, 2017
|
|
SBA Q2 2017 Earnings: KISS
|
Jul 31, 2017
|
|
Expedia 2Q17 Earnings: Clawing its Way Back
|
Jul 28, 2017
|
|
Comcast Q2 2017 Earnings: Billionaire Matchmaker
|
Jul 27, 2017
|
|
Verizon Q2 2017 Earnings: Chess versus Checkers
|
Jul 27, 2017
|
|
American Tower Q2 2017 Earnings: Nothing in Life is So Exhilarating as to be Shot at Without Result
|
Jul 27, 2017
|
|
Twitter 2Q17 Earnings: Fool Me Twice
|
Jul 27, 2017
|
|
RGC: Back to Fundamentals (For Now)
|
Jul 27, 2017
|
|
Charter Q2 2017 Earnings: Is Charter Still a Growth Story, or Is It Now a Margin Story?
|
Jul 27, 2017
|
|
Facebook 2Q17 Earnings: Pricing Power-house
|
Jul 26, 2017
|
|
2Q OTA Preview: Have All Travel Clouds Been Lifted?
|
Jul 25, 2017
|
|
AT&T Q2 2017 Earnings: Is Pay TV a Better Business than Wireless?
|
Jul 25, 2017
|
|
GOOGL 2Q17 Earnings: Pump Up the Volume!
|
Jul 25, 2017
|
|
U.S. Media: Do Three Negatives Outweigh One Positive?
|
Jul 24, 2017
|
|
2Q Online Ad Preview: Up and to the Right for All?
|
Jul 20, 2017
|
|
Crown Castle Q2 2017 Earnings: Seeing the Light? We Don’t. Crown Castle Buys Lightower
|
Jul 19, 2017
|
|
T-Mobile Q2 2017 Earnings: “Sorry, Sprint”
|
Jul 19, 2017
|
|
SNAP: Look Out Below! Why SNAP Still Has Room to Fall
|
Jul 18, 2017
|
|
NFLX: Gunning It & Loving It
|
Jul 18, 2017
|
|
U.S. Media-Weekly Ratings: 7/10-7/16
|
Jul 18, 2017
|
|
U.S. Theaters: What We’re Hearing Post-Downgrade
|
Jul 13, 2017
|
|
U.S. Media-Weekly Ratings: 7/3-7/9
|
Jul 11, 2017
|
|
ESPN At The Crossroads
|
Jul 10, 2017
|
|
U.S. Internet: From Cat Videos to the NFL – Are We At the Tipping Point for Online Video?
|
Jun 28, 2017
|
|
Cable Downgrade Slides
|
Jun 27, 2017
|
|
U.S. Media – Weekly Ratings: 6/19-6/25
|
Jun 27, 2017
|
|
Skinny Bundles: Why the “Losers” Should Unite
|
Jun 22, 2017
|
|
U.S. Cable: Will the Broadband Burden be Too Heavy to Bear? Downgrading Sector and Comcast to Neutral
|
Jun 20, 2017
|
|
U.S. Media – Weekly Ratings: 6/12-6/18
|
Jun 20, 2017
|
|
TV Isn’t Dead and Two Other Themes from Our First Annual NYC Advertising Day
|
Jun 19, 2017
|
|
U.S. Communications Infrastructure, Telecom, & Cable: Commercial Wireline… The Case of the Missing Revenue
|
Jun 16, 2017
|
|
Theater Downgrade Slides
|
Jun 15, 2017
|
|
Meeting with Ligado Networks Notes
|
Jun 15, 2017
|
|
Spectrum Conf Call Slides
|
Jun 13, 2017
|
|
U.S. Theaters: Dual Threats Too Hard To Ignore; Downgrade CNK & RGC to Sell
|
Jun 12, 2017
|
|
TripAdvisor: The Road to Nowhere
|
Jun 12, 2017
|
|
Spectrum (Part II): The Paradox of Value
|
Jun 8, 2017
|
|
U.S. Advertising: Are We Entering An Ad Recession?
|
Jun 7, 2017
|
|
U.S. Media – Weekly Ratings: 5/29-6/4
|
Jun 6, 2017
|
|
Twitter: Stop the Insanity! Six More Things We Believe
|
Jun 1, 2017
|
|
U.S. Media: Are TV Studios Still Good Businesses?
|
May 31, 2017
|
|
U.S. Media – Weekly Ratings: 5/22-5/28
|
May 31, 2017
|
|
U.S. Telecom: It’s Always Darkest… in the Middle of the Night? Upgrading AT&T, and Sector, from Sell to Neutral
|
May 30, 2017
|
|
State of the Industry 2017
|
May 25, 2017
|
|
Meeting notes from 2017 Wireless Infrastructure Show
|
May 24, 2017
|
|
Online Travel: Is the Party Almost Over?
|
May 23, 2017
|
|
U.S. Media – Weekly Ratings: 5/15-5/21
|
May 23, 2017
|
|
The Small Cell Report (Part II): The Infrastructure of 5G
|
May 15, 2017
|
|
U.S. Media: The Boys of Summer?
|
May 15, 2017
|
|
Snap 1Q17 Review: Have You No Shame?
|
May 11, 2017
|
|
FOXA F3Q Review: Why We Are Not Worried
|
May 11, 2017
|
|
Priceline 1Q17 Review: Beginning Our Initial Descent?
|
May 10, 2017
|
|
DISNEY F2Q17 Earnings: One More Peak to Climb
|
May 10, 2017
|
|
TripAdvisor 1Q17 Review: Every Stock Has Its Day
|
May 10, 2017
|
|
Dish Network: How Much Would It Cost to Build a Network?
|
May 9, 2017
|
|
Zayo Q3 F2017 Earnings: Shaken, Not Stirred
|
May 9, 2017
|
|
GOOGL: Is Google’s Int’l TAM Bigger than You Think?
|
May 9, 2017
|
|
DISCOVERY 1Q17 Earnings: The Balancing Act
|
May 9, 2017
|
|
U.S. Media – Weekly Ratings: 5/1-5/7
|
May 9, 2017
|
|
CBS: Les(s) Worries
|
May 5, 2017
|
|
U.S. Cable Networks: Why Are We Worried? (Part 2)
|
May 5, 2017
|
|
Cogent Q1 2017 Earnings: Everything Has a Price (and Apparently This Isn’t It…)
|
May 4, 2017
|
|
Facebook 1Q17 Earnings: Go Big or Go Home
|
May 4, 2017
|
|
Cable One (CABO): The Complex Calculus of P x Q
|
May 4, 2017
|
|
Q1 2017 Cord-Cutting Monitor: The Future Has Arrived
|
May 3, 2017
|
|
Sprint CQ1 2017 Earnings: What Would Happen if there ISN’T a Deal?
|
May 3, 2017
|
|
TWX: We Will Miss This Company
|
May 3, 2017
|
|
CNK: A Safe Place to Hide?
|
May 3, 2017
|
|
Level 3 Q1 2017 Earnings: Nine Month Checkup
|
May 3, 2017
|
|
CenturyLink Q1 2017 Earnings: The Near-Term and The Long-Term
|
May 3, 2017
|
|
Charter Q1 2017 Earnings: Only Good Businesses Have High Expectations
|
May 2, 2017
|
|
U.S. Media – Weekly Ratings: 4/24-4/30
|
May 2, 2017
|
|
U.S. Cable Networks: Why Are We Worried?
|
May 1, 2017
|
|
SBA Q1 2017 Earnings: Details Could Eventually Matter
|
May 1, 2017
|
|
Dish Network Q1 2017 Earnings: Winning by Losing
|
May 1, 2017
|
|
Expedia 1Q17: Easter Proves Bigger Issue than Trump
|
Apr 28, 2017
|
|
5G Fixed Wireless Broadband: Notes from a Day with Starry
|
Apr 28, 2017
|
|
GOOGL Q1 2017 Earnings: Do You See What We See?
|
Apr 28, 2017
|
|
TWTR 1Q17 Review: The Numbers Don’t Lie
|
Apr 27, 2017
|
|
RGC: Dragged Kicking & Screaming
|
Apr 27, 2017
|
|
Comcast Q1 2017 Earnings: Dear John…
|
Apr 27, 2017
|
|
American Tower Q1 2017 Earnings: Welcome Back, Old Friend (Not That You Ever Left)
|
Apr 27, 2017
|
|
AT&T Q1 2017 Earnings: Vertical Integration in the Land of Unlimited
|
Apr 25, 2017
|
|
1Q OTA Preview: Off to the Races or Trump Slump?
|
Apr 25, 2017
|
|
U.S. Media – Weekly Ratings: 4/17-4/23
|
Apr 25, 2017
|
|
T-Mobile Q1 2017 Earnings: The Purple People Eater… and Still the Belle of the M&A Ball
|
Apr 24, 2017
|
|
Crown Castle Q1 2017 Earnings: Fiber Rorschach Test
|
Apr 24, 2017
|
|
F8 Takeaways – So Facebook Is… a Camera Company?
|
Apr 24, 2017
|
|
Verizon Q1 2017 Earnings: To Deal or Not to Deal, That is the Question
|
Apr 20, 2017
|
|
Zayo: A Note of Caution… Reiterate Neutral, Lower TP to $34
|
Apr 18, 2017
|
|
U.S. Wireless Q1 Preview: Have Estimates Come Down Far Enough?
|
Apr 18, 2017
|
|
NFLX: No Controversy is the Controversy
|
Apr 18, 2017
|
|
U.S. Media – Weekly Ratings: 4/10-4/16
|
Apr 18, 2017
|
|
Agenda Summit 2017
|
Apr 17, 2017
|
|
The Incentive Auction: The Morning After… Winners and Losers
|
Apr 17, 2017
|
|
1Q Online Ad Preview: “It's Just Winners and Losers and Don't Get Caught on the Wrong Side of That Line”
|
Apr 17, 2017
|
|
U.S. Cable and U.S. Telecom: Could Unlimited Wireless Plans Pose a Threat to Wired Broadband?
|
Apr 12, 2017
|
|
U.S. Media: Why Is This Quarter Different From Others?
|
Apr 11, 2017
|
|
U.S. Media – Weekly Ratings: 4/3-4/9
|
Apr 11, 2017
|
|
GOOGL: Is There A Silver Linings Playbook Here?
|
Apr 10, 2017
|
|
Dish Network (DISH): Where You Finish Depends on Where You Start
|
Apr 6, 2017
|
|
Film Studios: Don’t Just Stand There, Do Something!
|
Apr 5, 2017
|
|
U.S. Towers: Rally? What Rally? Assessing Their Outlooks, and Refreshing Our Targets
|
Apr 4, 2017
|
|
U.S. Media – Weekly Ratings: 3/27-4/2
|
Apr 4, 2017
|
|
PCLN: Cruising Altitude Reached? Downgrade to Neutral
|
Apr 3, 2017
|
|
VIAB: Paramount – Mission Impossible to Transform?
|
Mar 30, 2017
|
|
SNAP: A Middle School Crush?
|
Mar 29, 2017
|
|
RE:TELL Focus Group Presentation
|
Mar 28, 2017
|
|
U.S. Media – Weekly Ratings: 3/20-3/26
|
Mar 28, 2017
|
|
U.S. Advertising: Is Digital Advertising at a Crossroads?
|
Mar 23, 2017
|
|
Spectrum (Part I): Meeting the Capacity Challenge
|
Mar 22, 2017
|
|
U.S. Media – Weekly Ratings: 3/13-3/19
|
Mar 21, 2017
|
|
Cogent: Move Along, Nothing to See Here (Or Is There?)
|
Mar 20, 2017
|
|
SNAP: Snap, Crackle, and… Pop? Initiating with a Sell
|
Mar 16, 2017
|
|
Cable One (CABO): Mind Your P’s and Q’s – Our Pro Forma New Wave Model… Pro Forma Price Target $560
|
Mar 15, 2017
|
|
DIS: Better Good than Lucky?
|
Mar 13, 2017
|
|
Is Online Travel Still A Growth Market?
|
Mar 8, 2017
|
|
U.S. Media – Weekly Ratings: 2/27-3/5
|
Mar 7, 2017
|
|
U.S. Media: Why Are We Bearish on Pure-Play Cable Net Stocks?
|
Mar 6, 2017
|
|
U.S. Wireless: Capacity Wars
|
Mar 6, 2017
|
|
Initiating Coverage of CenturyLink Slides
|
Mar 3, 2017
|
|
Pay TV Cord-Cutting Monitor: Time to Put Up or Shut Up
|
Mar 1, 2017
|
|
U.S. Media – Weekly Ratings: 2/20-2/26
|
Mar 1, 2017
|
|
99 Problems But the Deal Ain’t One… Initiating Coverage of CenturyLink
|
Feb 28, 2017
|
|
Snap, Inc.: Field of Dreams? Slides
|
Feb 28, 2017
|
|
PCLN 4Q16 Review: Back to the Glory Days?
|
Feb 28, 2017
|
|
Cable One Q4 2016 Earnings: The Future is Now
|
Feb 28, 2017
|
|
SBA Q4 2016 Earnings: Mind the (Valuation) Gap
|
Feb 27, 2017
|
|
American Tower Q4 2016 Earnings: The End is Nigh (Just Not in 2017)
|
Feb 27, 2017
|
|
AMCX: Don’t Fear The Walking Dead
|
Feb 24, 2017
|
|
NFLX: What Two Things Does Every Growth Stock Need?
|
Feb 23, 2017
|
|
Cogent Q4 2016 Earnings: Discounting the Long-Term?
|
Feb 23, 2017
|
|
CNK: A Tough Act to Follow
|
Feb 23, 2017
|
|
SNI: How Long Can This Last?
|
Feb 22, 2017
|
|
Charter (CHTR): Finally Fairly Valued… Downgrading to Neutral, Price Target $337
|
Feb 22, 2017
|
|
Dish Network Q4 2016 Earnings: Leverage Games
|
Feb 22, 2017
|
|
U.S. Media – Weekly Ratings: 2/13-2/19
|
Feb 22, 2017
|
|
Snap, Inc.: Field of Dreams?
|
Feb 21, 2017
|
|
AT&T and Verizon: Has the Pendulum Swung Too Far? Upgrading Verizon to Buy, Target Price $54
|
Feb 21, 2017
|
|
Charter Q4 2016 Earnings: When Will Investors Declare Victory and Walk Away?
|
Feb 16, 2017
|
|
CBS: 2017 Comes Into Clearer Focus
|
Feb 16, 2017
|
|
DISCA: Is It Cheap or Expensive? Pick the Metric
|
Feb 15, 2017
|
|
TRIP 4Q16 Review: Slow and Steady Wins the Race?
|
Feb 15, 2017
|
|
DISCA: 4Q 2016 Earnings Flash
|
Feb 14, 2017
|
|
T-Mobile Q4 2016 Earnings: What Do You Have to Believe?
|
Feb 14, 2017
|
|
U.S. Media – Weekly Ratings: 2/7-2/12
|
Feb 14, 2017
|
|
RGC: Balancing Act
|
Feb 10, 2017
|
|
EXPE 4Q16 Review: Topline Relief, Bottom Line Sobriety
|
Feb 10, 2017
|
|
Zayo Q2 F2017 Earnings: Looking Beyond the Quarter
|
Feb 9, 2017
|
|
TWTR 4Q Review: “Trump Bump” Thumped by Revenue Slump
|
Feb 9, 2017
|
|
VIAB: Looks Good on Paper
|
Feb 9, 2017
|
|
TWX: 4Q16 Earnings Flash
|
Feb 8, 2017
|
|
Level 3 Q4 2016 Earnings: A Phoenix, A Turkey, or Too Soon to Tell?
|
Feb 8, 2017
|
|
TWX: Downside Protection
|
Feb 8, 2017
|
|
Snap, Inc.: Is it Facebook, Instagram, or Twitter?
|
Feb 7, 2017
|
|
FOXA: Off Again, On Again
|
Feb 7, 2017
|
|
2017-02-07 An M&A Playbook Slides
|
Feb 7, 2017
|
|
DIS: Beauty and the Beast of Compares
|
Feb 7, 2017
|
|
U.S. Media – Weekly Ratings: 1/30-2/5
|
Feb 7, 2017
|
|
NFL Season Recap – It’s All Over But the Crying…
|
Feb 3, 2017
|
|
CBS: A Smarter Way to Dispose of an Issue
|
Feb 2, 2017
|
|
FB 4Q16 Review: Have We Seen This Before?
|
Feb 2, 2017
|
|
Verizon (VZ): Takeaways from a Day with Management
|
Feb 1, 2017
|
|
U.S. Media: Headwinds & Taxes; Upgrading FOXA to Buy & Downgrading TWX to Neutral
|
Feb 1, 2017
|
|
CBS: The Three R’s – Radio, Retrans & … Revisions
|
Jan 31, 2017
|
|
Sprint CQ4 ‘16 Earnings: When is the Right Time to Deal?
|
Jan 31, 2017
|
|
U.S. Media – Weekly Ratings: 1/23-1/29
|
Jan 31, 2017
|
|
OTA Preview: Will FX and Investment Steal the Show?
|
Jan 30, 2017
|
|
GOOGL 4Q16 Review: Internet Growth at Media Prices
|
Jan 27, 2017
|
|
Comcast Q4 2016 Earnings: The Curious Attraction of an Unattractive Wireless Market
|
Jan 26, 2017
|
|
Crown Castle Q4 2016 Earnings: Evolution or Revolution?
|
Jan 25, 2017
|
|
AT&T Q4 2016 Earnings: Remember When Wireless Was their Best Business?
|
Jan 25, 2017
|
|
U.S. Media – Weekly Ratings: 1/16-1/22
|
Jan 25, 2017
|
|
NATPE 2017 Takeaways: “We Live in Interesting Times”
|
Jan 24, 2017
|
|
Verizon Q4 2016 Earnings: Does Verizon Need a Story?
|
Jan 24, 2017
|
|
4Q16 Online Advertising Preview: The Only Thing to Fear is … Tougher Comps?
|
Jan 23, 2017
|
|
NFLX: When Will They Make Money, Does Anyone Care?
|
Jan 19, 2017
|
|
Wireless Industry T-Mobile Downgrade Slides
|
Jan 17, 2017
|
|
U.S. Theaters: Do Tax Changes Trump Fundamentals?
|
Jan 13, 2017
|
|
U.S. Comm Infra: Pre-Earnings Housekeeping… Refresh Tower and Fiber Models, Lower Zayo TP to $35
|
Jan 12, 2017
|
|
Five Reasons Why Twitter Is a “Sell” for 2017
|
Jan 12, 2017
|
|
U.S. Media - Weekly Ratings:1/2-1/8
|
Jan 11, 2017
|
|
U.S. Wireless: Optimism vs. Pragmatism… Downgrading TMUS to Neutral; Maintain Sector Underweight
|
Jan 10, 2017
|
|
DIS: Beauty Is In the Eye of the Beholder
|
Jan 5, 2017
|
|
Cable One (CABO): Irrational Exuberance? Downgrading to Sell; Target Price Unchanged at $408.
|
Jan 4, 2017
|
|
Sports Summit Takeaways: Is The Glue Still Sticky?
|
Dec 21, 2016
|
|
TRIP: Has TripAdvisor Hit Rock Bottom?
|
Dec 20, 2016
|
|
U.S. Media – Weekly Ratings: 12/12-12/18
|
Dec 20, 2016
|
|
U.S. Advertising: The Digital Duopoly Rolls On
|
Dec 19, 2016
|
|
U.S. Media – Weekly Ratings: 12/5-12/11
|
Dec 13, 2016
|
|
FOXA: Why Now? Sky Now?; Downgrade to Neutral
|
Dec 12, 2016
|
|
U.S. Towers: Macroeconomic Melancholia
|
Dec 9, 2016
|
|
AMCX: Breaking Badly; Downgrade to Sell
|
Dec 7, 2016
|
|
Digital Duplicity: Could Fake News Hurt Asset Value?
|
Dec 7, 2016
|
|
U.S. Media – Weekly Ratings: 11/28-12/4
|
Dec 7, 2016
|
|
AT&T and DirecTV Now: When Old and New Collide
|
Dec 5, 2016
|
|
L.A. Trip Takeaways: Can the Genie Be Put Back in the Bottle?
|
Dec 5, 2016
|
|
Zayo: Has Sentiment Swung Too Far? Downgrading to Neutral, Raising TP to $36
|
Dec 2, 2016
|
|
U.S. Cable & Satellite: Revisiting the Broadband Pricing Response to OTT Video… a Proprietary Survey
|
Dec 1, 2016
|
|
U.S. Media – Weekly Ratings: 11/21-11/27
|
Dec 1, 2016
|
|
2016-11-21 Meeting with InterDigital
|
Nov 30, 2016
|
|
U.S. Affiliate Fees – How Do You Calculate Passion?
|
Nov 28, 2016
|
|
Phocuswright 2016: The OTAs Remain “One of the Best Bargains Out There”
|
Nov 22, 2016
|
|
Level 3: Downgrade to Neutral Based on Narrowing Deal Spread, Increase TP to$59
|
Nov 22, 2016
|
|
U.S. Media – Weekly Ratings: 11/14-11/20
|
Nov 22, 2016
|
|
AT&T & Time Warner: Suddenly, Everything Has Changed Slides
|
Nov 21, 2016
|
|
Sports Media Summit Agenda
|
Nov 18, 2016
|
|
AT&T & Time Warner: Suddenly, Everything Has Changed… EVERYTHING. Upgrading TWX (Back) to Buy
|
Nov 17, 2016
|
|
U.S. Towers: Churn Down for What Slides
|
Nov 16, 2016
|
|
Q3 2016 Wireless Industry Wrap Up: What AT&T Saw
|
Nov 15, 2016
|
|
U.S. Media – Weekly Ratings: 11/7-11/13
|
Nov 15, 2016
|
|
3Q16 OTA Recap: Priceline Pulling Away From the Pack
|
Nov 14, 2016
|
|
U.S. Towers: Churn Down for What? Dimensioning TMUS/S Consolidation Risk and What’s in the Stocks
|
Nov 14, 2016
|
|
U.S. Media: Fear and Loathing?
|
Nov 14, 2016
|
|
DIS: Guide This Way
|
Nov 11, 2016
|
|
VIAB: Time for a Change?
|
Nov 10, 2016
|
|
Q3 2016 Cord-Cutting Monitor: Dancing on the Edge of a Cliff?
|
Nov 10, 2016
|
|
FB = Finding Bottom or False Bogeyman?
|
Nov 10, 2016
|
|
U.S. Cable: Making America Great Again? Upgrading Charter (Back) to Buy, Raising TPs for CMCSA and CHTR
|
Nov 10, 2016
|
|
TRIP 3Q Review: Certainly Doesn’t Feel Like an Inflection
|
Nov 9, 2016
|
|
Dish Q3 2016 Earnings: One More Thing to Worry About?
|
Nov 9, 2016
|
|
CNK: Elevated Capex Despite Fewer LatAm Screen Builds
|
Nov 8, 2016
|
|
Zayo Q1 F2017 Earnings: Mo Money Mo Problems
|
Nov 8, 2016
|
|
PCLN 3Q16 Review: Clearly Taking Share
|
Nov 8, 2016
|
|
CNK: 3Q Earnings Flash
|
Nov 8, 2016
|
|
U.S. Media – Weekly Ratings: 10/31-11/06
|
Nov 8, 2016
|
|
SNI: 3Q Earnings Flash
|
Nov 7, 2016
|
|
SNI: As Good As It Gets?
|
Nov 7, 2016
|
|
AT&T and Time Warner Go to Washington… What the (Real) Experts Have to Say
|
Nov 7, 2016
|
|
CBS: Driving It Higher
|
Nov 4, 2016
|
|
AMCX: Not Trading Dead
|
Nov 4, 2016
|
|
AMCX: 3Q Earnings Flash
|
Nov 3, 2016
|
|
FOXA: Is This The Start of Something New?
|
Nov 3, 2016
|
|
FB 3Q16 Review: Operating Leverage in Action
|
Nov 3, 2016
|
|
Charter Q3 2016 Earnings: The Middle Innings
|
Nov 3, 2016
|
|
Cogent Q3 2016 Earnings: Enough to Get Excited?
|
Nov 3, 2016
|
|
TWX 3Q Earnings Flash
|
Nov 2, 2016
|
|
Cable One Q3 2016 Earnings: We’ve Entered the Land of Consenting Adults Only
|
Nov 2, 2016
|
|
TWX: Who Do You Have To Schtup Here?
|
Nov 2, 2016
|
|
U.S. Internet: Is Snapchat Killing Facebook?
|
Nov 1, 2016
|
|
DISCA: 3Q16 Earnings Review Flash
|
Nov 1, 2016
|
|
SBA Q3 2016 Earnings: Still the One
|
Nov 1, 2016
|
|
DISCA: Welcome to 3rd Quarter Media Earnings?
|
Nov 1, 2016
|
|
U.S. Media – Weekly Ratings: 10/24-10/30
|
Nov 1, 2016
|
|
3Q Media Preview: Will Media Get A Bid?
|
Oct 31, 2016
|
|
Level 3 / CenturyLink and Q3 2016 Earnings: Level 3, We Hardly Knew Ye…
|
Oct 31, 2016
|
|
RGC: All About That Base
|
Oct 28, 2016
|
|
EXPE 3Q16: Shifting from a Top to Bottom Line Story
|
Oct 28, 2016
|
|
GOOGL 3Q16 Review: So Much for That Tough Compare
|
Oct 28, 2016
|
|
American Tower Q32016 Earnings: Holding Pattern at Home, and Parsing Growth Overseas
|
Oct 27, 2016
|
|
TWTR 3Q16 Review: No, This Isn’t an Inflection Point
|
Oct 27, 2016
|
|
Comcast Q3’16 Earnings: M&A Game of Thrones
|
Oct 26, 2016
|
|
AT&T and Time Warner Vertically Challenged Slides
|
Oct 25, 2016
|
|
Sprint CQ3 2016 Earnings (II): M&A and Earnings in the Age of Aquarius
|
Oct 25, 2016
|
|
U.S. Media – Weekly Ratings: 10/17-10/23
|
Oct 25, 2016
|
|
AT&T and Time Warner: Vertically Challenged… Downgrading TWX to Neutral
|
Oct 24, 2016
|
|
T-Mobile Q3 2016 Earnings: A Mouse Among the Elephants
|
Oct 24, 2016
|
|
AT&T Q3’16 Earnings: Why They HAD To Do SOMETHING
|
Oct 24, 2016
|
|
Verizon Q3 2016 Earnings: About that MVNO Agreement…
|
Oct 20, 2016
|
|
Crown Castle Q3 2016 Earnings: The Outlook and Beyond
|
Oct 20, 2016
|
|
3Q Internet Preview: Best Set Ups for FB, GOOGL, PCLN
|
Oct 19, 2016
|
|
Netflix 3Q Review: Third Time’s the Charm
|
Oct 18, 2016
|
|
Sprint Q3 2016 Earnings: On the One Hand… On the Other Hand…
|
Oct 18, 2016
|
|
U.S. Media and Cable & Satellite: The OTT Demand Curve Slides
|
Oct 18, 2016
|
|
U.S. Media – Weekly Ratings: 10/10-10/16
|
Oct 18, 2016
|
|
DIS: “Some Swing Factors to Consider”
|
Oct 17, 2016
|
|
NFLX: Will This Quarter Be Any Different?
|
Oct 14, 2016
|
|
Has U.S. Digital Consumption Growth Run Out of Steam?
|
Oct 13, 2016
|
|
Charter Communications (CHTR): The Pause that Refreshes… Downgrading to Neutral
|
Oct 11, 2016
|
|
U.S. Media – Weekly Ratings: 10/3-10/9
|
Oct 11, 2016
|
|
U.S. Media: Is the NFL (and TV) in Trouble?
|
Oct 10, 2016
|
|
U.S. Theaters: Business is Boomin’ – Record Year in Sight
|
Oct 7, 2016
|
|
U.S. Media and Cable & Satellite: The OTT Demand Curve… Threading the Eye of a Needle?
|
Oct 6, 2016
|
|
Either You’re Live & Large or Dead Slides
|
Oct 4, 2016
|
|
U.S. Media – Weekly Ratings: 9/26-10/2
|
Oct 4, 2016
|
|
Online Travel: Voice Search and Personalization Remain Top of Mind -Takeaways from Skift's Global Forum 2016
|
Sep 30, 2016
|
|
U.S. Cable and U.S. Telecommunications: Cable Comes to Wireless… A Geometry Proof
|
Sep 28, 2016
|
|
Meeting with Dr. Kostas Liopiros Notes
|
Sep 27, 2016
|
|
U.S. Media: Either You’re Live & Large or Dead; Downgrade DISCA & SNI to Sell
|
Sep 27, 2016
|
|
U.S. Media – Weekly Ratings: 9/19-9/25
|
Sep 27, 2016
|
|
U.S. Towers: A First Look at FirstNet… The Catalyst We’ve All Been Waiting For?
|
Sep 23, 2016
|
|
U.S. Wireless: The Impact of the iPhone 7 on EPS and Customer Lifetime Values
|
Sep 23, 2016
|
|
GOOGL: Is Google's TAM Much Bigger Than You Think?
|
Sep 22, 2016
|
|
VIAB: If It Could Have Gone Wrong, It Did (Part 2)
|
Sep 21, 2016
|
|
U.S. Media – Weekly Ratings: 9/12-9/18
|
Sep 20, 2016
|
|
U.S. Wireless: The Impact of the iPhone 7 on EPS and Customer Lifetime Values
|
Sep 16, 2016
|
|
Online Travel: "The New Digital Colonialism" –Takeaways from Triptease's Direct Booking Summit
|
Sep 15, 2016
|
|
Internet Infrastructure: What Does a Free Cash Flow Yield Analysis Yield?
|
Sep 14, 2016
|
|
U.S. Media and Cable & Satellite: What Price Freedom? Our Proprietary Survey on OTT Pricing
|
Sep 13, 2016
|
|
U.S. Media – Weekly Ratings: 9/5-9/11
|
Sep 13, 2016
|
|
Level 3: Beyond the Churn Slides
|
Sep 12, 2016
|
|
FOXA: The Never Ending Story
|
Sep 8, 2016
|
|
TripAdvisor: A Tale of Two Conversion Models
|
Sep 7, 2016
|
|
Broadband Q2 2016: Where Has All the Fiber Gone?
|
Sep 7, 2016
|
|
U.S. Media – Weekly Ratings: 8/29-9/4
|
Sep 7, 2016
|
|
U.S. Media – Weekly Ratings: 8/22-8/28
|
Aug 30, 2016
|
|
Zayo Q4 F2016 Earnings: Waiting For the Inflection
|
Aug 25, 2016
|
|
Level 3: Beyond the Churn... Upgrading to Buy, TP $58
|
Aug 24, 2016
|
|
Advertising: The End of “TV Taking Share” Narrative?
|
Aug 23, 2016
|
|
U.S. Media – Weekly Ratings: 8/15-8/21
|
Aug 23, 2016
|
|
Online Travel: Making Sense of 2H16 after Strange 2Q16
|
Aug 22, 2016
|
|
The Small Cell Report (Part I): Where Are They Deployed Today?
|
Aug 17, 2016
|
|
U.S. Media – Weekly Ratings: 8/8-8/14
|
Aug 16, 2016
|
|
Facebook: What’s all the Fuss about Ad Loads?
|
Aug 15, 2016
|
|
U.S. Media 2Q Earnings: One Year Later, What Have We Learned?
|
Aug 11, 2016
|
|
Cogent: What to Make of Q2 2016 Results –A Hiccup or Something More Substantive?
|
Aug 10, 2016
|
|
DIS: Running the Offense
|
Aug 10, 2016
|
|
CNK: Stronger Box Office Masks Higher Capex
|
Aug 10, 2016
|
|
Charter Q2 2016 Earnings: About Those Synergies…
|
Aug 9, 2016
|
|
SNI: 2Q16 Earnings Review Flash
|
Aug 9, 2016
|
|
Q2 2016 Cord-Cutting Monitor: Cold Comfort
|
Aug 9, 2016
|
|
CNK: 2Q Earnings Flash Review
|
Aug 9, 2016
|
|
SNI: Sign of the Times?
|
Aug 9, 2016
|
|
U.S. Media – Weekly Ratings: 8/1-8/7
|
Aug 9, 2016
|
|
PCLN 2Q Review: Phew, That Could Have Been Worse
|
Aug 5, 2016
|
|
Cogent Q2 2016 Earnings: The Case of the Missing Growth
|
Aug 4, 2016
|
|
VIAB: F3Q Earnings Flash Review
|
Aug 4, 2016
|
|
TRIP 2Q16 Review: TRIPped Up, Falls Short of Low Bar
|
Aug 4, 2016
|
|
VIAB: If It Could Have Gone Wrong, It Did!
|
Aug 4, 2016
|
|
AMCX: Fear the Trading Dead?
|
Aug 4, 2016
|
|
AMCX: 2Q Earnings Flash Review
|
Aug 4, 2016
|
|
TWX 2Q16 Earnings Flash
|
Aug 3, 2016
|
|
TWX: Executing and Delivering, $92 Target Price
|
Aug 3, 2016
|
|
FOXA: Why Do You Have to Be So Complicated?
|
Aug 3, 2016
|
|
Wireless Valuation Slides
|
Aug 3, 2016
|
|
Cable One Q2 2016 Earnings: Target Practice?
|
Aug 3, 2016
|
|
DISCA: 2Q16 Earnings Review Flash
|
Aug 2, 2016
|
|
DISCA: This is the Business They’ve Chosen
|
Aug 2, 2016
|
|
U.S. Media – Weekly Ratings: 7/25-7/31
|
Aug 2, 2016
|
|
U.S. Telecommunications: It’s All Relative… the Valuation Paradox
|
Aug 1, 2016
|
|
GOOGL 2Q16 Review: No Doubt Here
|
Jul 29, 2016
|
|
EXPE 2Q16 Review: Self-Inflicted Wounds Mask Solid 2Q
|
Jul 29, 2016
|
|
CBS: On to the Fall?
|
Jul 28, 2016
|
|
American Tower Q2 2016 Earnings: Go West, Young Man. And East. And South.
|
Jul 28, 2016
|
|
SBA Q2 2016 Earnings: Good as a Driver of Great
|
Jul 28, 2016
|
|
FB 2Q16 Review: FB = Fantastic Beat
|
Jul 28, 2016
|
|
T-Mobile Q2 2016 Earnings: When Will People Stop Thinking of TMUS as a Takeover Candidate?
|
Jul 27, 2016
|
|
TWTR 2Q Review: They Are Who We Thought They Were
|
Jul 27, 2016
|
|
Level 3 Q2 2016 Earnings: ADIDAS
|
Jul 27, 2016
|
|
Comcast Q2’16 Earnings: Market Share vs. Market Size
|
Jul 27, 2016
|
|
Verizon Q2 2016 Earnings: Yahoo! Yahoo. Wait… Yahoo?
|
Jul 26, 2016
|
|
AMCX: Trading Dead?
|
Jul 26, 2016
|
|
RGC 2Q Review: Getting Harder to Justify
|
Jul 26, 2016
|
|
U.S. Media – Weekly Ratings: 7/18-7/24
|
Jul 26, 2016
|
|
Hotel Direct Bookings: More Bark than Bite for the OTAs?
|
Jul 25, 2016
|
|
Sprint CQ2 2016 Earnings: Where Do Fundamentals and Valuation Meet?
|
Jul 25, 2016
|
|
AT&T Q2 2016 Earnings: What Does the First Half Tell Us about the Second?
|
Jul 21, 2016
|
|
Dish Network Q2 2016 Earnings: It’s Time to Start Thinking about Timelines
|
Jul 21, 2016
|
|
Crown Castle Q2 2016 Earnings: What Comes Next?
|
Jul 21, 2016
|
|
2Q Internet Preview: GOOGL Most Controversial Name
|
Jul 20, 2016
|
|
U.S. Wireless: Will Q2 Earnings Even Matter?
|
Jul 19, 2016
|
|
U.S. Media – Weekly Ratings: 7/11-7/17
|
Jul 19, 2016
|
|
NFLX 2Q16: Another Quarter That Makes You Stop & Think
|
Jul 18, 2016
|
|
2Q Media Preview: What Did You Do Last Summer?
|
Jul 18, 2016
|
|
NFLX: Is Netflix’s Int’l Guide Too Light?
|
Jul 13, 2016
|
|
U.S. Pay TV: The Cable Story… Back to the Future
|
Jul 13, 2016
|
|
FOXA: Here’s to the Next Three Years
|
Jul 12, 2016
|
|
U.S. Media – Weekly Ratings: 7/4-7/10
|
Jul 12, 2016
|
|
U.S. Theaters: Superheroes Can’t Rescue Quarter
|
Jul 8, 2016
|
|
Is Facebook Changing the Internet Publishing Paradigm?
|
Jul 7, 2016
|
|
TWX: Hitting for a Higher Multiple
|
Jul 6, 2016
|
|
U.S. Towers: Odysseus and the Mast
|
Jul 6, 2016
|
|
U.S. Media – Weekly Ratings: 6/27-7/3
|
Jul 6, 2016
|
|
Not Yet Time to “Brexit” Your Online Travel Positions
|
Jun 30, 2016
|
|
Dish Network (DISH): The Spectrum-as-Commodity Myth; Downgrading (Back) to Sell, Target Price $40
|
Jun 28, 2016
|
|
U.S. Media – Weekly Ratings: 6/20-6/26
|
Jun 28, 2016
|
|
May OTT App Monitor: Inside Netflix’s Complicated Guide
|
Jun 23, 2016
|
|
Shanghai Disney Resort: “Go East, Young Man”
|
Jun 22, 2016
|
|
Cablevision: Discontinuing Coverage
|
Jun 21, 2016
|
|
Sprint (S): What Would a Next-Gen (Service-Only) Wireless Operator Be Worth?
|
Jun 21, 2016
|
|
U.S. Media – Weekly Ratings: 6/13-6/19
|
Jun 21, 2016
|
|
CBS + Viacom: The Math Says Yes, But …
|
Jun 17, 2016
|
|
VIAB: We Interrupt The Circus…. For Fundamentals
|
Jun 17, 2016
|
|
U.S. Advertising: How Long Can This Strength Last?
|
Jun 15, 2016
|
|
Hulu - The Empire Strikes Back Slides
|
Jun 9, 2016
|
|
Broadcast TV: Intersection of Live TV & Stacking Rights
|
Jun 8, 2016
|
|
Zayo: A Closer Look at Its Network Expansion Projects and Allstream – Increase TP to $33, Refresh LVLT/CCOI
|
Jun 7, 2016
|
|
U.S. Media – Weekly Ratings: 5/30-6/5
|
Jun 7, 2016
|
|
Are the OTAs and TRIP “Livin’ on the Edge”?
|
Jun 2, 2016
|
|
Charter (CHTR): Two in the Bush… Our New Post-Merger Model. Buy with a New Target Price of $305
|
Jun 1, 2016
|
|
U.S. Media – Weekly Ratings: 5/23-5/29
|
Jun 1, 2016
|
|
U.S. Media: The Empire Strikes Back?
|
May 26, 2016
|
|
ROIC 2016: Through the Looking Glass Slides
|
May 25, 2016
|
|
Meeting notes from 2016 Wireless Infrastructure Show
|
May 25, 2016
|
|
Twitter: Downgrading to Sell - Hope is Not a Strategy
|
May 24, 2016
|
|
U.S. Media – Weekly Ratings: 5/16-5/22
|
May 24, 2016
|
|
The State of the Union 2016
|
May 23, 2016
|
|
Dissecting Priceline’s Soft Guide
|
May 16, 2016
|
|
U.S. Media 1Q Earnings Wrap: Flipping the Script
|
May 12, 2016
|
|
April OTT App Monitor: What Did Netflix See?
|
May 12, 2016
|
|
ROIC 2016: Through the Looking Glass
|
May 12, 2016
|
|
CNK: Thank You Moses
|
May 11, 2016
|
|
DIS F2Q Earnings: Voting vs. Weighing
|
May 11, 2016
|
|
CNK: 1Q16 Earnings Review Flash
|
May 10, 2016
|
|
U.S. Media – Weekly Ratings: 5/2-5/8
|
May 10, 2016
|
|
AMCX, DISCA, SNI: This One’s For You
|
May 6, 2016
|
|
Cablevision Q1’16 Earnings: What Do You Have to Believe?
|
May 5, 2016
|
|
Q1 2016 Cord-Cutting Monitor: Storm Clouds are Gathering... and Cable Just Lost Its Umbrella
|
May 5, 2016
|
|
Zayo Q3 F2016 Earnings: It’s Complicated… But That’s the Opportunity
|
May 5, 2016
|
|
Cogent Q1 2016 Earnings: Out with the Old (Concerns), In with the New
|
May 5, 2016
|
|
TripAdvisor 1Q16 Review: No Pain, No Gain?
|
May 5, 2016
|
|
Q1 2016 Wireless Wrap Up: Five Key Takeaways
|
May 4, 2016
|
|
TWX 1Q Earnings Flash
|
May 4, 2016
|
|
FOXA 3Q: One Step Closer?
|
May 4, 2016
|
|
TWX: The Four Year Promise
|
May 4, 2016
|
|
PCLN 1Q Review: Soft 2Q Guide Business as Usual?
|
May 4, 2016
|
|
Cable One Q1 2016 Earnings: What’s the Right Multiple?
|
May 4, 2016
|
|
Sprint FQ4 2015 Earnings: A Lowering of the Bar… It’s No Longer about Growth, It’s about Sustainability
|
May 3, 2016
|
|
CBS: Scatter Money in the Bank?
|
May 3, 2016
|
|
The Digital Duopoly
|
May 3, 2016
|
|
U.S. Media – Weekly Ratings: 4/25-5/1
|
May 3, 2016
|
|
SBA Q1 2016 Earnings: A Long-Term Business through a Short-Term Lens
|
May 2, 2016
|
|
U.S. Media: As Goes ROIC, So Goes Our Stocks
|
May 2, 2016
|
|
EXPE 1Q16 Review: Firing on Almost All Cylinders
|
Apr 29, 2016
|
|
American Tower Q1 2016 Earnings: Is the Stock Really at an All-Time High?
|
Apr 29, 2016
|
|
Charter Q1’16 Earnings: Let’s Talk Conditions, Shall We?
|
Apr 28, 2016
|
|
RGC: Oh Canada!
|
Apr 28, 2016
|
|
Time Warner Cable Q1 2016 Earnings: Farewell, Friend, It Was Good to Know Ye
|
Apr 28, 2016
|
|
Level3 Q1 2016 Earnings: The Ghost of tw telecom?
|
Apr 28, 2016
|
|
VIAB: First Time, Long Time
|
Apr 28, 2016
|
|
Facebook 1Q16 Review: Much Ado about Nothing
|
Apr 28, 2016
|
|
VIAB: F2Q Earnings Flash Review
|
Apr 28, 2016
|
|
TWTR 1Q16 Earnings Review: You Can’t Fight the Math
|
Apr 27, 2016
|
|
Comcast Q1 2016 Earnings: California Dreaming
|
Apr 27, 2016
|
|
AT&T Q1 2016 Earnings: Are We Finally Seeing a Spring Thaw in Wireless Pricing?
|
Apr 26, 2016
|
|
T-Mobile Q1 2016 Earnings: Time to Find a New Bear Case?
|
Apr 26, 2016
|
|
3rd Annual Media & Communications Summit Agenda
|
Apr 26, 2016
|
|
U.S. Media – Weekly Ratings: 4/18-4/24
|
Apr 26, 2016
|
|
GOOGL 1Q16 Review: Curb Your Enthusiasm?
|
Apr 22, 2016
|
|
Crown Castle Q1 2016 Earnings: The Narrative vs. The Multiple
|
Apr 21, 2016
|
|
Film Economics: Is It Now A Winner Take All Business?
|
Apr 21, 2016
|
|
Verizon Q1 2016 Earnings: The Glass Half Full View
|
Apr 21, 2016
|
|
Dish Network Q1 2016 Earnings: The Dream… and the Reality
|
Apr 20, 2016
|
|
1Q Internet Preview: FX Improves, FB Most Controversial
|
Apr 20, 2016
|
|
NFLX 1Q16 Review: A Quarter That Makes You Stop & Think
|
Apr 19, 2016
|
|
U.S. Media – Weekly Ratings: 4/11-4/17
|
Apr 19, 2016
|
|
CinemaCon
|
Apr 18, 2016
|
|
U.S. Telecommunications Where to from Here Slides
|
Apr 14, 2016
|
|
U.S. Telecom: Where to from Here? Client Lunch April 13th
|
Apr 13, 2016
|
|
Meeting with Robert Azzi, former Sprint Chief Network Officer
|
Apr 13, 2016
|
|
March Apptopia OTT Media App Data Update
|
Apr 13, 2016
|
|
U.S. Media – Weekly Ratings: 4/4-4/10
|
Apr 12, 2016
|
|
1Q Preview: Rocky Mountain Highs (and Lows)
|
Apr 11, 2016
|
|
Handset Financing (Glow Financial) Meeting Notes
|
Apr 7, 2016
|
|
U.S. Cable & Satellite and U.S. Telecom: What Is the Bond Market Telling Us?
|
Apr 7, 2016
|
|
March Online Travel Monthly
|
Apr 7, 2016
|
|
HomeAway: The Road to $350mn (in 2018 adj. EBITDA)
|
Apr 5, 2016
|
|
U.S. Media – Weekly Ratings: 3/28-4/3
|
Apr 5, 2016
|
|
VIAB: A Deep Dive into the Bottom of an Empty Pool; Downgrade to Neutral
|
Apr 4, 2016
|
|
U.S. Wireless: Too Far, Too Fast… Downgrading Sector to Neutral, Verizon to Neutral, and AT&T to Sell
|
Apr 1, 2016
|
|
Meeting with Time Warner Cable
|
Apr 1, 2016
|
|
U.S. Comm Infra: Better Living Through Chemistry? Insights From Constructing a Synthetic TowerCo
|
Mar 30, 2016
|
|
U.S. Media – Weekly Ratings
|
Mar 29, 2016
|
|
February Apptopia OTT Media App Data Update
|
Mar 24, 2016
|
|
T-Mobile (TMUS): Getting to $4 per Share in FCF by 2020… Why Working Capital (Yes, Working Capital) Holds the Key
|
Mar 22, 2016
|
|
U.S. Media – Weekly Ratings: 3/14-3/20
|
Mar 22, 2016
|
|
Will Google Become More of a “Destination” for Travelers?
|
Mar 21, 2016
|
|
U.S. Theaters: It Only Gets Harder From Here; Downgrading Cinemark to Neutral
|
Mar 17, 2016
|
|
Expedia Analyst Day Takeaways: Still Many Moving Parts
|
Mar 17, 2016
|
|
U.S. Media – Weekly Ratings: 3/7-3/13
|
Mar 15, 2016
|
|
Charter Communications Meeting Notes
|
Mar 14, 2016
|
|
Level 3: How Attainable is Level 3’s EBITDA Growth Outlook? Maintain Neutral, Raise TP to $57
|
Mar 11, 2016
|
|
U.S. Online Travel Launch: Planes, Trains, & Automobiles Slides
|
Mar 11, 2016
|
|
U.S. Advertising: How Is This Possible?
|
Mar 11, 2016
|
|
Is Netflix Killing TV and Other Important Questions Slides
|
Mar 10, 2016
|
|
U.S. Online Travel Launch: Planes, Trains, & Automobiles
|
Mar 8, 2016
|
|
U.S. Media – Weekly Ratings: 2/29-3/6
|
Mar 8, 2016
|
|
Cogent: Are We There Yet? Downgrading to Neutral as Price, Risks, and Rewards Appear In Balance
|
Mar 4, 2016
|
|
Is Netflix Killing TV? (An Update)
|
Mar 3, 2016
|
|
U.S. Communications Infrastructure: Two Steps to Saying "Yes" to SBA [Conference Call Transcript]
|
Mar 3, 2016
|
|
Cord-Cutting and Affiliate Fees Slides
|
Mar 2, 2016
|
|
Cable One Q4 2015 Earnings: The Grand Experiment Is… Working?
|
Mar 2, 2016
|
|
Two Steps to Saying “Yes” to SBA
|
Mar 1, 2016
|
|
U.S. Media – Weekly Ratings: 2/22-2/28
|
Mar 1, 2016
|
|
AMCX: “Socializing” Our 2016 Forecasts
|
Feb 26, 2016
|
|
American Tower Q4 2015 Earnings: And Now, the Moment You’ve All Been Waiting For…
|
Feb 26, 2016
|
|
Two Steps to Saying “Yes” to SBA Slides
|
Feb 26, 2016
|
|
Q4 2015 Cord-Cutting Monitor: Never Let the Facts Get in the Way of a Good Story
|
Feb 25, 2016
|
|
SBA Q4 2015 Earnings: The Road to Recovery
|
Feb 25, 2016
|
|
Cogent Q4 2015 Earnings: The Search for Balance
|
Feb 25, 2016
|
|
AMCX: 4Q Earnings Flash Review
|
Feb 25, 2016
|
|
Cablevision Q4’15 Earnings: Careful What You Wish For
|
Feb 25, 2016
|
|
CNK: 4Q15 Earnings Review Flash
|
Feb 24, 2016
|
|
CNK: Cine-Marking a Time for a Turn
|
Feb 24, 2016
|
|
SNI: Both Sides of the Coin
|
Feb 24, 2016
|
|
U.S. Affiliate Fees: A One Revenue Line Town
|
Feb 23, 2016
|
|
SNI: 4Q15 Earnings Review Flash
|
Feb 23, 2016
|
|
U.S. Media – Weekly Ratings: 2/15-2/21
|
Feb 23, 2016
|
|
U.S. Wireless: Does the TelCo Rally Still Have Legs?
|
Feb 22, 2016
|
|
Zayo: Down on the Upside…The Costs and Benefits of Zayo’s Capex Ramp
|
Feb 19, 2016
|
|
Dish Network Q4 2015 Earnings: What is the Core Business Worth?
|
Feb 18, 2016
|
|
DISCA: It’s Complicated (Still)
|
Feb 18, 2016
|
|
DISCA: 4Q15 Earnings Review Flash
|
Feb 18, 2016
|
|
T-Mobile Q4 2015 Earnings: How Well Would T-Mobile Weather a Recession?
|
Feb 17, 2016
|
|
Dish Network (DISH): Getting Warmer… But We’re Not Quite There Yet; Lowering Our Target to $40
|
Feb 16, 2016
|
|
CBS: Banking on 2016
|
Feb 12, 2016
|
|
Zayo Q2 F2016 Earnings: Can Somebody Please Turn On the Weighing Machine?
|
Feb 12, 2016
|
|
January Apptopia App Data Update
|
Feb 12, 2016
|
|
TWTR 4Q15 Earnings Review: Losing Altitude Quickly
|
Feb 11, 2016
|
|
DIS: Something for Everyone
|
Feb 10, 2016
|
|
RGC: Strong 2015 But Winter Is Coming
|
Feb 10, 2016
|
|
TWX: 4Q Earnings Flash Review
|
Feb 10, 2016
|
|
TWX: On To the New Year
|
Feb 10, 2016
|
|
FOXA: Can’t Wait For Next Year (Again)
|
Feb 9, 2016
|
|
Viacom: Huis Clos
|
Feb 9, 2016
|
|
VIAB: F1Q Earnings Flash Review
|
Feb 9, 2016
|
|
NFLX: The Dark Side of the Mo (mentum); Cutting Target Price from $98 to $85
|
Feb 5, 2016
|
|
Zayo: Updating Model for New Segments Ahead of Q2 F2016 Earnings
|
Feb 5, 2016
|
|
Starry meeting notes
|
Feb 5, 2016
|
|
Charter Q4 2015 Earnings: What Will Charter Have To Do To Get the Deal Done?
|
Feb 4, 2016
|
|
Level 3 Q4 2015 Earnings: What Did Level 3’s Crystal Ball Tell Us About the Coming Year?
|
Feb 4, 2016
|
|
Comcast Q4 2015 Earnings: Why No Love?
|
Feb 3, 2016
|
|
GOOGL 4Q15 Review: Rolling Into the New Year
|
Feb 2, 2016
|
|
U.S. Media – Weekly Ratings: 1/25-1/31
|
Feb 2, 2016
|
|
U.S. Wireless: U.S. Telecom: Lies, Damned Lies, and Accounting Slides
|
Feb 1, 2016
|
|
FB 4Q15 Review: That’s What Structural Growth Looks Like
|
Jan 28, 2016
|
|
Time Warner Cable Q4 2015 Earnings: Inching Towards the Finish Line
|
Jan 28, 2016
|
|
Crown Castle Q4 2015 Earnings: Towers 1, Sprint 0... But The Final Score Doesn't Tell Us Everything
|
Jan 27, 2016
|
|
4Q Internet Preview and 2016 Outlook: GOOGL Top Pick
|
Jan 26, 2016
|
|
Sprint FQ3 15 Earnings: Sprint’s Debt Deserves a Look
|
Jan 26, 2016
|
|
AT&T Q4 2015 Earnings: Is It Too Early to Start Worrying About 2017?
|
Jan 26, 2016
|
|
U.S. Media – Weekly Ratings: 1/18-1/24
|
Jan 26, 2016
|
|
T-Mobile (TMUS): Finding Bigfoot… A Footprint Expansion Story
|
Jan 25, 2016
|
|
4Q Media Preview: Will Ad Market Strength Trump Subscriber Focus?
|
Jan 25, 2016
|
|
DIS: Legitimate ESPN Concerns & Hyperbolic Drivel
|
Jan 22, 2016
|
|
Verizon Q4 2015 Earnings: The Red and the Blue
|
Jan 21, 2016
|
|
Death, Taxes, and Towers... A Comprehensive Companion to Our Initiation Report
|
Jan 18, 2016
|
|
Death, Taxes, and Towers Slides
|
Jan 15, 2016
|
|
4Q Theaters Preview: As Good As It Gets…For Now
|
Jan 14, 2016
|
|
U.S. Media – 2016 Year Ahead Sldies
|
Jan 14, 2016
|
|
U.S. Cable & Satellite: A Funny Thing Happened on the Way to the Graveyard
|
Jan 13, 2016
|
|
2016-01-12 T-Mobile Meeting Notes
|
Jan 13, 2016
|
|
2016 Year Ahead: Are We There Yet? (Part II)
|
Jan 12, 2016
|
|
U.S. Media – Weekly Ratings: 1/4-1/10
|
Jan 12, 2016
|
|
Death, Taxes, and Towers... But It's Not Quite That Simple. Initiating Coverage of AMT, CCI, and SBAC
|
Jan 11, 2016
|
|
AT&T Deep Dive: Much Ado About Nothing?
|
Jan 7, 2016
|
|
4Q15/December Apptopia App Data Update
|
Jan 7, 2016
|
|
Telecom and Cable & Satellite 2016 Outlook Slides
|
Jan 7, 2016
|
|
U.S. Media – Weekly Ratings: 12/28-1/3
|
Jan 6, 2016
|
|
Level 3: Now Trading at an Appropriate Level... Downgrading to Neutral, Maintaining $56 TP
|
Jan 5, 2016
|
|
U.S. Media – Weekly Ratings: 12/14-12/20
|
Dec 22, 2015
|
|
U.S. Media – Weekly Ratings: 12/7-12/13
|
Dec 15, 2015
|
|
Adding Flavor to the Financial Soup that is Alphabet
|
Dec 10, 2015
|
|
Cable Capex Deep Dive Slides
|
Dec 10, 2015
|
|
November/4QTD Apptopia App Data Update
|
Dec 9, 2015
|
|
U.S. Cable and U.S. Telecommunications: It’s Time to Take a Fresh Look at Broadband Market Share
|
Dec 9, 2015
|
|
U.S. Cable: A Zero-Based Approach to Capital Intensity… Why Charter is Worth More Than You Think
|
Dec 4, 2015
|
|
U.S. Media – Weekly Ratings: 11/23-11/29
|
Dec 2, 2015
|
|
Sprint (S): One Step Forward, Two Steps Back
|
Nov 30, 2015
|
|
U.S. Advertising: No Debate Here
|
Nov 30, 2015
|
|
U.S. Media – Weekly Ratings: 11/16-11/22
|
Nov 24, 2015
|
|
DISCA: Always Something New to Discover
|
Nov 23, 2015
|
|
Strategists on Strategy Summit: Key Takeaways
|
Nov 18, 2015
|
|
Good Things Come to Those Who Wait: Upgrading Zayo to Buy, Refreshing Level 3 and Cogent Outlooks
|
Nov 17, 2015
|
|
The Content Trap
|
Nov 17, 2015
|
|
U.S. Media – Weekly Ratings: 11/9-11/15
|
Nov 17, 2015
|
|
TWTR: You Do the Math
|
Nov 16, 2015
|
|
VIAB: Time to Rise and Shine?
|
Nov 13, 2015
|
|
VIAB: F4Q Earnings Flash Review
|
Nov 12, 2015
|
|
Wireless retail trends meeting notes
|
Nov 12, 2015
|
|
SNI: Cooking in Polish
|
Nov 10, 2015
|
|
3Q Nat’l TV Ad Wrap – A Rare, Welcomed Surprise
|
Nov 10, 2015
|
|
Zayo Q1 F2016 Earnings: The Three Amigos
|
Nov 10, 2015
|
|
U.S. Media – Weekly Ratings: 11/2-11/8
|
Nov 10, 2015
|
|
Q3 2015 Cord-Cutting Update: The Anti-Climax?
|
Nov 9, 2015
|
|
SNI: 3Q15 Earnings Review Flash
|
Nov 9, 2015
|
|
Dish Network Q3 Earnings: The Cards You’ve Been Dealt
|
Nov 9, 2015
|
|
U.S. Media – Weekly Ratings: 11/30-12/6
|
Nov 8, 2015
|
|
Q3 2015 Wireless Wrap Up: The Jury Is Still Out
|
Nov 6, 2015
|
|
CNK: New CEO Brings A New Hope
|
Nov 6, 2015
|
|
Facebook 3Q Review: Still King of the Castle
|
Nov 5, 2015
|
|
Cable One Q3’15 Earnings: Wallflower at the Orgy
|
Nov 5, 2015
|
|
DIS: Mouse Avoids Bear Trap
|
Nov 5, 2015
|
|
AMCX: Positive Revisions Meet Fear
|
Nov 5, 2015
|
|
CNK: 3Q15 Earnings Review Flash
|
Nov 5, 2015
|
|
Cogent Q3 2015 Earnings: Proof of Life
|
Nov 5, 2015
|
|
AMCX: 3Q Earnings Flash Review
|
Nov 5, 2015
|
|
FOXA: F1Q Earnings Flash
|
Nov 4, 2015
|
|
TWX: Doing the Right Thing
|
Nov 4, 2015
|
|
TWX: 3Q Earnings Flash Review
|
Nov 4, 2015
|
|
FOXA: Holding the Line (For Now)
|
Nov 4, 2015
|
|
CBS: What, Me Worry?
|
Nov 4, 2015
|
|
DISCA: 3Q15 Earnings Review Flash
|
Nov 3, 2015
|
|
Cablevision Q3 2015 Earnings: Is Regulatory Approval Really a Slam Dunk?
|
Nov 3, 2015
|
|
Sprint Q3 ’15 Earnings: Burn Rate Is All that Matters Now
|
Nov 3, 2015
|
|
DISCA: What a Difference One Quarter Makes
|
Nov 3, 2015
|
|
U.S. Media – Weekly Ratings: 10/26-11/1
|
Nov 3, 2015
|
|
2015-10-30 Verizon meeting notes
|
Oct 30, 2015
|
|
Ad Viewability & Click Fraud: Domo Arigato, Mr. Roboto
|
Oct 29, 2015
|
|
Time Warner Cable Q3 2015 Earnings: Mind the Gap
|
Oct 29, 2015
|
|
Charter Q3 2015 Earnings: Cable Strikes Back
|
Oct 29, 2015
|
|
TWTR 3Q Review: Financials Impress, MAUs not so much
|
Oct 28, 2015
|
|
RGC 3Q Review: A Record Year, We See
|
Oct 28, 2015
|
|
Level 3 Q3 2015 Earnings: Nothing Else Matters
|
Oct 28, 2015
|
|
Comcast Q3 2015 Earnings: Cord Cutting? Who Said Anything about Cord Cutting?
|
Oct 27, 2015
|
|
T-Mobile Q3 2015 Earnings: And Now for Phase II
|
Oct 27, 2015
|
|
U.S. Media – Weekly Ratings: 10/19-10/25
|
Oct 27, 2015
|
|
Dish Network (DISH): Has the Pendulum Swung Too Far? Upgrading from Sell to Neutral; Target Price $61.
|
Oct 26, 2015
|
|
TWX: Do The Right Thing; Cutting Numbers
|
Oct 26, 2015
|
|
SEAS: Dropping Coverage
|
Oct 23, 2015
|
|
GOOGL 3Q15 Review: In Ruth We Trust
|
Oct 23, 2015
|
|
AT&T Q3 2015 Earnings: The Obfuscation has Landed
|
Oct 22, 2015
|
|
Broadcast Nets: How Long Can This Balancing Act Last?
|
Oct 22, 2015
|
|
Verizon Q3 2015 Earnings: Verizon’s Next Growth Engine
|
Oct 20, 2015
|
|
U.S. Media – Weekly Ratings: 10/12-10/18
|
Oct 20, 2015
|
|
Broadband Discussion with the Mayor’s Office
|
Oct 19, 2015
|
|
3Q Internet Preview: Broad Strength, 4Q FX Intensifies
|
Oct 19, 2015
|
|
U.S. Wireless: The Wireless Wars through the Lens of Social Media
|
Oct 16, 2015
|
|
NFLX: No One Cares When You Are Winning (continued)
|
Oct 15, 2015
|
|
U.S. Cable & Satellite: Usage Based Pricing… Maybe Not Dead Yet After All?
|
Oct 13, 2015
|
|
U.S. Media – Weekly Ratings: 10/5-10/11
|
Oct 13, 2015
|
|
U.S. Media 3Q Preview: Set Up For A Surprise?
|
Oct 12, 2015
|
|
The Wireless Wars Slides
|
Oct 8, 2015
|
|
U.S. Media – Weekly Ratings: 9/28-10/4 - October 6, 2015
|
Oct 6, 2015
|
|
What to Make of Zayo’s Long-Haul “Hybrid Overbuild”? Revising TPs for ZAYO, LVLT, and CCOI.
|
Oct 5, 2015
|
|
FOXA: Should We Be Afraid of RSNs? & Other Questions
|
Oct 2, 2015
|
|
U.S. Wireless: The Wireless Wars through the Lens of Customer Lifetime Value
|
Sep 30, 2015
|
|
T-Mobile Management Meeting Notes
|
Sep 29, 2015
|
|
U.S. Theaters 3Q Preview: Inside Out
|
Sep 28, 2015
|
|
Blocking in iOS 9: Much Ado about Something?
|
Sep 25, 2015
|
|
Content Consumption Slides
|
Sep 25, 2015
|
|
test upload
|
Sep 23, 2015
|
|
U.S. Satellite: An Analysis of Customer Lifetime Values
|
Sep 21, 2015
|
|
Zayo Q4 F2015 Earnings: Great Expectations
|
Sep 18, 2015
|
|
Instagram: Let’s do the Math
|
Sep 18, 2015
|
|
Sprint (S): Playing for Time?
|
Sep 15, 2015
|
|
U.S. Internet Launch: Real & Spectacular
|
Sep 11, 2015
|
|
U.S. Internet Launch: Real & Spectacular
|
Sep 8, 2015
|
|
U.S. Media: Real and Less Spectacular
|
Sep 8, 2015
|
|
Media Transcript: August 7th Conference Call
|
Aug 21, 2015
|
|
CNK: New CEO = Fresh Perspective?
|
Aug 21, 2015
|
|
Cogent Post-Q2 2015 Update: Keep Calm and Cogent On. Lower TP to $40, Maintain Buy
|
Aug 20, 2015
|
|
VIAB Ratings: What the N*ck Happened?
|
Aug 20, 2015
|
|
U.S. Cable: Time Heals All Wounds. Upgrading Cable Sector to Overweight, and Charter and Comcast to Buy
|
Aug 19, 2015
|
|
Level 3: The Gross Clinic… Are Gross Revenue Trends the Key to Shedding the “Black Box” Stigma?
|
Aug 13, 2015
|
|
Wireless Sector Upgrade Slides
|
Aug 13, 2015
|
|
Q2 2015 Broadband Update: Cable’s Advantage Turns into a Rout
|
Aug 12, 2015
|
|
U.S. Wireless: Hell Freezes Over… Upgrading Sector to Overweight and Verizon to Buy, Price Target $54
|
Aug 11, 2015
|
|
SEAS: 2Q Results Disappoint, But 2015 Guidance Intact
|
Aug 10, 2015
|
|
DirecTV Q2 2015 Earnings: It’s AT&T’s Problem Now
|
Aug 10, 2015
|
|
Meeting with Wide Open West
|
Aug 10, 2015
|
|
WOW Company Update
|
Aug 10, 2015
|
|
Cablevision Q2 2015 Earnings: French Tickler?
|
Aug 7, 2015
|
|
AMCX: Turning to The Next Crop of Shows
|
Aug 7, 2015
|
|
Q2 2015 Quarterly Cord-Cutting Update: Now We Know What All the Fuss Was About (Hint: Yes, it’s Bad)
|
Aug 7, 2015
|
|
TWX: A Non-Answer Opens the Door; Upgrade to Buy
|
Aug 7, 2015
|
|
U.S. Media: What the Heck Just Happened?!?
|
Aug 7, 2015
|
|
CNK: Caught In Media Declines Despite Solid Quarter
|
Aug 7, 2015
|
|
CNK: 2Q15 Earnings Review Flash
|
Aug 6, 2015
|
|
Cogent Q2 2015 Earnings: Whack-a-Mole
|
Aug 6, 2015
|
|
VIAB: Priced like GM, Ford & American Airlines
|
Aug 6, 2015
|
|
VIAB: F3Q Earnings Review Flash
|
Aug 6, 2015
|
|
TWX: 2Q Earnings Review Flash
|
Aug 5, 2015
|
|
Dish Network Q2 2015 Earnings: Mud Slinging… Are Dish’s Spectrum Options Dwindling?
|
Aug 5, 2015
|
|
Zayo: Round Trip Ticket... Downgrading to Neutral, Maintain $29 TP
|
Aug 5, 2015
|
|
CBS, DISCA, FOXA, TWX: If It’s Raining In Brooklyn…
|
Aug 5, 2015
|
|
DISCA: 2Q15 Earnings Review Flash
|
Aug 5, 2015
|
|
Cable One Q2 2015 Earnings: Post-Modernism
|
Aug 4, 2015
|
|
DIS: The Earnings Beating Machine Hits a Pothole
|
Aug 4, 2015
|
|
SNI: Getting a Little Less Clear
|
Aug 4, 2015
|
|
Sprint Q2 2015 Earnings: Tick, tick, tick…
|
Aug 4, 2015
|
|
Charter Q2 2015 Earnings: The Waiting is the Hardest Part
|
Aug 4, 2015
|
|
Cable One Coverage Initiation Slides
|
Aug 3, 2015
|
|
RGC: Sticking To Traditional Windows (For Now)
|
Jul 31, 2015
|
|
Time Warner Cable Q2’15 Earnings: This Is Exactly What a Turnaround Looks Like
|
Jul 30, 2015
|
|
T-Mobile Q2 2015 Earnings: The Age of Aquarius?
|
Jul 30, 2015
|
|
MLB Advanced Media Notes
|
Jul 29, 2015
|
|
Level 3 Q2 2015 Earnings: The End of the Streak (At Least for Now)
|
Jul 29, 2015
|
|
Cable One (CABO): Is This the Path Forward for Cable? Initiating Coverage with Neutral Rating, Target $380
|
Jul 28, 2015
|
|
AT&T Q2 2015 Earnings: Psst… Hey, Did You Hear About Those Positive Earnings Revisions?
|
Jul 23, 2015
|
|
Comcast Q2'15 Earnings: Who Ever Said Comcast Needs a New Story?
|
Jul 23, 2015
|
|
Verizon Q2 2015 Earnings: How Did Verizon Get to Be So Unloved?
|
Jul 21, 2015
|
|
NFLX: A Perfect Growth Story
|
Jul 20, 2015
|
|
Wi-Fi Alliance Meeting
|
Jul 14, 2015
|
|
U.S. Cable & Satellite: What Will Second Quarter Earnings Tell Us About Cord-Cutting?
|
Jul 13, 2015
|
|
2Q Media Preview: Redefining Tepid
|
Jul 13, 2015
|
|
Zayo: Back to Where It Started (Sort Of)... Upgrading to Buy, Maintain $29 TP
|
Jul 9, 2015
|
|
U.S. Theaters 2Q Preview: Roaring to Record 2015
|
Jul 7, 2015
|
|
Level 3 and Cogent: Q2 2015 Earnings Preview
|
Jun 30, 2015
|
|
Client Lunch 06-30-2015
|
Jun 30, 2015
|
|
U.S. Affiliate Fees: The Third Wave?
|
Jun 29, 2015
|
|
Cablevision: The FiOS Effect Revisited… Is CVC an Acquirable Asset?
|
Jun 24, 2015
|
|
Client Lunch
|
Jun 22, 2015
|
|
May Ratings & PUTs – Unfortunately More of the Same
|
Jun 16, 2015
|
|
U.S. Wireless: About That Inflection… Is it Finally Time to Get More Constructive on Wireless?
|
Jun 15, 2015
|
|
FOXA: Meet the New Boss!
|
Jun 11, 2015
|
|
West Coast Takeaways: Meet the New Boss?
|
Jun 10, 2015
|
|
Zayo: Is the Stock a Buy After Recent Weakness?
|
Jun 8, 2015
|
|
Viacom Deck - We've Seen This Movie Before
|
Jun 8, 2015
|
|
Charter (CHTR): Our Pro Forma Model… Malone Again, Naturally
|
Jun 4, 2015
|
|
Smartphone Comparison
|
Jun 2, 2015
|
|
FOXA: Read My Lips, Numbers Coming Down
|
Jun 1, 2015
|
|
The Phone Book Slides
|
May 29, 2015
|
|
Will Buyers Dry Up as the Syndication Pipeline Refills?
|
May 27, 2015
|
|
The Phone Book: A Twenty Year View of ROIC Across the Telecommunications Landscape
|
May 18, 2015
|
|
Zayo Q3 F2015 Earnings: Roaring Back to Life
|
May 13, 2015
|
|
Cogent (CCOI): From Hero to Zero in the Eyes of the Market. But Is It Warranted? Reiterate Buy, $42 Target.
|
May 11, 2015
|
|
Dish Network Q1 2015 Earnings: The End of the Episode Can’t Come Soon Enough
|
May 11, 2015
|
|
Quarterly Cord-Cutting Monitor: Uh Oh… This Time Cord Cutting Really Did Accelerate
|
May 11, 2015
|
|
SEAS: Wait & Sea
|
May 11, 2015
|
|
CBS: No Plot Twists Here
|
May 8, 2015
|
|
CNK: Do The Right Thing
|
May 8, 2015
|
|
Cogent Q1 2015 Earnings: A Step on the Bumpy Road to Recovery
|
May 7, 2015
|
|
SNI: The Truth Hurts?
|
May 7, 2015
|
|
SEAS: 1Q Earnings Review Flash
|
May 7, 2015
|
|
CNK: 1Q15 Earnings Review Flash
|
May 7, 2015
|
|
SNI: 1Q Earnings Review Flash
|
May 7, 2015
|
|
DISCA: Discovering The Bottom?
|
May 6, 2015
|
|
FOXA: Light at the End of the Investment Tunnel?
|
May 6, 2015
|
|
DIS: This Is What A Company Firing On All Cylinders Looks Like
|
May 5, 2015
|
|
DISCA: 1Q15 Earnings Review Flash
|
May 5, 2015
|
|
DIS: F2Q Earnings Flash
|
May 5, 2015
|
|
DirecTV Q1 2015 Earnings: A Glimpse of the Future?
|
May 5, 2015
|
|
Sprint: The House Is on Fire… But I Love the New Paint Job!
|
May 5, 2015
|
|
Comcast Q1 2015 Earnings: What’s the Story?
|
May 4, 2015
|
|
AMCX: 1Q Earnings Review Flash
|
May 4, 2015
|
|
Cablevision Q1 2015 Earnings: The FiOS Balancing Act
|
May 4, 2015
|
|
Is Netflix Killing TV Slides
|
May 4, 2015
|
|
AMCX: What A Difference A Year Makes (Part 2)
|
May 4, 2015
|
|
VIAB: What A Difference A Year Can Make
|
May 1, 2015
|
|
Charter Communications: As the World Turns
|
May 1, 2015
|
|
RGC: An Un-Majestic Quarter
|
Apr 30, 2015
|
|
VIAB: F2Q Earnings Review Flash
|
Apr 30, 2015
|
|
Time Warner Cable: Back in the Saddle
|
Apr 30, 2015
|
|
Level 3 Q1 2015 Earnings: How Many Beats Will It Take?
|
Apr 29, 2015
|
|
TWX: 1Q Earnings Review Flash
|
Apr 29, 2015
|
|
TWX: The First of Many?
|
Apr 29, 2015
|
|
T-Mobile Q1 2015 Earnings: Purple Reign
|
Apr 28, 2015
|
|
U.S. Theaters: Key Takeaways from CinemaCon 2015
|
Apr 28, 2015
|
|
U.S. Cable: Groundhog Day… Updating Our Sector Price Targets
|
Apr 27, 2015
|
|
Is Netflix Killing TV
|
Apr 23, 2015
|
|
AT&T Q1 2015 Earnings: Is It Springtime in Dallas?
|
Apr 22, 2015
|
|
Verizon Q1 2015 Earnings: The Rush to Judgment
|
Apr 21, 2015
|
|
U.S. Wireless: Have We Finally Hit Bottom?
|
Apr 20, 2015
|
|
NFLX: No One Cares When You Are Winning (Part Deux)
|
Apr 16, 2015
|
|
1Q Media Preview: Wait, Numbers Are Going Up?
|
Apr 13, 2015
|
|
Level 3: How Sensitive Is It to North America Enterprise Growth? And Do Consensus Estimates Look Reasonable?
|
Apr 8, 2015
|
|
VIAB: Song Remains The Same
|
Apr 7, 2015
|
|
U.S. Wireless and U.S. Cable & Satellite: This is Not Your Father’s AT&T (Part II) – The DirecTV Dilemma
|
Apr 6, 2015
|
|
Film Industry: Nothing That A Few Hits Can’t Fix
|
Apr 2, 2015
|
|
Why An OTT World May Be Out Of Reach Slides
|
Apr 1, 2015
|
|
U.S. Cable & Satellite: What If Cord Cutting Is Worse than Expected? And Can Broadband Fill the Gap?
|
Mar 26, 2015
|
|
Why An OTT World May Be Out Of “Reach”
|
Mar 25, 2015
|
|
T-Mobile: Raising Our Growth Estimates, and our Target Price… Again. New TP $45.
|
Mar 17, 2015
|
|
CBS: What’s The Deal with Cash Flow & Other Questions
|
Mar 13, 2015
|
|
The Poverty Problem, Six Years On
|
Mar 12, 2015
|
|
The Bleeding Edge: A Look at Cable’s Ratings Collapse
|
Mar 10, 2015
|
|
AT&T and Verizon: Telecom’s Reality Distortion Field
|
Mar 5, 2015
|
|
U.S. Advertising: Running Out of Funny Headlines
|
Mar 4, 2015
|
|
Internet Infrastructure Q4 Wrap-Up: The Good, The Bad, and The Ambiguous; Increasing Level 3 TP to $59
|
Mar 2, 2015
|
|
AMCX: Another Step Forward
|
Feb 27, 2015
|
|
SEAS: Blind As A Carpet Shark
|
Feb 26, 2015
|
|
Q4 2014 Cord Cutting First Look: It was the Best of Times, It was the Worst of Times
|
Feb 25, 2015
|
|
Cogent Q4 2014 Earnings: Waiting is the Hardest Part
|
Feb 25, 2015
|
|
Cablevision Q4 2014: David and Goliath
|
Feb 25, 2015
|
|
SEAS 4Q Prev.: Will New Management Change Course?
|
Feb 24, 2015
|
|
Comcast Q4 2014 Earnings: Is There Such a Thing as Being Too Successful?
|
Feb 24, 2015
|
|
Viacom: We’ve Seen This Movie Before Slides
|
Feb 24, 2015
|
|
Dish Q4 2014 Earnings: Oh, By the Way, the Results in the Core Business…
|
Feb 23, 2015
|
|
U.S. Wireless: Is Sprint Already Insolvent?
|
Feb 20, 2015
|
|
T-Mobile Q4 2014 Earnings: Will TMUS Finally Deliver Growth AND Profitability in 2015?
|
Feb 19, 2015
|
|
DirecTV Q4 2014 Earnings: AT&T Needs DirecTV... but Does DirecTV Need AT&T?
|
Feb 19, 2015
|
|
DISCA: 4Q Earnings Review Flash
|
Feb 19, 2015
|
|
CNK: A Hint of What’s to Come
|
Feb 19, 2015
|
|
DISCA: Tepid
|
Feb 19, 2015
|
|
CNK: 4Q Earnings Review Flash
|
Feb 18, 2015
|
|
U.S. Cable: Cutting the Cord... Downgrading Comcast, Time Warner Cable, and Charter to Neutral
|
Feb 17, 2015
|
|
Netflix Slides
|
Feb 13, 2015
|
|
RGC: Back to the Fundamentals We Go
|
Feb 12, 2015
|
|
SNI: 4Q Earnings Review Flash
|
Feb 12, 2015
|
|
SNI: What Happens If Ratings Roll Over?
|
Feb 12, 2015
|
|
TWX: 4Q Earnings Review Flash
|
Feb 11, 2015
|
|
TWX: Predictably Predictable
|
Feb 11, 2015
|
|
Zayo Q2 F2015 Earnings: A Solid Quarter, but is There a Chink in the Armor?
|
Feb 11, 2015
|
|
NFLX: No One Cares When You Are Winning, But...
|
Feb 9, 2015
|
|
Charter Q4 2014 Earnings: Pippa the Bridesmaid
|
Feb 5, 2015
|
|
Sprint Q4 2014 Earnings: Burn Rate
|
Feb 5, 2015
|
|
DIS: It’s Not Expensive When Numbers Are Too Low
|
Feb 4, 2015
|
|
Level 3 Q4 2014 Earnings: Smooth Sailing, and Guiding to More of the Same
|
Feb 4, 2015
|
|
FOXA: The Best-Laid Plans of Fox and Men
|
Feb 4, 2015
|
|
U.S. Wireless & Dish Network: Searching for Meaning on the AWS-3 Merry Go Round
|
Feb 2, 2015
|
|
VIAB: A Brave New World
|
Jan 30, 2015
|
|
Time Warner Cable: If TWC Has to Go It Alone, then...
|
Jan 29, 2015
|
|
VIAB: F1Q Earnings Review Flash
|
Jan 29, 2015
|
|
AT&T Q4 2014 Earnings: How Safe is the Dividend?
|
Jan 27, 2015
|
|
Internet Infrastructure: The Almighty Dollar... A Close Look at FX Exposure across the Group
|
Jan 26, 2015
|
|
NATPE Takeaways
|
Jan 23, 2015
|
|
Cable & Satellite 2015 Preview
|
Jan 23, 2015
|
|
Verizon Q4 2014 Earnings: What, Me Worry?
|
Jan 22, 2015
|
|
2015-01-14 Republic Wireless Presentation
|
Jan 21, 2015
|
|
VIAB & DISH: Scale Tactics or Scare Tactics?
|
Jan 20, 2015
|
|
Cable & Satellite 2015 Preview: Can We Please Talk About Something Other than Regulation?
|
Jan 20, 2015
|
|
Quarter to Forget Slides
|
Jan 16, 2015
|
|
Republic Wireless Meeting Notes
|
Jan 15, 2015
|
|
4Q Media Preview: A Quarter To Forget
|
Jan 14, 2015
|
|
Meeting with T-Mobile
|
Jan 14, 2015
|
|
U.S. Home Entertainment: Why Buy or Rent?
|
Jan 12, 2015
|
|
Discussion with J.P. Morgan 1/12/2015
|
Jan 12, 2015
|
|
U.S. Media: Hard to Look Forward Without Looking Back
|
Jan 8, 2015
|
|
AT&T and Verizon: 2015 Preview… Apocalypse Now?
|
Jan 5, 2015
|
|
Sprint (S): What We Know… and What We Don’t. Cutting Our TP to $2.00.
|
Dec 18, 2014
|
|
CNK: Well Positioned for 2015 & Beyond
|
Dec 17, 2014
|
|
Meeting with Charter Communications
|
Dec 16, 2014
|
|
SEAS: Cutting Bait –Downgrading to Neutral
|
Dec 15, 2014
|
|
T-Mobile: Worth More Dead than Alive? Buy with a Target of $40
|
Dec 15, 2014
|
|
Meeting with Cox Communications
|
Dec 15, 2014
|
|
NFLX: Netflix Is Coming, Netflix Is Coming
|
Dec 10, 2014
|
|
Zayo Launch Slides
|
Dec 5, 2014
|
|
Internet Infrastructure: Arms Merchant to the Telecom Industry… Initiating Coverage of Zayo
|
Dec 2, 2014
|
|
DIS: Diversification Drives De-Coupling
|
Dec 1, 2014
|
|
U.S. Wireless: This is Not Your Father’s AT&T (Part I)… Lowering Target Price to $31
|
Dec 1, 2014
|
|
U.S. Advertising: Of Course, It Is!
|
Nov 18, 2014
|
|
Meeting with Comcast Notes
|
Nov 18, 2014
|
|
VIAB: History Repeats?
|
Nov 14, 2014
|
|
VIAB: F4Q Earnings Review Flash
|
Nov 13, 2014
|
|
Sandy Brown - ONE World Sports
|
Nov 13, 2014
|
|
Warren Packard - Thuuz Sports
|
Nov 13, 2014
|
|
SEAS: Looking to Put This Summer In Rear-view Mirror
|
Nov 13, 2014
|
|
Net Neutrality and Title II Slides
|
Nov 13, 2014
|
|
Dan Rosenberg - MediaMath
|
Nov 13, 2014
|
|
Scott Ferber - Videology
|
Nov 13, 2014
|
|
Greg Alkalay - batteryPOP
|
Nov 13, 2014
|
|
BatteryPop - Greg Alkalay
|
Nov 13, 2014
|
|
Roy Burstin - MiTu
|
Nov 13, 2014
|
|
Ari Tuchman - Quantifund
|
Nov 13, 2014
|
|
Juan Bruce - EpoxyTV
|
Nov 13, 2014
|
|
Evan Shapiro
|
Nov 13, 2014
|
|
Dave Morgan - Simulmedia
|
Nov 13, 2014
|
|
Eric Mathewson - WideOrbit
|
Nov 13, 2014
|
|
SEAS: 3Q Earnings Review Flash
|
Nov 12, 2014
|
|
AMCX: Turn
|
Nov 7, 2014
|
|
CNK: Executing Through Tough Comps
|
Nov 7, 2014
|
|
Cogent Q3 2014 Earnings: A Return to Normalcy?
|
Nov 7, 2014
|
|
Zayo Q1 F2015 Earnings: Incremental Insights into Incremental Returns
|
Nov 7, 2014
|
|
CNK: 3Q Earnings Review Flash
|
Nov 6, 2014
|
|
Cablevision Q3 2014 Earnings: The Two-Headed Monster
|
Nov 6, 2014
|
|
Pay TV Q3 2014 First Look: Or Is It a Last Look... at Pay TV and Cord Cutting in the Era Before
|
Nov 6, 2014
|
|
SNI: Leading in Ratings & Transparency
|
Nov 6, 2014
|
|
SNI: 3Q Earnings Review Flash
|
Nov 6, 2014
|
|
DirecTV Q3 2014 Earnings: Is Satellite Hitting the Wall?
|
Nov 6, 2014
|
|
DIS: Time to Let FY2014 Go
|
Nov 6, 2014
|
|
FOXA: One of The Few (Expected Beats)
|
Nov 5, 2014
|
|
TWX: Writing It Down & Moving Ahead
|
Nov 5, 2014
|
|
TWX: 3Q Earnings Review Flash
|
Nov 5, 2014
|
|
Level 3 Q3 2014 Earnings: The Smell of Bandwidth in the Morning
|
Nov 5, 2014
|
|
CBS: An In-Line Quarter*
|
Nov 5, 2014
|
|
Dish Network Q3 2014 Earnings: Is a Spectrum Sale Even Possible?
|
Nov 4, 2014
|
|
DISCA: 3Q Earnings Review Flash
|
Nov 4, 2014
|
|
DISCA: The First of Many
|
Nov 4, 2014
|
|
Sprint Q2 F2014 Earnings: Does Sprint Have a Strategy?
|
Nov 3, 2014
|
|
VIAB: We’ve Seen This Movie Before
|
Nov 3, 2014
|
|
Time Warner Cable Q3 2014 Earnings: What Happens if the Deal Breaks?
|
Oct 30, 2014
|
|
CBS: Was Thursday Night NFL Worth It?
|
Oct 29, 2014
|
|
Charter Q3 2014 Earnings: The Calm Before the Storm
|
Oct 29, 2014
|
|
RGC: An Unexpected Journey
|
Oct 28, 2014
|
|
T-Mobile Q3 2014 Earnings: Why Can’t TMUS Get No Respect?
|
Oct 28, 2014
|
|
SEAS 3Q Preview: Looking Past Current Beached Stock
|
Oct 23, 2014
|
|
Comcast Q3 2014 Earnings: What Does the Market Think It Knows About Comcast’s TWC Deal?
|
Oct 23, 2014
|
|
Zayo Coverage Initiation Part II –A Close Look at Incremental Returns & Normalized Reinvestment Needs
|
Oct 22, 2014
|
|
The OTT Threat Returns Slides
|
Oct 22, 2014
|
|
AT&T Q3’14 Earnings: Will AT&T Be Caught Swimming Naked in Q4?
|
Oct 22, 2014
|
|
TWX: “Just Don’t Worry”
|
Oct 22, 2014
|
|
Verizon 3Q’14 Earnings: The Curious Case of VZ versus T
|
Oct 21, 2014
|
|
U.S. Wireless: The iPhone Effect
|
Oct 15, 2014
|
|
NFLX: Entering Growth Purgatory
|
Oct 15, 2014
|
|
Zayo Coverage Initiation Part I – Dark Fiber and Towers: Batman vs. Superman, or “You’re No Jack Kennedy”?
|
Oct 13, 2014
|
|
3Q Media Preview: Short on Eyeballs? Just Add Inventory
|
Oct 12, 2014
|
|
U.S. Media: 3Q Ratings - The Ship Be Sinking*
|
Oct 8, 2014
|
|
U.S. Cable & Telecom: Occam’s Router [the Cable WiFi Story]
|
Oct 5, 2014
|
|
Internet Infrastructure Slides
|
Oct 3, 2014
|
|
DISCA: Who'll Stop the Rain?
|
Oct 2, 2014
|
|
CBS: Follow The Revisions, Follow The Stock
|
Sep 30, 2014
|
|
Internet Infrastructure: Showing Some Backbone… Initiating Coverage of Cogent and Level 3
|
Sep 29, 2014
|
|
Wall of Worry Slides
|
Sep 23, 2014
|
|
U.S. Theaters: Guardians Save August, But Not Full 3Q
|
Sep 19, 2014
|
|
LONGITUDINAL ETHNOGRAPHY & ACCELERATION STUDY
|
Sep 19, 2014
|
|
U.S. Cable and Satellite: The Wall of Worry
|
Sep 18, 2014
|
|
FOXA: Just Execute, Baby
|
Sep 17, 2014
|
|
NFLX: Getting Under the Hood of International
|
Sep 11, 2014
|
|
Meeting with Sprint
|
Sep 11, 2014
|
|
Time Warner Cable meeting notes
|
Sep 10, 2014
|
|
Meeting with Suddenlink Notes
|
Sep 9, 2014
|
|
U.S. Wireless: A Fresh Look through the Lens of FCF Slides
|
Sep 9, 2014
|
|
U.S. Wireless: A Fresh Look through the Lens of FCF
|
Sep 4, 2014
|
|
U.S. Media: This Really is the Golden AGE of TV
|
Sep 4, 2014
|
|
U.S. Advertising: The Other 98%
|
Sep 2, 2014
|
|
SEAS: Seasick, But Sticking With Buy
|
Aug 13, 2014
|
|
SEAS: 2Q Earnings Review Flash
|
Aug 13, 2014
|
|
U.S. Media: July Ratings –There Was A Time…
|
Aug 12, 2014
|
|
CBS: The Denominator Strikes Back, Again
|
Aug 8, 2014
|
|
AMCX: It Gets Harder From Here
|
Aug 8, 2014
|
|
SNI: 2Q Earnings Review Flash
|
Aug 7, 2014
|
|
Pay TV First Look: Flat is the New Up… Pay TV Holds Steady in Q2; Cord Cutting Slows to a Crawl
|
Aug 7, 2014
|
|
AMCX: 2Q Earnings Review Flash
|
Aug 7, 2014
|
|
SNI: Growing Appetite for Buybacks?
|
Aug 7, 2014
|
|
FOXA: DONE!
|
Aug 6, 2014
|
|
TWX: Time for the Plan
|
Aug 6, 2014
|
|
VIAB F3Q Earnings Review Flash
|
Aug 6, 2014
|
|
Dish Network: Is DISH Now a Buyer Instead of a Seller?
|
Aug 6, 2014
|
|
Sprint and T-Mobile: Withdrawal Symptoms
|
Aug 6, 2014
|
|
Verizon Meeting Notes
|
Aug 6, 2014
|
|
VIAB: More Than Just Advertising
|
Aug 6, 2014
|
|
TWX 2Q Earnings Review Flash
|
Aug 6, 2014
|
|
T-Mobile Meeting Notes
|
Aug 5, 2014
|
|
CNK: 2Q Earnings Review Flash
|
Aug 5, 2014
|
|
Cablevision: What Would It Take for CVC to Grow into Its Valuation?
|
Aug 5, 2014
|
|
CNK: Latin America Proving Its Worth
|
Aug 5, 2014
|
|
DIS: No Doubts Here
|
Aug 5, 2014
|
|
Wireless Q2 First Look: Service Revenue Growth Falls to Zero. Yes, ZERO.
|
Aug 4, 2014
|
|
DISCA: Always Open For Interpretation
|
Aug 1, 2014
|
|
FOXA-TWX: A Deeper Look
|
Aug 1, 2014
|
|
DirecTV: Fixing What Isn't Broken
|
Jul 31, 2014
|
|
T-Mobile: Why the Urge to Merge?
|
Jul 31, 2014
|
|
Time Warner Cable: What Comcast Bought
|
Jul 31, 2014
|
|
DISCA: 2Q Earnings Review Flash
|
Jul 31, 2014
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|
Charter: The Long and Winding Road
|
Jul 31, 2014
|
|
Sprint: Can Sprint Survive on its Own? Does It Matter?
|
Jul 30, 2014
|
|
FOXA/TWX: We Have Our Doubts
|
Jul 28, 2014
|
|
RGC: I Know What You Did Last Summer
|
Jul 25, 2014
|
|
AT&T: How I Spent My EIP Dividend
|
Jul 23, 2014
|
|
Verizon: The Rx for What Ails Wireless… Take Two Tablets and Call me in the Morning
|
Jul 22, 2014
|
|
Comcast: The Land of the Giants
|
Jul 22, 2014
|
|
NFLX: Now the Fun Starts
|
Jul 22, 2014
|
|
NFLX 2Q Preview: We Interrupt the M&A Show for Earnings
|
Jul 21, 2014
|
|
FOXA: The Math Behind The TWX Deal
|
Jul 17, 2014
|
|
The Broadband Report Conference Call
|
Jul 15, 2014
|
|
TiVo Meeting Notes
|
Jul 14, 2014
|
|
U.S. Media: Cable Nets Preview: Dispersion Continues?
|
Jul 14, 2014
|
|
U.S. Cable and U.S. Telecom: The Broadband Report
|
Jul 8, 2014
|
|
SEAS 2Q Preview: Steadier Seas Ahead?
|
Jul 7, 2014
|
|
U.S. Theaters: No Fault in Taking Up 2Q Numbers
|
Jul 2, 2014
|
|
DIS: A Magn-eficent First Half
|
Jun 30, 2014
|
|
CBS: Keeping an Eye on 2Q Earnings
|
Jun 25, 2014
|
|
FOXA: Getting Through the Days of Future Past
|
Jun 23, 2014
|
|
U.S. Wireless: Removing the Rose-Colored Glasses
|
Jun 18, 2014
|
|
U.S. Media: May Ratings – Like Old Times?
|
Jun 17, 2014
|
|
West Coast Takeaways: Nobody Knows Anything?
|
Jun 16, 2014
|
|
Sprint and T-Mobile: Good Luck and Godspeed… You’re Going to Need It
|
Jun 5, 2014
|
|
AMCX: Walking Dead? Downgrade to Neutral
|
Jun 4, 2014
|
|
Charter: The Case for CHTR… Our Pro Forma Model (and Did We Mention $24 of FCF Per Share in 2018?)
|
Jun 2, 2014
|
|
U.S. Advertising: On Fire*
|
May 30, 2014
|
|
U.S. Broadband Q1 Wrap-Up: Parsing AT&T’s Additional Fifteen Million Broadband Passings
|
May 22, 2014
|
|
U.S. Media: Self-Cooking & Loving It
|
May 22, 2014
|
|
Dish Network: Smoked. Out. Downgrading to Sell
|
May 19, 2014
|
|
SEAS: It’s All About Timing
|
May 14, 2014
|
|
CBS: Doing the Math
|
May 9, 2014
|
|
Cablevision (CVC): Do Earnings Even Matter Anymore?
|
May 8, 2014
|
|
SNI: Doing the Cost Growth Shuffle
|
May 8, 2014
|
|
AMCX: The Other Side of Not Providing Guidance
|
May 8, 2014
|
|
FOXA: All Systems Go!
|
May 8, 2014
|
|
Dish Network: The End Game is Afoot
|
May 8, 2014
|
|
Pay TV 1Q14 First Look: Cable Strikes Back
|
May 8, 2014
|
|
AT&T and Verizon: Less than Meets the Eye?
|
May 7, 2014
|
|
DIS: Beaten Like a Rented Goalie
|
May 7, 2014
|
|
CNK: Solid Start to the Year
|
May 7, 2014
|
|
DISCA: Coming Back to the Pack
|
May 7, 2014
|
|
CNK: 1Q Earnings Review Flash
|
May 6, 2014
|
|
DirecTV: Show Them A Little Leg
|
May 6, 2014
|
|
DISCA: 1Q Earnings Review Flash
|
May 6, 2014
|
|
VIAB: Adding an English Accent
|
May 2, 2014
|
|
Here Comes Reverse Retrans Slides
|
May 2, 2014
|
|
Q1 ‘14 Wireless First Look: The Market is Growing Again, but T-Mobile Just Stole the Industry’s Lunch Money
|
May 2, 2014
|
|
TWX: A Rollercoaster Ride Of An Earnings Call
|
May 1, 2014
|
|
T-Mobile: Merger? Who Said Anything about a Merger?
|
May 1, 2014
|
|
VIAB F2Q Review Flash
|
May 1, 2014
|
|
TWX 1Q Review Flash
|
Apr 30, 2014
|
|
Sprint: Hope, Dreams, and EIP Pixie Dust
|
Apr 29, 2014
|
|
U.S. Media and Cable & Satellite: The Third Wave: Here Comes Reverse Retrans!
|
Apr 28, 2014
|
|
Charter and Comcast: The Bridesmaid and the Bouquet… A Summer of Love and a Springtime of Subscribers
|
Apr 28, 2014
|
|
RGC: A Solid (In-Line) Start; But Tougher Road Ahead?
|
Apr 25, 2014
|
|
Comcast: Everything Old is New Again – Upgrading to Buy, Target Price $58
|
Apr 25, 2014
|
|
Time Warner Cable: Playing for Pride Now
|
Apr 24, 2014
|
|
Verizon: Now We Know Where T’s Subs Came From
|
Apr 24, 2014
|
|
NFLX: Giving These Guys Credit
|
Apr 22, 2014
|
|
Comcast: Time Is on Your Side
|
Apr 22, 2014
|
|
AT&T: More than Just Accounting… but What’s Next?
|
Apr 22, 2014
|
|
FCC Meeting Notes
|
Apr 21, 2014
|
|
U.S. Telecom, Cable & Satellite - ROIC: Return to First Principles
|
Apr 15, 2014
|
|
SEAS 1Q Preview: Roller Coaster Ride Continues
|
Apr 14, 2014
|
|
U.S. Media 1Q Preview: One Long and Unusual Quarter
|
Apr 14, 2014
|
|
FOXA: Conference Call Transcript
|
Apr 9, 2014
|
|
Film Industry: A Look from Both Sides of the Screen
|
Apr 7, 2014
|
|
Top Large Cap Idea: 21st Century Fox (FOXA) Slides
|
Apr 3, 2014
|
|
Republic Wireless Meeting
|
Apr 1, 2014
|
|
TWX: It’s Like Deja Vu All Over Again
|
Mar 31, 2014
|
|
Comcast and Time Warner Cable: Is Bigger Better?
|
Mar 30, 2014
|
|
Comcast and Time Warner Cable: Is Bigger Better? Our Pro Forma Model
|
Mar 26, 2014
|
|
U.S. Wireless: The Rise of the Machines… and No, This Isn’t a Price War
|
Mar 19, 2014
|
|
DISCA: Re-discovering Discovery
|
Mar 17, 2014
|
|
SEAS: Sea-ing the Opportunity
|
Mar 14, 2014
|
|
U.S. Media: The Super Bowl, Winter Olympics and Polar Vortex Walk Into a Bar…
|
Mar 12, 2014
|
|
Sprint and T-Mobile: Masa Makes His Case
|
Mar 11, 2014
|
|
U.S. Advertising: Should We Be Worried?
|
Mar 6, 2014
|
|
Comcast and Time Warner Cable: What Will it Cost to Seal the Deal in D.C.? [Conference Call Transcript and Updating Models After Q4 Earnings]
|
Mar 5, 2014
|
|
TVB Presentation
|
Feb 28, 2014
|
|
AMC Networks: Chellooooooo
|
Feb 28, 2014
|
|
Station List
|
Feb 28, 2014
|
|
TVB Guide to 2014 Political Races
|
Feb 28, 2014
|
|
DMAs
|
Feb 28, 2014
|
|
2014 Sector Themes Presentation
|
Feb 27, 2014
|
|
AMC Networks 4Q Earnings Flash
|
Feb 27, 2014
|
|
Cablevision Q4 2013 Earnings: Mind Your P’s & Q’s
|
Feb 26, 2014
|
|
Netflix: The Law of Large…And Small Numbers
|
Feb 26, 2014
|
|
T-Mobile Q4 2013 Earnings: Perhaps it’s Time for the Rest of the Industry to Recalibrate
|
Feb 25, 2014
|
|
Charter Q4 2013 Earnings: Growth Was Always Plan A
|
Feb 21, 2014
|
|
U.S. Pay TV: The Steady Drip, Drip, Drip of Cord-Cutting
|
Feb 21, 2014
|
|
Dish Network Q4 2013 Earnings: Oh Wait, I Forgot That Dish Still Operated a Satellite TV Business
|
Feb 21, 2014
|
|
Cinemark: Building Blocks for Future Growth
|
Feb 20, 2014
|
|
DirecTV Q4 2013 Earnings: Heading North/Looking South
|
Feb 20, 2014
|
|
Comcast and Time Warner Cable Slides
|
Feb 19, 2014
|
|
U.S. Wireless: A Sprint to the Bottom? [Conference Call Transcript]
|
Feb 19, 2014
|
|
Scripps Networks: Growing More Like Its Peers
|
Feb 17, 2014
|
|
Regal: A Disappointing End To A Strong Year
|
Feb 14, 2014
|
|
Discovery: Oh, Discovery Had Earnings?
|
Feb 14, 2014
|
|
Scripps Networks: 4Q Earnings Flash
|
Feb 14, 2014
|
|
CBS: The Denominator Strikes Back
|
Feb 13, 2014
|
|
Discovery: 4Q Earnings Flash
|
Feb 13, 2014
|
|
Comcast and Time Warner Cable: Of White Knights and Brotherly Love
|
Feb 13, 2014
|
|
U.S. Wireless: Sprint to the Bottom
|
Feb 12, 2014
|
|
Sprint (S): Q4 2013 Earnings – The Cheering in the Stands
|
Feb 11, 2014
|
|
U.S. Media: The Sunny Side of the Polar Vortex
|
Feb 11, 2014
|
|
Wireless Industry Q4’13 First Look: Subscriber Growth Accelerates; Smartphone Penetration Slows
|
Feb 11, 2014
|
|
T-Mobile (TMUS): A Method to the Madness... Raising Target Price to $40
|
Feb 10, 2014
|
|
21st Century Fox: I Love It (I Don’t Care) – Redux
|
Feb 6, 2014
|
|
Disney: An Old Fashioned Disney Beat (Down)
|
Feb 6, 2014
|
|
Time Warner: Adjusting for a Time without Time
|
Feb 5, 2014
|
|
21st Century Fox: Patience Is a Virtue; Upgrade to Buy
|
Feb 4, 2014
|
|
Sprint (S): What Will it Cost to Build (and Run) a High-Frequency Network?
|
Feb 3, 2014
|
|
DirecTV: Caught in the Cross-Currents of Currency
|
Jan 31, 2014
|
|
Viacom: Moving EPS to $5.53 With Thesis Intact
|
Jan 30, 2014
|
|
Time Warner Cable Q4 2013 Earnings: Little Bighorn
|
Jan 30, 2014
|
|
Comcast Q4 2013 Earnings: Boardwalk Empire
|
Jan 28, 2014
|
|
AT&T Q4 2013 Earnings: Domestic Help?
|
Jan 28, 2014
|
|
Netflix: All About International
|
Jan 23, 2014
|
|
Comcast and Time Warner Cable: Updating Models Before Q4 2013 Earnings
|
Jan 22, 2014
|
|
Verizon Q4 2013 Earnings: How Long Can Verizon Float Above the Fray?
|
Jan 21, 2014
|
|
Our Media View for 2014
|
Jan 21, 2014
|
|
U.S. Media: Beware of Soft Scatter & Weak Ratings
|
Jan 14, 2014
|
|
AT&T, Vodafone, & Global Wireless: Will the U.S. Look Like Europe, or Will Europe Look Like the U.S.?
|
Jan 13, 2014
|
|
SeaWorld Entertainment: A Whale Of A Story
|
Jan 10, 2014
|
|
U.S. Media: Where Will the House of Cards Fall in 2014?
|
Jan 8, 2014
|
|
The Changing TV Viewing Landscape
|
Dec 19, 2013
|
|
Disney: Complicated But Worth It
|
Dec 11, 2013
|
|
Takeaways from the MoffettNathanson Broadband Policy Summit
|
Dec 10, 2013
|
|
U.S. Wireless: Who Won Black Friday?
|
Dec 5, 2013
|
|
Charter, Comcast & Time Warner Cable: Playing to Win, or Playing Not To Lose? Adjusting Sector Target Prices.
|
Dec 2, 2013
|
|
Cable Consolidation
|
Nov 25, 2013
|
|
U.S. Media: Politics and Olympics Mask 3Q Growth
|
Nov 25, 2013
|
|
U.S. Media: Adiós Mexico, Olá Future Growth
|
Nov 25, 2013
|
|
U.S. Wireless: A Proprietary Deep-Dive into the T-Mobile Effect; Raising TMUS Target to $36
|
Nov 19, 2013
|
|
U.S. Media: An Interesting Start to the Year
|
Nov 18, 2013
|
|
Viacom: It's Real Simple: Good Growth at a Low Price
|
Nov 15, 2013
|
|
U.S. Media: Set Up To Fail?
|
Nov 13, 2013
|
|
SeaWorld: A Whale of a Quarter
|
Nov 13, 2013
|
|
U.S. Pay TV, Telecom, and Media: Subscriber Losses Continue, but… Wait for it… Cord Cutting Slows
|
Nov 12, 2013
|
|
Dish Network Q3 2013 Earnings: Is it a Good Thing or a Bad Thing to Have Too Much of a Good Thing?
|
Nov 12, 2013
|
|
U.S. Cable & Telecom: Charting the Broadband Market...Is Cable Broadband Finally Hitting a Wall?
|
Nov 11, 2013
|
|
Disney: The Devil’s in the Details
|
Nov 8, 2013
|
|
Cablevision Q3 2013 Earnings: For Sale – Overpriced, Once-Proud Home in Once-Prime Neighborhood; Needs Lots of TLC. Willing to Negotiate.
|
Nov 8, 2013
|
|
Cinemark: Setting Up Nicely for Next Year
|
Nov 8, 2013
|
|
Scripps Networks: Waiting For Food To Start Cooking
|
Nov 7, 2013
|
|
AMC Networks: Not What We Had In Mind, Part Deux
|
Nov 7, 2013
|
|
21st Century Fox: I Love It (I Don’t Care)
|
Nov 6, 2013
|
|
CBS: The Beat Doesn't Go On, But Does It Matter?
|
Nov 6, 2013
|
|
Time Warner: Doing the Math For You
|
Nov 6, 2013
|
|
Charter Q3 2013 Earnings: Taking TWC to Charter School
|
Nov 5, 2013
|
|
U.S. Wireless: A First Look at Q3 Results... U.S. Wireless Service Revenue Growth Falls to Just 3.0%
|
Nov 5, 2013
|
|
DirecTV Q3 2013 Earnings: Everything Old is New Again
|
Nov 5, 2013
|
|
T-Mobile Q3 2013 Earnings: Is it Time to Start Taking T-Mobile Seriously?
|
Nov 5, 2013
|
|
Discovery: It's Just The Way It Is
|
Nov 1, 2013
|
|
Time Warner Cable Q3 2013 Earnings: Give Me Liberty or Give Me Death
|
Oct 31, 2013
|
|
Sprint Q3 2013 Earnings: Fixing Sprint
|
Oct 30, 2013
|
|
Comcast Q3 2013 Earnings: Great Expectations
|
Oct 30, 2013
|
|
U.S. Media: Are You Ready for Some Earnings?
|
Oct 28, 2013
|
|
AMC Networks: Not What We Had In Mind
|
Oct 28, 2013
|
|
Google Fiber: Archimedes’ Lever
|
Oct 25, 2013
|
|
Regal: Acquisitions and Box Office Conjure Strong Results
|
Oct 25, 2013
|
|
AT&T Q3 2013 Earnings: Time for a European Vacation?
|
Oct 23, 2013
|
|
U.S. Media: The Big Easy – Lapping Olympic Compares
|
Oct 22, 2013
|
|
Netflix: Earnings Beats Are The New Black
|
Oct 22, 2013
|
|
Media Initiation Slides
|
Oct 18, 2013
|
|
Verizon Q3 '13 Earnings: Meanwhile, Back in the States...
|
Oct 17, 2013
|
|
Netflix: It’s Not TV, It’s Not HBO Either
|
Oct 17, 2013
|
|
U.S. Media Initiation: Are We There Yet?
|
Oct 14, 2013
|
|
Sprint: How Long is Long-Term?
|
Oct 11, 2013
|
|
U.S. Wireless: Playing the Price Card
|
Oct 3, 2013
|
|
Verizon: Upgrading to Neutral, Target Price Unchanged
|
Oct 1, 2013
|
|
DirecTV and Dish Network: The Coming Together May be Coming Apart… Downgrading Both to Neutral
|
Sep 23, 2013
|
|
Cable M&A
|
Sep 20, 2013
|
|
Cable M&A: Unfulfilled Wish or Self-Fulfilling Prophecy?
|
Sep 13, 2013
|
|
Verizon and Vodafone: Beauty is in the Eye of the Beholder
|
Aug 29, 2013
|
|
U.S. Telecom: The Four Player Market and the Zero-Sum Game
|
Aug 21, 2013
|
|
U.S. Telecom and U.S. Pay TV: The FiOS Effect
|
Aug 14, 2013
|
|
T-Mobile Q2 2013 Earnings: Wireless Sharknado
|
Aug 8, 2013
|
|
Charter Q2 2013 Earnings: A Deal is Now Need-to-Have, Not Nice-to-Have
|
Aug 6, 2013
|
|
Dish Network Q2 2013 Earnings: Rotting at the Core?
|
Aug 6, 2013
|
|
U.S. Pay TV: The Pace of Cord Cutting Quickens
|
Aug 6, 2013
|
|
Cablevision Q2 2013 Earnings: Buyer Wanted
|
Aug 2, 2013
|
|
DirecTV Q2 2013 Earnings: Does a Bear Sit in the Woods?
|
Aug 1, 2013
|
|
Time Warner Cable Q2 2013 Earnings: Is Bad News Good News and Good News Bad?
|
Aug 1, 2013
|
|
Comcast Q2 2013 Earnings: The Wallflower – no, the Chaperone – at the Consolidation Dance
|
Jul 31, 2013
|
|
Sprint Q2 2013 Earnings: The Fixer-Upper
|
Jul 30, 2013
|
|
AT&T Q2 2013 Earnings: Can Slow-and-Steady Outrun an Entire Industry?
|
Jul 23, 2013
|
|
Verizon Q2 2013 Earnings: The Big Red Machine and the Vodafone Conundrum (and the iDEN Asterisk)
|
Jul 18, 2013
|
|
Telecom Conf Call
|
Jul 15, 2013
|
|
AT&T Buys Leap Wireless: Hell Hath No Fury
|
Jul 15, 2013
|
|
Telecom: After the Smartphone
|
Jul 9, 2013
|
|
Pruning Bad Branches – Upgrading Dish Network and DirecTV to Buy
|
Jun 27, 2013
|
|
Cable and Satellite Conf Call
|
Jun 7, 2013
|
|
Cable and Satellite: The Next Ten Years
|
Jun 4, 2013
|
|
Internet Comps 2019-11-25
|
|
|
Telecom Cable Satellite Comps 2020-09-28
|
|
|
Media Comps 2021-07-12
|
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|
Communications Infrastructure Comps 2021-08-30
|
|
|
Communications Infrastructure Comps 2020-08-10
|
|
|
Telecom Cable Satellite Comps 2021-08-16
|
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|
Media Comps 2021-08-30
|
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