RESEARCH

Title Date
4Q Online Ad Preview: Rising Tide Should Lift Most Boats Jan 17, 2018
CBS + VIAB: Now More Than Ever! Jan 16, 2018
Verizon (VZ): Tax Reform Giveth, Tax Reform (Inflation) Taketh Away; Downgrading to Neutral, Target $56 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
Telecom and Cable & Satellite Marketing Deck Jan 1, 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. Media: About Sitting This Quarter Out… Nov 13, 2017
U.S. Online Travel: Phocuswright 2017 Takeaways – “In God We Trust; All Others Bring Data” Nov 13, 2017
DIS: Turn The Page Nov 10, 2017
Altice USA: Guilt by Association? Upgrading to Buy, Target Price Unchanged at $28 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
CenturyLink/ Level 3Q3 2017 Earnings: Now Comes the Hard Part Nov 8, 2017
Cable One Q3 2017 Earnings: Canary in a Coal Mine 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
Zayo Q1 F2018 Earnings: Stuck in Neutral? Nov 6, 2017
Expedia: It’s Always Darkest Before the Dawn, Part Deux 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
DISCA: Don’t Do It Nov 2, 2017
Cogent Q3 2017 Earnings: Do the Results Justify the Revaluation? 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
TWX: Another Last Goodbye(?)& Read Through to Media Oct 26, 2017
Twitter 3Q17 Earnings: The Bleeding Has Stopped Oct 26, 2017
Sprint Q3 2017 Earnings: What’s the Right Price If the Deal Doesn’t Happen? Oct 25, 2017
RGC: What Is The Right Valuation For This Business? 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
T-Mobile Q3 2017 Earnings: The Merger’s Pre-Paid Problem Oct 23, 2017
VIAB: Good News, Bad News 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
Media & Internet Marketing Deck Oct 1, 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
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. 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
TripAdvisor 2Q17 Earnings: Still Grasping in the Dark Aug 9, 2017
Priceline 2Q17 Earnings: Air Pocket Ahead? 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
Q2 2017 Cord-Cutting Monitor: Is “Not as Worse” Even a Thing? Aug 3, 2017
Cogent Q2 2017 Earnings: In Search of Consistency 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
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
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
Twitter 2Q17 Earnings: Fool Me Twice Jul 27, 2017
Facebook 2Q17 Earnings: Pricing Power-house Jul 26, 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
2Q OTA Preview: Have All Travel Clouds Been Lifted? 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
NFLX: Gunning It & Loving It Jul 18, 2017
SNAP: Look Out Below! Why SNAP Still Has Room to Fall 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
U.S. Media: The Boys of Summer? May 15, 2017
The Small Cell Report (Part II): The Infrastructure of 5G 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
Dish Network: How Much Would It Cost to Build a Network? May 9, 2017
DISCOVERY 1Q17 Earnings: The Balancing Act May 9, 2017
GOOGL: Is Google’s Int’l TAM Bigger than You Think? 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
CBS: Les(s) Worries May 5, 2017
U.S. Cable Networks: Why Are We Worried? (Part 2) 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
TWX: We Will Miss This Company May 3, 2017
Sprint CQ1 2017 Earnings: What Would Happen if there ISN’T a Deal? May 3, 2017
Level 3 Q1 2017 Earnings: Nine Month Checkup May 3, 2017
CNK: A Safe Place to Hide? May 3, 2017
CenturyLink Q1 2017 Earnings: The Near-Term and The Long-Term May 3, 2017
Q1 2017 Cord-Cutting Monitor: The Future Has Arrived 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
SBA Q1 2017 Earnings: Details Could Eventually Matter May 1, 2017
U.S. Cable Networks: Why Are We Worried? May 1, 2017
Dish Network Q1 2017 Earnings: Winning by Losing 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
American Tower Q1 2017 Earnings: Welcome Back, Old Friend (Not That You Ever Left) Apr 27, 2017
RGC: Dragged Kicking & Screaming Apr 27, 2017
Comcast Q1 2017 Earnings: Dear John… 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
Crown Castle Q1 2017 Earnings: Fiber Rorschach Test Apr 24, 2017
T-Mobile Q1 2017 Earnings: The Purple People Eater… and Still the Belle of the M&A Ball Apr 24, 2017
F8 Takeaways – So Facebook Is… a Camera Company? 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
Internet Infrastructure Marketing Deck Apr 1, 2017
Towers Marketing Deck Apr 1, 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
PCLN 4Q16 Review: Back to the Glory Days? Feb 28, 2017
99 Problems But the Deal Ain’t One… Initiating Coverage of CenturyLink 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
Cogent Q4 2016 Earnings: Discounting the Long-Term? Feb 23, 2017
NFLX: What Two Things Does Every Growth Stock Need? Feb 23, 2017
CNK: A Tough Act to Follow Feb 23, 2017
Dish Network Q4 2016 Earnings: Leverage Games Feb 22, 2017
SNI: How Long Can This Last? Feb 22, 2017
Charter (CHTR): Finally Fairly Valued… Downgrading to Neutral, Price Target $337 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
TRIP 4Q16 Review: Slow and Steady Wins the Race? Feb 15, 2017
DISCA: Is It Cheap or Expensive? Pick the Metric Feb 15, 2017
T-Mobile Q4 2016 Earnings: What Do You Have to Believe? Feb 14, 2017
DISCA: 4Q 2016 Earnings Flash 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: Downside Protection Feb 8, 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
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
CBS: A Smarter Way to Dispose of an Issue Feb 2, 2017
FB 4Q16 Review: Have We Seen This Before? Feb 2, 2017
U.S. Media: Headwinds & Taxes; Upgrading FOXA to Buy & Downgrading TWX to Neutral Feb 1, 2017
Verizon (VZ): Takeaways from a Day with Management Feb 1, 2017
Sprint CQ4 ‘16 Earnings: When is the Right Time to Deal? Jan 31, 2017
CBS: The Three R’s – Radio, Retrans & … Revisions 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
AT&T Q4 2016 Earnings: Remember When Wireless Was their Best Business? Jan 25, 2017
Crown Castle Q4 2016 Earnings: Evolution or Revolution? 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
Five Reasons Why Twitter Is a “Sell” for 2017 Jan 12, 2017
U.S. Comm Infra: Pre-Earnings Housekeeping… Refresh Tower and Fiber Models, Lower Zayo TP to $35 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
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… 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
U.S. Media: Fear and Loathing? Nov 14, 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
DIS: Guide This Way Nov 11, 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
Q3 2016 Cord-Cutting Monitor: Dancing on the Edge of a Cliff? Nov 10, 2016
VIAB: Time for a Change? 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: 3Q Earnings Flash Nov 8, 2016
PCLN 3Q16 Review: Clearly Taking Share 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
Cogent Q3 2016 Earnings: Enough to Get Excited? Nov 3, 2016
Charter Q3 2016 Earnings: The Middle Innings Nov 3, 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
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
DISCA: 3Q16 Earnings Review Flash Nov 1, 2016
SBA Q3 2016 Earnings: Still the One Nov 1, 2016
U.S. Internet: Is Snapchat Killing Facebook? 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
Level 3 / CenturyLink and Q3 2016 Earnings: Level 3, We Hardly Knew Ye… Oct 31, 2016
3Q Media Preview: Will Media Get A Bid? Oct 31, 2016
RGC: All About That Base Oct 28, 2016
GOOGL 3Q16 Review: So Much for That Tough Compare Oct 28, 2016
EXPE 3Q16: Shifting from a Top to Bottom Line Story 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
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
Crown Castle Q3 2016 Earnings: The Outlook and Beyond Oct 20, 2016
Verizon Q3 2016 Earnings: About that MVNO Agreement… Oct 20, 2016
3Q Internet Preview: Best Set Ups for FB, GOOGL, PCLN Oct 19, 2016
Sprint Q3 2016 Earnings: On the One Hand… On the Other Hand… Oct 18, 2016
Netflix 3Q Review: Third Time’s the Charm 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 Aug 16, 2016
Facebook: What’s all the Fuss about Ad Loads? Aug 15, 2016
Monthly C3 Ratings – After a Strong 1H16, July Ratings Take a Step Back - August 15, 2016 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
SNI: Sign of the Times? Aug 9, 2016
CNK: 2Q Earnings Flash Review Aug 9, 2016
Q2 2016 Cord-Cutting Monitor: Cold Comfort Aug 9, 2016
SNI: 2Q16 Earnings Review Flash Aug 9, 2016
Charter Q2 2016 Earnings: About Those Synergies… 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
TRIP 2Q16 Review: TRIPped Up, Falls Short of Low Bar Aug 4, 2016
AMCX: 2Q Earnings Flash Review Aug 4, 2016
VIAB: F3Q Earnings Flash Review Aug 4, 2016
AMCX: Fear the Trading Dead? Aug 4, 2016
VIAB: If It Could Have Gone Wrong, It Did! Aug 4, 2016
FOXA: Why Do You Have to Be So Complicated? Aug 3, 2016
TWX 2Q16 Earnings Flash Aug 3, 2016
Cable One Q2 2016 Earnings: Target Practice? Aug 3, 2016
TWX: Executing and Delivering, $92 Target Price 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
SBA Q2 2016 Earnings: Good as a Driver of Great Jul 28, 2016
American Tower Q2 2016 Earnings: Go West, Young Man. And East. And South. Jul 28, 2016
CBS: On to the Fall? 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
Comcast Q2’16 Earnings: Market Share vs. Market Size Jul 27, 2016
Level 3 Q2 2016 Earnings: ADIDAS Jul 27, 2016
TWTR 2Q Review: They Are Who We Thought They Were Jul 27, 2016
RGC 2Q Review: Getting Harder to Justify Jul 26, 2016
AMCX: Trading Dead? Jul 26, 2016
Verizon Q2 2016 Earnings: Yahoo! Yahoo. Wait… Yahoo? 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
Crown Castle Q2 2016 Earnings: What Comes Next? Jul 21, 2016
Dish Network Q2 2016 Earnings: It’s Time to Start Thinking about Timelines Jul 21, 2016
AT&T Q2 2016 Earnings: What Does the First Half Tell Us about the Second? 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
Brexit Implications – London Calling to the Faraway Towns - June 28, 2016 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
Sprint (S): What Would a Next-Gen (Service-Only) Wireless Operator Be Worth? Jun 21, 2016
Cablevision: Discontinuing Coverage Jun 21, 2016
U.S. Media – Weekly Ratings: 6/13-6/19 Jun 21, 2016
VIAB: We Interrupt The Circus…. For Fundamentals Jun 17, 2016
CBS + Viacom: The Math Says Yes, But … Jun 17, 2016
U.S. Advertising: How Long Can This Strength Last? Jun 15, 2016
U.S. Media – May PUTs Show Mixed Improvement - June 15, 2016 Jun 15, 2016
Searching for Meaning in the DC Circuit Ruling - June 14, 2016 Jun 14, 2016
Monthly C3 Ratings – MAY-be a Turning Point? - June 14, 2016 Jun 14, 2016
Broadcast TV: Intersection of Live TV & Stacking Rights Jun 8, 2016
Sprint: There’s No Such Thing as Free Lunch - June 8, 2016 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
Viacom – What Took So Long? - May 31, 2016 May 31, 2016
U.S. Media: The Empire Strikes Back? May 26, 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
Dissecting Priceline’s Soft Guide May 16, 2016
April OTT App Monitor: What Did Netflix See? May 12, 2016
ROIC 2016: Through the Looking Glass May 12, 2016
U.S. Media 1Q Earnings Wrap: Flipping the Script May 12, 2016
Monthly C3 Ratings – Broadcast Showers and Cable Flowers - May 12, 2016 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
Q1 2016 Cord-Cutting Monitor: Storm Clouds are Gathering... and Cable Just Lost Its Umbrella May 5, 2016
TripAdvisor 1Q16 Review: No Pain, No Gain? May 5, 2016
Cablevision Q1’16 Earnings: What Do You Have to Believe? May 5, 2016
Cogent Q1 2016 Earnings: Out with the Old (Concerns), In with the New May 5, 2016
Zayo Q3 F2016 Earnings: It’s Complicated… But That’s the Opportunity May 5, 2016
FOXA 3Q: One Step Closer? May 4, 2016
Q1 2016 Wireless Wrap Up: Five Key Takeaways May 4, 2016
Cable One Q1 2016 Earnings: What’s the Right Multiple? May 4, 2016
TWX: The Four Year Promise May 4, 2016
TWX 1Q Earnings Flash May 4, 2016
PCLN 1Q Review: Soft 2Q Guide Business as Usual? 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
The Digital Duopoly May 3, 2016
CBS: Scatter Money in the Bank? May 3, 2016
U.S. Media – Weekly Ratings: 4/25-5/1 May 3, 2016
U.S. Media: As Goes ROIC, So Goes Our Stocks May 2, 2016
SBA Q1 2016 Earnings: A Long-Term Business through a Short-Term Lens 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
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
RGC: Oh Canada! Apr 28, 2016
VIAB: F2Q Earnings Flash Review Apr 28, 2016
VIAB: First Time, Long Time Apr 28, 2016
Facebook 1Q16 Review: Much Ado about Nothing Apr 28, 2016
Charter Q1’16 Earnings: Let’s Talk Conditions, Shall We? Apr 28, 2016
Priceline – Despite Sudden CEO Resignation, We Remain Bullish - April 28, 2016 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
T-Mobile Q1 2016 Earnings: Time to Find a New Bear Case? Apr 26, 2016
AT&T Q1 2016 Earnings: Are We Finally Seeing a Spring Thaw in Wireless Pricing? Apr 26, 2016
U.S. Internet – 1Q16 Full Quarter Smith Travel Research Data Presents More Positive Picture - April 26, 2016 Apr 26, 2016
U.S. Media – Weekly Ratings: 4/18-4/24 Apr 26, 2016
GOOGL 1Q16 Review: Curb Your Enthusiasm? Apr 22, 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
Crown Castle Q1 2016 Earnings: The Narrative vs. The Multiple Apr 21, 2016
Viacom/DISH: Brinksmanship and the DISH Missile Crisis - April 21, 2016 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
U.S. Theaters – CinemaCon 2016 Takeaways - April 15, 2016 Apr 15, 2016
U.S. Internet – Facebook F8 Day 2 Clearly the Undercard (from a Wall Street perspective) - April 14, 2016 Apr 14, 2016
March Apptopia OTT Media App Data Update Apr 13, 2016
U.S. Internet – Facebook F8 Day 1 Takeaways: Video and Messenger Steal the Show - April 13, 2016 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
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
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
Expedia Analyst Day Takeaways: Still Many Moving Parts Mar 17, 2016
U.S. Theaters: It Only Gets Harder From Here; Downgrading Cinemark to Neutral Mar 17, 2016
Monthly C3 Ratings – A Cold February for Some Broadcasters - March 16, 2016 Mar 16, 2016
U.S. Media – Weekly Ratings: 3/7-3/13 Mar 15, 2016
U.S. Media – Sony Vue’s Latest OTT Offering Comes Into View - March 14, 2016 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. Advertising: How Is This Possible? Mar 11, 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
Google Fiber: Horton Hears a Who - March 3, 2016 Mar 3, 2016
Cable One Q4 2015 Earnings: The Grand Experiment Is… Working? Mar 2, 2016
U.S. Media – Weekly Ratings: 2/22-2/28 Mar 1, 2016
American Tower Q4 2015 Earnings: And Now, the Moment You’ve All Been Waiting For… Feb 26, 2016
AMCX: “Socializing” Our 2016 Forecasts Feb 26, 2016
4Q National TV Ad Wrap – Strong Trends Continuing into 2016 - February 26, 2016 Feb 26, 2016
Cablevision Q4’15 Earnings: Careful What You Wish For Feb 25, 2016
AMCX: 4Q Earnings Flash Review Feb 25, 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
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
SNI: 4Q15 Earnings Review Flash Feb 23, 2016
U.S. Affiliate Fees: A One Revenue Line Town Feb 23, 2016
VIAB – Huis Exploring Paramount Minority Interest Sale - February 23, 2016 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
DISCA: It’s Complicated (Still) Feb 18, 2016
DISCA: 4Q15 Earnings Review Flash Feb 18, 2016
Dish Network Q4 2015 Earnings: What is the Core Business Worth? Feb 18, 2016
T-Mobile Q4 2015 Earnings: How Well Would T-Mobile Weather a Recession? Feb 17, 2016
Monthly C3 Ratings – It’s Cold Outside, But Ratings Starting to Heat Up - February 17, 2016 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
January Apptopia App Data Update Feb 12, 2016
Zayo Q2 F2016 Earnings: Can Somebody Please Turn On the Weighing Machine? Feb 12, 2016
TWTR 4Q15 Earnings Review: Losing Altitude Quickly Feb 11, 2016
TWX: 4Q Earnings Flash Review Feb 10, 2016
DIS: Something for Everyone Feb 10, 2016
RGC: Strong 2015 But Winter Is Coming Feb 10, 2016
TWX: On To the New Year Feb 10, 2016
Viacom: Huis Clos Feb 9, 2016
FOXA: Can’t Wait For Next Year (Again) Feb 9, 2016
VIAB: F1Q Earnings Flash Review Feb 9, 2016
Zayo: Updating Model for New Segments Ahead of Q2 F2016 Earnings Feb 5, 2016
NFLX: The Dark Side of the Mo (mentum); Cutting Target Price from $98 to $85 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
CBS & Viacom: Change We Can Believe In - February 3, 2016 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
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
AT&T Q4 2015 Earnings: Is It Too Early to Start Worrying About 2017? Jan 26, 2016
Sprint FQ3 15 Earnings: Sprint’s Debt Deserves a Look 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
4Q Theaters Preview: As Good As It Gets…For Now Jan 14, 2016
U.S. Cable & Satellite: A Funny Thing Happened on the Way to the Graveyard Jan 13, 2016
U.S. Media – If You Care About Advertising and Ratings, Read This - January 13, 2016 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
4Q15/December Apptopia App Data Update Jan 7, 2016
AT&T Deep Dive: Much Ado About Nothing? 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
L.A. Trip Takeaways – Still More Questions Than Answers - December 22, 2015 Dec 22, 2015
U.S. Media – Weekly Ratings: 12/14-12/20 Dec 22, 2015
Internet Infrastructure: 2016 Outlook - December 17, 2015 Dec 17, 2015
U.S. Media: Monthly C3 Ratings – Broadcast Better But Cable Losses Continue - December 17, 2015 Dec 17, 2015
U.S. Telecom: 2016 Outlook - December 17, 2015 Dec 17, 2015
Cable & Satellite: 2016 Outlook - December 17, 2015 Dec 17, 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
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
U.S. Advertising: No Debate Here Nov 30, 2015
Sprint (S): One Step Forward, Two Steps Back Nov 30, 2015
U.S. Media: The Disney Conspiracy - November 30, 2015 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
FanDuel and DraftKings: Will the Golden Goose Die? - November 18, 2015 Nov 18, 2015
Good Things Come to Those Who Wait: Upgrading Zayo to Buy, Refreshing Level 3 and Cogent Outlooks Nov 17, 2015
U.S. Media – Weekly Ratings: 11/9-11/15 Nov 17, 2015
TWTR: You Do the Math Nov 16, 2015
Monthly C3 Ratings – A Red October, but Not for All - November 16, 2015 Nov 16, 2015
VIAB: Time to Rise and Shine? Nov 13, 2015
VIAB: F4Q Earnings Flash Review Nov 12, 2015
Zayo Q1 F2016 Earnings: The Three Amigos Nov 10, 2015
3Q Nat’l TV Ad Wrap – A Rare, Welcomed Surprise Nov 10, 2015
SNI: Cooking in Polish Nov 10, 2015
U.S. Media – Weekly Ratings: 11/2-11/8 Nov 10, 2015
SNI: 3Q15 Earnings Review Flash Nov 9, 2015
Q3 2015 Cord-Cutting Update: The Anti-Climax? Nov 9, 2015
Dish Network Q3 Earnings: The Cards You’ve Been Dealt Nov 9, 2015
Dish Network and Sling TV... Half Empty or Half Full? - November 9, 2015 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
CNK: 3Q15 Earnings Review Flash Nov 5, 2015
Facebook 3Q Review: Still King of the Castle Nov 5, 2015
AMCX: 3Q Earnings Flash Review Nov 5, 2015
AMCX: Positive Revisions Meet Fear Nov 5, 2015
Cable One Q3’15 Earnings: Wallflower at the Orgy Nov 5, 2015
DIS: Mouse Avoids Bear Trap Nov 5, 2015
Cogent Q3 2015 Earnings: Proof of Life Nov 5, 2015
CBS: What, Me Worry? Nov 4, 2015
FOXA: F1Q Earnings Flash Nov 4, 2015
TWX: 3Q Earnings Flash Review Nov 4, 2015
FOXA: Holding the Line (For Now) Nov 4, 2015
TWX: Doing the Right Thing 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
U.S. Media – Are the Broadcasters and ESPN Too NFL Dependent? - October 30, 2015 Oct 30, 2015
Time Warner Cable Q3 2015 Earnings: Mind the Gap Oct 29, 2015
Charter Q3 2015 Earnings: Cable Strikes Back Oct 29, 2015
Ad Viewability & Click Fraud: Domo Arigato, Mr. Roboto Oct 29, 2015
RGC 3Q Review: A Record Year, We See Oct 28, 2015
TWTR 3Q Review: Financials Impress, MAUs not so much 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
GOOGL 3Q15 Review: In Ruth We Trust Oct 23, 2015
SEAS: Dropping Coverage 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
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
September C3 Ratings – Wake Me Up When September Ends - October 13, 2015 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
October/3Q Sensor Tower App Data Update - October 6, 2015 Oct 6, 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
Twitter CEO Search Comes to a Conclusion - October 5, 2015 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
U.S. Theaters 3Q Preview: Inside Out Sep 28, 2015
Blocking in iOS 9: Much Ado about Something? Sep 25, 2015
U.S. Satellite: An Analysis of Customer Lifetime Values Sep 21, 2015
U.S. Media – Never Let a Good Crisis Go to Waste - September 21, 2015 Sep 21, 2015
Instagram: Let’s do the Math Sep 18, 2015
Zayo Q4 F2015 Earnings: Great Expectations Sep 18, 2015
Cablevision by the Numbers - September 17, 2015 Sep 17, 2015
August C3 Ratings – Ratings Starting to Turn for Some, but Can It Last? - September 16, 2015 Sep 16, 2015
Sprint (S): Playing for Time? Sep 15, 2015
U.S. Internet Launch: Real & Spectacular Sep 8, 2015
U.S. Media: Real and Less Spectacular Sep 8, 2015
U.S. Media: What Do We Think? - August 28, 2015 Aug 28, 2015
Telecom Yields: Once in a Blue Moon - August 27, 2015 Aug 27, 2015
CNK: New CEO = Fresh Perspective? Aug 21, 2015
VIAB Ratings: What the N*ck Happened? Aug 20, 2015
Cogent Post-Q2 2015 Update: Keep Calm and Cogent On. Lower TP to $40, Maintain Buy 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
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
July C3 Ratings – Still Waiting for the Turn - August 11, 2015 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
CNK: Caught In Media Declines Despite Solid Quarter Aug 7, 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
VIAB: F3Q Earnings Review Flash Aug 6, 2015
CNK: 2Q15 Earnings Review Flash Aug 6, 2015
VIAB: Priced like GM, Ford & American Airlines Aug 6, 2015
Cogent Q2 2015 Earnings: Whack-a-Mole Aug 6, 2015
2Q National TV Ad Wrap – What Did We Learn? - August 6, 2015 Aug 6, 2015
Zayo: Round Trip Ticket... Downgrading to Neutral, Maintain $29 TP Aug 5, 2015
DISCA: 2Q15 Earnings Review Flash Aug 5, 2015
TWX: 2Q Earnings Review Flash Aug 5, 2015
CBS, DISCA, FOXA, TWX: If It’s Raining In Brooklyn… Aug 5, 2015
Dish Network Q2 2015 Earnings: Mud Slinging… Are Dish’s Spectrum Options Dwindling? Aug 5, 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 Q2 2015 Earnings: Post-Modernism Aug 4, 2015
RGC: Sticking To Traditional Windows (For Now) Jul 31, 2015
OTT – There’s An App For That - July 31, 2015 Jul 31, 2015
T-Mobile Q2 2015 Earnings: The Age of Aquarius? Jul 30, 2015
Time Warner Cable Q2’15 Earnings: This Is Exactly What a Turnaround Looks Like Jul 30, 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
Affiliate Negotiation Armageddon Avoided For Now - July 27, 2015 Jul 27, 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
Viacom – Does Sum-of-the-Parts Provide a Valuation Backstop? - July 22, 2015 Jul 22, 2015
Verizon Q2 2015 Earnings: How Did Verizon Get to Be So Unloved? Jul 21, 2015
NFLX: A Perfect Growth Story Jul 20, 2015
June PUTs – See You in September? - July 14, 2015 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
High Fiber: Suddenly, It’s 2005 All Over Again - July 7, 2015 Jul 7, 2015
Level 3 and Cogent: Q2 2015 Earnings Preview 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
U.S. Wireless: The Race to the Bottom? - June 22, 2015 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
Sprint: Wireless Dog Whistle for Sale (Best Offer Accepted) - June 9, 2015 Jun 9, 2015
Zayo: Is the Stock a Buy After Recent Weakness? Jun 8, 2015
Dish and T-Mobile: Really? - June 5, 2015 Jun 5, 2015
Charter (CHTR): Our Pro Forma Model… Malone Again, Naturally Jun 4, 2015
FOXA: Read My Lips, Numbers Coming Down Jun 1, 2015
Will Buyers Dry Up as the Syndication Pipeline Refills? May 27, 2015
As Clear as Mud Part III - May 26, 2015 May 26, 2015
Clear as Mud Part II - May 20, 2015 May 20, 2015
MoffettNathanson 2015 Media Summit Takeaways: The Times They Are A-Changin’ - May 20, 2105 May 20, 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
Verizon and AOL: Zigging While AT&T Zags - May 12, 2015 May 12, 2015
Cogent (CCOI): From Hero to Zero in the Eyes of the Market. But Is It Warranted? Reiterate Buy, $42 Target. May 11, 2015
Quarterly Cord-Cutting Monitor: Uh Oh… This Time Cord Cutting Really Did Accelerate May 11, 2015
Dish Network Q1 2015 Earnings: The End of the Episode Can’t Come Soon Enough May 11, 2015
SEAS: Wait & Sea May 11, 2015
1Q National TV Ad Wrap – We Have Some Good News … and Some Bad News. - May 11, 2015 May 11, 2015
CBS: No Plot Twists Here May 8, 2015
CNK: Do The Right Thing May 8, 2015
SNI: 1Q Earnings Review Flash May 7, 2015
CNK: 1Q15 Earnings Review Flash May 7, 2015
SEAS: 1Q Earnings Review Flash May 7, 2015
Cogent Q1 2015 Earnings: A Step on the Bumpy Road to Recovery May 7, 2015
SNI: The Truth Hurts? May 7, 2015
DISCA: Discovering The Bottom? May 6, 2015
FOXA: Light at the End of the Investment Tunnel? May 6, 2015
Sprint: The House Is on Fire… But I Love the New Paint Job! May 5, 2015
DirecTV Q1 2015 Earnings: A Glimpse of the Future? May 5, 2015
DIS: F2Q Earnings Flash May 5, 2015
DISCA: 1Q15 Earnings Review Flash May 5, 2015
DIS: This Is What A Company Firing On All Cylinders Looks Like May 5, 2015
Comcast Q1 2015 Earnings: What’s the Story? May 4, 2015
AMCX: What A Difference A Year Makes (Part 2) May 4, 2015
AMCX: 1Q Earnings Review Flash May 4, 2015
Cablevision Q1 2015 Earnings: The FiOS Balancing Act May 4, 2015
VIAB: What A Difference A Year Can Make May 1, 2015
Charter Communications: As the World Turns May 1, 2015
Time Warner Cable: Back in the Saddle Apr 30, 2015
VIAB: F2Q Earnings Review Flash Apr 30, 2015
RGC: An Un-Majestic Quarter Apr 30, 2015
TWX: 1Q Earnings Review Flash Apr 29, 2015
Level 3 Q1 2015 Earnings: How Many Beats Will It Take? Apr 29, 2015
TWX: The First of Many? Apr 29, 2015
U.S. Theaters: Key Takeaways from CinemaCon 2015 Apr 28, 2015
T-Mobile Q1 2015 Earnings: Purple Reign Apr 28, 2015
U.S. Cable: Groundhog Day… Updating Our Sector Price Targets Apr 27, 2015
Verizon FiOS – Send Lawyers, Guns & Money – Part 2 - April 27, 2015 Apr 27, 2015
Is Netflix Killing TV Apr 23, 2015
U.S. Cable: It’s as Clear as Mud Now - April 23, 2015 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
The Spectrum Valuation Dilemma - April 14, 2015 Apr 14, 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
The Cable Landscape Shifts… Again - April 1, 2015 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
Apple TV, HBO, and the Unbundling of the Bundle - March 17, 2015 Mar 17, 2015
CBS: What’s The Deal with Cash Flow & Other Questions Mar 13, 2015
February Ratings – Not Lapping The Competition Like An Olympian - March 13, 2015 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
4Q National TV Ad Wrap – Reality Sets In - February 27, 2015 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
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
DISCA: Tepid Feb 19, 2015
CNK: A Hint of What’s to Come Feb 19, 2015
T-Mobile Q4 2014 Earnings: Will TMUS Finally Deliver Growth AND Profitability in 2015? Feb 19, 2015
DISCA: 4Q Earnings Review Flash Feb 19, 2015
DirecTV Q4 2014 Earnings: AT&T Needs DirecTV... but Does DirecTV Need AT&T? 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
SNI: What Happens If Ratings Roll Over? Feb 12, 2015
SNI: 4Q Earnings Review Flash Feb 12, 2015
RGC: Back to the Fundamentals We Go Feb 12, 2015
Zayo Q2 F2015 Earnings: A Solid Quarter, but is There a Chink in the Armor? Feb 11, 2015
TWX: 4Q Earnings Review Flash Feb 11, 2015
TWX: Predictably Predictable Feb 11, 2015
NFLX: No One Cares When You Are Winning, But... Feb 9, 2015
Sprint Q4 2014 Earnings: Burn Rate Feb 5, 2015
Charter Q4 2014 Earnings: Pippa the Bridesmaid Feb 5, 2015
Level 3 Q4 2014 Earnings: Smooth Sailing, and Guiding to More of the Same Feb 4, 2015
DIS: It’s Not Expensive When Numbers Are Too Low 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
VIAB: F1Q Earnings Review Flash Jan 29, 2015
Time Warner Cable: If TWC Has to Go It Alone, then... Jan 29, 2015
AT&T’s Balancing Act - January 28, 2015 Jan 28, 2015
Just Add Units! A Look At 4Q Spot Counts - January 28, 2015 Jan 28, 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
Verizon Q4 2014 Earnings: What, Me Worry? Jan 22, 2015
Google Wireless: All the Rides Are Free - January 22, 2015 Jan 22, 2015
Cable & Satellite 2015 Preview: Can We Please Talk About Something Other than Regulation? Jan 20, 2015
VIAB & DISH: Scale Tactics or Scare Tactics? Jan 20, 2015
4Q Media Preview: A Quarter To Forget Jan 14, 2015
U.S. Home Entertainment: Why Buy or Rent? Jan 12, 2015
U.S. Media: Hard to Look Forward Without Looking Back Jan 8, 2015
Of Tightropes and Pendulums - January 8, 2015 Jan 8, 2015
DISH’s OTT Offering: Ladies and Gentleman, Please Start Your Worrying! - January 6, 2015 Jan 6, 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
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
NFLX: Netflix Is Coming, Netflix Is Coming Dec 10, 2014
The Next Wave Takeaways - December 10, 2014 Dec 10, 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
Auction Tea Leaves - November 20, 2014 Nov 20, 2014
Broadcast Ratings: The Mendoza Line Update - November 19, 2014 Nov 19, 2014
U.S. Advertising: Of Course, It Is! Nov 18, 2014
VIAB: History Repeats? Nov 14, 2014
SEAS: Looking to Put This Summer In Rear-view Mirror Nov 13, 2014
VIAB: F4Q Earnings Review Flash Nov 13, 2014
SEAS: 3Q Earnings Review Flash Nov 12, 2014
3Q Ad Wrap – A Sign of More Trouble Ahead - November 10, 2014 Nov 10, 2014
Zayo Q1 F2015 Earnings: Incremental Insights into Incremental Returns Nov 7, 2014
CNK: Executing Through Tough Comps Nov 7, 2014
Cogent Q3 2014 Earnings: A Return to Normalcy? Nov 7, 2014
AMCX: Turn Nov 7, 2014
DIS: Time to Let FY2014 Go Nov 6, 2014
CNK: 3Q Earnings Review Flash Nov 6, 2014
SNI: 3Q Earnings Review Flash Nov 6, 2014
Cablevision Q3 2014 Earnings: The Two-Headed Monster Nov 6, 2014
DirecTV Q3 2014 Earnings: Is Satellite Hitting the Wall? 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
FOXA: One of The Few (Expected Beats) Nov 5, 2014
Level 3 Q3 2014 Earnings: The Smell of Bandwidth in the Morning Nov 5, 2014
TWX: 3Q Earnings Review Flash Nov 5, 2014
CBS: An In-Line Quarter* Nov 5, 2014
TWX: Writing It Down & Moving Ahead 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
VIAB: We’ve Seen This Movie Before Nov 3, 2014
Sprint Q2 F2014 Earnings: Does Sprint Have a Strategy? Nov 3, 2014
Time Warner Cable Q3 2014 Earnings: What Happens if the Deal Breaks? Oct 30, 2014
Charter Q3 2014 Earnings: The Calm Before the Storm Oct 29, 2014
CBS: Was Thursday Night NFL Worth It? Oct 29, 2014
FCC Alphabet Soup: Another Brick in the Wall - October 29, 2014 Oct 29, 2014
T-Mobile Q3 2014 Earnings: Why Can’t TMUS Get No Respect? Oct 28, 2014
RGC: An Unexpected Journey 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
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
Zayo Coverage Initiation Part II –A Close Look at Incremental Returns & Normalized Reinvestment Needs 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
Comcast, Title II, HBO, and the Grand Bargain - October 15, 2014 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
NBA – Nothing Beats Alternatives - October 7, 2014 Oct 7, 2014
U.S. Cable & Telecom: Occam’s Router [the Cable WiFi Story] Oct 5, 2014
U.S. Media – The Other Side of the Netflix Coin - October 3, 2014 Oct 3, 2014
DISCA: Who'll Stop the Rain? Oct 2, 2014
Scratching Head, Hidden Motive? - October 1, 2014 Oct 1, 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
U.S. Theaters: Guardians Save August, But Not Full 3Q Sep 19, 2014
Low Attendance = Low Ad Spend - September 19, 2014 Sep 19, 2014
U.S. Cable and Satellite: The Wall of Worry Sep 18, 2014
FOXA: Just Execute, Baby Sep 17, 2014
August C3 Ratings – See You in September? - September 16, 2014 Sep 16, 2014
NFLX: Getting Under the Hood of International Sep 11, 2014
Media Companies Are Ready for Some Football - September 5, 2014 Sep 5, 2014
U.S. Media: This Really is the Golden AGE of TV Sep 4, 2014
U.S. Wireless: A Fresh Look through the Lens of FCF Sep 4, 2014
U.S. Advertising: The Other 98% Sep 2, 2014
Title II: The Message of the Markets... Reminiscences of the Summer of 2010 - August 25, 2014 Aug 25, 2014
Sprint: Goodbye Framily, Hello Tiered Data (and Sorry Existing Sprint Customers) - August 19, 2014 Aug 19, 2014
SEAS: 2Q Earnings Review Flash Aug 13, 2014
SEAS: Seasick, But Sticking With Buy 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
2Q Ad Wrap: This Was No Boating Accident - August 8, 2014 Aug 8, 2014
AMCX: 2Q Earnings Review Flash Aug 7, 2014
SNI: Growing Appetite for Buybacks? Aug 7, 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
TWX: Time for the Plan Aug 6, 2014
TWX 2Q Earnings Review Flash Aug 6, 2014
VIAB: More Than Just Advertising Aug 6, 2014
VIAB F3Q Earnings Review Flash Aug 6, 2014
Sprint and T-Mobile: Withdrawal Symptoms Aug 6, 2014
Dish Network: Is DISH Now a Buyer Instead of a Seller? Aug 6, 2014
FOXA: DONE! Aug 6, 2014
CNK: 2Q Earnings Review Flash Aug 5, 2014
CNK: Latin America Proving Its Worth Aug 5, 2014
Cablevision: What Would It Take for CVC to Grow into Its Valuation? Aug 5, 2014
DIS: No Doubts Here Aug 5, 2014
FOXA/TWX: We Have Our Doubts – Part II - August 5, 2014 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
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
Charter: The Long and Winding Road Jul 31, 2014
Sprint: Can Sprint Survive on its Own? Does It Matter? Jul 30, 2014
When in Doubt, REIT - July 29, 2014 Jul 29, 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
NFLX: Now the Fun Starts Jul 22, 2014
Comcast: The Land of the Giants Jul 22, 2014
Verizon: The Rx for What Ails Wireless… Take Two Tablets and Call me in the Morning 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
U.S. Media: The Media M&A Merry Go ‘Round Begins - July 16, 2014 Jul 16, 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
The Bundling Fallacy - June 16, 2014 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
AT&T: The Art of Cutting by Not Raising - June 3, 2014 Jun 3, 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
Google Shows its Stripes - May 27, 2014 May 27, 2014
AT&T and DirecTV: What, Me Worry? - May 23, 2014 May 23, 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
AT&T, DirecTV, and Dish Network: The Life Boat - May 13, 2014 May 13, 2014
Sky Global: Rising Like A Phoenix - May 12, 2014 May 12, 2014
1Q National TV Advertising: Was It as Bad as It Felt? - May 12, 2014 May 12, 2014
CBS: Doing the Math May 9, 2014
Pay TV 1Q14 First Look: Cable Strikes Back May 8, 2014
SNI: Doing the Cost Growth Shuffle May 8, 2014
Dish Network: The End Game is Afoot May 8, 2014
FOXA: All Systems Go! May 8, 2014
Cablevision (CVC): Do Earnings Even Matter Anymore? May 8, 2014
AMCX: The Other Side of Not Providing Guidance May 8, 2014
DIS: Beaten Like a Rented Goalie May 7, 2014
AT&T and Verizon: Less than Meets the Eye? 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
DISCA: 1Q Earnings Review Flash May 6, 2014
DirecTV: Show Them A Little Leg May 6, 2014
VIAB: Adding an English Accent 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
AT&T and DirecTV: Strategy by Process of Elimination - May 1, 2014 May 1, 2014
TWX 1Q Review Flash Apr 30, 2014
Sprint: Hope, Dreams, and EIP Pixie Dust Apr 29, 2014
Charter and Comcast: The Bridesmaid and the Bouquet… A Summer of Love and a Springtime of Subscribers Apr 28, 2014
U.S. Media and Cable & Satellite: The Third Wave: Here Comes Reverse Retrans! 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
HBO & Amazon: Man Bites Dog and Other Headlines You Never See - April 23, 2014 Apr 23, 2014
AT&T: More than Just Accounting… but What’s Next? Apr 22, 2014
NFLX: Giving These Guys Credit Apr 22, 2014
Comcast: Time Is on Your Side Apr 22, 2014
AT&T and Cable: GigaWar or GigaSkirmish? - April 22, 2014 Apr 22, 2014
U.S. Telecom, Cable & Satellite - ROIC: Return to First Principles Apr 15, 2014
U.S. Media 1Q Preview: One Long and Unusual Quarter Apr 14, 2014
SEAS 1Q Preview: Roller Coaster Ride Continues Apr 14, 2014
AT&T, Cable, and Google Fiber: Spending Other People’s Money - April 10, 2014 Apr 10, 2014
FOXA: Conference Call Transcript Apr 9, 2014
Film Industry: A Look from Both Sides of the Screen Apr 7, 2014
U.S. Wireless: The Next Shoe Drops - April 7, 2014 Apr 7, 2014
Telecom Estimates Still Haven’t Come All the Way Back to Reality - April 3, 2014 Apr 3, 2014
TWX: It’s Like Deja Vu All Over Again Mar 31, 2014
Dish, DirecTV, and AT&T: M&A Connect-the-Dots - March 27, 2014 Mar 27, 2014
Comcast and Time Warner Cable: Is Bigger Better? Our Pro Forma Model Mar 26, 2014
Dish and DirecTV: Know What You're Up Against - March 26, 2014 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
Shock, Apathy, and Virtual MSOs: Why Isn’t Anyone Acting Worried? - March 10, 2014 Mar 10, 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
Disney and Dish: Sports Content Still King - March 4, 2014 Mar 4, 2014
AMC Networks: Chellooooooo Feb 28, 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
Comcast and Netflix: Man Bites Dog - February 24, 2014 Feb 24, 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
U.S. Wireless: A Sprint to the Bottom? [Conference Call Transcript] Feb 19, 2014
Google Fiber Expansion: How Big? - February 19, 2014 Feb 19, 2014
Scripps Networks: Growing More Like Its Peers Feb 17, 2014
Scripps Networks: 4Q Earnings Flash Feb 14, 2014
Regal: A Disappointing End To A Strong Year Feb 14, 2014
Discovery: Oh, Discovery Had Earnings? 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
Comcast and Time Warner Cable: View from the Media Side - February 13, 2014 Feb 13, 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
Sprint (S): Q4 2013 Earnings – The Cheering in the Stands 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
Time Warner Cable Q4 2013 Earnings: Little Bighorn Jan 30, 2014
Viacom: Moving EPS to $5.53 With Thesis Intact Jan 30, 2014
AT&T Q4 2013 Earnings: Domestic Help? Jan 28, 2014
Comcast Q4 2013 Earnings: Boardwalk Empire 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
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
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
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
SeaWorld: A Whale of a Quarter Nov 13, 2013
U.S. Media: Set Up To Fail? 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
Cablevision Q3 2013 Earnings: For Sale – Overpriced, Once-Proud Home in Once-Prime Neighborhood; Needs Lots of TLC. Willing to Negotiate. Nov 8, 2013
Disney: The Devil’s in the Details Nov 8, 2013
Cinemark: Setting Up Nicely for Next Year Nov 8, 2013
AMC Networks: Not What We Had In Mind, Part Deux Nov 7, 2013
Scripps Networks: Waiting For Food To Start Cooking Nov 7, 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
21st Century Fox: I Love It (I Don’t Care) Nov 6, 2013
U.S. Wireless: A First Look at Q3 Results... U.S. Wireless Service Revenue Growth Falls to Just 3.0% Nov 5, 2013
Charter Q3 2013 Earnings: Taking TWC to Charter School Nov 5, 2013
T-Mobile Q3 2013 Earnings: Is it Time to Start Taking T-Mobile Seriously? Nov 5, 2013
DirecTV Q3 2013 Earnings: Everything Old is New Again 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
Comcast Q3 2013 Earnings: Great Expectations Oct 30, 2013
Sprint Q3 2013 Earnings: Fixing Sprint Oct 30, 2013