Title
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Date
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Amazon: A Tale of Two Segments
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Feb 3, 2023
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Alphabet: Living Large … and Maybe More Efficiently?
|
Feb 3, 2023
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Towers Marketing Deck
|
Feb 2, 2023
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Meta: The Year of Living Efficiently
|
Feb 2, 2023
|
Internet Infrastructure Marketing Deck
|
Feb 2, 2023
|
Data Center Marketing Deck
|
Feb 2, 2023
|
T-Mobile Q4’22 Earnings: What to Do for an Encore?
|
Feb 1, 2023
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Lumen: Lowering Estimates Ahead of Q4 2022 Earnings / 2023 Guidance
|
Feb 1, 2023
|
Snap: A Minnow, Not A Shark
|
Feb 1, 2023
|
EA: Shoot First, Ask Questions Later
|
Feb 1, 2023
|
Digital Realty: Should We be Worried about Power Cost Slippage? Lowering Estimates to Reflect this Risk
|
Jan 31, 2023
|
Gig Economy: Your Order (for Profits) Has Arrived
|
Jan 30, 2023
|
Take-Two: Back to the Future, Upgrade to Outperform, $140 PT
|
Jan 27, 2023
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Charter Q4 2022 Earnings: A New Narrative
|
Jan 27, 2023
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U.S. Internet: Pick Your Narrative!
|
Jan 26, 2023
|
Comcast Q4 2022 Earnings: Is Flat the New Up?
|
Jan 26, 2023
|
Crown Castle Q4 2022 Earnings - All Quiet (For Now)
|
Jan 25, 2023
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AT&T Q4 2022 Earnings: About that Free Cash Flow…
|
Jan 25, 2023
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U.S. Broadband: Making Sense of AT&T’s 30M Fiber Passings
|
Jan 25, 2023
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Verizon Q4 2022 Earnings: Well and Truly In the Mud
|
Jan 24, 2023
|
Wayfair: Making Home Repairs
|
Jan 24, 2023
|
U.S. Towers: Longing for the Good Old Days
|
Jan 23, 2023
|
Netflix: A Good Narrative Is Hard to Beat
|
Jan 20, 2023
|
U.S. Media: Hurtling Towards Act 3
|
Jan 18, 2023
|
Roblox: December KPIs - Happy Holidays
|
Jan 17, 2023
|
Dish Network Q4 2022 Pre-Release: Still Shrinking…
|
Jan 17, 2023
|
Disney: Our Thoughts on Disney & Trian
|
Jan 12, 2023
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All Things Streaming: 4Q Update
|
Jan 11, 2023
|
Cable’s Broadband Technology Roadmap… What Will It Cost? And Will It Be Sufficient?
|
Jan 10, 2023
|
U.S. Video Games: Mobile Monitor (Dec '22)
|
Jan 6, 2023
|
Alphabet: Sunday Ticket – What Are We Missing?
|
Jan 6, 2023
|
U.S. Broadband: The Number We've All Been Waiting For
|
Jan 4, 2023
|
Communications Infrastructure: 2022 Review and 2023 Outlook
|
Dec 21, 2022
|
Nielsen Gauge: Checking in on Linear’s Decline and Streaming’s Rise
|
Dec 21, 2022
|
Meta: Is a Cut to CAPEX Next?
|
Dec 20, 2022
|
Frontier: Opportunities and Risks in the Year Ahead
|
Dec 20, 2022
|
U.S. Wireless: Our Telecom Outlook for 2023; Upgrading Verizon to MP; Downgrading AT&T to UP
|
Dec 19, 2022
|
Cable 2023 Preview: Is Cable a Good Business?
|
Dec 19, 2022
|
U.S. Advertising: What A Difference A Year Makes
|
Dec 15, 2022
|
Roblox: November KPIs
|
Dec 15, 2022
|
Starry: Suspending Coverage
|
Dec 15, 2022
|
Equinix: Meeting with Charles Meyers, President & CEO, and Keith Taylor, CFO
|
Dec 14, 2022
|
U.S. Video Games: The Android Problem
|
Dec 12, 2022
|
Chewy: A Sled Dog, Not a Greyhound
|
Dec 9, 2022
|
U.S. Data Centers: Evaluating 2023 Outlooks and Positioning
|
Dec 9, 2022
|
Activision: The Wrath of Khan
|
Dec 9, 2022
|
eBay: Get Busy Living or Get Busy Dying
|
Dec 7, 2022
|
Windstream: Meeting with Tony Thomas, President & CEO
|
Dec 7, 2022
|
Disney: Now What?
|
Dec 5, 2022
|
Wayfair: In Need of a Renovation
|
Dec 5, 2022
|
Cord-Cutting Monitor Q3 2022: Can Linear Be Saved?
|
Dec 2, 2022
|
Wireless Q3 2022: Verizon’s Dilemma
|
Dec 1, 2022
|
Chewy: A Dog Fight
|
Nov 30, 2022
|
Etsy: There's More Here Than Masks
|
Nov 28, 2022
|
Disney: Magic Is Back; Upgrade to Outperform
|
Nov 21, 2022
|
Broadband Q3 2022: The Fiber Bubble (and the Pin)
|
Nov 21, 2022
|
Shopify: Shopping for a Narrative
|
Nov 21, 2022
|
Lumen: Not Yet Out of the Woods… Lower PT to $5, Maintain Underperform
|
Nov 21, 2022
|
U.S. Media: The Last Resort? L.A. Media Tour Takeaways
|
Nov 21, 2022
|
Amazon: Retail Unit Economics Are Set to Improve
|
Nov 16, 2022
|
Cogent: Increasing our Price Target to Reflect Our New Cogent/Sprint Pro Forma Model
|
Nov 15, 2022
|
Ecommerce Initiation: It's No Longer an "Everyone Wins" Market
|
Nov 15, 2022
|
Roblox: Risk-Off or Something More?
|
Nov 10, 2022
|
Meta: A Dose of Reality
|
Nov 10, 2022
|
Disney: Seven Years Later
|
Nov 9, 2022
|
The Future of Cable’s HFC Network: Our Meeting with Phil McKinney, President & CEO of CableLabs
|
Nov 9, 2022
|
Activision: Heads I Win, Tails I Don't Lose (Too Much)
|
Nov 8, 2022
|
TTWO: Can We Fast-Forward to F’24 Yet?
|
Nov 8, 2022
|
Fox: After Flutter/FanDuel Settlement, Now What?
|
Nov 7, 2022
|
Cinemark: A Different Story to Tell
|
Nov 7, 2022
|
AMC Networks: A Small Case Study
|
Nov 7, 2022
|
DraftKings: Re-examining the Path to Profitability
|
Nov 7, 2022
|
WBD: A Tough Juggling Act
|
Nov 4, 2022
|
Roku: Opaque and Ephemeral
|
Nov 3, 2022
|
Paramount: Stuck Between a Rock and a Hard Place
|
Nov 3, 2022
|
Cable One Q3 2022 Earnings: The Rural Premium Is Now All but Gone
|
Nov 3, 2022
|
Cogent Q3 2022 Earnings: With Sprint Waiting in the Wings, Can Corporate Help the Stock?
|
Nov 3, 2022
|
Dish Network Q3 2022 Earnings: Easier Said than Done?
|
Nov 2, 2022
|
Equinix Q3 2022 Earnings: What Would a Tech Slowdown Mean for Equinix?
|
Nov 2, 2022
|
Lumen Q3 2022 Earnings: The “New” Lumen – Slimmed Down ILEC, No LatAm, No EMEA, and No Dividend
|
Nov 2, 2022
|
Frontier Q3 2022 Earnings: Delayed Gratification
|
Nov 2, 2022
|
Altice USA Q3 2022 Earnings: What Do You Believe About Broadband Pricing?
|
Nov 2, 2022
|
EA: Which Way is the Wind Blowing?
|
Nov 2, 2022
|
Starry Q3 2022 Earnings: All that Matters… Continued
|
Nov 2, 2022
|
FOXA: Does Size Really Matter?
|
Nov 1, 2022
|
SBA Q3 2022 Earnings: The Shape of an Inflection
|
Oct 31, 2022
|
Charter Q3 2022 Earnings: The Many Riddles of Act III
|
Oct 28, 2022
|
Twitter: Dropping Coverage
|
Oct 28, 2022
|
Meta: Is Reality Labs a Good Business?
|
Oct 27, 2022
|
WPP: Some Surprises Here… Which is Ok
|
Oct 27, 2022
|
Comcast Q3’22 Earnings: What Will It Take for Wireless to Be Viewed as More than Just a “Hobby?”
|
Oct 27, 2022
|
American Tower Q3 2022 Earnings: So Far, On Track
|
Oct 27, 2022
|
T-Mobile Q3 2022 Earnings: How Much Longer Can the Party Last?
|
Oct 27, 2022
|
Digital Realty Q3 2022 Earnings: A Bit More than a Little Bit of Inflation
|
Oct 26, 2022
|
Alphabet: It’s a Cyclical After All
|
Oct 26, 2022
|
Activision: Is Blizzard Back?
|
Oct 26, 2022
|
U.S. Media: Slow And Steady Might Not Win The Race
|
Oct 25, 2022
|
Interpublic: No Surprises Here…Which Is Nice
|
Oct 24, 2022
|
Verizon Q3 2022 Earnings: No Easy Answers
|
Oct 21, 2022
|
Snap: Snap Shot of an Industry?
|
Oct 21, 2022
|
AT&T Q3 2022 Earnings: Fiber versus Cash Flow
|
Oct 20, 2022
|
Omnicom: Where’s The Rain?
|
Oct 19, 2022
|
Crown Castle Q3 2022 Earnings: The First Look at 2023 Expectations is… Hmmm
|
Oct 19, 2022
|
Netflix: The Land of Hope and Dreams
|
Oct 19, 2022
|
Roblox: September 2022 KPIs On a “Risk On” Day
|
Oct 17, 2022
|
Fox: Why Combine with News Corp Now? Looking for More to the Story
|
Oct 16, 2022
|
Netflix: Did We Get the Key Ad Assumptions Right?
|
Oct 13, 2022
|
Towers and Data Centers: Brave New World of Higher Interest Rates
|
Oct 13, 2022
|
All Things Streaming: 3Q Update
|
Oct 12, 2022
|
U.S. Cable: What Is Embedded in Valuations?
|
Oct 10, 2022
|
U.S. Online Gaming & Media: ESPN & DraftKings Finalizing New Partnership
|
Oct 7, 2022
|
Netflix: Curb Your Enthusiasm?
|
Oct 4, 2022
|
Roblox: Growing Pains, Initiating at Underperform, $19 PT
|
Oct 3, 2022
|
Cord-Cutting Monitor Q2 2022: A Turn for the Worse
|
Sep 28, 2022
|
Frontier and Lumen: What’s That in the Bath Water? Maintain Ratings, but Lower PTs
|
Sep 28, 2022
|
5 Takeaways from the 5th Annual MoffettNathanson Advertising Day
|
Sep 27, 2022
|
Starry: The Dilution Paradox; Lowering PT to $6.50
|
Sep 27, 2022
|
Our Media & Communications comp sheets with closing prices as of September 23, 2022
|
Sep 26, 2022
|
Telecom and Cable & Satellite Marketing Deck
|
Sep 23, 2022
|
Take-Two: Grand Theft Source Code?
|
Sep 19, 2022
|
Snap: Back to the Basics
|
Sep 15, 2022
|
Wireless: A Proprietary Deep Dive into iPhone 14 Promotions
|
Sep 15, 2022
|
Broadband: Can State-Level Build Subsidies Keep Cable Net Additions Positive?
|
Sep 8, 2022
|
Cogent: A Transformative and Value Accretive Acquisition of Sprint Wireline, Raise PT to $89
|
Sep 8, 2022
|
U.S. Media: Post-Summer Positioning
|
Sep 8, 2022
|
NFL: Is Cheating a Good Strategy?
|
Sep 7, 2022
|
Cogent: Is a Corporate Recovery in the Cards? Lower PT to $70, Maintain Outperform Rating
|
Sep 7, 2022
|
U.S. Advertising: What’s Driving the Slowdown?
|
Sep 6, 2022
|
Our Media & Communications comp sheet with closing prices as of September 2, 2022
|
Sep 6, 2022
|
Media & Internet Marketing Deck
|
Sep 1, 2022
|
Auction 108: What "Winning" Looks Like
|
Aug 29, 2022
|
U.S. Exhibitors: Does A Regal Bankruptcy Impact U.S. Box Office/CNK?
|
Aug 23, 2022
|
July Ratings: The Start of Something Different?
|
Aug 23, 2022
|
Data Centers: Past the Point of No Return? A Final Look at ROIC for Much of the Industry
|
Aug 18, 2022
|
U.S. Video Games Marketing Deck
|
Aug 18, 2022
|
Media Sports Rights: What Can We Learn From The Big Ten?
|
Aug 18, 2022
|
Wireless Q2 2022: The Have and The Have-Nots Diverge; Downgrading Verizon to Underperform, PT $41
|
Aug 18, 2022
|
Disney: Quick Reaction to Third Point's Strategy
|
Aug 15, 2022
|
What Does AppLovin’s Offer Tell Us About The Mobile Games Business?
|
Aug 12, 2022
|
Disney: The End of the Wars … and Domestic Sub Growth
|
Aug 11, 2022
|
Fox: No Surprises Here (Which is a Good Thing)
|
Aug 10, 2022
|
Roku: No Safety From the Storm, Downgrade To Underperform, Reiterate $62 Price Target
|
Aug 10, 2022
|
TTWO: Near Term vs. Long Term – PT down to $126
|
Aug 9, 2022
|
Starry Q2 2022 Earnings: All that Matters
|
Aug 9, 2022
|
AMC Networks: Walking the Line
|
Aug 8, 2022
|
WPP: Back to the Future?
|
Aug 8, 2022
|
DraftKings: Sustainable Marketing Efficiency?
|
Aug 8, 2022
|
Warner Bros. Discovery: Reality First, Dreams Second?
|
Aug 5, 2022
|
Cinemark: Momentum Swings
|
Aug 5, 2022
|
Frontier Q2 2022 Earnings: Can it Buck the Wireline Broadband Adds Trend?
|
Aug 5, 2022
|
Cogent Q2 2022 Earnings: The Little Telecom that Could?
|
Aug 4, 2022
|
Cable One Q2 2022 Earnings: Why the Premium?
|
Aug 4, 2022
|
Paramount: Weighing the Negatives Despite the + Sign
|
Aug 4, 2022
|
Dish Q2 2022 Earnings: Here We are Again
|
Aug 3, 2022
|
Altice USA Q2 2022 Earnings: Has the Window Closed?
|
Aug 3, 2022
|
Lumen Q2 2022 Earnings: What Revenue Growth Giveth, Expense Pressures (More Than) Taketh Away
|
Aug 3, 2022
|
EA: The Last Dance
|
Aug 3, 2022
|
DraftKings: Food, Shelter, Gas … and Online Betting?
|
Aug 3, 2022
|
Activision: Trigger Happy
|
Aug 2, 2022
|
SBA Q2 2022 Earnings: A Better Physical Indicator
|
Aug 1, 2022
|
Roku: A Hot Streaming Mess
|
Jul 29, 2022
|
Charter Q2 2022 Earnings: The End of Act II… and the Beginning of Act III
|
Jul 29, 2022
|
Meta: Thesis Interrupted
|
Jul 28, 2022
|
Comcast Q2 2022 Earnings: White Knuckles
|
Jul 28, 2022
|
American Tower Q2 2022 Earnings: Significant Visibility
|
Jul 28, 2022
|
Digital Realty Q2 2022 Earnings: Puts and Takes
|
Jul 28, 2022
|
T-Mobile Q2 2022 Earnings: The House Keeps Getting Better… even as the Block is Still Getting Worse
|
Jul 27, 2022
|
Equinix Q2 2022 Earnings: Full Steam Ahead
|
Jul 27, 2022
|
Alphabet: Lapping the Bubble of 2021
|
Jul 27, 2022
|
Activision: End Game? Upgrading to Outperform
|
Jul 25, 2022
|
Observations from T’s & VZ’s Q2 Earnings, and Read-Across for LUMN & FYBR
|
Jul 25, 2022
|
Twitter: The Musk of Disappointment
|
Jul 25, 2022
|
U.S. Media: Are We There Yet? Downgrade PARA to Underperform
|
Jul 22, 2022
|
Snap: A Vote of No Confidence; Downgrade to Market Perform
|
Jul 22, 2022
|
Altice USA: Is Suddenlink Really for Sale?
|
Jul 22, 2022
|
Interpublic: Better Than Most
|
Jul 22, 2022
|
Verizon Q2 2022 Earnings: The Elder Statesman Stumbles
|
Jul 22, 2022
|
MoffettNathanson's Early Take on Twitter's 2Q 2022 Earnings
|
Jul 22, 2022
|
U.S. Advertising: If a Recession Happens, How Bad Could It Be?
|
Jul 21, 2022
|
AT&T Q2 2022 Earnings: What's the Value Proposition?
|
Jul 21, 2022
|
Netflix: Old Media Rules
|
Jul 20, 2022
|
Crown Castle Q2 2022 Earnings: How the Other Half Lives (or Inflates)
|
Jul 20, 2022
|
Omnicom: If It Is Raining in Brooklyn, Won’t It Rain in Queens?
|
Jul 20, 2022
|
Commercial Wireline Services: Hope Springs Eternal
|
Jul 19, 2022
|
U.S. Media: The Quarterly U.S. SVOD Tracker (2Q 2022)
|
Jul 18, 2022
|
U.S. Wireless: The Industry Inflation Forgot (Part II)
|
Jul 15, 2022
|
Cord-Cutting Monitor Q1 2022: A Series of Unfortunate Events
|
Jul 13, 2022
|
U.S. Video Game Publishers: Initiation of Coverage
|
Jul 13, 2022
|
U.S. Media & Internet: Initiation of Coverage
|
Jul 12, 2022
|
U.S. Cable & Satellite and Telecommunications: Initiation of Coverage
|
Jul 12, 2022
|
U.S. Communications Infrastructure: Initiation of Coverage
|
Jul 11, 2022
|
U.S. Internet: The Short and Skinny on Short-Form Video
|
Jun 16, 2022
|
Disney and IPL: The Definition of a Sticky Wicket! – June 15, 2022
|
Jun 15, 2022
|
Netflix and Disney: Mad Men to the Rescue?
|
Jun 14, 2022
|
Lumen: Would a Sale of its European Unit Matter?
|
Jun 14, 2022
|
Starry: Now Comes the Hard Part… Initiating Coverage with a Buy Rating, TP $11
|
Jun 13, 2022
|
EA: Round Tripping, Moving to Neutral
|
Jun 10, 2022
|
U.S. Towers: Assessing Tower Equities in a Time of Turbulence, and Takeaways from Connect(X)
|
May 26, 2022
|
U.S. Advertising: It’s Not Just a Cyclical Problem – Revising Down Our Long-term Bullish Forecasts
|
May 26, 2022
|
Wireless Q1 2022: The Elephant in the Room
|
May 25, 2022
|
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
|
Fox: Still a Good Place to Hide
|
May 10, 2022
|
U.S. Video Games: Zynga's Last Dance - May 10, 2022
|
May 10, 2022
|
DraftKings: Stuck in a Moment
|
May 9, 2022
|
Cinemark: Exhibitors’ Swagger Back?
|
May 9, 2022
|
Frontier Q1 2022 Earnings: What Does a Logo Tell Us?
|
May 6, 2022
|
Dish Network Q1 2022 Earnings: A Retail Report Card
|
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
|
Cogent Q1 2022 Earnings: Don’t Let the Drive-By CFO Transition Overshadow Improving Financial Results
|
Apr 29, 2022
|
Roku: Now You Know What You Are Buying Here; Upgrade to Neutral
|
Apr 29, 2022
|
Charter Q1 2022 Earnings: Wireless versus Broadband
|
Apr 29, 2022
|
Interpublic: Safety in Ad Land
|
Apr 29, 2022
|
Digital Realty Q1 2022 Earnings: The Land of Giants
|
Apr 28, 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
|
Equinix Q1 2022 Earnings: All of Their Ducks in a Row
|
Apr 27, 2022
|
Alphabet: Brace Yourself and Take a Breath
|
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
|
American Tower Q1 2022 Earnings: Germany on my Mind
|
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
|
Crown Castle Q1 2022 Earnings: Exogenous Factors vs. Company-Specific Ones
|
Apr 20, 2022
|
Omnicom: A Brand New Day?
|
Apr 20, 2022
|
Netflix: Four Reasons Why… Cutting Price Target to $245
|
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
|
Warner Bros. Discovery: Contender or Pretender?
|
Apr 11, 2022
|
Towers & Data Centers: A Funny Thing Happened on the Way to Higher Rates... Downgrade SBA to Neutral
|
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
|
Cinemark: Box Office Beyond Masks & Capes?
|
Feb 25, 2022
|
Crown Castle: Meeting with Dan Schlanger, CFO
|
Feb 25, 2022
|
WPP: Wait for It?
|
Feb 25, 2022
|
Discovery: Can WBD Compete on Streaming Without Winning the Spending War?
|
Feb 24, 2022
|
American Tower Q4 2021 Earnings: Evaluating CoreSite in the Context of 2022 and Long Term Guidance
|
Feb 24, 2022
|
Cable One Q4 2021 Earnings: Has CABO Finally Fallen to a Reasonable Valuation?
|
Feb 24, 2022
|
Dish Network Q4’21 Earnings: What Kind of Story is This?
|
Feb 24, 2022
|
Cogent Q4 2021 Earnings: Is a Post-Omicron Future Coming Into View?
|
Feb 24, 2022
|
Frontier Q4 2021 Earnings: The Long View
|
Feb 23, 2022
|
Netflix: Another Look at Netflix’s Content Amortization
|
Feb 22, 2022
|
DraftKings: Make the Money First, Then Get the Power
|
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
|
AMC Networks: Everything to Someone, Not Something for Everyone
|
Feb 17, 2022
|
Meta: Is It Time to Throw in the Virtual Towel?
|
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
|
Twitter: Stop Us If You Have Heard The One About…
|
Feb 11, 2022
|
Interpublic: Do You Believe In…The Guide?
|
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
|
Fox: A Better Way to Play Sports Betting?
|
Feb 9, 2022
|
Lumen Q4 2021 Earnings: Interpreting a Year of Investment
|
Feb 9, 2022
|
Omnicom: Do You Believe In Re-Ratings?
|
Feb 9, 2022
|
Take-Two: Opportunity Costs
|
Feb 8, 2022
|
Activision: Cover Fire
|
Feb 4, 2022
|
Snap: Back To Reality
|
Feb 4, 2022
|
Facebook: The Beginning of the End?
|
Feb 3, 2022
|
EA: Party of One?
|
Feb 2, 2022
|
T-Mobile Q4 2021 Earnings: The Valuation Conundrum
|
Feb 2, 2022
|
Alphabet: Thesis Confirming From A to Z
|
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
|
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
|
Communications Infrastructure: 2021 Review and 2022 Outlook
|
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
|
Activision: Bottom Fishing
|
Dec 8, 2021
|
Wireless Q3 2021: The One-Dimensional Industry; A Deep Dive into Mobile Pricing
|
Dec 8, 2021
|
U.S. Media & Pay TV: Revisiting the Bottom
|
Nov 30, 2021
|
Lumen and Cogent: The Structural vs. The Temporal
|
Nov 30, 2021
|
U.S. Wireless: From Bad to Worse… A Proprietary Deep Dive into Black Friday Promotions
|
Nov 29, 2021
|
Warner Bros. Discovery: Key S-4 Takeaways – November 22, 2021
|
Nov 22, 2021
|
EA: Missed Opportunities
|
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
|
Disney: "This is the Business We've Chosen"
|
Nov 11, 2021
|
Data Centers and Towers: REITworld Takeaways and Thoughts on a Potential Acquisition of CoreSite
|
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
|
Take-Two: Back to Normal
|
Nov 4, 2021
|
Cogent Q3 2021 Earnings: Are We There Yet?
|
Nov 4, 2021
|
EA: The Virtues of Stability
|
Nov 4, 2021
|
Dish Network Q3’ 21 Earnings: 5G Costs Come Into View
|
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
|
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
|
Activision: Recalibrating Expectations
|
Nov 3, 2021
|
Frontier Q3 2021 Earnings: Do Earnings Matter?
|
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
|
U.S. Media: Next Up for Supply Chain Worries…TV?
|
Nov 1, 2021
|
SBA Q3 2021 Earnings: The Benefits of Simplicity
|
Nov 1, 2021
|
Charter Q3 2021 Earnings: A Little Perspective, Please?
|
Oct 29, 2021
|
WPP: Who Do You Believe?
|
Oct 29, 2021
|
CoreSite Q3 2021 Earnings: Leasing Inching in the Right Direction
|
Oct 28, 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
|
CyrusOne Q3 2021 Earnings: Relative Multiple
|
Oct 27, 2021
|
Alphabet and Twitter: Nothing to See Here
|
Oct 27, 2021
|
Facebook: R E L A X
|
Oct 26, 2021
|
Digital Realty Q3 2021 Earnings: Steady as She Goes
|
Oct 26, 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
|
Crown Castle Q3 2021 Earnings: Judging 2022 Guidance against a Backdrop of Elevated Expectations
|
Oct 20, 2021
|
Verizon Q3 2021 Earnings: The Next Chapter
|
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
|
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
|
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
|
AMC Networks: Why the Secrecy?
|
Aug 9, 2021
|
Cinemark: Still Many More Questions Than Answers
|
Aug 9, 2021
|
ViacomCBS: Swimming in the Streaming Deep End
|
Aug 6, 2021
|
WPP: Need A Little More Convincing
|
Aug 5, 2021
|
Fox: Playing a Different Game
|
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
|
Roku: What Is the Revenue Model?
|
Aug 5, 2021
|
EA: Flight to Safety?
|
Aug 5, 2021
|
Discovery: What’s The Rush?
|
Aug 4, 2021
|
Activision: A Tough Test
|
Aug 4, 2021
|
Lumen Q2 2021 Earnings and Apollo ILEC Deal: Sales (Divestitures) vs. Sales (Revenue)
|
Aug 3, 2021
|
QTS Q2 2021 Earnings: Running Through the Tape
|
Aug 3, 2021
|
U.S. Media: The End of Those Easy Compares
|
Aug 2, 2021
|
TTWO F1Q'22 Earnings: Simple, Not Easy
|
Aug 2, 2021
|
SBA Q2 2021 Earnings: The Anticipation Builds
|
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
|
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
|
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
|
Altice USA Q2 2021: Choose Your Poison… Price or Volume?
|
Jul 28, 2021
|
Alphabet: All the Right Moves
|
Jul 28, 2021
|
Equinix Q2 2021 Earnings: What’s Left to Juice the Stock?
|
Jul 28, 2021
|
CyrusOne Q2 2021 Earnings: Will a New CEO Merit a New Outlook?
|
Jul 28, 2021
|
Lumen: Hasta La Vista, Baby... Implications of the Sale of its LatAm Unit
|
Jul 26, 2021
|
Dish Network: The Worst Case Scenario is Off the Table; Upgrading to Neutral, TP $40
|
Jul 26, 2021
|
Snap and Twitter: For Once, Everyone Is a Winner
|
Jul 23, 2021
|
AT&T Q2 2021 Earnings: Timing is Everything
|
Jul 22, 2021
|
Netflix: What If Conventional Wisdom Is Wrong?
|
Jul 21, 2021
|
Interpublic: The Point of Difference
|
Jul 21, 2021
|
Verizon Q2 2021 Earnings: Good for Now… But Is It Sustainable?
|
Jul 21, 2021
|
Crown Castle Q2 2021 Earnings: The Small Cell Dilemma
|
Jul 21, 2021
|
Omnicom: Shedding an ICONic Business
|
Jul 20, 2021
|
AT&T and Dish: Be Careful What You Wish For
|
Jul 19, 2021
|
U.S. Towers and U.S. Data Centers: Judging Cross-Sector Valuations and Appeal
|
Jul 16, 2021
|
Disney: What Happens When One World Opens As Another Slows?
|
Jul 14, 2021
|
U.S. Cable: After the Gold Rush
|
Jul 13, 2021
|
U.S. Streaming Media: What Is Your RPU?
|
Jul 8, 2021
|
Cable Wireless: The Impact on TelCos
|
Jul 6, 2021
|
Netflix: Can Netflix Become Disney Faster than Disney Becomes Netflix?
|
Jun 29, 2021
|
U.S. Theaters: It’s All About The Windows
|
Jun 25, 2021
|
Ready Player MN: Initiating Coverage of U.S. Video Game Publishers
|
Jun 24, 2021
|
Takeaways from Equinix’s 2021 Analyst Day
|
Jun 24, 2021
|
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
|
AMC Networks: Stop Us If You’ve Heard This One Before
|
May 10, 2021
|
Cinemark: Deals in Hand, Problem Solved?
|
May 10, 2021
|
ViacomCBS: The First Step Up The Mountain
|
May 7, 2021
|
Roku: Selling the Shovels
|
May 7, 2021
|
Fox: Thursday Night Lite
|
May 6, 2021
|
Cable One Q1 2021 Earnings: The Margin Story
|
May 6, 2021
|
Lumen Q1 2021 Earnings: What Went Wrong, and What Might Go Right
|
May 5, 2021
|
T-Mobile Q1 2021 Earnings: The Anxious Twilight of LTE
|
May 4, 2021
|
Frontier: Assigning Buy Rating and Target Price of $31
|
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
|
CoreSite Q1 2021 Earnings: Not Yet Humming
|
Apr 29, 2021
|
Discovery: Proving the Discovery Difference
|
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
|
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
|
Digital Realty Q1 2021 Earnings: Growth Cross-Currents
|
Apr 29, 2021
|
Altice USA Q1 2021 Earnings: Price versus Volume
|
Apr 28, 2021
|
Equinix Q1 2021 Earnings: Slower, but Sustainable?
|
Apr 28, 2021
|
CyrusOne Q1 2021 Earnings: Is the New Leadership Team Making Progress?
|
Apr 28, 2021
|
Alphabet: Two Years + Three Tailwinds = $2,800 PT
|
Apr 28, 2021
|
Cogent Q1 2021 Earnings: Closer to a Turn?
|
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
|
SBA Q1 2021 Earnings: All Eyes On 2022
|
Apr 26, 2021
|
U.S. Media: The Plot Twists Keep Coming! Upgrading ViacomCBS to Neutral
|
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
|
U.S. Advertising: The Case for Our Wide-Eyed Optimism
|
Mar 31, 2021
|
Data Centers: What Insights Can ROIC Reveal About Performance and Valuation?
|
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
|
Disney: ESPN Lacing Up Their Skates Again – March 11, 2021
|
Mar 11, 2021
|
ViacomCBS: Climbing a Mountain of Worries
|
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
|