RESEARCH

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Title Date
3Q21 SVOD Tracker: About That Pull Forward… Oct 15, 2021
Convergence Apocalypse? - October 14, 2021 Oct 14, 2021
U.S. Towers: Trading Around the Edges, and Why We Still Prefer SBA Oct 13, 2021
Activision: The Great Wall of Worry Oct 12, 2021
Facebook: Is This Time Different? Oct 11, 2021
AT&T: Finally Fairly Valued? Upgrading to Neutral Oct 7, 2021
Telecom and Cable & Satellite Marketing Deck Oct 5, 2021
Data Centers: Assessing the Impact of Developments across the Interconnection Landscape Oct 1, 2021
Comcast and Disney: Hulu Dancing Sep 30, 2021
Roku: What Are You Really Buying Here? Sep 28, 2021
U.S. Wireless: A Proprietary Deep Dive into iPhone 13 Promotions Sep 28, 2021
U.S. Media: Who Wins from Football’s Ratings Strength? – September 24, 2021 Sep 24, 2021
Disney: Live by Sub Adds, Die by Sub Adds – September 22, 2021 Sep 22, 2021
U.S. Broadband: History Rhymes Sep 21, 2021
U.S. Advertising: Can This Online Ad Feast Continue? Sep 15, 2021
Commercial Wireline Services: The Anti-Cycle Sep 14, 2021
Q2 2021 Cord-Cutting Monitor: Et Tu, Sports??? Sep 13, 2021
NFL: Will the Glue Continue To Be As Sticky? Sep 10, 2021
Altice USA: Too Many Ways to Win… A Sum of the Parts View Sep 8, 2021
QTS: Dropping Coverage Sep 1, 2021
U.S. Video Games: Booster Shots Aug 26, 2021
Wireless Q2 2021: When the Sugar High Fades Aug 19, 2021
Frontier: A Clearer Path... Updating our Target Price and Assessing Operational Data, Supply Chain, and Comps Aug 18, 2021
Disney: Earnings Recovery vs. Multiple Expansion Aug 13, 2021
Snap: Can They Keep This Growth Up? Aug 12, 2021
AMC Networks: Why the Secrecy? Aug 9, 2021
Cable One Q2 2021 Earnings: The Canary Sings Aug 9, 2021
Cinemark: Still Many More Questions Than Answers Aug 9, 2021
Dish Q2 2021 Earnings: The Long Farewell (of a Hunger Strike) Aug 9, 2021
ViacomCBS: Swimming in the Streaming Deep End Aug 6, 2021
Fox: Playing a Different Game Aug 5, 2021
EA: Flight to Safety? Aug 5, 2021
WPP: Need A Little More Convincing Aug 5, 2021
Roku: What Is the Revenue Model? Aug 5, 2021
Cogent Q2 2021 Earnings: The Twists and Turns on the Road to Normalcy Aug 5, 2021
Frontier Q2 2021 Earnings and Analyst Day: Charting the Course Ahead (And it Looks Pretty Interesting) Aug 5, 2021
Activision: A Tough Test Aug 4, 2021
Discovery: What’s The Rush? Aug 4, 2021
Lumen Q2 2021 Earnings and Apollo ILEC Deal: Sales (Divestitures) vs. Sales (Revenue) Aug 3, 2021
QTS Q2 2021 Earnings: Running Through the Tape Aug 3, 2021
U.S. Media: The End of Those Easy Compares Aug 2, 2021
SBA Q2 2021 Earnings: The Anticipation Builds Aug 2, 2021
TTWO F1Q'22 Earnings: Simple, Not Easy Aug 2, 2021
U.S. Media: Shouldn’t We Worry About the Box Office “Recovery”? - July 30, 2011 Jul 30, 2021
Charter Q2 2021: Thank Goodness for Simple Stories Jul 30, 2021
Comcast Q2 2021: Where Will All the Cash Go? Jul 29, 2021
CoreSite Q2 2021 Earnings: The Song Remains the Same Jul 29, 2021
Facebook: The Company You Keep? Jul 29, 2021
Digital Realty Q2 2021 Earnings: The Fruits of its Labor? Jul 29, 2021
American Tower Q2 2021 Earnings: The Portfolio Effect in Effect Jul 29, 2021
T-Mobile Q2 2021: The House or the Neighborhood? Jul 29, 2021
Alphabet: All the Right Moves Jul 28, 2021
Equinix Q2 2021 Earnings: What’s Left to Juice the Stock? Jul 28, 2021
CyrusOne Q2 2021 Earnings: Will a New CEO Merit a New Outlook? Jul 28, 2021
Altice USA Q2 2021: Choose Your Poison… Price or Volume? Jul 28, 2021
Lumen: Hasta La Vista, Baby... Implications of the Sale of its LatAm Unit Jul 26, 2021
Dish Network: The Worst Case Scenario is Off the Table; Upgrading to Neutral, TP $40 Jul 26, 2021
Snap and Twitter: For Once, Everyone Is a Winner Jul 23, 2021
AT&T Q2 2021 Earnings: Timing is Everything Jul 22, 2021
Interpublic: The Point of Difference Jul 21, 2021
Netflix: What If Conventional Wisdom Is Wrong? Jul 21, 2021
Verizon Q2 2021 Earnings: Good for Now… But Is It Sustainable? Jul 21, 2021
Crown Castle Q2 2021 Earnings: The Small Cell Dilemma Jul 21, 2021
Omnicom: Shedding an ICONic Business Jul 20, 2021
AT&T and Dish: Be Careful What You Wish For Jul 19, 2021
U.S. Towers and U.S. Data Centers: Judging Cross-Sector Valuations and Appeal Jul 16, 2021
Disney: What Happens When One World Opens As Another Slows? Jul 14, 2021
U.S. Cable: After the Gold Rush Jul 13, 2021
U.S. Streaming Media: What Is Your RPU? Jul 8, 2021
Cable Wireless: The Impact on TelCos Jul 6, 2021
Media & Internet Marketing Deck Jun 30, 2021
Netflix: Can Netflix Become Disney Faster than Disney Becomes Netflix? Jun 29, 2021
U.S. Theaters: It’s All About The Windows Jun 25, 2021
Ready Player MN: Initiating Coverage of U.S. Video Game Publishers Jun 24, 2021
Takeaways from Equinix’s 2021 Analyst Day Jun 24, 2021
It’s Time to Take Cable’s Wireless Business Seriously Jun 17, 2021
Highlights from REITweek 2021 Management Meetings Jun 10, 2021
U.S. Advertising: Did You Hear the One About the Upfront Going Away? Jun 10, 2021
Cogent: Is an Inflection on the Horizon? Raise TP to $84, Maintain Buy Rating Jun 7, 2021
Data Centers: What are the Takeaways from Blackstone’s Acquisition of QTS? Jun 7, 2021
U.S. Broadband: The Headwind of Fiber Overbuilds and the Tailwind of Stimulus Jun 3, 2021
Lumen: You Think I Ain’t Worth a Dollar, but I Feel Like a Millionaire... Raising TP to $10, Maintain Sell Rating Jun 1, 2021
Q1 2021 Cord-Cutting Monitor: Meet the New Boss, Same as the Old Boss May 27, 2021
Discovery: Stuck In A Moment; Downgrade to Neutral May 24, 2021
Wireless Q1 2021: AT&T Unchained? May 21, 2021
Discovery: Above the Globe…and Beyond! May 18, 2021
T and DISCA: "News, Sports and Discovery" May 17, 2021
Disney: A Long Time Ago in a Galaxy Far, Far Away May 14, 2021
U.S. Media & Internet: What Happens When the World Reopens? May 11, 2021
AMC Networks: Stop Us If You’ve Heard This One Before May 10, 2021
Cinemark: Deals in Hand, Problem Solved? May 10, 2021
ViacomCBS: The First Step Up The Mountain May 7, 2021
Roku: Selling the Shovels May 7, 2021
Fox: Thursday Night Lite May 6, 2021
Cable One Q1 2021 Earnings: The Margin Story May 6, 2021
Towers Marketing Deck May 5, 2021
Lumen Q1 2021 Earnings: What Went Wrong, and What Might Go Right May 5, 2021
Internet Infrastructure Marketing Deck May 5, 2021
Data Center Marketing Deck May 5, 2021
Frontier: Assigning Buy Rating and Target Price of $31 May 4, 2021
T-Mobile Q1 2021 Earnings: The Anxious Twilight of LTE May 4, 2021
Twitter: The Math Doesn't Make Sense? Apr 30, 2021
Charter Q1 2021 Earnings: A Return to First Principles? Apr 30, 2021
Frontier Q1 2021 Earnings: Welcome Back Apr 30, 2021
Dish Network Q1’21 Earnings: About that Amazon Deal… Apr 29, 2021
Comcast Q1 2021 Earnings: Let's Get Stimulated! Apr 29, 2021
CoreSite Q1 2021 Earnings: Not Yet Humming Apr 29, 2021
Facebook: Do Not Track? Apr 29, 2021
Interpublic and WPP: The V-Shaped Agency Recovery Apr 29, 2021
American Tower Q1 2021 Earnings: Chugging Along, with Drivers for the Future Falling into Place Apr 29, 2021
Discovery: Proving the Discovery Difference Apr 29, 2021
Digital Realty Q1 2021 Earnings: Growth Cross-Currents Apr 29, 2021
Alphabet: Two Years + Three Tailwinds = $2,800 PT Apr 28, 2021
Altice USA Q1 2021 Earnings: Price versus Volume Apr 28, 2021
Cogent Q1 2021 Earnings: Closer to a Turn? Apr 28, 2021
Equinix Q1 2021 Earnings: Slower, but Sustainable? Apr 28, 2021
CyrusOne Q1 2021 Earnings: Is the New Leadership Team Making Progress? Apr 28, 2021
QTS Q1 2021 Earnings: Can QTS Keep It Up? Apr 27, 2021
AT&T and Verizon: Holding Pattern? Downgrading Verizon to Neutral Apr 27, 2021
U.S. Media: The Plot Twists Keep Coming! Upgrading ViacomCBS to Neutral Apr 26, 2021
SBA Q1 2021 Earnings: All Eyes On 2022 Apr 26, 2021
Snap: And It Gets Better From Here Apr 23, 2021
AT&T Q1'21 Earnings: A War on Three Fronts Apr 22, 2021
Netflix: Is Streaming a Good Business? (Part 2) Apr 21, 2021
Omnicom: The First of Many? Apr 21, 2021
Verizon Q1’21 Earnings: Is Good Enough Good Enough? Apr 21, 2021
Crown Castle Q1 2021 Earnings: Moving in the Right Direction Apr 21, 2021
A Semi-Precious Stone in the Rough... Initiating Coverage of Frontier Apr 19, 2021
Fox: Why We Remain Bullish Apr 19, 2021
Altice USA: How Long is ATUS’s Broadband Runway? A Peek through the Lens of Proprietary Market Share Data Apr 16, 2021
U.S. Media: Is Streaming a Good Business? Apr 14, 2021
Dish Network: Revisiting the Logic of a Satellite Merger Apr 13, 2021
U.S. Towers: Revisiting Key Growth Drivers and Reassessing Valuations Apr 12, 2021
Is Starlink a Substitute for, or a Supplement to, Wired Broadband? Apr 5, 2021
Data Centers: What Insights Can ROIC Reveal About Performance and Valuation? Mar 31, 2021
U.S. Advertising: The Case for Our Wide-Eyed Optimism Mar 31, 2021
U.S. Media: A Return of the “Haves” and “Have-Nots”; Downgrade VIAC to Sell Mar 25, 2021
U.S. Sports: The NFL Spikes the Ball Mar 19, 2021
U.S. Broadband: Stimulus to the Rescue? Mar 16, 2021
U.S. Wireless: Seven Takeaways from Three Analyst Days Mar 15, 2021
WPP: In the End, It Just Wasn’t That Bad Mar 12, 2021
ViacomCBS: Climbing a Mountain of Worries Mar 11, 2021
Disney: ESPN Lacing Up Their Skates Again – March 11, 2021 Mar 11, 2021
Commercial Wireline Services: Will the Recovery be Good, or Bad, for Incumbents? Mar 9, 2021
Roku: Is It AOL or Is It Netflix? Mar 8, 2021
Wireless Q4 2020: That Which is Unsustainable… Mar 5, 2021
Q4 2020 Cord-Cutting Monitor: Revisiting the Value Chain Mar 2, 2021
Cinemark: Will Share Gains Be Enough? Mar 1, 2021
AMC Networks: Not The Walking Dead? Mar 1, 2021
Twitter: They Are Not Who We Thought They Were Feb 26, 2021
ViacomCBS: Mission Impossible? Feb 25, 2021
Cable One Q4 2020 Earnings: The High Price of a High Valuation? Feb 25, 2021
U.S. Telecom: Aftershocks from the C-Band Auction Feb 25, 2021
American Tower Q4 2020 Earnings: Looking Out Over the Sprint Churn Hump Feb 25, 2021
Cogent Q4 2020 Earnings: Searching for a Bottom Feb 25, 2021
Snap: They Are Who We Thought They Were Feb 24, 2021
Discovery: A New Growth Company? Feb 23, 2021
SBA Q4 2020 Earnings: The Shape of the “U” Feb 22, 2021
Dish Network Q4 2020 Earnings: When Will We Learn about Financing? Feb 22, 2021
Roku: Hunting for Impressions Feb 19, 2021
Omnicom: Easy Comps & Longer Term Challenges Feb 18, 2021
Digital Advertising: Will Apple Be Poisonous? Feb 17, 2021
CyrusOne Q4 2020 Earnings: A Good Q4... Whither 2021? Feb 17, 2021
QTS Q4 2020 Earnings: Blowout* Feb 16, 2021
Disney: Three Different Mice Feb 12, 2021
Digital Realty Q4 2020 Earnings: The Repositioning Shining Through Feb 11, 2021
Interpublic: Rather Be Early (Part 2) Feb 11, 2021
Twitter: Signs of Green Shoots; Upgrade to Neutral Feb 10, 2021
Equinix Q4 2020 Earnings: Confidence vs. Caution Feb 10, 2021
Lumen Q4 2020 Earnings: Focus on Fundamentals Feb 10, 2021
Altice USA Q4 ’20 Earnings: Same Debate, Different Day Feb 10, 2021
Fox: Will Frustration Lead To More Action? Feb 9, 2021
U.S. Media: Will Going OTT Burst The Sports Bubble? Feb 8, 2021
Snap: Doubling Down on Growth Feb 5, 2021
T-Mobile Q4 2020 Earnings: Balance Sheet Wars? Feb 4, 2021
U.S. Media: Should We Worry About Sports Ratings? Feb 4, 2021
CoreSite Q4 2020 Earnings: Slowly Gathering the Necessary Ingredients Feb 4, 2021
Alphabet: Disclosing a Much Better Story Feb 3, 2021
Cogent: A Revenant, Not a Dead Man Walking... Upgrade to Buy, Target Price $69 Feb 3, 2021
High Voltage: Some Thoughts on SBA’s Deal with PG&E Feb 3, 2021
Charter Q4 2020 Earnings: Can Growth be Sustained? Jan 29, 2021
Facebook: Exit Velocity Jan 28, 2021
Comcast Q4 2020 Earnings: Flex versus Peacock Jan 28, 2021
AT&T Q4 2020 Earnings: Something's Gotta Give Jan 27, 2021
Discovery+: International Markets Are Complicated, but Represent a Vast Opportunity – January 27, 2021 Jan 27, 2021
Crown Castle Q4 2020 Earnings: Positioned to Lead in Tower Growth? Jan 27, 2021
Verizon Q4 2020: After the Auction Jan 26, 2021
4Q20 SVOD Tracker: I’ll Be Streaming for Christmas? Jan 22, 2021
Dish Network: The U.S. Auction, and Lessons from Japan Jan 20, 2021
Netflix: The Residue of Design Jan 20, 2021
American Tower: Exploring Europe... What Should We Make of the Telxius Towers Acquisition? Jan 19, 2021
U.S. Media & Internet: Blue Skies for Now; Upgrading Discovery and Snap to Buy Jan 15, 2021
Data Centers: Positioning for 2021 and Beyond Jan 14, 2021
Twitter: The Dark Side of the Trump Bump Jan 11, 2021
The 5G Winner’s Curse (Part II): The Rhyme of History – January 11, 2021 Jan 11, 2021
U.S. Media: Our Virtual Visit to an Altered Universe Jan 5, 2021
The 5G Winner’s Curse? - January 4, 2021 Jan 4, 2021
U.S. Cable & Satellite and Telecom: A Year in Review, and a Year in Preview Dec 21, 2020
Communications Infrastructure: 2020 Review and 2021 Outlook Dec 21, 2020
WPP: Turning It Around? Dec 18, 2020
Broadband 2021: Where Are All the Subs Coming From? Dec 16, 2020
Disney: “If It Was Easy, Everyone Would Do It” Dec 11, 2020
RDOF Auction Results: Money for Nothing? Implications for Lumen, Charter, Satellite, Towers, and Others Dec 8, 2020
The C-Band Auction: And So it Begins… - December 8, 2020 Dec 8, 2020
Disney: Do You Believe in Magic? (Act 2) Dec 7, 2020
AT&T & U.S. Theaters: Suicide Squad? – December 4, 2020 Dec 4, 2020
U.S. Towers: Taking a Fresh Look at 2021 and Beyond Dec 4, 2020
Discovery: Is discovery+ More Like CBS All Access or Disney+? – December 3, 2020 Dec 3, 2020
Wireless Q3 2020: The Spoils of a Three Player Market? Upgrading Verizon to Buy, Raising TP to $66 Dec 2, 2020
U.S. Advertising: That Was Unexpected! Nov 24, 2020
5G Summit: The Road to Revolution - Key Takeaways Nov 23, 2020
U.S. Towers: What Should We Make of Crown Castle’s Deal with Dish Network? Nov 23, 2020
Q3 2020 Cord-Cutting Monitor: Are We Finding a Floor? Nov 19, 2020
Takeaways from REITworld 2020 Management Meetings Nov 19, 2020
U.S. Media: The Day the Windows Broke – An Update – November 17, 2020 Nov 17, 2020
Digital Advertising: It’s Good to Be Small & Medium Nov 16, 2020
Disney: The Disney Rorschach Test Nov 13, 2020
ViacomCBS: Walking the Transformation Tightrope Nov 9, 2020
Cinemark: Can Dynamic Windowing Be A Good Thing? Nov 6, 2020
Roku: Stream On, Dream On Nov 6, 2020
Discovery: The Discovery Difference? Nov 6, 2020
Dish Network Q3 2020 Earnings: What Have We Learned? Nov 6, 2020
Cogent Q3 2020 Earnings: COVID Winner to COVID Loser to COVID What? Nov 5, 2020
T-Mobile Q3 2020 Earnings: From 3G Worst to 5G First Nov 5, 2020
Cable One Q3 2020 Earnings: Twin Pillars Nov 5, 2020
Fox: Is the Trump News Network to Blame? Nov 4, 2020
Lumen Q3 2020 Earnings: Hangin’ Tough Nov 4, 2020
AMC Networks: Needing a Bigger “Life” Boat? Nov 3, 2020
SBA Q3 2020 Earnings: The Last Best Hope Nov 2, 2020
Charter Q3 2020 Earnings: The Big Pull-Forward? Oct 30, 2020
Online Advertising: Easy Money Oct 30, 2020
Comcast Q3 2020 Earnings: Pet Rock Oct 29, 2020
WPP: Does the V Look Like a U for Now? Oct 29, 2020
American Tower Q3 2020 Earnings: End of an Era? Oct 29, 2020
Altice USA Q3 2020 Earnings: The M&A Exit? Oct 29, 2020
Digital Realty Q3 2020 Earnings: Portfolio Evolution Oct 29, 2020
CoreSite Q3 2020 Earnings: A Return to Normalcy Oct 29, 2020
Omnicom: Enough Already, Upgrade to Neutral from Sell Oct 28, 2020
CyrusOne Q3 2020 Earnings: Ride ‘Em On Down Oct 28, 2020
Equinix Q3 2020 Earnings: What is an Unassailable Position Worth? Oct 28, 2020
QTS Q3 2020 Earnings: Conditioning Investors Oct 26, 2020
Interpublic: Rather Be Early Than Late; Upgrade to Buy Oct 22, 2020
AT&T Q3 2020 Earnings: What Did AT&T See? Oct 22, 2020
Snap: As If 2020 Never Happened Oct 21, 2020
Crown Castle Q3 2020 Earnings: Confirming Fears? Oct 21, 2020
Verizon Q3 2020: The Many Riddles of 5G Oct 21, 2020
Netflix: Netflix and Chill Oct 21, 2020
U.S. Media & Internet: Of Tailwinds & Bubbles? Oct 19, 2020
MN 3Q20 SVOD & AVOD Tracker: The Afterglow? Oct 14, 2020
The Incredible Shrinking AT&T... A Sum of the Parts View Oct 13, 2020
U.S. Data Centers: What Risks Should We be Focused On? Oct 13, 2020
5G is Here… Sort of: Takeaways from Apple’s iPhone 12 Launch - October 13, 2020 Oct 13, 2020
Disney: Reorganizing and Accelerating Pivot to Direct-to-Consumer – October 13, 2020 Oct 13, 2020
U.S. Theaters: Unten(et)able? Oct 9, 2020
Spectrum, the Swamp, and Chaos in Washington: Your Tax Dollars at Work - October 7, 2020 Oct 7, 2020
Finally, a Good Valuation Comp for Cogent? Oct 6, 2020
Dish Network: The Wholesale versus Retail Dilemma Oct 1, 2020
Disney: A Lifeboat, But At What Price? Oct 1, 2020
U.S. Digital Advertising: Are Even the Bulls Too Low? Sep 29, 2020
Roku: Is the +20% Move Justified Post the NBCU Deal? Sep 23, 2020
American Tower and T-Mobile: Understanding the MLA, and Trimming Tower Forecasts to Account for It Sep 21, 2020
U.S. Media: Too Much Of A Good Thing? – September 17, 2020 Sep 17, 2020
U.S. Media and Internet: Capital Markets 101? Sep 16, 2020
Verizon Enters (and Tracfone Exits) the Pre-paid Market: Takeaways from Our Conversation with CFO Matt Ellis Sep 14, 2020
Some Thoughts on CenturyLink Rebranding as Lumen Sep 14, 2020
U.S. Media: An NFL Season Like No Other! Sep 10, 2020
Q2 2020 Broadband: The Footprint Expansion Game Sep 10, 2020
U.S. Towers: Returning to Returns... How Do Crown Castle and its Fiber Business Stack Up? Sep 2, 2020
U.S. Advertising: Explaining the Inexplicable Aug 31, 2020
WPP: Time Now to Compare and Contrast Aug 28, 2020
Fox: Is It Time to Sell the Broadcast Assets? Aug 24, 2020
Commercial Wireline Services: Has the Worst Passed, or is This the Calm Before the Storm? Aug 21, 2020
Wireless Q2 2020: Chasing T-Mobile Aug 19, 2020
Cogent: A Disappointing Q2, But Not the End of the Story... Upgrading to Neutral Aug 16, 2020
U.S. Media & Internet: A Tale of Two Tales Aug 13, 2020
Q2 2020 Cord-Cutting Monitor: The Second Cycle Aug 12, 2020
ViacomCBS: Can They Get To The Other Side? Aug 7, 2020
Dish Network Q2 2020 Earnings: How Safe is Dish’s Rural Stronghold? Aug 7, 2020
Cogent Q2 2020 Earnings: First Look Post-COVID Aug 6, 2020
T-Mobile Q2 2020 Earnings: Come On In, the Water’s Fine Aug 6, 2020
Roku: Feels Like the First Time Aug 6, 2020
Cable One Q2 2020 Earnings: Closing the Gap Aug 6, 2020
AMC Networks: Summing Up A Quarter Aug 5, 2020
CenturyLink Q2 2020 Earnings: COVID Cross-Currents Aug 5, 2020
Disney and Fox: What’s My Narrative? Aug 5, 2020
Discovery: Can the SUV Float? Aug 5, 2020
Cinemark: Can PVOD Terms Still Improve? Aug 4, 2020
SBA Q2 2020 Earnings: How Similar to its Peers? Aug 3, 2020
Alphabet and Facebook: Letting the Numbers Do the Talking Jul 31, 2020
Charter Q2 2020 Earnings: De-risking Broadband Jul 31, 2020
American Tower Q2 2020 Earnings: Mid-Year Checkup Jul 30, 2020
CoreSite Q2 2020 Earnings: Mojo on the Horizon? Jul 30, 2020
Digital Realty Q2 2020 Earnings: Strutting its Stuff Jul 30, 2020
Comcast Q2 2020 Earnings: Growth versus Value Jul 30, 2020
Altice USA Q2 2020 Earnings: The “Can It Grow” Debate Jul 30, 2020
Equinix Q2 2020 Earnings: Powering Ahead Jul 29, 2020
Crown Castle Q2 2020 Earnings: What Happens Next? Jul 29, 2020
Interpublic: Crisis Management Jul 29, 2020
CyrusOne Q2 2020 Earnings: Swimming with the Tide? Jul 29, 2020
U.S. Media: The Day the Windows Broke – July 29, 2020 Jul 29, 2020
Omnicom: OMG, OMC Jul 28, 2020
U.S Media & Internet: As Clear As Mud! Jul 28, 2020
QTS Q2 2020 Earnings: So, Just How Good? Jul 27, 2020
Verizon Q2 2020 Earnings: Strategy versus Execution Jul 24, 2020
AT&T Q2 2020 Earnings: Fewer Degrees of Freedom Jul 23, 2020
Twitter: Playing in Traffic Jul 23, 2020
Snap: The Data Doesn't Fit the Narrative Jul 22, 2020
U.S. Data Centers: Is Past Prologue? A Close Look at AFFO per Share Trends Jul 21, 2020
Green Lights and Yellow Flags: Initiating Coverage of Roku at Neutral Jul 20, 2020
Netflix: Pull Forward & Wait Jul 17, 2020
The Fallacy of Marginal Cost Advantage: Part II - July 15, 2020 Jul 15, 2020
MN Quarterly SVOD Tracker: From War to Peace? Jul 14, 2020
U.S. Media: Say Goodbye to Those Empty vMVPD Calories Jul 13, 2020
Charter Enters the Rural Subsidies Game… Winners and Losers - July 13, 2020 Jul 13, 2020
Some Thoughts on Crown Castle’s Fiber Segment Jul 7, 2020
Cable and the Democrats: What Are We Afraid Of? - July 7, 2020 Jul 7, 2020
The Fallacy of Marginal Cost Advantage - July 1, 2020 Jul 1, 2020
Comcast: Sky Diving Jun 29, 2020
Cogent: Still a Sell? Jun 26, 2020
U.S. Media: The Thrill of Victory or The Agony of Defeat? – June 26, 2020 Jun 26, 2020
U.S. Media: 2Q U.S. Ad Trends Not As Bad As Feared Jun 18, 2020
U.S. Towers: The Most Important Risks Jun 15, 2020
Dish Network and T-Mobile: What Is Charlie Up To? - June 15, 2020 Jun 15, 2020
U.S. Media: TV Ratings – Back Down to Earth? – June 12, 2020 Jun 12, 2020
U.S. Video Consumer Spend: The Great Deflation Debate Jun 11, 2020
Wireless Q1 2020: Can We Avoid Another Price War? Jun 8, 2020
Cinemark: Doing What They Can Jun 4, 2020
Takeaways from REITweek 2020 Management Meetings Jun 4, 2020
Starry: 5G Fixed Wireless Broadband in the Age of Coronavirus – June 2, 2020 Jun 2, 2020
U.S. Media: Broken Windows & Empty Seats: The Future of the Film Industry? Jun 1, 2020
CenturyLink: The Risks of Even a Brief Recession... Lowering TP to $7, Maintain Sell May 28, 2020
Broadband Q1 2020: Broadband in the Era of COVID-19; A Proprietary Peek at Market Share Trend Data May 27, 2020
U.S. Advertising: The Shape of Recovery May 26, 2020
Cable One Q1 2020 Earnings: Still Searching for Theories May 11, 2020
ViacomCBS: Pull in the Reins May 8, 2020
Q1 2020 Cord-Cutting Monitor: Pay TV Catches COVID May 8, 2020
Fox and Discovery: Can Opposites Be Attractive? May 7, 2020
Dish Network Q1 2020 Earnings: An Inconvenient Truth May 7, 2020
Cogent Q1 2020 Earnings: Backdoor Netflix? May 7, 2020
Digital Realty Q1 2020 Earnings: The New Digital Realty May 7, 2020
Disney: Fast-Forward to FY2022 May 6, 2020
Equinix Q1 2020 Earnings: Positioned for the Crisis and Beyond May 6, 2020
T-Mobile Q1 2020 Earnings: UFO or Murder Hornet? May 6, 2020
CenturyLink Q1 2020 Earnings: How Cyclical? May 6, 2020
AMC Networks: Our Song Remains The Same May 6, 2020
SBA Q1 2020 Earnings: WACC vs. Growth May 5, 2020
Disney: A Long and Winding Road; Downgrade to Neutral May 4, 2020
CenturyLink: Revising Model to Account for Change in USF Accounting and Customer Assignments May 1, 2020
Charter Q1 2020 Earnings: Asymptomatic… or Better? May 1, 2020
Facebook: More of the Same Apr 30, 2020
WPP: What is “Normal”? Apr 30, 2020
Twitter: Really? Apr 30, 2020
Altice USA Q1 2020 Earnings: Epicentricity Apr 30, 2020
CoreSite Q1 2020 Earnings: Weathering the Storm Apr 30, 2020
Comcast Q1 2020 Earnings: Winners, Losers, and Comcast Apr 30, 2020
American Tower Q1 2020 Earnings: Mostly Quarantined Apr 29, 2020
CyrusOne Q1 2020 Earnings: A Texas Twang Mixed with a European Accent Apr 29, 2020
Crown Castle Q1 2020 Earnings: Holding the Line Apr 29, 2020
Alphabet: Curb Your Enthusiasm? Apr 29, 2020
Omnicom: Waiting for the Smoke to Clear (Version 2) Apr 28, 2020
U.S. Media: What Are We Watching Now? – April 28, 2020 Apr 28, 2020
QTS Q1 2020 Earnings: Vaccinated Apr 27, 2020
Verizon Q1 2020 Earnings: The "V" in MANCAVE Apr 24, 2020
U.S. Media: Say Goodbye to Hollywood Apr 24, 2020
Snap: The Shape of Things To Come? Apr 22, 2020
Netflix: The Perfect Storm Redux Apr 22, 2020
AT&T Q1 2020 Earnings: Testing, Testing, Testing Apr 22, 2020
Interpublic: Waiting for the Smoke to Clear Apr 22, 2020
Ad Agencies: Prepare Yourself. This Will Be Bumpy. Apr 21, 2020
U.S. Data Centers: Interpreting Current Valuations, and Implications of the Pandemic Apr 20, 2020
Comcast: The Trouble With Complicated Stories Apr 20, 2020
MN Quarterly SVOD Tracker: The Perfect Storm Apr 17, 2020
Online Advertising: It’s All Relative Now! Apr 16, 2020
Dish Network: Petri Dish… Cutting TP to $15 Apr 14, 2020
Charter (CHTR): It’s Good to Be Cable; Our COVID-19 Recession Model Apr 9, 2020
U.S. Towers: Recalibrating Multiples and Forecasts... Upgrade SBAC to Buy, Maintain AMT and CCI at Neutral Apr 7, 2020
U.S. Sports: The Cost of Everything and the Value of… Everything Apr 6, 2020
AT&T: How Safe is the Dividend? Apr 3, 2020
Sprint: Discontinuing Coverage Apr 2, 2020
U.S. Media: How Deep? How Long? Apr 1, 2020
ViacomCBS: Maybe It’s Time to Let the Old Ways Die? Mar 27, 2020
Commercial Wireline Services: Staring into the Abyss Mar 25, 2020
Twitter: The First of Many Mar 24, 2020
Disney: Sizing the Disney+ International Opportunity Mar 24, 2020
New T-Mobile: First Among Equals? Our Pro Forma Model for the Age of Coronavirus and Recession Mar 23, 2020
Cinemark: Swimming Naked? Mar 20, 2020
Telecom, Cable, & Satellite: A COVID-19 Scorecard Mar 19, 2020
Disney: From Great to Good to Bad to Ugly Mar 17, 2020
SpaceX/Starlink and RDOF: A Match Made in the Heavens? Mar 13, 2020
U.S. Media & Internet: Assessing the Recession Risk Mar 12, 2020
U.S. Media: The NBA Calls Time Out Mar 12, 2020
Zayo: Dropping Coverage Mar 9, 2020
Wireless Q4 2019: The New T-Mobile, the State of the Industry, and the 5G “White Space” Mar 9, 2020
U.S. Theaters: Answering Some Outstanding Coronavirus Questions – March 6, 2020 Mar 6, 2020
U.S. Media: Watching the Slow Death of Linear TV… Live (2019 Edition) Mar 3, 2020
Coronavirus, Bernie Sanders, and the Curious Case of Clarence Thomas Mar 3, 2020
Crown Castle: How Does Its New Accounting Work, and What Does It Mean? Mar 2, 2020
WPP: WTF WPP? Mar 2, 2020
Broadband Q4 2019: A Deep Dive into Alternative Fixed Wireless Broadband Architectures Mar 2, 2020
Discovery: The Start of the Second Act? Feb 28, 2020
Cable One Q4 2019 Earnings: How to Explain the Inexplicable? Feb 27, 2020
Cogent Q4 2019 Earnings: Past the Growth Bottom? Feb 27, 2020
AMC Networks: Where Are We Headed? Feb 27, 2020
Crown Castle Q4 2019 Earnings: Silly Accountants... Feb 26, 2020
American Tower Q4 2019 Earnings: Two Key Topics Feb 25, 2020
Cinemark: What Is Now Priced In? Feb 24, 2020
Will the Rollback of Section 230 Kill Ad-Supported Internet Stocks? – February 24, 2020 Feb 24, 2020
ViacomCBS: A House Built On Sand? Feb 21, 2020
SBA Q4 2019 Earnings: A Look at the New Tower Leasing Landscape Feb 20, 2020
CyrusOne Q4 2019 Earnings: M&A Whiplash Feb 19, 2020
Q4 2019 Cord-Cutting Monitor: The Great Unwind Feb 19, 2020
Dish Q4 2019 Earnings: Now Comes the Hard Part Feb 19, 2020
Netflix: Conquering the World, But At What Cost? Feb 18, 2020
QTS Q4 2019 Earnings: Both Sides of the Coin Feb 18, 2020
CenturyLink: Aligning Our Rating with the Fundamentals... Downgrade to Sell, TP $10 Feb 18, 2020
Digital Realty Q4 2019 Earnings: Slimming Down and Bulking Up Feb 13, 2020
Interpublic: Safety in Numbers? Feb 12, 2020
Altice USA Q4 2019 Earnings: Altice’s Wireless Strategy Just Got a Lot More Interesting Feb 12, 2020
Equinix Q4 2019 Earnings: PMs vs. Analysts Feb 12, 2020
CenturyLink Q4 2019 Earnings: Better Off Waiting? Feb 12, 2020
Omnicom: Same As It Ever Was Feb 11, 2020
T-Mobile and Sprint: And Then There Were Three… or Four. What the Deal Means for T-Mobile, Dish Network, Verizon and AT&T, the Towers, and Cable Feb 11, 2020
Fox: The Page Has Been Turned Feb 6, 2020
CoreSite Q4 2019 Earnings: Is the Turn Finally Coming? Feb 6, 2020
Twitter: Numbers Get Cut As Stock Races Up! Feb 6, 2020
T-Mobile Q4 2019 Earnings: Heads-I-Win/Tails-I-Win, Redux Feb 6, 2020
Disney: The Disney Difference Feb 5, 2020
Snap: Closing the Monetization Gap Feb 5, 2020
Alphabet: To Be Real Feb 4, 2020
Comcast: Less than Zero? Upgrading To Buy Feb 4, 2020
Zayo: Q2 F2020 Earnings: Good Night, and Good Luck Feb 4, 2020
U.S. Media: Get Those Lifeboats Ready Feb 3, 2020
Charter Q4 2019 Earnings: Wireless Manifest Destiny Jan 31, 2020
Cogent: What a Difference Six Weeks Makes… Downgrading to Sell, TP $56 Jan 30, 2020
Facebook: The Long & Winding Road Up and to the Right Jan 30, 2020
Verizon Q4 2019 Earnings: Bucking Some Trends… Getting Bucked by Others Jan 30, 2020
AT&T Q4 2019 Earnings: Two Clocks Jan 27, 2020
Sprint CQ4 2019 Earnings: What’s Left to Say? Jan 27, 2020
CenturyLink: Understanding the Pros and Cons of RDOF… Mostly Cons but With a Nice $500M Win Jan 23, 2020
Comcast Q4 2019 Earnings: Proud as a Peacock Jan 23, 2020
U.S. Towers: The Case for Crown Castle? Jan 21, 2020
MN Quarterly SVOD Tracker: The First Battle Jan 17, 2020
AT&T: How Bad Could It Get for WarnerMedia? Jan 16, 2020
U.S. Media: 20-20 Vision, This Time is Different Jan 15, 2020
ViacomCBS: Stuck In The Middle? Initiate at Neutral Jan 15, 2020
Altice USA: Is Altice USA Still a Buy? Jan 7, 2020
Communications Infrastructure: 2019 Review and 2020 Outlook - December 20, 2019 Dec 20, 2019
Cable & Satellite and Telecom: A Year in Review, and a Year in Preview - December 20, 2019 Dec 20, 2019
U.S. Media: Life During Wartime Dec 19, 2019
Cogent: What Should We Make of This Extremophile? Dec 16, 2019
Broadband Q3 2019: Revisiting Competitive Dynamics Dec 16, 2019
U.S. Advertising: Past the Tipping Point Dec 13, 2019
Data Centers: 2020 Outlooks and the Search for Edge Dec 9, 2019
Wireless Q3 2019: Cable Starts to Matter Dec 4, 2019
U.S. Pay TV and U.S. Media: Cord-Cutting Summit 2019 Takeaways Dec 2, 2019
CenturyLink: Definitely Maybe Nov 25, 2019
Online Advertising: Screw DAUs, Follow the Money Nov 25, 2019
AT&T: What Do You Have to Believe? Downgrading to Sell, Target Price $30 Nov 19, 2019
U.S. Media: Are Studios Going To Buy Exhibitors? Looking To Clarify Some Misconceptions Around Paramount Decrees Termination – November 19, 2019 Nov 19, 2019
Lessons from the C-Band: The C is for “Caveat Emptor” - November 19, 2019 Nov 19, 2019
HBO Max: The Big Bang or “A Show About Nothing”? Nov 18, 2019
Viacom: Less Drama, More Answers Nov 15, 2019
Q3 2019 Cord-Cutting Monitor: Live Is Dead Nov 13, 2019
CBS: The Good Fight Nov 13, 2019
FB, PYPL, Square: Facebook Pay – Good for Facebook, Good and Could Be Better for PayPal, Non-Event for Square Nov 13, 2019
Disney: It Just Doesn't Matter Nov 8, 2019
Discovery: Moving On To What Comes Next Nov 7, 2019
Fox: Please Keep Turning the Page Nov 7, 2019
Cogent Q3 2019 Earnings: Revenue vs. Margins Nov 7, 2019
Cable One Q3 2019 Earnings: What's Embedded in CABO's 16x (16x!) EBITDA Multiple? Nov 7, 2019
Dish Q3 2019 Earnings: The Pay TV Rorschach Test Nov 7, 2019
CenturyLink Q3 2019 Earnings: Upside Surprise? Nov 6, 2019
Zayo Q1 F2020 Earnings: A Walk Down Memory Lane Nov 6, 2019
Cinemark: Is It Time to Worry About Streaming Yet? Nov 6, 2019
Altice USA Q3 2019 Earnings: What Could Derail the Rally? Could This? Nov 5, 2019
Sprint CQ3 2019 Earnings: The SoftBank Problem Nov 4, 2019
CenturyLink: Watch for These Two Items in Q3 2019 Earnings Nov 4, 2019
QTS Q3 2019 Earnings: Mr. Consistent Nov 4, 2019
AMCX: No Man’s Land (Redux) Nov 1, 2019
Giving Apple Some Credit: The Apple Card, and What It Means for Verizon and AT&T - November 1, 2019 Nov 1, 2019
CoreSite Q3 2019 Earnings: Like it Never Even Happened Oct 31, 2019
Facebook: Is it $10 for ’20? Oct 31, 2019
American Tower Q3 2019 Earnings: Reading the Tea Leaves Oct 31, 2019
U.S. Media: What’s Even Worse Than “Freaking Ugly”? Oct 30, 2019
Equinix Q3 2019 Earnings: Valuation and Operations Oct 30, 2019
CyrusOne Q3 2019 Earnings: One Year Later Oct 30, 2019
Alphabet: Hello World Oct 29, 2019
Digital Realty Q3 2019 Earnings: Doubling Down on Europe by Acquiring Interxion Oct 29, 2019
AT&T Q3 2019 Earnings: Hope Is Not a Strategy Oct 28, 2019
SBA Q3 2019 Earnings: Tower Preppers Oct 28, 2019
T-Mobile Q3 2019 Earnings: The Very Real Cost of Waiting... And Waiting... And Waiting Oct 28, 2019
WPP: Better Than Zero Oct 28, 2019
Charter Q3 2019 Earnings: Is Charter’s New Pricing a One-Timer, or a Sign of a Change in Strategy? Oct 25, 2019
Verizon Q3 2019 Earnings: Is This as Good as It Gets? Oct 25, 2019
Twitter: A Vote of No Confidence; Maintain Sell, new PT Oct 24, 2019
Comcast Q3 2019 Earnings: A Divergence of Fortunes Oct 24, 2019
Interpublic: Managing Through the Losses? Oct 23, 2019
Snap: The Shock Factor is Wearing Off Oct 23, 2019
Disney: Why So Complicated – Part II Oct 23, 2019
Online Advertising: Like a Knife Through Butter Oct 21, 2019
ViacomCBS: Can’t Believe the S-4 Oct 18, 2019
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
Crown Castle Q3 2019 Earnings: Did We Already Get Guidance? Oct 16, 2019
Omnicom: Winning Is Everything? Oct 16, 2019
Data Centers: Love Is in the Air… Musings on M&A Oct 15, 2019
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
The Libra Litmus Test – Can Facebook Keep Visa, Mastercard, and PayPal on Board? - October 2, 2019 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
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
U.S. Advertising: Same Question, Same Answer Sep 3, 2019
Broadband: The Growth Rate Just Accelerated… Sort of Sep 3, 2019
Zayo Q4 F2019 Earnings: What’s the Read Across? Aug 21, 2019
The Incongruous Apple Card - most concerning to PayPal, Square, and...AT&T/Verizon? 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
Cinemark: Got To Give Credit Where It’s Due Aug 2, 2019
Sprint Q2 2019 Earnings: What the State AGs See Aug 2, 2019
Verizon Q2 2019 Earnings: What’s Left of the Bull Case? Aug 1, 2019
Equinix Q2 2019 Earnings: A Different List of Items to Focus On Than Others 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
CyrusOne Q2 2019 Earnings: Siamese Dream Jul 31, 2019
American Tower Q2 2019 Earnings: Can Anything Stop American Tower? Jul 31, 2019
Digital Realty Q2 2019 Earnings: Home and Abroad, Puts and Takes Jul 30, 2019
Twitter: Same Growth, Twice the Price Jul 29, 2019
SBA Q2 2019 Earnings: Will They or Won’t They? Jul 29, 2019
U.S. Media: Man the Lifeboats Jul 29, 2019
QTS Q2 2019 Earnings: Marching to the Beat of a Different Drummer? Jul 29, 2019
Dish Network Q2 ’19 Earnings: Has the Satellite Business Finally Found a Bottom? And Would Anyone Care? Jul 29, 2019
Charter Q2 2019 Earnings: The Trouble with Simple Stories Jul 26, 2019
Alphabet: Winning by TKO 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
T-Mobile Q2 2019 Earnings: Wait, What? Earnings? Jul 25, 2019
Comcast Q2 2019 Earnings: On the One Hand… On the Other Hand Jul 25, 2019
CoreSite Q2 2019 Earnings: The Light at the End of the Tunnel? Jul 24, 2019
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
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
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
MN Quarterly SVOD Tracker: Is It Too Late? Jul 15, 2019
Advertising Agencies: Putting a Price on Data Jul 15, 2019
Disney: Circle Of Life Jul 9, 2019
U.S. Cable: Could Video Subscriber Losses Eventually Push Cable Margins Up to 50%? 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
Social Media Focus Group: SNAP Can’t Grow Up! May 13, 2019
Viacom: Read the Fine Print 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
Sprint CQ1 2019 Earnings: What’s the Backup Plan? May 7, 2019
Cinemark: What Will Disney Do With Its Box Office Clout? May 7, 2019
American Tower Q1 2019 Earnings: Solid Results, But Will the Halo Effect Persist? May 3, 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
Discovery: A Year Later May 2, 2019
Cogent Q1 2019 Earnings: Assessing All-Time Highs 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
CyrusOne Q1 2019 Earnings: Managing Through Feast and Famine May 1, 2019
AMC Networks: How Much Longer Does This Balancing Act Last? May 1, 2019
Charter Q1 2019 Earnings: Margins are the Next Leg of the Story Apr 30, 2019
Alphabet: Deceleration Detective Service 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
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
Twitter: “So we've got lots of game(s) left to play” Apr 24, 2019
Snap: A Cinderella Story 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
Crown Castle Q1 2019 Earnings: Valuation Triangulation Apr 17, 2019
Netflix: How Disney’s Entry Impacts the SVOD Market? 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
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
Cable One Q4 2018 Earnings: What are the Right Metrics for a Post-Video Cable MSO? Feb 27, 2019
American Tower Q4 2018 Earnings: Can AMT Repeat? 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
Altice USA Q4 2018 Earnings: Showing Up Feb 21, 2019
Cogent Q4 2018 Earnings: Mulling Over Margins 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
CenturyLink Q4 2018 Earnings: Are Low Expectations the Key to Happiness? Feb 13, 2019
Dish Q4 2018 Earnings: Snakes or Alligators? Feb 13, 2019
Equinix Q4 2018 Earnings: Steady as She Goes Feb 13, 2019
U.S. Media – Weekly Ratings: 2/4-2/10 Feb 12, 2019
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
CoreSite Q4 2018 Earnings: What Happens on the Other Side of the Hump? Feb 6, 2019
Disney: Do The Right Thing Feb 6, 2019
Snap: A CFO’s Parting Gift Feb 6, 2019
21 Century Fox: A Step Closer To Breaking Out Feb 6, 2019
Viacom: Two Questions, Please Feb 5, 2019
Alphabet: Playing To Script Feb 5, 2019
Digital Realty Q4 2018 Earnings: What’s the Disconnect? Feb 5, 2019
Sprint CQ4 2018 Earnings: Do Politics Matter? Jan 31, 2019
Charter Q4 2018 Earnings: Good Things Come to Those Who Wait Jan 31, 2019
Facebook: Coal, More Like Gold 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
Verizon Q4 2018 Earnings: Is It Enough to Just NOT Be AT&T? Jan 29, 2019
Online Advertising: A Lump of Coal for Christmas? 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