RESEARCH

Title	Date
Comcast, Fox, and Disney: Net Neutrality in the Age of Aquarius, … or, Why the DOJ Tried the Wrong Case - June 21, 2018	Jun 20, 2018
DIS/FOXA – That Was Obvious! - June 20, 2018	Jun 20, 2018
Dinosaurs in the Digital Age? Initiating Coverage of the Advertising Agencies (WPP, OMC, IPG)	Jun 19, 2018
Time Warner: Dropping Coverage	Jun 15, 2018
Comcast for Fox: It’s Always Sunny in Philadelphia - June 14, 2018	Jun 14, 2018
U.S. Media: Implications of T-TWX Approval; Downgrade TWX to Neutral	Jun 13, 2018
AT&T: Curb Your Enthusiasm; Downgrading to Sell, PT $28	Jun 13, 2018
Telecom and Cable & Satellite Marketing Deck	Jun 13, 2018
Equinix: Follow the Feedback...Addressing the Most Common Post-Initiation Client Questions	Jun 11, 2018
May C3 Ratings – Thank You, LeBron for 22 Playoff Games! - June 11, 2018	Jun 11, 2018
U.S. Advertising: What Happens if TV Reach Dies?	Jun 7, 2018
T-Mobile/Sprint and U.S. Wireless: The HHI Problem	Jun 7, 2018
Altice USA: After the Spin; Buy (with a TP of $25)	Jun 5, 2018
FOXA/DIS/CMCSA – Let The Sky Bidding War Begin! - June 5, 2018	Jun 5, 2018
U.S. Media: What is the Future of Traditional TV Studios?	May 31, 2018
Fox: Love Triangle	May 23, 2018
2018 Connectivity Expo – key takeaways and notes (towers and Dish Network)	May 23, 2018
Snap: Point Made. Upgrading from Sell to Neutral	May 21, 2018
April C3 Ratings – Is Spring in the Air? - May 16, 2018	May 16, 2018
Q1 2018 Cord-Cutting Monitor: Are We All Focusing On the Wrong Number?	May 10, 2018
AMC Networks: Too Much Fear of The Walking Dead?	May 10, 2018
Fox: The Other Side of Deal Hell	May 10, 2018
Cinemark: Will Box Office Growth Live Up To The Hype?	May 9, 2018
Altice USA Q1 2018 Earnings: Spinning	May 9, 2018
CenturyLink Q1 2018 Earnings: Where is the Bar Set?	May 9, 2018
Discovery: Seeing is Believing?	May 9, 2018
Disney: Everything’s Working But The Stock Price	May 9, 2018
Cable One Q1 2018 Earnings: The Best-Behaved Kid in Detention	May 9, 2018
Dish Q1 2018 Earnings: Something’s Gotta Give	May 8, 2018
Altice USA: Can Altice USA Cure the Cable Flu?	May 7, 2018
CBS: The Waiting Is The Hardest Part	May 4, 2018
Cogent Q1 2018 Earnings: History Rhymes – Will It Repeat?	May 3, 2018
Zayo Q3 F2018 Earnings: The Immovable Object	May 3, 2018
Sprint CQ1 2018 Earnings: Why the Merger Is Urgent	May 2, 2018
Snap 1Q18 Earnings: A Very Public Work in Progress…At 14X Revenues	May 2, 2018
Equinix Q1 2018 Earnings: A Growth Holding Pattern	May 2, 2018
CyrusOne Q1 2018 Earnings: The Pressure to Lease	May 2, 2018
T-Mobile Q1 2018 Earnings: What Happens if the Deal is Rejected?	May 1, 2018
American Tower Q1 2018 Earnings: Consolidation and FirstNet and India, Oh My!	May 1, 2018
Alphabet: Trying to Make Sense of a Very Expensive Quarter	May 1, 2018
SBA Q1 2018 Earnings: How the Other Half Lives (and Invests)	Apr 30, 2018
T-Mobile, Sprint, and the Towers: It's Hammer Time	Apr 30, 2018
U.S. Cable and Satellite: Sifting Through the Wreckage - April 30, 2018	Apr 30, 2018
Charter Q1 2018 Earnings: How Did Charter Get To Be A Sub-$300 Stock Again?	Apr 27, 2018
U.S. Theaters – CinemaCon 2018 Takeaways: The Year of Harmony - April 27, 2018	Apr 27, 2018
Booking Holdings: Dropping Coverage	Apr 26, 2018
Digital Realty Q1 2018 Earnings: Can Pricing Persist?	Apr 26, 2018
TWX: Why Sell Now? (Day 2)	Apr 26, 2018
CoreSite Q1 2018 Earnings: The Playbook and the Pipeline	Apr 26, 2018
Expedia: Dropping Coverage	Apr 26, 2018
TripAdvisor: Dropping Coverage	Apr 26, 2018
U.S. Online Travel: Is Global Travel Growth Back, Baby?	Apr 26, 2018
Comcast Q1 2018 Earnings: Wag the Dog	Apr 25, 2018
QTS Q1 2018 Earnings: A First Look at the “New” QTS	Apr 25, 2018
AT&T Q1 2018 Earnings: Does AT&T Need a Plan B?	Apr 25, 2018
Facebook 1Q18 Earnings: No Nipple Slips Here	Apr 25, 2018
Twitter 1Q18 Earnings: Get It, Got It, Sell	Apr 25, 2018
VIAB: Why Sell Now?	Apr 25, 2018
U.S. Media: The Very Definition of “Deal Hell”	Apr 24, 2018
Verizon Q1 2018 Earnings: Why 5G Matters	Apr 24, 2018
Google 1Q18 Earnings: Sloppy but Strong	Apr 24, 2018
Film Studios: Will Size Matter in Hollywood?	Apr 23, 2018
Consumer Marketing Deck	Apr 23, 2018
Spectrum: The Sky is Falling - April 22, 2018	Apr 22, 2018
Not All Raised Floor Is Created Equal: Initiating Coverage of the Data Centers [Conference Call Transcript]	Apr 20, 2018
Crown Castle Q1 2018 Earnings: MLAs on Our Minds	Apr 18, 2018
NFLX: Winning Hearts & Minds Everywhere	Apr 17, 2018
1Q Online Advertising: Queue the Questions	Apr 17, 2018
Not All Raised Floor Is Created Equal: A Companion to Our Data Center Initiation Report	Apr 16, 2018
Discovery: Will Investors Discover It?	Apr 16, 2018
T-Mobile: The Case for $80 per Share	Apr 10, 2018
Not All Raised Floor Is Created Equal: Initiating Coverage of the Data Centers (COR, CONE, DLR, EQIX, QTS)	Apr 9, 2018
CBS & VIAB: Shari’s Choice - April 9, 2018	Apr 9, 2018
Cinemark: Cyclical Outweighs Secular (For Now); Upgrade to Neutral	Apr 5, 2018
Netflix: A Clash of Heart vs. Mind	Apr 4, 2018
Snap Focus Group Part II: “Who Were the Beta Testers?”	Apr 2, 2018
Comcast: The Rhyme of History	Mar 28, 2018
Facebook: Should You #DeleteFB From Your Portfolio?	Mar 26, 2018
Dish Network: Finally Fairly Valued? Upgrading to Neutral (from Sell); PT Unchanged at $37	Mar 23, 2018
Viacom: What Do They See That We Don’t?	Mar 22, 2018
The Rise of the Closed Media System - March 20, 2018	Mar 20, 2018
U.S. Media - Weekly Ratings: 3/12-3/18	Mar 20, 2018
Google & Facebook: Too Big to Grow?	Mar 14, 2018
U.S. Towers: The Small Cell through the Python, and Other Tales	Mar 14, 2018
February C3 Ratings – NBC 10, Media 0 - March 14, 2018	Mar 14, 2018
Comcast: The Sky’s the Limit?	Mar 12, 2018
Regal: Dropping Coverage	Mar 9, 2018
CenturyLink, Zayo, and Cogent: Who’s Winning the Battle for Value Creation?	Mar 8, 2018
U.S. Media: Did the Market Make a Mistake in Aug 2015?	Mar 6, 2018
U.S. Media – Weekly Ratings: 2/26-3/4	Mar 6, 2018
AMCX: Advertising is Down… Now What?	Mar 2, 2018
Q4 2017 Cord-Cutting Monitor: Yes, the vMVPDs Are Growing… Like Weeds	Mar 1, 2018
Cable One Q4’17 Earnings: Canary in the Coal Mine, Part II	Mar 1, 2018
Booking Holdings 4Q17 Earnings: The Artist Formerly Known as Priceline Jams Out As It Closes 2017	Feb 28, 2018
Verizon (VZ): Is It Finally Safe to Go Back in the Water? Upgrading Back to Buy, Price Target $56	Feb 28, 2018
DISCA: Two Out of Three Ain’t Bad!	Feb 28, 2018
DIS/FOXA – (Sky) Now What? - February 28, 2018	Feb 28, 2018
Altice USA Q4 2017 Earnings: Trouble Me?	Feb 27, 2018
American Tower Q4 2017 Earnings: A Passage to India	Feb 27, 2018
SBA Q4 2017 Earnings: Mr. Clean…Still Clean?	Feb 26, 2018
CNK: Where To From Here?	Feb 23, 2018
U.S. Internet: “And the First One Now Will Later Be Last"	Feb 22, 2018
Cogent Q4 2017 Earnings: Waiting for Godot’s Usage to Show Up in Traffic Volumes	Feb 22, 2018
Dish Network Q4 2017 Earnings: Less than Zero?	Feb 21, 2018
U.S. Media: It’s Hard to Be a Short in the City; Upgrade DISCA and AMCX to Neutral	Feb 20, 2018
CBS: Les(s) Is More?	Feb 16, 2018
TripAdvisor 4Q17 Earnings: Lowering the Bar	Feb 15, 2018
CenturyLink Q4 2017 Earnings: Showing Some Skin	Feb 14, 2018
U.S. Telecommunications: Do the Facts Fit the Narrative?	Feb 14, 2018
January C3 Ratings – Not a Good Way to Start the Year! - February 14, 2018	Feb 14, 2018
U.S. Online Travel: Is Airbnb Ready for Primetime?	Feb 12, 2018
EXPE 4Q17 Earnings Review: Death by a Thousand Cuts	Feb 9, 2018
Twitter4Q17: Is thisa Turn orJust A Really Big Q4?	Feb 8, 2018
VIAB: Deal or No Deal?	Feb 8, 2018
FOXA: See Dickens & Disney	Feb 8, 2018
T-Mobile Q4 2017 Earnings: Can TMUS Pull Off a Smooth Handoff from Growth to FCF?	Feb 8, 2018
Zayo Q2 F2018 Earnings: One Year Later	Feb 7, 2018
DIS: Multiple Ways To Win	Feb 7, 2018
Snap 4Q17 Earnings: Snapping Back?	Feb 7, 2018
Trivago 4Q17 Earnings: Picking Itself Up Off the Floor, But Still Finding It’s Footing - February 7, 2018	Feb 7, 2018
U.S. Media: What’s a Programmer to Do?	Feb 6, 2018
GOOGL & AMZN: What Happens When Giants Collide?	Feb 5, 2018
Sprint Q4 2017 Earnings: How Long Can “Unsustainable” be Sustained?	Feb 2, 2018
Charter Q4 2017 Earnings: Groundhog Day	Feb 2, 2018
Google 4Q17 Earnings: Twenty–Twenty	Feb 2, 2018
FB 4Q17 Earnings: (News) Feed-ing us a Line About 2018	Feb 1, 2018
TWX: Increased Confidence	Feb 1, 2018
TWX: Deal or No Deal, Upgrade to Buy	Jan 31, 2018
AT&T Q4 2017 Earnings: Fundamentals vs. Tax Reform	Jan 31, 2018
FOXA –New Fox Puts Money Where Its Mouth Is - January 31, 2018	Jan 31, 2018
U.S. Theaters: Cyclical vs. Secular and Studio Leverage?	Jan 30, 2018
U.S. Media: Now the NFL Should Worry!	Jan 29, 2018
AT&T (T): A Tax Reform Windfall… but Is That Enough to Change the Narrative? Still Neutral with a TP of $35.	Jan 25, 2018
Crown Castle Q4 2017 Earnings: The Case for Crown	Jan 24, 2018
Comcast Q4 2017 Earnings: A Little Self-Help, Please?	Jan 24, 2018
4Q OTA Preview: Is There Light at the End of the Tunnel?	Jan 24, 2018
NATPE 2018: Addressing Key Media Investor Debates	Jan 23, 2018
Verizon Q4 2017 Earnings: Perchance to Dream	Jan 23, 2018
NFLX: Hello $100 Billion	Jan 23, 2018
U.S. Media: Stranger Things	Jan 22, 2018
Comcast: In the Sweet Spot of Tax Reform; Raising Target Price to $52	Jan 18, 2018
4Q Online Ad Preview: Rising Tide Should Lift Most Boats	Jan 17, 2018
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
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. Towers: Where To From Here? Searching for Edge	Dec 5, 2017
U.S. Media - L.A. Trip Takeaways: From Evolution To Revolution	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
Cable One Q3 2017 Earnings: Canary in a Coal Mine	Nov 8, 2017
Snap 3Q17 Earnings: What A Spectacle!	Nov 8, 2017
CenturyLink/ Level 3Q3 2017 Earnings: Now Comes the Hard Part	Nov 8, 2017
TripAdvisor 3Q17 Earnings: Slow Motion Train Wreck	Nov 7, 2017
PCLN 3Q17 Earnings: When They Zig, Priceline Zags	Nov 7, 2017
U.S. Broadband: A Few Gray Hairs, or Something More Serious?	Nov 7, 2017
DIS & FOXA: Initial Big Questions & Thoughts - November 7, 2017	Nov 7, 2017
U.S. Media - Weekly Ratings: 10/30-11/5	Nov 7, 2017
Expedia: It’s Always Darkest Before the Dawn, Part Deux	Nov 6, 2017
Zayo Q1 F2018 Earnings: Stuck in Neutral?	Nov 6, 2017
CNK: Time To Stay Aggressive	Nov 3, 2017
CBS: Still Looking for Conviction	Nov 3, 2017
Facebook 3Q17 Earnings: Security Detail	Nov 2, 2017
Altice USA Q3 2017 Earnings: Can Altice Have Its Cake and Eat It, Too?	Nov 2, 2017
DISCA: Don’t Do It	Nov 2, 2017
AMCX: All About Timing	Nov 2, 2017
Cogent Q3 2017 Earnings: Do the Results Justify the Revaluation?	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
Twitter 3Q17 Earnings: The Bleeding Has Stopped	Oct 26, 2017
Comcast Q3 2017 Earnings: Is the Market Able to Hear Good News?	Oct 26, 2017
Charter Q3 2017 Earnings: Same Picture, Different Lens	Oct 26, 2017
TWX: Another Last Goodbye(?)& Read Through to Media	Oct 26, 2017
RGC: What Is The Right Valuation For This Business?	Oct 25, 2017
Sprint Q3 2017 Earnings: What’s the Right Price If the Deal Doesn’t Happen?	Oct 25, 2017
Trivago 3Q17 Earnings: Still a Mess? Trivago - October 25, 2017	Oct 25, 2017
U.S. Internet: How The Other 96% Live?	Oct 24, 2017
AT&T Q3 2017 Earnings: Can TWX Fix What Is Broken?	Oct 24, 2017
U.S. Media - Weekly Ratings: Crawling Dead	Oct 24, 2017
VIAB: Good News, Bad News	Oct 23, 2017
T-Mobile Q3 2017 Earnings: The Merger’s Pre-Paid Problem	Oct 23, 2017
3Q OTA Preview: Category 5 Hurricane Hits Metasearch	Oct 19, 2017
Verizon Q3 2017 Earnings: Would a Sprint/T-Mobile Merger Really Be a Positive Catalyst?	Oct 19, 2017
Crown Castle Q3 2017 Earnings: The Moment of Truth Arrives (Sort Of…)	Oct 18, 2017
NFLX: The Price You Pay	Oct 17, 2017
U.S. Media - Weekly Ratings: 10/9-10/15	Oct 17, 2017
U.S. Cable & Satellite: So Much Has Changed… So Little Has Changed	Oct 16, 2017
U.S. Media: 3Q Preview: You Can Sit This One Out	Oct 16, 2017
3Q Online Ad Preview: Clouds on the Horizon?	Oct 12, 2017
Sprint and T-Mobile: Do You Feel Lucky?	Oct 12, 2017
Altice USA (ATUS): Do You Believe in Magic? Initiating Coverage with a Neutral Rating, Target Price $28	Oct 10, 2017
U.S. Media - Weekly Ratings: 10/2-10/8	Oct 10, 2017
DISCA & SNI: One + One = More Problems	Oct 9, 2017
U.S. Theaters: Now What?	Oct 3, 2017
CenturyLink and Level 3: The Hammer of Justice Comes Down (Is It Steel or Foam?) - October 3, 2017	Oct 3, 2017
U.S. Media: No Darkness on the Edge of Altice - October 2, 2017	Oct 2, 2017
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
U.S. Telecom: Is This as Good as It Gets?	Sep 7, 2017
DIS: The Good, The Bad and The Cheap	Sep 7, 2017
U.S. Commercial Wireline: Still Struggling to Make Sense of the Market - September 7, 2017	Sep 7, 2017
U.S. Media: Are You Ready For Some Football?	Sep 6, 2017
Online Travel: Trivago’s 2017 Guide Down the Big Bad Wolf for Travel? September 6, 2017	Sep 6, 2017
U.S. Media - Weekly Ratings: 8/28-9/3	Sep 6, 2017
CenturyLink: The Yield vs. The Multiple	Sep 5, 2017
U.S. Media - Weekly Ratings: 8/21-8/27	Aug 29, 2017
U.S. Advertising: We’re Surprised That They’re Surprised	Aug 24, 2017
U.S. Towers: Bulls on Parade – Are They Still Buys?	Aug 24, 2017
Sprint and T-Mobile: The Humpty Dance… Our Pro Forma Merger Model	Aug 22, 2017
U.S. Media - Weekly Ratings: 8/14-8/20	Aug 22, 2017
Zayo Q4 F2017 Earnings: Checking in on the Business, Not M&A Odds	Aug 21, 2017
Is the Disney OTT Idea a Hail Mary or a Sure Thing?	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
U.S. Cable Networks: Why Are We Worried? (2Q 2017)	Aug 11, 2017
Snap 2Q17 Earnings: Hubris	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
Q2 2017 Cord-Cutting Monitor: Is “Not as Worse” Even a Thing?	Aug 3, 2017
VIAB: One Step Forward, …	Aug 3, 2017
Cogent Q2 2017 Earnings: In Search of Consistency	Aug 3, 2017
Dish Network Q2 2017 Earnings: Forget the Equity… It’s Dish’s Debt We Should be Worried About	Aug 3, 2017
AMCX: Trouble Ahead?	Aug 3, 2017
TWX: Media’s Touchstone…One Last Time	Aug 2, 2017
Level 3 Q2 2017 Earnings: The End of an Era. Or is it Eras?	Aug 2, 2017
CenturyLink Q2 2017 Earnings: Staggering to the Finish Line	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
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
American Tower Q2 2017 Earnings: Nothing in Life is So Exhilarating as to be Shot at Without Result	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
2Q OTA Preview: Have All Travel Clouds Been Lifted?	Jul 25, 2017
GOOGL 2Q17 Earnings: Pump Up the Volume!	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
T-Mobile Q2 2017 Earnings: “Sorry, Sprint”	Jul 19, 2017
Crown Castle Q2 2017 Earnings: Seeing the Light? We Don’t. Crown Castle Buys Lightower	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
The Small Cell Report (Part II): The Infrastructure of 5G	May 15, 2017
U.S. Media: The Boys of Summer?	May 15, 2017
FOXA F3Q Review: Why We Are Not Worried	May 11, 2017
Snap 1Q17 Review: Have You No Shame?	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
DISNEY F2Q17 Earnings: One More Peak to Climb	May 10, 2017
TripAdvisor 1Q17 Review: Every Stock Has Its Day	May 10, 2017
Priceline 1Q17 Review: Beginning Our Initial Descent?	May 10, 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
Dish Network: How Much Would It Cost to Build a Network?	May 9, 2017
DISCOVERY 1Q17 Earnings: The Balancing Act	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
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
Facebook 1Q17 Earnings: Go Big or Go Home	May 4, 2017
Q1 2017 Cord-Cutting Monitor: The Future Has Arrived	May 3, 2017
Sprint CQ1 2017 Earnings: What Would Happen if there ISN’T a Deal?	May 3, 2017
CNK: A Safe Place to Hide?	May 3, 2017
Level 3 Q1 2017 Earnings: Nine Month Checkup	May 3, 2017
TWX: We Will Miss This Company	May 3, 2017
CenturyLink Q1 2017 Earnings: The Near-Term and The Long-Term	May 3, 2017
Charter Q1 2017 Earnings: Only Good Businesses Have High Expectations	May 2, 2017
U.S. Media – Weekly Ratings: 4/24-4/30	May 2, 2017
Dish Network Q1 2017 Earnings: Winning by Losing	May 1, 2017
U.S. Cable Networks: Why Are We Worried?	May 1, 2017
SBA Q1 2017 Earnings: Details Could Eventually Matter	May 1, 2017
FOXA – Tribune: A New Twist in Station Models? - May 1, 2017	May 1, 2017
GOOGL Q1 2017 Earnings: Do You See What We See?	Apr 28, 2017
Expedia 1Q17: Easter Proves Bigger Issue than Trump	Apr 28, 2017
5G Fixed Wireless Broadband: Notes from a Day with Starry	Apr 28, 2017
Comcast Q1 2017 Earnings: Dear John…	Apr 27, 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
AT&T Q1 2017 Earnings: Vertical Integration in the Land of Unlimited	Apr 25, 2017
1Q OTA Preview: Off to the Races or Trump Slump?	Apr 25, 2017
U.S. Media – Weekly Ratings: 4/17-4/23	Apr 25, 2017
T-Mobile Q1 2017 Earnings: The Purple People Eater… and Still the Belle of the M&A Ball	Apr 24, 2017
F8 Takeaways – So Facebook Is… a Camera Company?	Apr 24, 2017
Crown Castle Q1 2017 Earnings: Fiber Rorschach Test	Apr 24, 2017
Verizon: A Sobriety Test - April 24, 2017	Apr 24, 2017
Verizon Q1 2017 Earnings: To Deal or Not to Deal, That is the Question	Apr 20, 2017
Zayo: A Note of Caution… Reiterate Neutral, Lower TP to $34	Apr 18, 2017
U.S. Wireless Q1 Preview: Have Estimates Come Down Far Enough?	Apr 18, 2017
NFLX: No Controversy is the Controversy	Apr 18, 2017
U.S. Media – Weekly Ratings: 4/10-4/16	Apr 18, 2017
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
NFLX: What Two Things Does Every Growth Stock Need?	Feb 23, 2017
Cogent Q4 2016 Earnings: Discounting the Long-Term?	Feb 23, 2017
CNK: A Tough Act to Follow	Feb 23, 2017
SNI: How Long Can This Last?	Feb 22, 2017
Dish Network Q4 2016 Earnings: Leverage Games	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
AT&T and Verizon: Has the Pendulum Swung Too Far? Upgrading Verizon to Buy, Target Price $54	Feb 21, 2017
Snap, Inc.: Field of Dreams?	Feb 21, 2017
CBS: 2017 Comes Into Clearer Focus	Feb 16, 2017
Charter Q4 2016 Earnings: When Will Investors Declare Victory and Walk Away?	Feb 16, 2017
TRIP 4Q16 Review: Slow and Steady Wins the Race?	Feb 15, 2017
DISCA: Is It Cheap or Expensive? Pick the Metric	Feb 15, 2017
DISCA: 4Q 2016 Earnings Flash	Feb 14, 2017
T-Mobile Q4 2016 Earnings: What Do You Have to Believe?	Feb 14, 2017
Monthly C3 Ratings – Is the NPX Compare the Beginning of Another Negative Earnings Wave? - February 14, 2017	Feb 14, 2017
U.S. Media – Weekly Ratings: 2/7-2/12	Feb 14, 2017
Verizon Goes Nuclear - February 13, 2017	Feb 13, 2017
EXPE 4Q16 Review: Topline Relief, Bottom Line Sobriety	Feb 10, 2017
RGC: Balancing Act	Feb 10, 2017
VIAB: Looks Good on Paper	Feb 9, 2017
Zayo Q2 F2017 Earnings: Looking Beyond the Quarter	Feb 9, 2017
TWTR 4Q Review: “Trump Bump” Thumped by Revenue Slump	Feb 9, 2017
TWX: 4Q16 Earnings Flash	Feb 8, 2017
Level 3 Q4 2016 Earnings: A Phoenix, A Turkey, or Too Soon to Tell?	Feb 8, 2017
TWX: Downside Protection	Feb 8, 2017
DIS: Beauty and the Beast of Compares	Feb 7, 2017
FOXA: Off Again, On Again	Feb 7, 2017
Snap, Inc.: Is it Facebook, Instagram, or Twitter?	Feb 7, 2017
U.S. Media – Weekly Ratings: 1/30-2/5	Feb 7, 2017
NFL Season Recap – It’s All Over But the Crying…	Feb 3, 2017
FB 4Q16 Review: Have We Seen This Before?	Feb 2, 2017
CBS: A Smarter Way to Dispose of an Issue	Feb 2, 2017
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
CBS: The Three R’s – Radio, Retrans & … Revisions	Jan 31, 2017
Sprint CQ4 ‘16 Earnings: When is the Right Time to Deal?	Jan 31, 2017
U.S. Media – Weekly Ratings: 1/23-1/29	Jan 31, 2017
OTA Preview: Will FX and Investment Steal the Show?	Jan 30, 2017
GOOGL 4Q16 Review: Internet Growth at Media Prices	Jan 27, 2017
Comcast Q4 2016 Earnings: The Curious Attraction of an Unattractive Wireless Market	Jan 26, 2017
Telecom Pangaea: Why We’re Skeptics on Verizon for Charter - January 26, 2017	Jan 26, 2017
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
U.S. Comm Infra: Pre-Earnings Housekeeping… Refresh Tower and Fiber Models, Lower Zayo TP to $35	Jan 12, 2017
Five Reasons Why Twitter Is a “Sell” for 2017	Jan 12, 2017
U.S. Media - Weekly Ratings:1/2-1/8	Jan 11, 2017
U.S. Wireless: Optimism vs. Pragmatism… Downgrading TMUS to Neutral; Maintain Sector Underweight	Jan 10, 2017
DIS: Beauty Is In the Eye of the Beholder	Jan 5, 2017
Cable One (CABO): Irrational Exuberance? Downgrading to Sell; Target Price Unchanged at $408.	Jan 4, 2017
Sports Summit Takeaways: Is The Glue Still Sticky?	Dec 21, 2016
U.S. Media: 2016 Review and 2017 Outlook - December 21, 2016	Dec 21, 2016
TRIP: Has TripAdvisor Hit Rock Bottom?	Dec 20, 2016
Online Travel: 2016 Review and 2017 Outlook - December 20, 2016	Dec 20, 2016
U.S. Internet: A Year in Review, and Year in Preview - December 20, 2016	Dec 20, 2016
U.S. Media – Weekly Ratings: 12/12-12/18	Dec 20, 2016
U.S. Advertising: The Digital Duopoly Rolls On	Dec 19, 2016
Communications Infrastructure: 2016 Review and 2017 Outlook - December 15, 2016	Dec 15, 2016
U.S. Cable & Satellite: A Year in Review, and a Year in Preview - December 15, 2016	Dec 15, 2016
U.S. Telecommunications: A Year in Review, and a Year in Preview - December 15, 2016	Dec 15, 2016
U.S. Media – Weekly Ratings: 12/5-12/11	Dec 13, 2016
FOXA: Why Now? Sky Now?; Downgrade to Neutral	Dec 12, 2016
U.S. Towers: Macroeconomic Melancholia	Dec 9, 2016
Sprint and T-Mobile: Time for a Little Cold Water?-December 8, 2016	Dec 8, 2016
Digital Duplicity: Could Fake News Hurt Asset Value?	Dec 7, 2016
AMCX: Breaking Badly; Downgrade to Sell	Dec 7, 2016
U.S. Media – Weekly Ratings: 11/28-12/4	Dec 7, 2016
L.A. Trip Takeaways: Can the Genie Be Put Back in the Bottle?	Dec 5, 2016
AT&T and DirecTV Now: When Old and New Collide	Dec 5, 2016
Zayo: Has Sentiment Swung Too Far? Downgrading to Neutral, Raising TP to $36	Dec 2, 2016
U.S. Cable & Satellite: Revisiting the Broadband Pricing Response to OTT Video… a Proprietary Survey	Dec 1, 2016
U.S. Media – Weekly Ratings: 11/21-11/27	Dec 1, 2016
AT&T and DirecTV Now: Did AT&T Really Blink? Running with Scissors (Part II) - November 29, 2016	Nov 29, 2016
U.S. Cable Network Universe Estimates: Red Herrings and Other Valuable Misinformation - November 29, 2016	Nov 29, 2016
U.S. Affiliate Fees – How Do You Calculate Passion?	Nov 28, 2016
Level 3: Downgrade to Neutral Based on Narrowing Deal Spread, Increase TP to$59	Nov 22, 2016
Phocuswright 2016: The OTAs Remain “One of the Best Bargains Out There”	Nov 22, 2016
U.S. Media – Weekly Ratings: 11/14-11/20	Nov 22, 2016
AT&T & Time Warner: Suddenly, Everything Has Changed… EVERYTHING. Upgrading TWX (Back) to Buy	Nov 17, 2016
Q3 2016 Wireless Industry Wrap Up: What AT&T Saw	Nov 15, 2016
Monthly C3 Ratings – A Presidential Hangover or Recovery? - November 15, 2016	Nov 15, 2016
U.S. Media – Weekly Ratings: 11/7-11/13	Nov 15, 2016
U.S. Towers: Churn Down for What? Dimensioning TMUS/S Consolidation Risk and What’s in the Stocks	Nov 14, 2016
U.S. Media: Fear and Loathing?	Nov 14, 2016
3Q16 OTA Recap: Priceline Pulling Away From the Pack	Nov 14, 2016
DIS: Guide This Way	Nov 11, 2016
VIAB: Time for a Change?	Nov 10, 2016
Q3 2016 Cord-Cutting Monitor: Dancing on the Edge of a Cliff?	Nov 10, 2016
U.S. Cable: Making America Great Again? Upgrading Charter (Back) to Buy, Raising TPs for CMCSA and CHTR	Nov 10, 2016
FB = Finding Bottom or False Bogeyman?	Nov 10, 2016
Dish Q3 2016 Earnings: One More Thing to Worry About?	Nov 9, 2016
TRIP 3Q Review: Certainly Doesn’t Feel Like an Inflection	Nov 9, 2016
CNK: 3Q Earnings Flash	Nov 8, 2016
CNK: Elevated Capex Despite Fewer LatAm Screen Builds	Nov 8, 2016
Zayo Q1 F2017 Earnings: Mo Money Mo Problems	Nov 8, 2016
PCLN 3Q16 Review: Clearly Taking Share	Nov 8, 2016
U.S. Media – Weekly Ratings: 10/31-11/06	Nov 8, 2016
SNI: 3Q Earnings Flash	Nov 7, 2016
SNI: As Good As It Gets?	Nov 7, 2016
AT&T and Time Warner Go to Washington… What the (Real) Experts Have to Say	Nov 7, 2016
AMCX: Not Trading Dead	Nov 4, 2016
CBS: Driving It Higher	Nov 4, 2016
FB 3Q16 Review: Operating Leverage in Action	Nov 3, 2016
Cogent Q3 2016 Earnings: Enough to Get Excited?	Nov 3, 2016
FOXA: Is This The Start of Something New?	Nov 3, 2016
AMCX: 3Q Earnings Flash	Nov 3, 2016
Charter Q3 2016 Earnings: The Middle Innings	Nov 3, 2016
Cable One Q3 2016 Earnings: We’ve Entered the Land of Consenting Adults Only	Nov 2, 2016
TWX 3Q Earnings Flash	Nov 2, 2016
TWX: Who Do You Have To Schtup Here?	Nov 2, 2016
DISCA: 3Q16 Earnings Review Flash	Nov 1, 2016
U.S. Internet: Is Snapchat Killing Facebook?	Nov 1, 2016
DISCA: Welcome to 3rd Quarter Media Earnings?	Nov 1, 2016
SBA Q3 2016 Earnings: Still the One	Nov 1, 2016
U.S. Media – Weekly Ratings: 10/24-10/30	Nov 1, 2016
3Q Media Preview: Will Media Get A Bid?	Oct 31, 2016
Level 3 / CenturyLink and Q3 2016 Earnings: Level 3, We Hardly Knew Ye…	Oct 31, 2016
RGC: All About That Base	Oct 28, 2016
EXPE 3Q16: Shifting from a Top to Bottom Line Story	Oct 28, 2016
GOOGL 3Q16 Review: So Much for That Tough Compare	Oct 28, 2016
TWTR 3Q16 Review: No, This Isn’t an Inflection Point	Oct 27, 2016
American Tower Q32016 Earnings: Holding Pattern at Home, and Parsing Growth Overseas	Oct 27, 2016
Musings on Level 3 and CenturyLink - October 27, 2016	Oct 27, 2016
Reading $6 Billion of Spectrum Auction Tea Leaves - October 27, 2016	Oct 27, 2016
Comcast Q3’16 Earnings: M&A Game of Thrones	Oct 26, 2016
AT&T Sets the Price for DirecTV Now: Running with Scissors - October 26,2016	Oct 26, 2016
Sprint CQ3 2016 Earnings (II): M&A and Earnings in the Age of Aquarius	Oct 25, 2016
U.S. Media – Weekly Ratings: 10/17-10/23	Oct 25, 2016
AT&T and Time Warner: Vertically Challenged… Downgrading TWX to Neutral	Oct 24, 2016
AT&T Q3’16 Earnings: Why They HAD To Do SOMETHING	Oct 24, 2016
T-Mobile Q3 2016 Earnings: A Mouse Among the Elephants	Oct 24, 2016
Verizon Q3 2016 Earnings: About that MVNO Agreement…	Oct 20, 2016
Crown Castle Q3 2016 Earnings: The Outlook and Beyond	Oct 20, 2016
3Q Internet Preview: Best Set Ups for FB, GOOGL, PCLN	Oct 19, 2016
Netflix 3Q Review: Third Time’s the Charm	Oct 18, 2016
Sprint Q3 2016 Earnings: On the One Hand… On the Other Hand…	Oct 18, 2016
U.S. Media – Weekly Ratings: 10/10-10/16	Oct 18, 2016
DIS: “Some Swing Factors to Consider”	Oct 17, 2016
U.S. Media – NFL Ratings Improving? Don’t Bet on it - October 17, 2016	Oct 17, 2016
NFLX: Will This Quarter Be Any Different?	Oct 14, 2016
Has U.S. Digital Consumption Growth Run Out of Steam?	Oct 13, 2016
Charter Communications (CHTR): The Pause that Refreshes… Downgrading to Neutral	Oct 11, 2016
U.S. Media – Weekly Ratings: 10/3-10/9	Oct 11, 2016
U.S. Media: Is the NFL (and TV) in Trouble?	Oct 10, 2016
U.S. Theaters: Business is Boomin’ – Record Year in Sight	Oct 7, 2016
U.S. Media and Cable & Satellite: The OTT Demand Curve… Threading the Eye of a Needle?	Oct 6, 2016
Twitter, Disney M&A – Disney Stops Tweeting - October 6, 2016	Oct 6, 2016
U.S. Media – Weekly Ratings: 9/26-10/2	Oct 4, 2016
Online Travel: Voice Search and Personalization Remain Top of Mind -Takeaways from Skift's Global Forum 2016	Sep 30, 2016
U.S. Cable and U.S. Telecommunications: Cable Comes to Wireless… A Geometry Proof	Sep 28, 2016
CBS Viacom Merger – Family Comes First - September 28, 2016	Sep 28, 2016
U.S. Media: Either You’re Live & Large or Dead; Downgrade DISCA & SNI to Sell	Sep 27, 2016
U.S. Media – Weekly Ratings: 9/19-9/25	Sep 27, 2016
U.S. Towers: A First Look at FirstNet… The Catalyst We’ve All Been Waiting For?	Sep 23, 2016
GOOGL: Is Google's TAM Much Bigger Than You Think?	Sep 22, 2016
VIAB: If It Could Have Gone Wrong, It Did (Part 2)	Sep 21, 2016
U.S. Media – Weekly Ratings: 9/12-9/18	Sep 20, 2016
U.S. Wireless: The Impact of the iPhone 7 on EPS and Customer Lifetime Values	Sep 16, 2016
Online Travel: "The New Digital Colonialism" –Takeaways from Triptease's Direct Booking Summit	Sep 15, 2016
Internet Infrastructure: What Does a Free Cash Flow Yield Analysis Yield?	Sep 14, 2016
Monthly C3 Ratings – NBC Goes for the Gold - September 14, 2016	Sep 14, 2016
U.S. Media and Cable & Satellite: What Price Freedom? Our Proprietary Survey on OTT Pricing	Sep 13, 2016
U.S. Media – Weekly Ratings: 9/5-9/11	Sep 13, 2016
FOXA: The Never Ending Story	Sep 8, 2016
Google Fiber: The Latest Numbers are In… and They Explain a Lot - September 8, 2016	Sep 8, 2016
Discovery – Surprise Timing On Big Deal - September 8, 2016	Sep 8, 2016
TripAdvisor: A Tale of Two Conversion Models	Sep 7, 2016
Broadband Q2 2016: Where Has All the Fiber Gone?	Sep 7, 2016
U.S. Media – Weekly Ratings: 8/29-9/4	Sep 7, 2016
U.S. Media – Weekly Ratings: 8/22-8/28	Aug 30, 2016
Zayo Q4 F2016 Earnings: Waiting For the Inflection	Aug 25, 2016
Level 3: Beyond the Churn... Upgrading to Buy, TP $58	Aug 24, 2016
Advertising: The End of “TV Taking Share” Narrative?	Aug 23, 2016
U.S. Media – Weekly Ratings: 8/15-8/21	Aug 23, 2016
Online Travel: Making Sense of 2H16 after Strange 2Q16	Aug 22, 2016
Viacom – Now What? - August 19, 2016	Aug 19, 2016
The Small Cell Report (Part I): Where Are They Deployed Today?	Aug 17, 2016
U.S. Media – Weekly Ratings: 8/8-8/14	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
CNK: Stronger Box Office Masks Higher Capex	Aug 10, 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
Q2 2016 Cord-Cutting Monitor: Cold Comfort	Aug 9, 2016
Charter Q2 2016 Earnings: About Those Synergies…	Aug 9, 2016
SNI: Sign of the Times?	Aug 9, 2016
SNI: 2Q16 Earnings Review Flash	Aug 9, 2016
CNK: 2Q Earnings Flash Review	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
VIAB: F3Q Earnings Flash Review	Aug 4, 2016
VIAB: If It Could Have Gone Wrong, It Did!	Aug 4, 2016
TRIP 2Q16 Review: TRIPped Up, Falls Short of Low Bar	Aug 4, 2016
AMCX: Fear the Trading Dead?	Aug 4, 2016
AMCX: 2Q Earnings Flash Review	Aug 4, 2016
Cogent Q2 2016 Earnings: The Case of the Missing Growth	Aug 4, 2016
TWX: Executing and Delivering, $92 Target Price	Aug 3, 2016
TWX 2Q16 Earnings Flash	Aug 3, 2016
FOXA: Why Do You Have to Be So Complicated?	Aug 3, 2016
Cable One Q2 2016 Earnings: Target Practice?	Aug 3, 2016
DISCA: This is the Business They’ve Chosen	Aug 2, 2016
DISCA: 2Q16 Earnings Review Flash	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
EXPE 2Q16 Review: Self-Inflicted Wounds Mask Solid 2Q	Jul 29, 2016
GOOGL 2Q16 Review: No Doubt Here	Jul 29, 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
SBA Q2 2016 Earnings: Good as a Driver of Great	Jul 28, 2016
T-Mobile Q2 2016 Earnings: When Will People Stop Thinking of TMUS as a Takeover Candidate?	Jul 27, 2016
TWTR 2Q Review: They Are Who We Thought They Were	Jul 27, 2016
Level 3 Q2 2016 Earnings: ADIDAS	Jul 27, 2016
Comcast Q2’16 Earnings: Market Share vs. Market Size	Jul 27, 2016
Verizon Q2 2016 Earnings: Yahoo! Yahoo. Wait… Yahoo?	Jul 26, 2016
RGC 2Q Review: Getting Harder to Justify	Jul 26, 2016
AMCX: Trading Dead?	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
2Q Media Preview: What Did You Do Last Summer?	Jul 18, 2016
NFLX 2Q16: Another Quarter That Makes You Stop & Think	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
U.S. Towers: Odysseus and the Mast	Jul 6, 2016
TWX: Hitting for a Higher Multiple	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
ROIC 2016: Through the Looking Glass	May 12, 2016
U.S. Media 1Q Earnings Wrap: Flipping the Script	May 12, 2016
April OTT App Monitor: What Did Netflix See?	May 12, 2016
Monthly C3 Ratings – Broadcast Showers and Cable Flowers - May 12, 2016	May 12, 2016
DIS F2Q Earnings: Voting vs. Weighing	May 11, 2016
CNK: Thank You Moses	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
Zayo Q3 F2016 Earnings: It’s Complicated… But That’s the Opportunity	May 5, 2016
Cogent Q1 2016 Earnings: Out with the Old (Concerns), In with the New	May 5, 2016
Cablevision Q1’16 Earnings: What Do You Have to Believe?	May 5, 2016
Q1 2016 Cord-Cutting Monitor: Storm Clouds are Gathering... and Cable Just Lost Its Umbrella	May 5, 2016
TripAdvisor 1Q16 Review: No Pain, No Gain?	May 5, 2016
TWX 1Q Earnings Flash	May 4, 2016
Cable One Q1 2016 Earnings: What’s the Right Multiple?	May 4, 2016
TWX: The Four Year Promise	May 4, 2016
FOXA 3Q: One Step Closer?	May 4, 2016
Q1 2016 Wireless Wrap Up: Five Key Takeaways	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
SBA Q1 2016 Earnings: A Long-Term Business through a Short-Term Lens	May 2, 2016
U.S. Media: As Goes ROIC, So Goes Our Stocks	May 2, 2016
EXPE 1Q16 Review: Firing on Almost All Cylinders	Apr 29, 2016
American Tower Q1 2016 Earnings: Is the Stock Really at an All-Time High?	Apr 29, 2016
Facebook 1Q16 Review: Much Ado about Nothing	Apr 28, 2016
VIAB: F2Q Earnings Flash Review	Apr 28, 2016
Time Warner Cable Q1 2016 Earnings: Farewell, Friend, It Was Good to Know Ye	Apr 28, 2016
Level3 Q1 2016 Earnings: The Ghost of tw telecom?	Apr 28, 2016
RGC: Oh Canada!	Apr 28, 2016
Charter Q1’16 Earnings: Let’s Talk Conditions, Shall We?	Apr 28, 2016
VIAB: First Time, Long Time	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
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
Film Economics: Is It Now A Winner Take All Business?	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
March Online Travel Monthly	Apr 7, 2016
U.S. Cable & Satellite and U.S. Telecom: What Is the Bond Market Telling Us?	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
Cogent Q4 2015 Earnings: The Search for Balance	Feb 25, 2016
AMCX: 4Q Earnings Flash Review	Feb 25, 2016
Cablevision Q4’15 Earnings: Careful What You Wish For	Feb 25, 2016
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
CNK: 4Q15 Earnings Review Flash	Feb 24, 2016
CNK: Cine-Marking a Time for a Turn	Feb 24, 2016
SNI: Both Sides of the Coin	Feb 24, 2016
U.S. Affiliate Fees: A One Revenue Line Town	Feb 23, 2016
SNI: 4Q15 Earnings Review Flash	Feb 23, 2016
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
Dish Network Q4 2015 Earnings: What is the Core Business Worth?	Feb 18, 2016
DISCA: It’s Complicated (Still)	Feb 18, 2016
DISCA: 4Q15 Earnings Review Flash	Feb 18, 2016
T-Mobile Q4 2015 Earnings: How Well Would T-Mobile Weather a Recession?	Feb 17, 2016
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
Zayo Q2 F2016 Earnings: Can Somebody Please Turn On the Weighing Machine?	Feb 12, 2016
January Apptopia App Data Update	Feb 12, 2016
TWTR 4Q15 Earnings Review: Losing Altitude Quickly	Feb 11, 2016
RGC: Strong 2015 But Winter Is Coming	Feb 10, 2016
DIS: Something for Everyone	Feb 10, 2016
TWX: On To the New Year	Feb 10, 2016
TWX: 4Q Earnings Flash Review	Feb 10, 2016
FOXA: Can’t Wait For Next Year (Again)	Feb 9, 2016
Viacom: Huis Clos	Feb 9, 2016
VIAB: F1Q Earnings Flash Review	Feb 9, 2016
NFLX: The Dark Side of the Mo (mentum); Cutting Target Price from $98 to $85	Feb 5, 2016
Zayo: Updating Model for New Segments Ahead of Q2 F2016 Earnings	Feb 5, 2016
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
4Q Media Preview: Will Ad Market Strength Trump Subscriber Focus?	Jan 25, 2016
T-Mobile (TMUS): Finding Bigfoot… A Footprint Expansion Story	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
U.S. Cable and U.S. Telecommunications: It’s Time to Take a Fresh Look at Broadband Market Share	Dec 9, 2015
November/4QTD Apptopia App Data Update	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
SNI: Cooking in Polish	Nov 10, 2015
Zayo Q1 F2016 Earnings: The Three Amigos	Nov 10, 2015
3Q Nat’l TV Ad Wrap – A Rare, Welcomed Surprise	Nov 10, 2015
U.S. Media – Weekly Ratings: 11/2-11/8	Nov 10, 2015
Q3 2015 Cord-Cutting Update: The Anti-Climax?	Nov 9, 2015
Dish Network Q3 Earnings: The Cards You’ve Been Dealt	Nov 9, 2015
SNI: 3Q15 Earnings Review Flash	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
CNK: New CEO Brings A New Hope	Nov 6, 2015
Q3 2015 Wireless Wrap Up: The Jury Is Still Out	Nov 6, 2015
Cogent Q3 2015 Earnings: Proof of Life	Nov 5, 2015
AMCX: 3Q Earnings Flash Review	Nov 5, 2015
DIS: Mouse Avoids Bear Trap	Nov 5, 2015
AMCX: Positive Revisions Meet Fear	Nov 5, 2015
CNK: 3Q15 Earnings Review Flash	Nov 5, 2015
Facebook 3Q Review: Still King of the Castle	Nov 5, 2015
Cable One Q3’15 Earnings: Wallflower at the Orgy	Nov 5, 2015
TWX: 3Q Earnings Flash Review	Nov 4, 2015
CBS: What, Me Worry?	Nov 4, 2015
TWX: Doing the Right Thing	Nov 4, 2015
FOXA: Holding the Line (For Now)	Nov 4, 2015
FOXA: F1Q Earnings Flash	Nov 4, 2015
DISCA: What a Difference One Quarter Makes	Nov 3, 2015
Sprint Q3 ’15 Earnings: Burn Rate Is All that Matters Now	Nov 3, 2015
DISCA: 3Q15 Earnings Review Flash	Nov 3, 2015
Cablevision Q3 2015 Earnings: Is Regulatory Approval Really a Slam Dunk?	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
Ad Viewability & Click Fraud: Domo Arigato, Mr. Roboto	Oct 29, 2015
Charter Q3 2015 Earnings: Cable Strikes Back	Oct 29, 2015
Time Warner Cable Q3 2015 Earnings: Mind the Gap	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
Broadcast Nets: How Long Can This Balancing Act Last?	Oct 22, 2015
AT&T Q3 2015 Earnings: The Obfuscation has Landed	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. Media: Real and Less Spectacular	Sep 8, 2015
U.S. Internet Launch: Real & 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
Cogent Post-Q2 2015 Update: Keep Calm and Cogent On. Lower TP to $40, Maintain Buy	Aug 20, 2015
VIAB Ratings: What the N*ck Happened?	Aug 20, 2015
U.S. Cable: Time Heals All Wounds. Upgrading Cable Sector to Overweight, and Charter and Comcast to Buy	Aug 19, 2015
Level 3: The Gross Clinic… Are Gross Revenue Trends the Key to Shedding the “Black Box” Stigma?	Aug 13, 2015
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
Q2 2015 Quarterly Cord-Cutting Update: Now We Know What All the Fuss Was About (Hint: Yes, it’s Bad)	Aug 7, 2015
AMCX: Turning to The Next Crop of Shows	Aug 7, 2015
TWX: A Non-Answer Opens the Door; Upgrade to Buy	Aug 7, 2015
Cablevision Q2 2015 Earnings: French Tickler?	Aug 7, 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
VIAB: F3Q Earnings Review Flash	Aug 6, 2015
2Q National TV Ad Wrap – What Did We Learn? - August 6, 2015	Aug 6, 2015
Dish Network Q2 2015 Earnings: Mud Slinging… Are Dish’s Spectrum Options Dwindling?	Aug 5, 2015
Zayo: Round Trip Ticket... Downgrading to Neutral, Maintain $29 TP	Aug 5, 2015
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
Cable One Q2 2015 Earnings: Post-Modernism	Aug 4, 2015
Sprint Q2 2015 Earnings: Tick, tick, tick…	Aug 4, 2015
SNI: Getting a Little Less Clear	Aug 4, 2015
Charter Q2 2015 Earnings: The Waiting is the Hardest Part	Aug 4, 2015
DIS: The Earnings Beating Machine Hits a Pothole	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
Comcast Q2'15 Earnings: Who Ever Said Comcast Needs a New Story?	Jul 23, 2015
AT&T Q2 2015 Earnings: Psst… Hey, Did You Hear About Those Positive Earnings Revisions?	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
2Q Media Preview: Redefining Tepid	Jul 13, 2015
U.S. Cable & Satellite: What Will Second Quarter Earnings Tell Us About Cord-Cutting?	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
Dish Network Q1 2015 Earnings: The End of the Episode Can’t Come Soon Enough	May 11, 2015
SEAS: Wait & Sea	May 11, 2015
Quarterly Cord-Cutting Monitor: Uh Oh… This Time Cord Cutting Really Did Accelerate	May 11, 2015
1Q National TV Ad Wrap – We Have Some Good News … and Some Bad News. - May 11, 2015	May 11, 2015
CNK: Do The Right Thing	May 8, 2015
CBS: No Plot Twists Here	May 8, 2015
Cogent Q1 2015 Earnings: A Step on the Bumpy Road to Recovery	May 7, 2015
SNI: The Truth Hurts?	May 7, 2015
SNI: 1Q Earnings Review Flash	May 7, 2015
CNK: 1Q15 Earnings Review Flash	May 7, 2015
SEAS: 1Q Earnings Review Flash	May 7, 2015
FOXA: Light at the End of the Investment Tunnel?	May 6, 2015
DISCA: Discovering The Bottom?	May 6, 2015
DISCA: 1Q15 Earnings Review Flash	May 5, 2015
DIS: F2Q Earnings Flash	May 5, 2015
DIS: This Is What A Company Firing On All Cylinders Looks Like	May 5, 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
AMCX: 1Q Earnings Review Flash	May 4, 2015
Comcast Q1 2015 Earnings: What’s the Story?	May 4, 2015
AMCX: What A Difference A Year Makes (Part 2)	May 4, 2015
Cablevision Q1 2015 Earnings: The FiOS Balancing Act	May 4, 2015
Charter Communications: As the World Turns	May 1, 2015
VIAB: What A Difference A Year Can Make	May 1, 2015
RGC: An Un-Majestic Quarter	Apr 30, 2015
VIAB: F2Q Earnings Review Flash	Apr 30, 2015
Time Warner Cable: Back in the Saddle	Apr 30, 2015
TWX: The First of Many?	Apr 29, 2015
TWX: 1Q Earnings Review Flash	Apr 29, 2015
Level 3 Q1 2015 Earnings: How Many Beats Will It Take?	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
Cablevision Q4 2014: David and Goliath	Feb 25, 2015
Cogent Q4 2014 Earnings: Waiting is the Hardest Part	Feb 25, 2015
Comcast Q4 2014 Earnings: Is There Such a Thing as Being Too Successful?	Feb 24, 2015
SEAS 4Q Prev.: Will New Management Change Course?	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: 4Q Earnings Review Flash	Feb 19, 2015
DirecTV Q4 2014 Earnings: AT&T Needs DirecTV... but Does DirecTV Need AT&T?	Feb 19, 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
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
TWX: 4Q Earnings Review Flash	Feb 11, 2015
Zayo Q2 F2015 Earnings: A Solid Quarter, but is There a Chink in the Armor?	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
FOXA: The Best-Laid Plans of Fox and Men	Feb 4, 2015
DIS: It’s Not Expensive When Numbers Are Too Low	Feb 4, 2015
U.S. Wireless & Dish Network: Searching for Meaning on the AWS-3 Merry Go Round	Feb 2, 2015
VIAB: A Brave New World	Jan 30, 2015
Time Warner Cable: If TWC Has to Go It Alone, then...	Jan 29, 2015
VIAB: F1Q Earnings Review Flash	Jan 29, 2015
AT&T’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
Cogent Q3 2014 Earnings: A Return to Normalcy?	Nov 7, 2014
CNK: Executing Through Tough Comps	Nov 7, 2014
Zayo Q1 F2015 Earnings: Incremental Insights into Incremental Returns	Nov 7, 2014
AMCX: Turn	Nov 7, 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
DIS: Time to Let FY2014 Go	Nov 6, 2014
CNK: 3Q Earnings Review Flash	Nov 6, 2014
Cablevision Q3 2014 Earnings: The Two-Headed Monster	Nov 6, 2014
SNI: 3Q Earnings Review Flash	Nov 6, 2014
SNI: Leading in Ratings & Transparency	Nov 6, 2014
Level 3 Q3 2014 Earnings: The Smell of Bandwidth in the Morning	Nov 5, 2014
FOXA: One of The Few (Expected Beats)	Nov 5, 2014
TWX: 3Q Earnings Review Flash	Nov 5, 2014
TWX: Writing It Down & Moving Ahead	Nov 5, 2014
CBS: An In-Line Quarter*	Nov 5, 2014
DISCA: 3Q Earnings Review Flash	Nov 4, 2014
DISCA: The First of Many	Nov 4, 2014
Dish Network Q3 2014 Earnings: Is a Spectrum Sale Even Possible?	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
RGC: An Unexpected Journey	Oct 28, 2014
T-Mobile Q3 2014 Earnings: Why Can’t TMUS Get No Respect?	Oct 28, 2014
SEAS 3Q Preview: Looking Past Current Beached Stock	Oct 23, 2014
Comcast Q3 2014 Earnings: What Does the Market Think It Knows About Comcast’s TWC Deal?	Oct 23, 2014
Zayo Coverage Initiation Part II –A Close Look at Incremental Returns & Normalized Reinvestment Needs	Oct 22, 2014
TWX: “Just Don’t Worry”	Oct 22, 2014
AT&T Q3’14 Earnings: Will AT&T Be Caught Swimming Naked in Q4?	Oct 22, 2014
Verizon 3Q’14 Earnings: The Curious Case of VZ versus T