RESEARCH

Title	Date
U.S. Wireless: The 5G Elephant in the Room	Oct 17, 2019
Netflix: Look Down, Look Down	Oct 17, 2019
Crown Castle: Dimensioning a Possible Restatement	Oct 17, 2019
Omnicom: Winning Is Everything?	Oct 16, 2019
Crown Castle Q3 2019 Earnings: Did We Already Get Guidance?	Oct 16, 2019
Data Centers: Love Is in the Air… Musings on M&A	Oct 15, 2019
MN Quarterly SVOD Tracker: The Calm Before the Storm	Oct 14, 2019
Advertising Agencies: Mind the Gap...Part II	Oct 11, 2019
NFL Ratings: A Fan Favorite - October 10, 2019	Oct 10, 2019
FOXA: Please Turn the Page	Oct 7, 2019
Musings About Cable and Telecom Under an Elizabeth Warren Presidency - October 7, 2019	Oct 7, 2019
Towers ROIC: Scouring the Globe for Insights and Opportunities	Oct 3, 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? Part II, It's Complicated.	Oct 2, 2019
Snap: Can Lightning Strike Twice?	Oct 1, 2019
Dish Network: Revisiting the Short (or Long?) Thesis	Sep 27, 2019
Sports in the U.S.: Where Will This Obsession Lead Us?	Sep 23, 2019
Telecom and Cable & Satellite Marketing Deck	Sep 18, 2019
U.S. Media: The Paradox of Agencies and Advertising	Sep 17, 2019
Wireless Q2 2019: TINA Loves Telecom. So Does Elliott.	Sep 10, 2019
ViacomCBS: The Hate You Give	Sep 9, 2019
U.S. Media: Ready or Not, Here Comes the NFL!	Sep 5, 2019
Internet Infrastructure: Hard Knock Life… What Can ROIC Teach Us About Value Creation in Tough Times?	Sep 4, 2019
Broadband: The Growth Rate Just Accelerated… Sort of	Sep 3, 2019
U.S. Advertising: Same Question, Same Answer	Sep 3, 2019
Zayo Q4 F2019 Earnings: What’s the Read Across?	Aug 21, 2019
Alphabet: What Lies Beneath the Clouds	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
July C3 Ratings – Another Slow Summer	Aug 13, 2019
WPP: One Step at a Time	Aug 12, 2019
CBS & Viacom: The Last Waltz	Aug 9, 2019
Fox: Here's to the First of Many	Aug 8, 2019
Cogent Q2 2019 Earnings: Widows and Orphans	Aug 8, 2019
Disney: Channeling Our Inner Avril Lavigne	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
Sprint Q2 2019 Earnings: What the State AGs See	Aug 2, 2019
Cinemark: Got To Give Credit Where It’s Due	Aug 2, 2019
Verizon Q2 2019 Earnings: What’s Left of the Bull Case?	Aug 1, 2019
American Tower Q2 2019 Earnings: Can Anything Stop American Tower?	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
Digital Realty Q2 2019 Earnings: Home and Abroad, Puts and Takes	Jul 30, 2019
Twitter: Same Growth, Twice the Price	Jul 29, 2019
U.S. Media: Man the Lifeboats	Jul 29, 2019
Dish Network Q2 ’19 Earnings: Has the Satellite Business Finally Found a Bottom? And Would Anyone Care?	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
Alphabet: Winning by TKO	Jul 26, 2019
Charter Q2 2019 Earnings: The Trouble with Simple Stories	Jul 26, 2019
Sprint/T-Mobile/Dish: The Deal Is Done! (Just Kidding… No It Isn’t) - July 26, 2019	Jul 26, 2019
Facebook: What a Difference a Year Makes	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
Comcast Q2 2019 Earnings: On the One Hand… On the Other Hand	Jul 25, 2019
T-Mobile Q2 2019 Earnings: Wait, What? Earnings?	Jul 25, 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
CoreSite Q2 2019 Earnings: The Light at the End of the Tunnel?	Jul 24, 2019
Data Centers: Implications of the Hyperscale Leasing Slowdown and a Close Look at Valuation	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
Media & Internet Marketing Deck	Jul 17, 2019
Crown Castle Q2 2019 Earnings: A Messy Beat and Raise	Jul 17, 2019
CBS & Viacom: How's Your Summer Going?	Jul 16, 2019
FB, V, MA, PYPL: Libra, Libra, Libra – Answers to Your Top 25 FAQs	Jul 16, 2019
Advertising Agencies: Putting a Price on Data	Jul 15, 2019
MN Quarterly SVOD Tracker: Is It Too Late?	Jul 15, 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
U.S. Towers: Valuation Ruminations… Increasing Target Prices, But Downgrading SBA to Neutral	Jul 8, 2019
Snap: As Smooth as a Baby’s Face?	Jul 1, 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
Netflix: The Great International RPU Debate	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
Sprint and T-Mobile: Crazy Town Part II - June 15, 2019	Jun 15, 2019
Twitter: A Problem of Its Own Making	Jun 13, 2019
CenturyLink: Ignore the Shiny New Objects	Jun 12, 2019
Facebook: Friending Facebook Again, Upgrade to Buy	Jun 11, 2019
U.S. Advertising: The One Exception?	Jun 6, 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
U.S. Antitrust Update: Here Come The Feds – June 3, 2019	Jun 3, 2019
Sprint and T-Mobile: Welcome to Crazy Town - May 31, 2019	May 31, 2019
U.S. Media: To Each Their Own?	May 30, 2019
WarnerMedia: Raising the Curtain on Their DTC Plans	May 29, 2019
Sprint & T-Mobile: The Long and Winding Road - May 21, 2019	May 21, 2019
Viacom: Read the Fine Print	May 13, 2019
Social Media Focus Group: SNAP Can’t Grow Up!	May 13, 2019
FB, V, MA, PYPL: Facebook’s Cryptocurrency Project Libra – How it Could Matter	May 10, 2019
Disney: A Changing Narrative	May 9, 2019
Cable One Q1 2019 Earnings: How Much Runway Is Left?	May 9, 2019
Social Media Survey: What Are Users Saying?	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
Q1 2019 Cord-Cutting Monitor: About that Lifeboat…	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
CBS: New CEO…New Disclosure?	May 3, 2019
Dish Network Q1’19 Earnings: The Outlook is Brightening for Mid-Band… but the Road Ahead Remains Long	May 3, 2019
American Tower Q1 2019 Earnings: Solid Results, But Will the Halo Effect Persist?	May 3, 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
Equinix Q1 2019 Earnings: Is Being Different Enough?	May 1, 2019
AMC Networks: How Much Longer Does This Balancing Act Last?	May 1, 2019
CyrusOne Q1 2019 Earnings: Managing Through Feast and Famine	May 1, 2019
Alphabet: Deceleration Detective Service	Apr 30, 2019
Charter Q1 2019 Earnings: Margins are the Next Leg of the Story	Apr 30, 2019
QTS Q1 2019 Earnings: Thinking About Returns	Apr 30, 2019
U.S. Media: Let The Good Times Stream?	Apr 29, 2019
WPP and Interpublic: Yin and Yang	Apr 29, 2019
SBA Q1 2019 Earnings: Contemplating What Happens if the Deal is No More	Apr 29, 2019
Fox - In Case You Missed It...	Apr 26, 2019
Facebook: Checking Off The Concerns	Apr 25, 2019
Comcast Q1 2019 Earnings: Life after Disney	Apr 25, 2019
T-Mobile Q1 2019 Earnings: Can the Merger be Saved?	Apr 25, 2019
Digital Realty Q1 2019 Earnings: Searching for Clues	Apr 25, 2019
Twitter: “So we've got lots of game(s) left to play”	Apr 24, 2019
Snap: A Cinderella Story	Apr 24, 2019
AT&T Q1 2019 Earnings: Searching for a Unifying Theory	Apr 24, 2019
CoreSite Q1 2019 Earnings: Can It Stay at the Top of the ROIC Class?	Apr 24, 2019
Verizon Q1 2019 Earnings: Has Verizon Bet on the Wrong (Spectrum) Horse?	Apr 23, 2019
Online Advertising: In Search Of A Second Or Third Act?	Apr 22, 2019
Google Cloud Next 2019: Key Takeaways – April 18, 2019	Apr 18, 2019
Omnicom: Better Value Elsewhere	Apr 17, 2019
Netflix: How Disney’s Entry Impacts the SVOD Market?	Apr 17, 2019
Crown Castle Q1 2019 Earnings: Valuation Triangulation	Apr 17, 2019
Disney: Worth the Wait	Apr 12, 2019
U.S. Cable and U.S. Wireless: Convergence End-Games - April 11, 2019	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
Netflix Survey: The Walmart of SVOD for a Reason	Apr 8, 2019
U.S. Advertising: A False Dichotomy?	Apr 5, 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
U.S. Media: The Value of Libraries, or in Other Words, What Ted Sarandos Knew	Apr 2, 2019
T-Mobile and Sprint: Time to Lower the Odds - April 2, 2019	Apr 2, 2019
Internet Infrastructure Marketing Deck	Apr 1, 2019
Towers Marketing Deck	Apr 1, 2019
Data Center Marketing Deck	Apr 1, 2019
U.S. Communications Infrastructure, Telecom, & Cable: Add Macro and Margins to the List of Worries	Mar 25, 2019
Viacom: Been Here Before	Mar 25, 2019
Fixed Wireless Broadband: A Peek Behind the Curtain of Verizon’s 5G Rollout	Mar 20, 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
Online Regulatory Outlook: The Unlikeliest Of Bedfellows	Mar 18, 2019
New Fox Initiation: Clever As a Fox, Buy, Price Target $51	Mar 15, 2019
Video Cord-Cutting: Standing at the Crossroads (and I Believe I’m Sinkin’ Down)	Mar 13, 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
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
AT&T and Time Warner: Strategy (and Debt) versus Culture - March 4, 2019	Mar 4, 2019
AMC Networks: Not Walking Dead Yet	Mar 1, 2019
American Tower Q4 2018 Earnings: Can AMT Repeat?	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
QTS Q4 2018 Earnings: Risk Reallocation	Feb 25, 2019
Q4 2018 Cord-Cutting Monitor: Is It Time to Panic Yet?	Feb 22, 2019
Cinemark: Looking Beyond The Volatility	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
Facebook: How’d They Do That?	Feb 19, 2019
CenturyLink: Don't Fear the Reaper... Upgrading to Neutral, Lowering TP to $12	Feb 19, 2019
CBS: Joining the Arms Race	Feb 15, 2019
Interpublic: Winning The Zero Sum Game in 2018	Feb 14, 2019
Omnicom: The Calm Before The Storm?	Feb 13, 2019
Dish Q4 2018 Earnings: Snakes or Alligators?	Feb 13, 2019
CenturyLink Q4 2018 Earnings: Are Low Expectations the Key to Happiness?	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
January C3 Ratings – Weak Start to the New Year	Feb 11, 2019
Twitter: Breaking Out The Checkbook	Feb 8, 2019
T-Mobile Q4 2018 Earnings: Time to Consider Plan B?	Feb 7, 2019
Zayo Q2 F2019 Earnings: Under the Gun	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
Facebook: Coal, More Like Gold	Jan 31, 2019
Charter Q4 2018 Earnings: Good Things Come to Those Who Wait	Jan 31, 2019
Sprint CQ4 2018 Earnings: Do Politics Matter?	Jan 31, 2019
AT&T Q4 2018 Earnings: Is Achieving “Flat EBITDA” in the Entertainment Group Enough?	Jan 30, 2019
U.S. Media – AT&T’s 4Q Media Read Through… So Much For Stability!	Jan 30, 2019
Online Advertising: A Lump of Coal for Christmas?	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
Some Thoughts on Recent Zayo Take-Out Reports - January 27, 2019	Jan 27, 2019
U.S. Media: Will The Current Stability Last?	Jan 25, 2019
Comcast Q4 2018 Earnings: The Bull Bear Debate	Jan 23, 2019
Crown Castle Q4 2018 Earnings: Recession Resistant?	Jan 23, 2019
Telecom and Cable Capital Spending Outlook, 2019	Jan 18, 2019
Netflix: UNCH	Jan 18, 2019
CBS & VIAB: What's the Downside? Upgrade CBS to Buy	Jan 17, 2019
Snap: Flanked On All Sides	Jan 16, 2019
Comcast Finally Goes OTT… Sort Of - January 15, 2019	Jan 15, 2019
Disney: How Does Disney “Work” in 2019?	Jan 14, 2019
Advertising Agencies: Mind The Gap	Jan 10, 2019
New Fox: Ask Enough and You Shall Receive	Jan 9, 2019
Data Centers: Judging Upcoming Lease Accounting Changes and Digital Realty’s Initial 2019 Guidance - January 9, 2019	Jan 9, 2019
Broadband Outlook 2019: The Least Appreciated, but Most Important, Variable	Jan 8, 2019
U.S. Advertising: When Is It Time To Worry?	Jan 7, 2019
Dish Network: Downside Scenarios Are Finally Priced into the Stock… Upgrading from Sell to Neutral	Jan 3, 2019
U.S. Telecom: A Year in Review, and a Year in Preview - December 20, 2018	Dec 20, 2018
U.S. Cable & Satellite: A Year in Review, and a Year in Preview - December 20, 2018	Dec 20, 2018
U.S. Communications Infrastructure: A Year in Review, and a Year in Preview - December 20, 2018	Dec 20, 2018
FB & PYPL - A Match Made in Heaven? What an Expanded FB/PYPL Partnership Might Look Like (and Why Now)	Dec 13, 2018
Netflix: OTT A-Go-Go	Dec 11, 2018
November C3 Ratings - The NFL is Up… and Almost Everything Else is Down	Dec 11, 2018
U.S Telecommunications: What Is Already Priced In?	Dec 10, 2018
Twitter: Are They Spending Enough?	Dec 10, 2018
L.A. Trip Takeaways: Snapshots of the Revolution	Dec 5, 2018
U.S. Cable: Disaggregating Cable Multiples by Product Line; Upgrading Cable One to Neutral	Dec 4, 2018
U.S. Media – Weekly Ratings: 11/26-12/2	Dec 4, 2018
U.S. Towers: Saying Bye to Two Old Friends… For Two Different Reasons. Downgrading AMT and CCI to Neutral	Dec 3, 2018
Data Centers: Considering Headwinds and Tailwinds to Growth in 2019	Nov 29, 2018
Starry Revisited: Getting Real - November 29, 2018	Nov 29, 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
U.S. Media & Internet: Forward Multiples Tell the Story	Nov 20, 2018
CenturyLink: Checking In on the Sell Thesis… Maintain Rating, Lower TP to $16	Nov 19, 2018
Antitrust and Public Policy for the 21st Century Summit: Key Takeaways – November 19, 2018	Nov 19, 2018
Viacom: Bob the Builder	Nov 16, 2018
Zayo: The Widowmaker… Still a Buy, Lower TP to $30	Nov 14, 2018
October C3 Ratings - The Three Ds: Down Double Digits - November 13, 2018	Nov 13, 2018
Disney: Disney On Ice	Nov 9, 2018
U.S. Commercial Wireline: Walking Contradiction - November 9, 2018	Nov 9, 2018
Discovery: Something for Everyone	Nov 8, 2018
CenturyLink Q3 2018 Earnings: Mind the Gap	Nov 8, 2018
Dish Q3 2018 Earnings: A Series of Unfortunate Events	Nov 7, 2018
Q3 2018 Cord-Cutting Monitor: False Narratives	Nov 7, 2018
21st Century Fox: Looking Good For New Fox	Nov 7, 2018
Cable One Q3 2018 Earnings: Cable One through a Different Lens... as an Acquirer, Not an Acquiree	Nov 7, 2018
Zayo Q1 F2019 Earnings: It’s Always Darkest Before…	Nov 7, 2018
Disney: Doing The Math	Nov 5, 2018
Altice USA Q3 2018 Earnings: The Alchemy of Leverage	Nov 5, 2018
SBA Q3 2018 Earnings: Fast Follower	Nov 5, 2018
CBS: Conveying Bench Strength	Nov 2, 2018
Cinemark: Will Netflix’s Roma Be An Inflection Point?	Nov 2, 2018
What Does Dish Network’s Dispute with HBO Say About Vertical Integration… And What Does It Say About Dish? – November 2, 2018	Nov 2, 2018
Cogent Q3 2018 Earnings: Capital Returns in the Context of Growth	Nov 1, 2018
AMC Networks: The Balancing Act Continues…	Nov 1, 2018
Equinix Q3 2018 Earnings: The Ties That Bind (or Don’t)	Nov 1, 2018
Facebook: See You Next Summer?	Oct 31, 2018
Sprint CQ3 2018 Earnings: What Are the Odds?	Oct 31, 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
CyrusOne Q3 2018 Earnings: Birth of a Platform	Oct 30, 2018
QTS Q3 2018 Earnings: Coming into Focus	Oct 29, 2018
Some Thoughts on the Great Data Center Meltdown of 2018 - October 29, 2018	Oct 29, 2018
Online Advertising: The Really Good, The Good & The Not So Bad	Oct 26, 2018
Charter Q3 2018 Earnings: Ah, Simplicity	Oct 26, 2018
CoreSite Q3 2018 Earnings: Taking an Inventory of Inventory	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
WPP: “Sprinting” to the Bottom?	Oct 25, 2018
Digital Realty Q3 2018 Earnings: The Ghost of DFT	Oct 25, 2018
Online Advertising: In Need of Relief	Oct 24, 2018
AT&T Q3 2018: This Is What Prioritizing the Bond Market Looks Like	Oct 24, 2018
U.S. Media – AT&T’s Media Read Through - October 24, 2018	Oct 24, 2018
Verizon Q3 2018 Earnings: Peak Wireless?	Oct 23, 2018
Will Washington View the Cable Operators as Serious Competitors in Wireless? - October 23, 2018	Oct 23, 2018
U.S. Media - Weekly Ratings: 10/15-10/21	Oct 23, 2018
Interpublic: Standing Out From the Crowd	Oct 22, 2018
U.S. Media: A Quarter Like No Other… Part II	Oct 18, 2018
Netflix: The S-Curve vs. The Financials	Oct 17, 2018
Omnicom: A Glimmer of Hope?	Oct 17, 2018
Crown Castle Q3 2018 Earnings: The Big Reveal (and How to Figure Out What It Actually Means)	Oct 17, 2018
Data Centers: Optionality vs. the Elasticity of Supply	Oct 16, 2018
Advertising Agencies: Jostling for Position	Oct 15, 2018
Zayo: From the Ashes... Upgrading to Buy, TP $38	Oct 15, 2018
AT&T: Crossed Lines… Our Pro Forma “New AT&T” Model	Oct 11, 2018
Snap: Did Someone Get The Memo?	Oct 9, 2018
U.S. Media - Weekly Ratings: 10/1-10/7	Oct 9, 2018
NFL Week 4 Ratings – So Far, So Good…	Oct 4, 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
U.S. Cable & U.S. Media: The Winner's Curse: Good for Disney, Bad for Comcast. Downgrading CMCSA to Neutral	Sep 24, 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
Discovery: From Have-Nots to Haves All in a Single Day	Sep 14, 2018
Verizon’s 5G Launch (Experiment?): Still More Questions than Answers - September 14, 2018	Sep 14, 2018
CBS: From Uninvestable to Tradeable, Lifting PT to $65	Sep 13, 2018
NFL Week 1 Ratings - A Good Start (with an asterisk) - September 13, 2018	Sep 13, 2018
August C3 Ratings - Stuck in the August Rain - September 12, 2018	Sep 12, 2018
U.S. Media: Just Do It! Watch The NFL?	Sep 6, 2018
CBS - Is CBS Getting Less Uninvestable? - September 6, 2018	Sep 6, 2018
U.S. Commercial Wireline: The Slump Continues - September 6, 2018	Sep 6, 2018
U.S. Towers: Assessing Growth Histories and Outlooks	Sep 5, 2018
WPP: Read-ing the Tea Leaves	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
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
Turns Out That Slower Cord-Cutting Wasn’t the Only Surprise in Q2… Broadband Growth Accelerated, Too - August 21, 2018	Aug 21, 2018
July C3 Ratings - Dog Days of Summer - August 14, 2018	Aug 14, 2018
Dish Network: The OTHER Branches of the Tree... Downgrading Back to Sell; Reducing Target Price to $29	Aug 13, 2018
Fox: More Than Meets the Eye	Aug 9, 2018
Cable One Q2 2018 Earnings: Why the Premium?	Aug 9, 2018
Viacom: Cat On A Hot Tin Roof	Aug 9, 2018
Disney: Three Years Later	Aug 8, 2018
Discovery: Promises, Promises…	Aug 8, 2018
Snap: More Questions Than Answers	Aug 8, 2018
Cinemark: Why Not Get More Positive?	Aug 8, 2018
CenturyLink Q2 2018 Earnings: Bottom Line or Top Line?	Aug 8, 2018
Equinix Q2 2018 Earnings: Positioning for the Future (and Doing Fine Until Then)	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
Dish Network Q2 2018 Earnings: What Would a Decision Tree Look Like?	Aug 3, 2018
Cogent Q2 2018 Earnings: How Much Do I Love Thee? Let Me Count the Cylinders...	Aug 2, 2018
AMCX: Bringing a Knife to a Gun Fight	Aug 2, 2018
Altice USA Q2 2018 Earnings: Is Cable Cool Again?	Aug 2, 2018
CBS: CBS Is… Uninvestable	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
CyrusOne Q2 2018 Earnings: Success Begets…	Aug 1, 2018
Charter Q2 2018 Earnings: What Would It Take for CHTR to Be a $400 Stock Again	Jul 31, 2018
American Tower Q2 2018 Earnings: Rabbit Out of a Hat	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
Facebook: The New Reality or Self-Immolation for Self Protection	Jul 26, 2018
Comcast Q2 2018 Earnings: Ah, What Might Have Been…	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
Interpublic: Who Do You Have To Schtup Around Here?	Jul 25, 2018
QTS Q2 2018 Earnings: On the Road to Recovery?	Jul 25, 2018
Alphabet 2Q18 Earnings: Nothing To See Here...But Growth & Value	Jul 24, 2018
Verizon Q2 2018 Earnings: Life without Video	Jul 24, 2018
AT&T Q2 2018 Earnings: That’s Showbiz, Folks	Jul 24, 2018
Online Advertising: So Much for the GDPR-mageddon	Jul 23, 2018
U.S. Media: A Quarter Like No Other	Jul 19, 2018
Comcast: OutFoxed - July 19, 2018	Jul 19, 2018
Alphabet: Is Google's Cloud Future Less Cloudy - Redux?	Jul 18, 2018
Omnicom: Out With The Old	Jul 18, 2018
Crown Castle Q2 2018 Earnings: The Dog Days of Summer	Jul 18, 2018
Netflix: Stranger Things	Jul 17, 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
Interpublic: Buyer's Remorse?	Jul 12, 2018
AT&T & Time Warner: TWX Appeal - July 12, 2018	Jul 12, 2018
DIS/FOXA/Sky – Three Paths Forward - July 12, 2018	Jul 12, 2018
Dish Network: The Plot Thickens - July 11, 2018	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
Not Your Father's AFFO... Assessing AFFO Holistically Across the Communications Infrastructure Space	Jul 9, 2018
Fool’s Gold? Not All Mid-Band Spectrum is Created Equal - July 2, 2018	Jul 2, 2018
DIS/FOXA - FOX In the Hand - June 27, 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
Comcast, Fox, and Disney: Net Neutrality in the Age of Aquarius, … or, Why the DOJ Tried the Wrong Case - June 21, 2018	Jun 20, 2018
DIS/FOXA – That Was Obvious! - June 20, 2018	Jun 20, 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
Comcast for Fox: It’s Always Sunny in Philadelphia - June 14, 2018	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
Equinix: Follow the Feedback...Addressing the Most Common Post-Initiation Client Questions	Jun 11, 2018
May C3 Ratings – Thank You, LeBron for 22 Playoff Games! - June 11, 2018	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
FOXA/DIS/CMCSA – Let The Sky Bidding War Begin! - June 5, 2018	Jun 5, 2018
U.S. Media: What is the Future of Traditional TV Studios?	May 31, 2018
Fox: Love Triangle	May 23, 2018
2018 Connectivity Expo – key takeaways and notes (towers and Dish Network)	May 23, 2018
Snap: Point Made. Upgrading from Sell to Neutral	May 21, 2018
April C3 Ratings – Is Spring in the Air? - May 16, 2018	May 16, 2018
Fox: The Other Side of Deal Hell	May 10, 2018
Q1 2018 Cord-Cutting Monitor: Are We All Focusing On the Wrong Number?	May 10, 2018
AMC Networks: Too Much Fear of The Walking Dead?	May 10, 2018
Disney: Everything’s Working But The Stock Price	May 9, 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
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
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
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
CyrusOne Q1 2018 Earnings: The Pressure to Lease	May 2, 2018
Alphabet: Trying to Make Sense of a Very Expensive Quarter	May 1, 2018
American Tower Q1 2018 Earnings: Consolidation and FirstNet and India, Oh My!	May 1, 2018
T-Mobile Q1 2018 Earnings: What Happens if the Deal is Rejected?	May 1, 2018
T-Mobile, Sprint, and the Towers: It's Hammer Time	Apr 30, 2018
SBA Q1 2018 Earnings: How the Other Half Lives (and Invests)	Apr 30, 2018
U.S. Cable and Satellite: Sifting Through the Wreckage - April 30, 2018	Apr 30, 2018
Charter Q1 2018 Earnings: How Did Charter Get To Be A Sub-$300 Stock Again?	Apr 27, 2018
U.S. Theaters – CinemaCon 2018 Takeaways: The Year of Harmony - April 27, 2018	Apr 27, 2018
U.S. Online Travel: Is Global Travel Growth Back, Baby?	Apr 26, 2018
CoreSite Q1 2018 Earnings: The Playbook and the Pipeline	Apr 26, 2018
Booking Holdings: Dropping Coverage	Apr 26, 2018
Expedia: Dropping Coverage	Apr 26, 2018
TripAdvisor: Dropping Coverage	Apr 26, 2018
TWX: Why Sell Now? (Day 2)	Apr 26, 2018
Digital Realty Q1 2018 Earnings: Can Pricing Persist?	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
Facebook 1Q18 Earnings: No Nipple Slips Here	Apr 25, 2018
U.S. Media: The Very Definition of “Deal Hell”	Apr 24, 2018
Google 1Q18 Earnings: Sloppy but Strong	Apr 24, 2018
Verizon Q1 2018 Earnings: Why 5G Matters	Apr 24, 2018
Film Studios: Will Size Matter in Hollywood?	Apr 23, 2018
Spectrum: The Sky is Falling - April 22, 2018	Apr 22, 2018
Not All Raised Floor Is Created Equal: Initiating Coverage of the Data Centers [Conference Call Transcript]	Apr 20, 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
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
T-Mobile: The Case for $80 per Share	Apr 10, 2018
Not All Raised Floor Is Created Equal: Initiating Coverage of the Data Centers (COR, CONE, DLR, EQIX, QTS)	Apr 9, 2018
CBS & VIAB: Shari’s Choice - April 9, 2018	Apr 9, 2018
Cinemark: Cyclical Outweighs Secular (For Now); Upgrade to Neutral	Apr 5, 2018
Netflix: A Clash of Heart vs. Mind	Apr 4, 2018
Snap Focus Group Part II: “Who Were the Beta Testers?”	Apr 2, 2018
Comcast: The Rhyme of History	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
Viacom: What Do They See That We Don’t?	Mar 22, 2018
The Rise of the Closed Media System - March 20, 2018	Mar 20, 2018
U.S. Media - Weekly Ratings: 3/12-3/18	Mar 20, 2018
U.S. Towers: The Small Cell through the Python, and Other Tales	Mar 14, 2018
Google & Facebook: Too Big to Grow?	Mar 14, 2018
February C3 Ratings – NBC 10, Media 0 - March 14, 2018	Mar 14, 2018
Comcast: The Sky’s the Limit?	Mar 12, 2018
Regal: Dropping Coverage	Mar 9, 2018
CenturyLink, Zayo, and Cogent: Who’s Winning the Battle for Value Creation?	Mar 8, 2018
U.S. Media: Did the Market Make a Mistake in Aug 2015?	Mar 6, 2018
U.S. Media – Weekly Ratings: 2/26-3/4	Mar 6, 2018
AMCX: Advertising is Down… Now What?	Mar 2, 2018
Q4 2017 Cord-Cutting Monitor: Yes, the vMVPDs Are Growing… Like Weeds	Mar 1, 2018
Cable One Q4’17 Earnings: Canary in the Coal Mine, Part II	Mar 1, 2018
Verizon (VZ): Is It Finally Safe to Go Back in the Water? Upgrading Back to Buy, Price Target $56	Feb 28, 2018
DISCA: Two Out of Three Ain’t Bad!	Feb 28, 2018
Booking Holdings 4Q17 Earnings: The Artist Formerly Known as Priceline Jams Out As It Closes 2017	Feb 28, 2018
DIS/FOXA – (Sky) Now What? - February 28, 2018	Feb 28, 2018
American Tower Q4 2017 Earnings: A Passage to India	Feb 27, 2018
Altice USA Q4 2017 Earnings: Trouble Me?	Feb 27, 2018
SBA Q4 2017 Earnings: Mr. Clean…Still Clean?	Feb 26, 2018
CNK: Where To From Here?	Feb 23, 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
Dish Network Q4 2017 Earnings: Less than Zero?	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
CBS: Les(s) Is More?	Feb 16, 2018
TripAdvisor 4Q17 Earnings: Lowering the Bar	Feb 15, 2018
U.S. Telecommunications: Do the Facts Fit the Narrative?	Feb 14, 2018
CenturyLink Q4 2017 Earnings: Showing Some Skin	Feb 14, 2018
January C3 Ratings – Not a Good Way to Start the Year! - February 14, 2018	Feb 14, 2018
U.S. Online Travel: Is Airbnb Ready for Primetime?	Feb 12, 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
VIAB: Deal or No Deal?	Feb 8, 2018
Twitter4Q17: Is thisa Turn orJust A Really Big Q4?	Feb 8, 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
Trivago 4Q17 Earnings: Picking Itself Up Off the Floor, But Still Finding It’s Footing - February 7, 2018	Feb 7, 2018
U.S. Media: What’s a Programmer to Do?	Feb 6, 2018
GOOGL & AMZN: What Happens When Giants Collide?	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
TWX: Increased Confidence	Feb 1, 2018
TWX: Deal or No Deal, Upgrade to Buy	Jan 31, 2018
AT&T Q4 2017 Earnings: Fundamentals vs. Tax Reform	Jan 31, 2018
FOXA –New Fox Puts Money Where Its Mouth Is - January 31, 2018	Jan 31, 2018
U.S. Theaters: Cyclical vs. Secular and Studio Leverage?	Jan 30, 2018
U.S. Media: Now the NFL Should Worry!	Jan 29, 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
Comcast Q4 2017 Earnings: A Little Self-Help, Please?	Jan 24, 2018
Crown Castle Q4 2017 Earnings: The Case for Crown	Jan 24, 2018
NFLX: Hello $100 Billion	Jan 23, 2018
NATPE 2018: Addressing Key Media Investor Debates	Jan 23, 2018
Verizon Q4 2017 Earnings: Perchance to Dream	Jan 23, 2018
U.S. Media: Stranger Things	Jan 22, 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
Does Tax Reform Mean Anything for CenturyLink? - January 16, 2018	Jan 16, 2018
U.S. Media: May the FOX Be With You – An Update	Jan 12, 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
Facebook: Is it Time to Get Out?	Dec 19, 2017
U.S. Media - What the FOX Just Happened? Starting With The Math - December 14, 2017	Dec 14, 2017
Net Neutrality and the Path Forward	Dec 14, 2017
November C3 Ratings – Worse Than We Thought	Dec 13, 2017
Snap: Snap Back to Life?	Dec 12, 2017
What the FOX is Going On? Part II	Dec 11, 2017
U.S. Telecom and U.S. Cable & Satellite: Tax Reform Winners and Losers	Dec 7, 2017
U.S. Online Travel: Can HomeAway Catch Airbnb?	Dec 7, 2017
U.S. Theaters: Selling Just In Time? Upgrade RGC to Neutral, Maintain CNK Sell	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
Verizon… and the Paradox of 5G - November 30, 2017	Nov 30, 2017
U.S. Commercial Wireline: A Glimmer of Hope?	Nov 30, 2017
RGC – Well Played, Madam?	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
AT&T and Time Warner: Vertically Challenged, Redux	Nov 21, 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
Monthly C3 Ratings - Not Good! - November 15, 2017	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
U.S. Broadband: A Few Gray Hairs, or Something More Serious?	Nov 7, 2017
PCLN 3Q17 Earnings: When They Zig, Priceline Zags	Nov 7, 2017
TripAdvisor 3Q17 Earnings: Slow Motion Train Wreck	Nov 7, 2017
DIS & FOXA: Initial Big Questions & Thoughts - November 7, 2017	Nov 7, 2017
U.S. Media - Weekly Ratings: 10/30-11/5	Nov 7, 2017
Expedia: It’s Always Darkest Before the Dawn, Part Deux	Nov 6, 2017
Zayo Q1 F2018 Earnings: Stuck in Neutral?	Nov 6, 2017
CBS: Still Looking for Conviction	Nov 3, 2017
CNK: Time To Stay Aggressive	Nov 3, 2017
Facebook 3Q17 Earnings: Security Detail	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
Altice USA Q3 2017 Earnings: Can Altice Have Its Cake and Eat It, Too?	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
Alphabet 3Q17 Earnings: What Regulatory Concerns?	Oct 27, 2017
Expedia 3Q17 Earnings: Under the Weather	Oct 27, 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
Twitter 3Q17 Earnings: The Bleeding Has Stopped	Oct 26, 2017
TWX: Another Last Goodbye(?)& Read Through to Media	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
Trivago 3Q17 Earnings: Still a Mess? Trivago - October 25, 2017	Oct 25, 2017
U.S. Internet: How The Other 96% Live?	Oct 24, 2017
AT&T Q3 2017 Earnings: Can TWX Fix What Is Broken?	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
3Q OTA Preview: Category 5 Hurricane Hits Metasearch	Oct 19, 2017
Verizon Q3 2017 Earnings: Would a Sprint/T-Mobile Merger Really Be a Positive Catalyst?	Oct 19, 2017
Crown Castle Q3 2017 Earnings: The Moment of Truth Arrives (Sort Of…)	Oct 18, 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
3Q Online Ad Preview: Clouds on the Horizon?	Oct 12, 2017
Sprint and T-Mobile: Do You Feel Lucky?	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
CenturyLink and Level 3: The Hammer of Justice Comes Down (Is It Steel or Foam?) - October 3, 2017	Oct 3, 2017
U.S. Media: No Darkness on the Edge of Altice - October 2, 2017	Oct 2, 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
U.S. Media: More Content Getting Pulled From Netflix - September 28, 2017	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
U.S. Internet: Alphabet Signs $1.1bn Deal with HTC to Fend Off TAC/Regulatory Headwinds - September 21, 2017	Sep 21, 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
US Wireless: Are This Year’s iPhone Offers Really More Sensible than Last Year’s? - September 18, 2017	Sep 18, 2017
NFL Week 1 Ratings - Tough Start - September 14, 2017	Sep 14, 2017
Comcast (CMCSA): Don’t Look a Gift Horse in the Mouth…Upgrading (Back) to Buy	Sep 12, 2017
Monthly C3 Ratings - Hotter Than July - September 11, 2017	Sep 11, 2017
U.S. Telecom: Is This as Good as It Gets?	Sep 7, 2017
DIS: The Good, The Bad and The Cheap	Sep 7, 2017
U.S. Commercial Wireline: Still Struggling to Make Sense of the Market - September 7, 2017	Sep 7, 2017
U.S. Media: Are You Ready For Some Football?	Sep 6, 2017
Online Travel: Trivago’s 2017 Guide Down the Big Bad Wolf for Travel? September 6, 2017	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
Monthly C3 Ratings - (No) Answer July - August 15, 2017	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
U.S. Cable, Satellite & Telecom: M&A by Process of Elimination - August 10, 2017	Aug 10, 2017
DIS: The Inflection Point	Aug 9, 2017
Priceline 2Q17 Earnings: Air Pocket Ahead?	Aug 9, 2017
TripAdvisor 2Q17 Earnings: Still Grasping in the Dark	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
Cogent Q2 2017 Earnings: In Search of Consistency	Aug 3, 2017
Dish Network Q2 2017 Earnings: Forget the Equity… It’s Dish’s Debt We Should be Worried About	Aug 3, 2017
Q2 2017 Cord-Cutting Monitor: Is “Not as Worse” Even a Thing?	Aug 3, 2017
AMCX: Trouble Ahead?	Aug 3, 2017
VIAB: One Step Forward, …	Aug 3, 2017
TWX: Media’s Touchstone…One Last Time	Aug 2, 2017
CenturyLink Q2 2017 Earnings: Staggering to the Finish Line	Aug 2, 2017
Level 3 Q2 2017 Earnings: The End of an Era. Or is it Eras?	Aug 2, 2017
Sprint Q2 2017 Earnings: Here’s My Number, So Call Me Maybe	Aug 1, 2017
U.S. Theaters: Negative Read-Throughs From AMC Preannouncement to RGC & CNK - August 1, 2017	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
RGC: Back to Fundamentals (For Now)	Jul 27, 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
Charter Q2 2017 Earnings: Is Charter Still a Growth Story, or Is It Now a Margin Story?	Jul 27, 2017
Twitter 2Q17 Earnings: Fool Me Twice	Jul 27, 2017
Facebook 2Q17 Earnings: Pricing Power-house	Jul 26, 2017
2Q OTA Preview: Have All Travel Clouds Been Lifted?	Jul 25, 2017
GOOGL 2Q17 Earnings: Pump Up the Volume!	Jul 25, 2017
AT&T Q2 2017 Earnings: Is Pay TV a Better Business than Wireless?	Jul 25, 2017
Cable Networks M&A: Can VIAB Afford SNI and Other Questions - July 25, 2017	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
SNI & DISCA: Why Now, Redux? - July 18, 2017	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
Sprint and SoftBank: The Long Search for an Exit - July 17, 2017	Jul 17, 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
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
Sprint: Free Bananas! - June 13, 2017	Jun 13, 2017
Monthly C3 Ratings – April Showers Bring… a May Downpour? - June 13, 2017	Jun 13, 2017
TripAdvisor: The Road to Nowhere	Jun 12, 2017
U.S. Theaters: Dual Threats Too Hard To Ignore; Downgrade CNK & RGC to Sell	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
Online Travel: Is the Party Almost Over?	May 23, 2017
U.S. Media – Weekly Ratings: 5/15-5/21	May 23, 2017
The Path Forward for Title II Repeal Takes an Unexpected Turn… through Google and Facebook’s Front Yard - May 22, 2017	May 22, 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
A Blog Post in Search of a Title (Should it Be Title II, or Title I)? - May 11, 2017	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
GOOGL: Is Google’s Int’l TAM Bigger than You Think?	May 9, 2017
Dish Network: How Much Would It Cost to Build a Network?	May 9, 2017
DISCOVERY 1Q17 Earnings: The Balancing Act	May 9, 2017
Zayo Q3 F2017 Earnings: Shaken, Not Stirred	May 9, 2017
U.S. Media – Weekly Ratings: 5/1-5/7	May 9, 2017
Why the Sudden Infatuation with Straight Path? - May 8, 2017	May 8, 2017
Comcast and Charter Tie the Wireless Knot… and Agree to a No Adultery Clause - May 8, 2017	May 8, 2017
U.S. Cable Networks: Why Are We Worried? (Part 2)	May 5, 2017
CBS: Les(s) Worries	May 5, 2017
Facebook 1Q17 Earnings: Go Big or Go Home	May 4, 2017
Cogent Q1 2017 Earnings: Everything Has a Price (and Apparently This Isn’t It…)	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
Dish Network Q1 2017 Earnings: Winning by Losing	May 1, 2017
SBA Q1 2017 Earnings: Details Could Eventually Matter	May 1, 2017
FOXA – Tribune: A New Twist in Station Models? - May 1, 2017	May 1, 2017
GOOGL Q1 2017 Earnings: Do You See What We See?	Apr 28, 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
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
1Q OTA Preview: Off to the Races or Trump Slump?	Apr 25, 2017
AT&T Q1 2017 Earnings: Vertical Integration in the Land of Unlimited	Apr 25, 2017
U.S. Media – Weekly Ratings: 4/17-4/23	Apr 25, 2017
F8 Takeaways – So Facebook Is… a Camera Company?	Apr 24, 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
Verizon: A Sobriety Test - April 24, 2017	Apr 24, 2017
Verizon Q1 2017 Earnings: To Deal or Not to Deal, That is the Question	Apr 20, 2017
U.S. Wireless Q1 Preview: Have Estimates Come Down Far Enough?	Apr 18, 2017
Zayo: A Note of Caution… Reiterate Neutral, Lower TP to $34	Apr 18, 2017
NFLX: No Controversy is the Controversy	Apr 18, 2017
U.S. Media – Weekly Ratings: 4/10-4/16	Apr 18, 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
The Incentive Auction: The Morning After… Winners and Losers	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
AT&T: The Long and Winding Road… to Straight Path - April 10, 2017	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. Media – Amazon Goes Shopping - April 5, 2017	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
U.S. Theaters – CinemaCon 2017 Takeaways: The Year of PVOD - March 31, 2017	Mar 31, 2017
VIAB: Paramount – Mission Impossible to Transform?	Mar 30, 2017
SNAP: A Middle School Crush?	Mar 29, 2017
U.S. Media – Weekly Ratings: 3/20-3/26	Mar 28, 2017
Google Fiber: What Is, What Was, and What Might Have Been - March 27, 2017	Mar 27, 2017
U.S. Advertising: Is Digital Advertising at a Crossroads?	Mar 23, 2017
U.S. Towers: The More Things Change, the More They Stay the Same - March 23, 2017	Mar 23, 2017
Wireless Capacity: Shades of 1999? - March 23, 2017	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
Monthly C3 Ratings – Winter Is Here - March 15, 2017	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
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
PCLN 4Q16 Review: Back to the Glory Days?	Feb 28, 2017
Cable One Q4 2016 Earnings: The Future is Now	Feb 28, 2017
American Tower Q4 2016 Earnings: The End is Nigh (Just Not in 2017)	Feb 27, 2017
SBA Q4 2016 Earnings: Mind the (Valuation) Gap	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
CBS: 2017 Comes Into Clearer Focus	Feb 16, 2017
Charter Q4 2016 Earnings: When Will Investors Declare Victory and Walk Away?	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
Monthly C3 Ratings – Is the NPX Compare the Beginning of Another Negative Earnings Wave? - February 14, 2017	Feb 14, 2017
U.S. Media – Weekly Ratings: 2/7-2/12	Feb 14, 2017
Verizon Goes Nuclear - February 13, 2017	Feb 13, 2017
RGC: Balancing Act	Feb 10, 2017
EXPE 4Q16 Review: Topline Relief, Bottom Line Sobriety	Feb 10, 2017
TWTR 4Q Review: “Trump Bump” Thumped by Revenue Slump	Feb 9, 2017
VIAB: Looks Good on Paper	Feb 9, 2017
Zayo Q2 F2017 Earnings: Looking Beyond the Quarter	Feb 9, 2017
TWX: 4Q16 Earnings Flash	Feb 8, 2017
TWX: Downside Protection	Feb 8, 2017
Level 3 Q4 2016 Earnings: A Phoenix, A Turkey, or Too Soon to Tell?	Feb 8, 2017
Snap, Inc.: Is it Facebook, Instagram, or Twitter?	Feb 7, 2017
FOXA: Off Again, On Again	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
FB 4Q16 Review: Have We Seen This Before?	Feb 2, 2017
CBS: A Smarter Way to Dispose of an Issue	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
Telecom Pangaea: Why We’re Skeptics on Verizon for Charter - January 26, 2017	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
AT&T Pre-Announces Subscriber Metrics: Do Numbers Even Matter? - January 20, 2017	Jan 20, 2017
NFLX: When Will They Make Money, Does Anyone Care?	Jan 19, 2017
Cable One: Man Bites Dog (or Harambe Shoots the Zookeeper) - January 18, 2017	Jan 18, 2017
It’s Time to Re-Think What You Think You Thought You Knew About Spectrum - January 17, 2017	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
U.S. Media: 2016 Review and 2017 Outlook - December 21, 2016	Dec 21, 2016
TRIP: Has TripAdvisor Hit Rock Bottom?	Dec 20, 2016
Online Travel: 2016 Review and 2017 Outlook - December 20, 2016	Dec 20, 2016
U.S. Internet: A Year in Review, and Year in Preview - December 20, 2016	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
Communications Infrastructure: 2016 Review and 2017 Outlook - December 15, 2016	Dec 15, 2016
U.S. Cable & Satellite: A Year in Review, and a Year in Preview - December 15, 2016	Dec 15, 2016
U.S. Telecommunications: A Year in Review, and a Year in Preview - December 15, 2016	Dec 15, 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
Sprint and T-Mobile: Time for a Little Cold Water?-December 8, 2016	Dec 8, 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
AT&T and DirecTV Now: Did AT&T Really Blink? Running with Scissors (Part II) - November 29, 2016	Nov 29, 2016
U.S. Cable Network Universe Estimates: Red Herrings and Other Valuable Misinformation - November 29, 2016	Nov 29, 2016
U.S. Affiliate Fees – How Do You Calculate Passion?	Nov 28, 2016
Level 3: Downgrade to Neutral Based on Narrowing Deal Spread, Increase TP to$59	Nov 22, 2016
Phocuswright 2016: The OTAs Remain “One of the Best Bargains Out There”	Nov 22, 2016
U.S. Media – Weekly Ratings: 11/14-11/20	Nov 22, 2016
AT&T & Time Warner: Suddenly, Everything Has Changed… EVERYTHING. Upgrading TWX (Back) to Buy	Nov 17, 2016
Q3 2016 Wireless Industry Wrap Up: What AT&T Saw	Nov 15, 2016
Monthly C3 Ratings – A Presidential Hangover or Recovery? - November 15, 2016	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
U.S. Cable: Making America Great Again? Upgrading Charter (Back) to Buy, Raising TPs for CMCSA and CHTR	Nov 10, 2016
VIAB: Time for a Change?	Nov 10, 2016
FB = Finding Bottom or False Bogeyman?	Nov 10, 2016
Q3 2016 Cord-Cutting Monitor: Dancing on the Edge of a Cliff?	Nov 10, 2016
Dish Q3 2016 Earnings: One More Thing to Worry About?	Nov 9, 2016
TRIP 3Q Review: Certainly Doesn’t Feel Like an Inflection	Nov 9, 2016
PCLN 3Q16 Review: Clearly Taking Share	Nov 8, 2016
CNK: 3Q Earnings Flash	Nov 8, 2016
CNK: Elevated Capex Despite Fewer LatAm Screen Builds	Nov 8, 2016
Zayo Q1 F2017 Earnings: Mo Money Mo Problems	Nov 8, 2016
U.S. Media – Weekly Ratings: 10/31-11/06	Nov 8, 2016
AT&T and Time Warner Go to Washington… What the (Real) Experts Have to Say	Nov 7, 2016
SNI: 3Q Earnings Flash	Nov 7, 2016
SNI: As Good As It Gets?	Nov 7, 2016
CBS: Driving It Higher	Nov 4, 2016
AMCX: Not Trading Dead	Nov 4, 2016
FOXA: Is This The Start of Something New?	Nov 3, 2016
FB 3Q16 Review: Operating Leverage in Action	Nov 3, 2016
Cogent Q3 2016 Earnings: Enough to Get Excited?	Nov 3, 2016
AMCX: 3Q Earnings Flash	Nov 3, 2016
Charter Q3 2016 Earnings: The Middle Innings	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
DISCA: Welcome to 3rd Quarter Media Earnings?	Nov 1, 2016
SBA Q3 2016 Earnings: Still the One	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
Musings on Level 3 and CenturyLink - October 27, 2016	Oct 27, 2016
Reading $6 Billion of Spectrum Auction Tea Leaves - October 27, 2016	Oct 27, 2016
Comcast Q3’16 Earnings: M&A Game of Thrones	Oct 26, 2016
AT&T Sets the Price for DirecTV Now: Running with Scissors - October 26,2016	Oct 26, 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
AT&T Q3’16 Earnings: Why They HAD To Do SOMETHING	Oct 24, 2016
T-Mobile Q3 2016 Earnings: A Mouse Among the Elephants	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 – Weekly Ratings: 10/10-10/16	Oct 18, 2016
DIS: “Some Swing Factors to Consider”	Oct 17, 2016
U.S. Media – NFL Ratings Improving? Don’t Bet on it - October 17, 2016	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
Twitter, Disney M&A – Disney Stops Tweeting - October 6, 2016	Oct 6, 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
CBS Viacom Merger – Family Comes First - September 28, 2016	Sep 28, 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
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
Monthly C3 Ratings – NBC Goes for the Gold - September 14, 2016	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
FOXA: The Never Ending Story	Sep 8, 2016
Google Fiber: The Latest Numbers are In… and They Explain a Lot - September 8, 2016	Sep 8, 2016
Discovery – Surprise Timing On Big Deal - September 8, 2016	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
Viacom – Now What? - August 19, 2016	Aug 19, 2016
The Small Cell Report (Part I): Where Are They Deployed Today?	Aug 17, 2016
U.S. Media – Weekly Ratings: 8/8-8/14