RESEARCH

Title	Date
Take-Two: It's Ready When It's Ready	May 17, 2022
Disney: Two Years Later and Two Years from Now	May 12, 2022
EA: Football is Life, Upgrading to Buy	May 11, 2022
U.S. Data Centers: Implications of the Acquisition of Switch	May 11, 2022
U.S. Video Games: Zynga's Last Dance - May 10, 2022	May 10, 2022
Fox: Still a Good Place to Hide	May 10, 2022
DraftKings: Stuck in a Moment	May 9, 2022
Cinemark: Exhibitors’ Swagger Back?	May 9, 2022
Dish Network Q1 2022 Earnings: A Retail Report Card	May 6, 2022
Frontier Q1 2022 Earnings: What Does a Logo Tell Us?	May 6, 2022
U.S. Cable: Opportunity in the Aftermath	May 5, 2022
AMC Networks: Is A Different Business Model Enough?	May 5, 2022
Cable One Q1 2022 Earnings: How Safe Is Rural? (Part II)	May 5, 2022
Paramount: Sticking to the Plan	May 4, 2022
Lumen Q1 2022 Earnings: The Read Across	May 4, 2022
U.S. Media: The Point of No Return?	May 2, 2022
Roku: Now You Know What You Are Buying Here; Upgrade to Neutral	Apr 29, 2022
Interpublic: Safety in Ad Land	Apr 29, 2022
Charter Q1 2022 Earnings: Wireless versus Broadband	Apr 29, 2022
Cogent Q1 2022 Earnings: Don’t Let the Drive-By CFO Transition Overshadow Improving Financial Results	Apr 29, 2022
Meta: We're Not Dead Yet!	Apr 28, 2022
Comcast Q1 2022 Earnings: It’s the Subscribers, Stupid	Apr 28, 2022
Altice USA Q1 2022 Earnings: How Safe Is Rural?	Apr 28, 2022
Digital Realty Q1 2022 Earnings: The Land of Giants	Apr 28, 2022
Alphabet: Brace Yourself and Take a Breath	Apr 27, 2022
American Tower Q1 2022 Earnings: Germany on my Mind	Apr 27, 2022
T-Mobile Q1 2022 Earnings: Is that… ARPU Growth???	Apr 27, 2022
WPP: Agencies 1, All Other Advertising 0	Apr 27, 2022
Equinix Q1 2022 Earnings: All of Their Ducks in a Row	Apr 27, 2022
Activision: Biding Time	Apr 26, 2022
Warner Bros. Discovery: A New Journey Begins	Apr 26, 2022
Twitter: Run … To The Bank	Apr 25, 2022
SBA Q1 2022 Earnings: Solid Results plus an FX Tailwind	Apr 25, 2022
Snap: Spotlight on the Macro	Apr 22, 2022
Verizon Q1 2022 Earnings: Pity the Elder Statesman	Apr 22, 2022
AT&T Q1 2022 Earnings: Is there Really a Path to Better (Higher) Pricing?	Apr 21, 2022
Omnicom: A Brand New Day?	Apr 20, 2022
Netflix: Four Reasons Why… Cutting Price Target to $245	Apr 20, 2022
Crown Castle Q1 2022 Earnings: Exogenous Factors vs. Company-Specific Ones	Apr 20, 2022
It’s Time to Take Cable’s Wireless Business Seriously [Updated]	Apr 18, 2022
The Quarterly U.S. SVOD Tracker (1Q 2022)	Apr 18, 2022
Twitter: Take The Money … And Run	Apr 14, 2022
Roku: Three Key Things to Worry About	Apr 13, 2022
Fixed Wireless: Where the Subscribers Are Coming From	Apr 12, 2022
Towers & Data Centers: A Funny Thing Happened on the Way to Higher Rates... Downgrade SBA to Neutral	Apr 11, 2022
Warner Bros. Discovery: Contender or Pretender?	Apr 11, 2022
AT&T: Alone at Last… Moving to Our Post-Spin Target Price of $19	Apr 5, 2022
U.S. Video Games: PlayStation Plus Gets a Makeover	Mar 30, 2022
U.S. Cable and the Census: How Footprints Matter - March 29 2022	Mar 29, 2022
CyrusOne: Dropping Coverage	Mar 28, 2022
U.S. Media: The State of Linear Viewing (2021)	Mar 24, 2022
Frontier: A Fiber Expansion Progress Report; Returns Appear On Track, But Lower TP to $33 on Macro Factors	Mar 23, 2022
U.S. Advertising: Re-Examining Our Wide-Eyed Optimism	Mar 21, 2022
Wireless Q4 2021: The Industry Inflation Forgot	Mar 17, 2022
Netflix: A Simple Question, What Is The TAM?	Mar 15, 2022
Take-Two: A Look at New Take-Two	Mar 11, 2022
Cogent: Waiting for Godot, or Waiting for COVID to Go? Maintain Buy, Lower TP to $78	Mar 8, 2022
Disney: Dreams vs. Reality; What are Streaming Margins?	Mar 7, 2022
DraftKings: The Big TAM vs. Profit Debate Rages On	Mar 4, 2022
U.S. Broadband: Are We Witnessing a Fiber Bubble?	Mar 4, 2022
SBA Q4 2021 Earnings: Can the Guide Get the Stock Moving?	Feb 28, 2022
Crown Castle: Meeting with Dan Schlanger, CFO	Feb 25, 2022
WPP: Wait for It?	Feb 25, 2022
Cinemark: Box Office Beyond Masks & Capes?	Feb 25, 2022
Dish Network Q4’21 Earnings: What Kind of Story is This?	Feb 24, 2022
American Tower Q4 2021 Earnings: Evaluating CoreSite in the Context of 2022 and Long Term Guidance	Feb 24, 2022
Cogent Q4 2021 Earnings: Is a Post-Omicron Future Coming Into View?	Feb 24, 2022
Discovery: Can WBD Compete on Streaming Without Winning the Spending War?	Feb 24, 2022
Cable One Q4 2021 Earnings: Has CABO Finally Fallen to a Reasonable Valuation?	Feb 24, 2022
Frontier Q4 2021 Earnings: The Long View	Feb 23, 2022
DraftKings: Make the Money First, Then Get the Power	Feb 22, 2022
Netflix: Another Look at Netflix’s Content Amortization	Feb 22, 2022
Altice USA: Wrong Story, Wrong Time… Downgrading to Neutral, Target Price $15	Feb 18, 2022
Roku: Now You Know What You Have Bought Here	Feb 18, 2022
Meta: Is It Time to Throw in the Virtual Towel?	Feb 17, 2022
AMC Networks: Everything to Someone, Not Something for Everyone	Feb 17, 2022
Digital Realty Q4 2021 Earnings: Will the Benefits of Portfolio Changes and Record Leasing Pay Off?	Feb 17, 2022
Lumen: Time to Ease Off? Not Yet... Lower TP to $8, Maintain Sell Rating	Feb 16, 2022
Paramount: New Name, Same Questions	Feb 16, 2022
Altice USA Q4 2021 Earnings: Cable’s New Canary?	Feb 16, 2022
Equinix Q4 2021 Earnings: A Mixed Outlook Against a Challenging Macro Backdrop	Feb 16, 2022
CyrusOne Q4 2021 Earnings: Exiting on a High Note	Feb 16, 2022
U.S. Video Games: Axie Inevitable - February 15, 2022	Feb 15, 2022
Interpublic: Do You Believe In…The Guide?	Feb 11, 2022
Twitter: Stop Us If You Have Heard The One About…	Feb 11, 2022
AT&T: The After Math. Setting Our Post-Spin TP at $20	Feb 10, 2022
Disney: Meet the New Boss	Feb 10, 2022
Omnicom: Do You Believe In Re-Ratings?	Feb 9, 2022
Fox: A Better Way to Play Sports Betting?	Feb 9, 2022
Lumen Q4 2021 Earnings: Interpreting a Year of Investment	Feb 9, 2022
Take-Two: Opportunity Costs	Feb 8, 2022
Snap: Back To Reality	Feb 4, 2022
Activision: Cover Fire	Feb 4, 2022
Facebook: The Beginning of the End?	Feb 3, 2022
Alphabet: Thesis Confirming From A to Z	Feb 2, 2022
EA: Party of One?	Feb 2, 2022
T-Mobile Q4 2021 Earnings: The Valuation Conundrum	Feb 2, 2022
U.S. Media & Internet: What Should You Do Now?	Jan 31, 2022
Charter Q4’21 Earnings: Wireless Steps into the Spotlight	Jan 28, 2022
Comcast Q4 2021 Earnings: Five Questions… Three Answers	Jan 27, 2022
AT&T Q4 2021 Earnings: To Split or to Spin, That is the Question	Jan 26, 2022
Crown Castle Q4 2021 Earnings: Dawn of a New Era?	Jan 26, 2022
U.S. Online Gaming: A Sure Bet for the Media Industry, But Who Else? Lowering DKNG Price Target to $23	Jan 25, 2022
Verizon Q4 2021 Earnings: Is There a Growth Story Here?	Jan 25, 2022
Netflix: Did We Get Our Answer? Lower Target Price From $460 to $375	Jan 21, 2022
Activision: The Console Wars Go Meta, Downgrading to Neutral	Jan 19, 2022
Disney: Elvis Has Left the Building, What Should Bob C. Do Now?	Jan 18, 2022
Starlink: Go Big or Go Home – January 18, 2022	Jan 18, 2022
U.S. Data Centers: Assessing 2022 Outlooks and Digital Realty’s Actions in Singapore and Africa	Jan 13, 2022
Netflix & 4Q21 SVOD Tracker: “Don’t Look Up”; Cutting NFLX Price Target to $460	Jan 13, 2022
Take-Two: A Different Tune, Downgrading to Neutral	Jan 11, 2022
Fixed Wireless Access: Making Sense of the Capacity Challenge - January 11, 2022	Jan 11, 2022
Crown Castle and T-Mobile: Implications of Their Tower and Small Cell Agreement	Jan 7, 2022
U.S. Media: Will 2022 Be the Year When We Can Answer Our Simple Question?	Jan 5, 2022
Cord Cutting Monitor Q3 2021: Glueless?	Jan 4, 2022
CoreSite: Dropping Coverage	Jan 3, 2022
Communications Infrastructure: 2021 Review and 2022 Outlook	Dec 21, 2021
U.S. Telecom and Cable: A Year in Review, a Year in Preview - December 21, 2021	Dec 21, 2021
U.S. Video Games: 2021 in Review and Thoughts on 2022	Dec 21, 2021
U.S. Towers: Revisiting Tower/Data Center Convergence, and Assessing SBA’s New Markets	Dec 14, 2021
U.S. Online Gaming: What Are You Playing For? Initiating Coverage of DraftKings at Neutral	Dec 13, 2021
U.S. Media: Inside SVOD Usage – Our POMO Theory Revisited	Dec 9, 2021
Wireless Q3 2021: The One-Dimensional Industry; A Deep Dive into Mobile Pricing	Dec 8, 2021
Activision: Bottom Fishing	Dec 8, 2021
Lumen and Cogent: The Structural vs. The Temporal	Nov 30, 2021
U.S. Media & Pay TV: Revisiting the Bottom	Nov 30, 2021
U.S. Wireless: From Bad to Worse… A Proprietary Deep Dive into Black Friday Promotions	Nov 29, 2021
EA: Missed Opportunities	Nov 22, 2021
Warner Bros. Discovery: Key S-4 Takeaways – November 22, 2021	Nov 22, 2021
Broadband Q3 ’21: The Great Deceleration… Four Forces	Nov 18, 2021
Roku: What Are You Buying Here? Not What You Think! Downgrade to Sell	Nov 17, 2021
A Data Center Double Header: American Tower Buys CoreSite while KKR and GIP Buy CyrusOne	Nov 15, 2021
Data Centers and Towers: REITworld Takeaways and Thoughts on a Potential Acquisition of CoreSite	Nov 11, 2021
Disney: "This is the Business We've Chosen"	Nov 11, 2021
Cinemark: Is The Box Office Really Back?	Nov 8, 2021
Frontier: Meeting with Scott Beasley, CFO; Revise TP to $36 and Maintain Buy Rating	Nov 5, 2021
AMC Networks: The Beauty of Small Numbers	Nov 5, 2021
Fox: Many Ways to Keep Winning	Nov 4, 2021
Roku: It’s Not You, It’s Me	Nov 4, 2021
EA: The Virtues of Stability	Nov 4, 2021
Take-Two: Back to Normal	Nov 4, 2021
Dish Network Q3’ 21 Earnings: 5G Costs Come Into View	Nov 4, 2021
Cogent Q3 2021 Earnings: Are We There Yet?	Nov 4, 2021
ViacomCBS: The Cost of Streaming	Nov 4, 2021
Altice USA Q3 2021 Earnings: The End of the “Altice Way”?	Nov 4, 2021
Cable One Q3 2021 Earnings: Gimme Shelter?	Nov 4, 2021
Activision: Recalibrating Expectations	Nov 3, 2021
Frontier Q3 2021 Earnings: Do Earnings Matter?	Nov 3, 2021
Discovery: Stepping onto the Deleveraging Tightrope	Nov 3, 2021
Lumen Q3 2021 Earnings: The Growth Imperative	Nov 3, 2021
Equinix Q3 2021 Earnings: Electrifying	Nov 3, 2021
Meeting with Ronan Dunne, CEO of Verizon Consumer Group	Nov 2, 2021
T-Mobile Q3 2021 Earnings: Conflicting Narratives	Nov 2, 2021
Media & Internet Marketing Deck	Nov 1, 2021
U.S. Media: Next Up for Supply Chain Worries…TV?	Nov 1, 2021
SBA Q3 2021 Earnings: The Benefits of Simplicity	Nov 1, 2021
WPP: Who Do You Believe?	Oct 29, 2021
Charter Q3 2021 Earnings: A Little Perspective, Please?	Oct 29, 2021
Comcast Q3 2021 Earnings: The Moment of Truth	Oct 28, 2021
American Tower Q3 2021 Earnings: Tower Leasing Doesn’t Move in Lockstep, but it Rhymes	Oct 28, 2021
CoreSite Q3 2021 Earnings: Leasing Inching in the Right Direction	Oct 28, 2021
Alphabet and Twitter: Nothing to See Here	Oct 27, 2021
CyrusOne Q3 2021 Earnings: Relative Multiple	Oct 27, 2021
Facebook: R E L A X	Oct 26, 2021
Digital Realty Q3 2021 Earnings: Steady as She Goes	Oct 26, 2021
Internet Infrastructure Marketing Deck	Oct 22, 2021
Towers Marketing Deck	Oct 22, 2021
Data Center Marketing Deck	Oct 22, 2021
Snap: "The reality is we admire Apple"	Oct 22, 2021
Interpublic: Premium For A Reason	Oct 22, 2021
AT&T Q3 2021 Earnings: Strategy by Subtraction	Oct 21, 2021
EA: What's in a Name? - October 20, 2021	Oct 20, 2021
Omnicom: Supply Chains Supply Blame	Oct 20, 2021
Verizon Q3 2021 Earnings: The Next Chapter	Oct 20, 2021
Crown Castle Q3 2021 Earnings: Judging 2022 Guidance against a Backdrop of Elevated Expectations	Oct 20, 2021
Netflix: POMO (Positions of Maximum Opportunity)?	Oct 19, 2021
Data Centers: Should We Be Worried About Global Power Cost Increases?	Oct 18, 2021
Disney: Is It Time to Lower the DTC Subscriber Bar and Other Questions	Oct 18, 2021
Telecom and Cable & Satellite Marketing Deck	Oct 16, 2021
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
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
Cinemark: Still Many More Questions Than Answers	Aug 9, 2021
Dish Q2 2021 Earnings: The Long Farewell (of a Hunger Strike)	Aug 9, 2021
Cable One Q2 2021 Earnings: The Canary Sings	Aug 9, 2021
ViacomCBS: Swimming in the Streaming Deep End	Aug 6, 2021
Roku: What Is the Revenue Model?	Aug 5, 2021
Fox: Playing a Different Game	Aug 5, 2021
EA: Flight to Safety?	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
WPP: Need A Little More Convincing	Aug 5, 2021
Discovery: What’s The Rush?	Aug 4, 2021
Activision: A Tough Test	Aug 4, 2021
QTS Q2 2021 Earnings: Running Through the Tape	Aug 3, 2021
Lumen Q2 2021 Earnings and Apollo ILEC Deal: Sales (Divestitures) vs. Sales (Revenue)	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
Facebook: The Company You Keep?	Jul 29, 2021
American Tower Q2 2021 Earnings: The Portfolio Effect in Effect	Jul 29, 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
T-Mobile Q2 2021: The House or the Neighborhood?	Jul 29, 2021
Digital Realty Q2 2021 Earnings: The Fruits of its Labor?	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
Altice USA Q2 2021: Choose Your Poison… Price or Volume?	Jul 28, 2021
CyrusOne Q2 2021 Earnings: Will a New CEO Merit a New Outlook?	Jul 28, 2021
Dish Network: The Worst Case Scenario is Off the Table; Upgrading to Neutral, TP $40	Jul 26, 2021
Lumen: Hasta La Vista, Baby... Implications of the Sale of its LatAm Unit	Jul 26, 2021
Snap and Twitter: For Once, Everyone Is a Winner	Jul 23, 2021
AT&T Q2 2021 Earnings: Timing is Everything	Jul 22, 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
Interpublic: The Point of Difference	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
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
Takeaways from Equinix’s 2021 Analyst Day	Jun 24, 2021
Ready Player MN: Initiating Coverage of U.S. Video Game Publishers	Jun 24, 2021
U.S. Advertising: Did You Hear the One About the Upfront Going Away?	Jun 10, 2021
Highlights from REITweek 2021 Management Meetings	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
Cinemark: Deals in Hand, Problem Solved?	May 10, 2021
AMC Networks: Stop Us If You’ve Heard This One Before	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
Lumen Q1 2021 Earnings: What Went Wrong, and What Might Go Right	May 5, 2021
Frontier: Assigning Buy Rating and Target Price of $31	May 4, 2021
T-Mobile Q1 2021 Earnings: The Anxious Twilight of LTE	May 4, 2021
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
Discovery: Proving the Discovery Difference	Apr 29, 2021
Facebook: Do Not Track?	Apr 29, 2021
Interpublic and WPP: The V-Shaped Agency Recovery	Apr 29, 2021
Dish Network Q1’21 Earnings: About that Amazon Deal…	Apr 29, 2021
American Tower Q1 2021 Earnings: Chugging Along, with Drivers for the Future Falling into Place	Apr 29, 2021
Comcast Q1 2021 Earnings: Let's Get Stimulated!	Apr 29, 2021
CoreSite Q1 2021 Earnings: Not Yet Humming	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
Equinix Q1 2021 Earnings: Slower, but Sustainable?	Apr 28, 2021
Cogent Q1 2021 Earnings: Closer to a Turn?	Apr 28, 2021
CyrusOne Q1 2021 Earnings: Is the New Leadership Team Making Progress?	Apr 28, 2021
AT&T and Verizon: Holding Pattern? Downgrading Verizon to Neutral	Apr 27, 2021
QTS Q1 2021 Earnings: Can QTS Keep It Up?	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
Omnicom: The First of Many?	Apr 21, 2021
Netflix: Is Streaming a Good Business? (Part 2)	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
AMC Networks: Not The Walking Dead?	Mar 1, 2021
Cinemark: Will Share Gains Be Enough?	Mar 1, 2021
Twitter: They Are Not Who We Thought They Were	Feb 26, 2021
U.S. Telecom: Aftershocks from the C-Band Auction	Feb 25, 2021
ViacomCBS: Mission Impossible?	Feb 25, 2021
American Tower Q4 2020 Earnings: Looking Out Over the Sprint Churn Hump	Feb 25, 2021
Cogent Q4 2020 Earnings: Searching for a Bottom	Feb 25, 2021
Cable One Q4 2020 Earnings: The High Price of a High Valuation?	Feb 25, 2021
Snap: They Are Who We Thought They Were	Feb 24, 2021
Discovery: A New Growth Company?	Feb 23, 2021
Dish Network Q4 2020 Earnings: When Will We Learn about Financing?	Feb 22, 2021
SBA Q4 2020 Earnings: The Shape of the “U”	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
Interpublic: Rather Be Early (Part 2)	Feb 11, 2021
Digital Realty Q4 2020 Earnings: The Repositioning Shining Through	Feb 11, 2021
Twitter: Signs of Green Shoots; Upgrade to Neutral	Feb 10, 2021
Altice USA Q4 ’20 Earnings: Same Debate, Different Day	Feb 10, 2021
Equinix Q4 2020 Earnings: Confidence vs. Caution	Feb 10, 2021
Lumen Q4 2020 Earnings: Focus on Fundamentals	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
U.S. Media: Should We Worry About Sports Ratings?	Feb 4, 2021
CoreSite Q4 2020 Earnings: Slowly Gathering the Necessary Ingredients	Feb 4, 2021
T-Mobile Q4 2020 Earnings: Balance Sheet Wars?	Feb 4, 2021
Cogent: A Revenant, Not a Dead Man Walking... Upgrade to Buy, Target Price $69	Feb 3, 2021
Alphabet: Disclosing a Much Better Story	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
Discovery+: International Markets Are Complicated, but Represent a Vast Opportunity – January 27, 2021	Jan 27, 2021
AT&T Q4 2020 Earnings: Something's Gotta Give	Jan 27, 2021
Crown Castle Q4 2020 Earnings: Positioned to Lead in Tower Growth?	Jan 27, 2021
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
U.S. Towers: Taking a Fresh Look at 2021 and Beyond	Dec 4, 2020
AT&T & U.S. Theaters: Suicide Squad? – December 4, 2020	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
U.S. Towers: What Should We Make of Crown Castle’s Deal with Dish Network?	Nov 23, 2020
5G Summit: The Road to Revolution - Key Takeaways	Nov 23, 2020
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
Discovery: The Discovery Difference?	Nov 6, 2020
Cinemark: Can Dynamic Windowing Be A Good Thing?	Nov 6, 2020
Roku: Stream On, Dream On	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
Online Advertising: Easy Money	Oct 30, 2020
Charter Q3 2020 Earnings: The Big Pull-Forward?	Oct 30, 2020
American Tower Q3 2020 Earnings: End of an Era?	Oct 29, 2020
Comcast Q3 2020 Earnings: Pet Rock	Oct 29, 2020
CoreSite Q3 2020 Earnings: A Return to Normalcy	Oct 29, 2020
WPP: Does the V Look Like a U for Now?	Oct 29, 2020
Altice USA Q3 2020 Earnings: The M&A Exit?	Oct 29, 2020
Digital Realty Q3 2020 Earnings: Portfolio Evolution	Oct 29, 2020
Omnicom: Enough Already, Upgrade to Neutral from Sell	Oct 28, 2020
Equinix Q3 2020 Earnings: What is an Unassailable Position Worth?	Oct 28, 2020
CyrusOne Q3 2020 Earnings: Ride ‘Em On Down	Oct 28, 2020
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
Netflix: Netflix and Chill	Oct 21, 2020
Snap: As If 2020 Never Happened	Oct 21, 2020
Verizon Q3 2020: The Many Riddles of 5G	Oct 21, 2020
Crown Castle Q3 2020 Earnings: Confirming Fears?	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
Q2 2020 Broadband: The Footprint Expansion Game	Sep 10, 2020
U.S. Media: An NFL Season Like No Other!	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
Roku: Feels Like the First Time	Aug 6, 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
Cable One Q2 2020 Earnings: Closing the Gap	Aug 6, 2020
Disney and Fox: What’s My Narrative?	Aug 5, 2020
AMC Networks: Summing Up A Quarter	Aug 5, 2020
Discovery: Can the SUV Float?	Aug 5, 2020
CenturyLink Q2 2020 Earnings: COVID Cross-Currents	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
Comcast Q2 2020 Earnings: Growth versus Value	Jul 30, 2020
American Tower Q2 2020 Earnings: Mid-Year Checkup	Jul 30, 2020
CoreSite Q2 2020 Earnings: Mojo on the Horizon?	Jul 30, 2020
Altice USA Q2 2020 Earnings: The “Can It Grow” Debate	Jul 30, 2020
Digital Realty Q2 2020 Earnings: Strutting its Stuff	Jul 30, 2020
Interpublic: Crisis Management	Jul 29, 2020
Equinix Q2 2020 Earnings: Powering Ahead	Jul 29, 2020
Crown Castle Q2 2020 Earnings: What Happens Next?	Jul 29, 2020
CyrusOne Q2 2020 Earnings: Swimming with the Tide?	Jul 29, 2020
U.S. Media: The Day the Windows Broke – July 29, 2020	Jul 29, 2020
U.S Media & Internet: As Clear As Mud!	Jul 28, 2020
Omnicom: OMG, OMC	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
Q1 2020 Cord-Cutting Monitor: Pay TV Catches COVID	May 8, 2020
ViacomCBS: Pull in the Reins	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
AMC Networks: Our Song Remains The Same	May 6, 2020
Disney: Fast-Forward to FY2022	May 6, 2020
T-Mobile Q1 2020 Earnings: UFO or Murder Hornet?	May 6, 2020
CenturyLink Q1 2020 Earnings: How Cyclical?	May 6, 2020
Equinix Q1 2020 Earnings: Positioned for the Crisis and Beyond	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
CoreSite Q1 2020 Earnings: Weathering the Storm	Apr 30, 2020
Comcast Q1 2020 Earnings: Winners, Losers, and Comcast	Apr 30, 2020
Twitter: Really?	Apr 30, 2020
Altice USA Q1 2020 Earnings: Epicentricity	Apr 30, 2020
Alphabet: Curb Your Enthusiasm?	Apr 29, 2020
American Tower Q1 2020 Earnings: Mostly Quarantined	Apr 29, 2020
Crown Castle Q1 2020 Earnings: Holding the Line	Apr 29, 2020
CyrusOne Q1 2020 Earnings: A Texas Twang Mixed with a European Accent	Apr 29, 2020
Omnicom: Waiting for the Smoke to Clear (Version 2)	Apr 28, 2020
U.S. Media: What Are We Watching Now? – April 28, 2020	Apr 28, 2020
QTS Q1 2020 Earnings: Vaccinated	Apr 27, 2020
U.S. Media: Say Goodbye to Hollywood	Apr 24, 2020
Verizon Q1 2020 Earnings: The "V" in MANCAVE	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
Comcast: The Trouble With Complicated Stories	Apr 20, 2020
U.S. Data Centers: Interpreting Current Valuations, and Implications of the Pandemic	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
Disney: Sizing the Disney+ International Opportunity	Mar 24, 2020
Twitter: The First of Many	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
Wireless Q4 2019: The New T-Mobile, the State of the Industry, and the 5G “White Space”	Mar 9, 2020
Zayo: Dropping Coverage	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
Broadband Q4 2019: A Deep Dive into Alternative Fixed Wireless Broadband Architectures	Mar 2, 2020
Crown Castle: How Does Its New Accounting Work, and What Does It Mean?	Mar 2, 2020
WPP: WTF WPP?	Mar 2, 2020
Discovery: The Start of the Second Act?	Feb 28, 2020
AMC Networks: Where Are We Headed?	Feb 27, 2020
Cogent Q4 2019 Earnings: Past the Growth Bottom?	Feb 27, 2020
Cable One Q4 2019 Earnings: How to Explain the Inexplicable?	Feb 27, 2020
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
Dish Q4 2019 Earnings: Now Comes the Hard Part	Feb 19, 2020
Q4 2019 Cord-Cutting Monitor: The Great Unwind	Feb 19, 2020
CyrusOne Q4 2019 Earnings: M&A Whiplash	Feb 19, 2020
Netflix: Conquering the World, But At What Cost?	Feb 18, 2020
CenturyLink: Aligning Our Rating with the Fundamentals... Downgrade to Sell, TP $10	Feb 18, 2020
QTS Q4 2019 Earnings: Both Sides of the Coin	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
CenturyLink Q4 2019 Earnings: Better Off Waiting?	Feb 12, 2020
Equinix Q4 2019 Earnings: PMs vs. Analysts	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
Comcast: Less than Zero? Upgrading To Buy	Feb 4, 2020
Alphabet: To Be Real	Feb 4, 2020
Zayo: Q2 F2020 Earnings: Good Night, and Good Luck	Feb 4, 2020
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
Sprint CQ4 2019 Earnings: What’s Left to Say?	Jan 27, 2020
AT&T Q4 2019 Earnings: Two Clocks	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