RESEARCH

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Title	Date
3Q21 SVOD Tracker: About That Pull Forward…	Oct 15, 2021
Convergence Apocalypse? - October 14, 2021	Oct 14, 2021
U.S. Towers: Trading Around the Edges, and Why We Still Prefer SBA	Oct 13, 2021
Activision: The Great Wall of Worry	Oct 12, 2021
Facebook: Is This Time Different?	Oct 11, 2021
AT&T: Finally Fairly Valued? Upgrading to Neutral	Oct 7, 2021
Telecom and Cable & Satellite Marketing Deck	Oct 5, 2021
Data Centers: Assessing the Impact of Developments across the Interconnection Landscape	Oct 1, 2021
Comcast and Disney: Hulu Dancing	Sep 30, 2021
Roku: What Are You Really Buying Here?	Sep 28, 2021
U.S. Wireless: A Proprietary Deep Dive into iPhone 13 Promotions	Sep 28, 2021
U.S. Media: Who Wins from Football’s Ratings Strength? – September 24, 2021	Sep 24, 2021
Disney: Live by Sub Adds, Die by Sub Adds – September 22, 2021	Sep 22, 2021
U.S. Broadband: History Rhymes	Sep 21, 2021
U.S. Advertising: Can This Online Ad Feast Continue?	Sep 15, 2021
Commercial Wireline Services: The Anti-Cycle	Sep 14, 2021
Q2 2021 Cord-Cutting Monitor: Et Tu, Sports???	Sep 13, 2021
NFL: Will the Glue Continue To Be As Sticky?	Sep 10, 2021
Altice USA: Too Many Ways to Win… A Sum of the Parts View	Sep 8, 2021
QTS: Dropping Coverage	Sep 1, 2021
U.S. Video Games: Booster Shots	Aug 26, 2021
Wireless Q2 2021: When the Sugar High Fades	Aug 19, 2021
Frontier: A Clearer Path... Updating our Target Price and Assessing Operational Data, Supply Chain, and Comps	Aug 18, 2021
Disney: Earnings Recovery vs. Multiple Expansion	Aug 13, 2021
Snap: Can They Keep This Growth Up?	Aug 12, 2021
AMC Networks: Why the Secrecy?	Aug 9, 2021
Cable One Q2 2021 Earnings: The Canary Sings	Aug 9, 2021
Cinemark: Still Many More Questions Than Answers	Aug 9, 2021
Dish Q2 2021 Earnings: The Long Farewell (of a Hunger Strike)	Aug 9, 2021
ViacomCBS: Swimming in the Streaming Deep End	Aug 6, 2021
Fox: Playing a Different Game	Aug 5, 2021
EA: Flight to Safety?	Aug 5, 2021
WPP: Need A Little More Convincing	Aug 5, 2021
Roku: What Is the Revenue Model?	Aug 5, 2021
Cogent Q2 2021 Earnings: The Twists and Turns on the Road to Normalcy	Aug 5, 2021
Frontier Q2 2021 Earnings and Analyst Day: Charting the Course Ahead (And it Looks Pretty Interesting)	Aug 5, 2021
Activision: A Tough Test	Aug 4, 2021
Discovery: What’s The Rush?	Aug 4, 2021
Lumen Q2 2021 Earnings and Apollo ILEC Deal: Sales (Divestitures) vs. Sales (Revenue)	Aug 3, 2021
QTS Q2 2021 Earnings: Running Through the Tape	Aug 3, 2021
U.S. Media: The End of Those Easy Compares	Aug 2, 2021
SBA Q2 2021 Earnings: The Anticipation Builds	Aug 2, 2021
TTWO F1Q'22 Earnings: Simple, Not Easy	Aug 2, 2021
U.S. Media: Shouldn’t We Worry About the Box Office “Recovery”? - July 30, 2011	Jul 30, 2021
Charter Q2 2021: Thank Goodness for Simple Stories	Jul 30, 2021
Comcast Q2 2021: Where Will All the Cash Go?	Jul 29, 2021
CoreSite Q2 2021 Earnings: The Song Remains the Same	Jul 29, 2021
Facebook: The Company You Keep?	Jul 29, 2021
Digital Realty Q2 2021 Earnings: The Fruits of its Labor?	Jul 29, 2021
American Tower Q2 2021 Earnings: The Portfolio Effect in Effect	Jul 29, 2021
T-Mobile Q2 2021: The House or the Neighborhood?	Jul 29, 2021
Alphabet: All the Right Moves	Jul 28, 2021
Equinix Q2 2021 Earnings: What’s Left to Juice the Stock?	Jul 28, 2021
CyrusOne Q2 2021 Earnings: Will a New CEO Merit a New Outlook?	Jul 28, 2021
Altice USA Q2 2021: Choose Your Poison… Price or Volume?	Jul 28, 2021
Lumen: Hasta La Vista, Baby... Implications of the Sale of its LatAm Unit	Jul 26, 2021
Dish Network: The Worst Case Scenario is Off the Table; Upgrading to Neutral, TP $40	Jul 26, 2021
Snap and Twitter: For Once, Everyone Is a Winner	Jul 23, 2021
AT&T Q2 2021 Earnings: Timing is Everything	Jul 22, 2021
Interpublic: The Point of Difference	Jul 21, 2021
Netflix: What If Conventional Wisdom Is Wrong?	Jul 21, 2021
Verizon Q2 2021 Earnings: Good for Now… But Is It Sustainable?	Jul 21, 2021
Crown Castle Q2 2021 Earnings: The Small Cell Dilemma	Jul 21, 2021
Omnicom: Shedding an ICONic Business	Jul 20, 2021
AT&T and Dish: Be Careful What You Wish For	Jul 19, 2021
U.S. Towers and U.S. Data Centers: Judging Cross-Sector Valuations and Appeal	Jul 16, 2021
Disney: What Happens When One World Opens As Another Slows?	Jul 14, 2021
U.S. Cable: After the Gold Rush	Jul 13, 2021
U.S. Streaming Media: What Is Your RPU?	Jul 8, 2021
Cable Wireless: The Impact on TelCos	Jul 6, 2021
Media & Internet Marketing Deck	Jun 30, 2021
Netflix: Can Netflix Become Disney Faster than Disney Becomes Netflix?	Jun 29, 2021
U.S. Theaters: It’s All About The Windows	Jun 25, 2021
Ready Player MN: Initiating Coverage of U.S. Video Game Publishers	Jun 24, 2021
Takeaways from Equinix’s 2021 Analyst Day	Jun 24, 2021
It’s Time to Take Cable’s Wireless Business Seriously	Jun 17, 2021
Highlights from REITweek 2021 Management Meetings	Jun 10, 2021
U.S. Advertising: Did You Hear the One About the Upfront Going Away?	Jun 10, 2021
Cogent: Is an Inflection on the Horizon? Raise TP to $84, Maintain Buy Rating	Jun 7, 2021
Data Centers: What are the Takeaways from Blackstone’s Acquisition of QTS?	Jun 7, 2021
U.S. Broadband: The Headwind of Fiber Overbuilds and the Tailwind of Stimulus	Jun 3, 2021
Lumen: You Think I Ain’t Worth a Dollar, but I Feel Like a Millionaire... Raising TP to $10, Maintain Sell Rating	Jun 1, 2021
Q1 2021 Cord-Cutting Monitor: Meet the New Boss, Same as the Old Boss	May 27, 2021
Discovery: Stuck In A Moment; Downgrade to Neutral	May 24, 2021
Wireless Q1 2021: AT&T Unchained?	May 21, 2021
Discovery: Above the Globe…and Beyond!	May 18, 2021
T and DISCA: "News, Sports and Discovery"	May 17, 2021
Disney: A Long Time Ago in a Galaxy Far, Far Away	May 14, 2021
U.S. Media & Internet: What Happens When the World Reopens?	May 11, 2021
AMC Networks: Stop Us If You’ve Heard This One Before	May 10, 2021
Cinemark: Deals in Hand, Problem Solved?	May 10, 2021
ViacomCBS: The First Step Up The Mountain	May 7, 2021
Roku: Selling the Shovels	May 7, 2021
Fox: Thursday Night Lite	May 6, 2021
Cable One Q1 2021 Earnings: The Margin Story	May 6, 2021
Towers Marketing Deck	May 5, 2021
Lumen Q1 2021 Earnings: What Went Wrong, and What Might Go Right	May 5, 2021
Internet Infrastructure Marketing Deck	May 5, 2021
Data Center Marketing Deck	May 5, 2021
Frontier: Assigning Buy Rating and Target Price of $31	May 4, 2021
T-Mobile Q1 2021 Earnings: The Anxious Twilight of LTE	May 4, 2021
Twitter: The Math Doesn't Make Sense?	Apr 30, 2021
Charter Q1 2021 Earnings: A Return to First Principles?	Apr 30, 2021
Frontier Q1 2021 Earnings: Welcome Back	Apr 30, 2021
Dish Network Q1’21 Earnings: About that Amazon Deal…	Apr 29, 2021
Comcast Q1 2021 Earnings: Let's Get Stimulated!	Apr 29, 2021
CoreSite Q1 2021 Earnings: Not Yet Humming	Apr 29, 2021
Facebook: Do Not Track?	Apr 29, 2021
Interpublic and WPP: The V-Shaped Agency Recovery	Apr 29, 2021
American Tower Q1 2021 Earnings: Chugging Along, with Drivers for the Future Falling into Place	Apr 29, 2021
Discovery: Proving the Discovery Difference	Apr 29, 2021
Digital Realty Q1 2021 Earnings: Growth Cross-Currents	Apr 29, 2021
Alphabet: Two Years + Three Tailwinds = $2,800 PT	Apr 28, 2021
Altice USA Q1 2021 Earnings: Price versus Volume	Apr 28, 2021
Cogent Q1 2021 Earnings: Closer to a Turn?	Apr 28, 2021
Equinix Q1 2021 Earnings: Slower, but Sustainable?	Apr 28, 2021
CyrusOne Q1 2021 Earnings: Is the New Leadership Team Making Progress?	Apr 28, 2021
QTS Q1 2021 Earnings: Can QTS Keep It Up?	Apr 27, 2021
AT&T and Verizon: Holding Pattern? Downgrading Verizon to Neutral	Apr 27, 2021
U.S. Media: The Plot Twists Keep Coming! Upgrading ViacomCBS to Neutral	Apr 26, 2021
SBA Q1 2021 Earnings: All Eyes On 2022	Apr 26, 2021
Snap: And It Gets Better From Here	Apr 23, 2021
AT&T Q1'21 Earnings: A War on Three Fronts	Apr 22, 2021
Netflix: Is Streaming a Good Business? (Part 2)	Apr 21, 2021
Omnicom: The First of Many?	Apr 21, 2021
Verizon Q1’21 Earnings: Is Good Enough Good Enough?	Apr 21, 2021
Crown Castle Q1 2021 Earnings: Moving in the Right Direction	Apr 21, 2021
A Semi-Precious Stone in the Rough... Initiating Coverage of Frontier	Apr 19, 2021
Fox: Why We Remain Bullish	Apr 19, 2021
Altice USA: How Long is ATUS’s Broadband Runway? A Peek through the Lens of Proprietary Market Share Data	Apr 16, 2021
U.S. Media: Is Streaming a Good Business?	Apr 14, 2021
Dish Network: Revisiting the Logic of a Satellite Merger	Apr 13, 2021
U.S. Towers: Revisiting Key Growth Drivers and Reassessing Valuations	Apr 12, 2021
Is Starlink a Substitute for, or a Supplement to, Wired Broadband?	Apr 5, 2021
Data Centers: What Insights Can ROIC Reveal About Performance and Valuation?	Mar 31, 2021
U.S. Advertising: The Case for Our Wide-Eyed Optimism	Mar 31, 2021
U.S. Media: A Return of the “Haves” and “Have-Nots”; Downgrade VIAC to Sell	Mar 25, 2021
U.S. Sports: The NFL Spikes the Ball	Mar 19, 2021
U.S. Broadband: Stimulus to the Rescue?	Mar 16, 2021
U.S. Wireless: Seven Takeaways from Three Analyst Days	Mar 15, 2021
WPP: In the End, It Just Wasn’t That Bad	Mar 12, 2021
ViacomCBS: Climbing a Mountain of Worries	Mar 11, 2021
Disney: ESPN Lacing Up Their Skates Again – March 11, 2021	Mar 11, 2021
Commercial Wireline Services: Will the Recovery be Good, or Bad, for Incumbents?	Mar 9, 2021
Roku: Is It AOL or Is It Netflix?	Mar 8, 2021
Wireless Q4 2020: That Which is Unsustainable…	Mar 5, 2021
Q4 2020 Cord-Cutting Monitor: Revisiting the Value Chain	Mar 2, 2021
Cinemark: Will Share Gains Be Enough?	Mar 1, 2021
AMC Networks: Not The Walking Dead?	Mar 1, 2021
Twitter: They Are Not Who We Thought They Were	Feb 26, 2021
ViacomCBS: Mission Impossible?	Feb 25, 2021
Cable One Q4 2020 Earnings: The High Price of a High Valuation?	Feb 25, 2021
U.S. Telecom: Aftershocks from the C-Band Auction	Feb 25, 2021
American Tower Q4 2020 Earnings: Looking Out Over the Sprint Churn Hump	Feb 25, 2021
Cogent Q4 2020 Earnings: Searching for a Bottom	Feb 25, 2021
Snap: They Are Who We Thought They Were	Feb 24, 2021
Discovery: A New Growth Company?	Feb 23, 2021
SBA Q4 2020 Earnings: The Shape of the “U”	Feb 22, 2021
Dish Network Q4 2020 Earnings: When Will We Learn about Financing?	Feb 22, 2021
Roku: Hunting for Impressions	Feb 19, 2021
Omnicom: Easy Comps & Longer Term Challenges	Feb 18, 2021
Digital Advertising: Will Apple Be Poisonous?	Feb 17, 2021
CyrusOne Q4 2020 Earnings: A Good Q4... Whither 2021?	Feb 17, 2021
QTS Q4 2020 Earnings: Blowout*	Feb 16, 2021
Disney: Three Different Mice	Feb 12, 2021
Digital Realty Q4 2020 Earnings: The Repositioning Shining Through	Feb 11, 2021
Interpublic: Rather Be Early (Part 2)	Feb 11, 2021
Twitter: Signs of Green Shoots; Upgrade to Neutral	Feb 10, 2021
Equinix Q4 2020 Earnings: Confidence vs. Caution	Feb 10, 2021
Lumen Q4 2020 Earnings: Focus on Fundamentals	Feb 10, 2021
Altice USA Q4 ’20 Earnings: Same Debate, Different Day	Feb 10, 2021
Fox: Will Frustration Lead To More Action?	Feb 9, 2021
U.S. Media: Will Going OTT Burst The Sports Bubble?	Feb 8, 2021
Snap: Doubling Down on Growth	Feb 5, 2021
T-Mobile Q4 2020 Earnings: Balance Sheet Wars?	Feb 4, 2021
U.S. Media: Should We Worry About Sports Ratings?	Feb 4, 2021
CoreSite Q4 2020 Earnings: Slowly Gathering the Necessary Ingredients	Feb 4, 2021
Alphabet: Disclosing a Much Better Story	Feb 3, 2021
Cogent: A Revenant, Not a Dead Man Walking... Upgrade to Buy, Target Price $69	Feb 3, 2021
High Voltage: Some Thoughts on SBA’s Deal with PG&E	Feb 3, 2021
Charter Q4 2020 Earnings: Can Growth be Sustained?	Jan 29, 2021
Facebook: Exit Velocity	Jan 28, 2021
Comcast Q4 2020 Earnings: Flex versus Peacock	Jan 28, 2021
AT&T Q4 2020 Earnings: Something's Gotta Give	Jan 27, 2021
Discovery+: International Markets Are Complicated, but Represent a Vast Opportunity – January 27, 2021	Jan 27, 2021
Crown Castle Q4 2020 Earnings: Positioned to Lead in Tower Growth?	Jan 27, 2021
Verizon Q4 2020: After the Auction	Jan 26, 2021
4Q20 SVOD Tracker: I’ll Be Streaming for Christmas?	Jan 22, 2021
Dish Network: The U.S. Auction, and Lessons from Japan	Jan 20, 2021
Netflix: The Residue of Design	Jan 20, 2021
American Tower: Exploring Europe... What Should We Make of the Telxius Towers Acquisition?	Jan 19, 2021
U.S. Media & Internet: Blue Skies for Now; Upgrading Discovery and Snap to Buy	Jan 15, 2021
Data Centers: Positioning for 2021 and Beyond	Jan 14, 2021
Twitter: The Dark Side of the Trump Bump	Jan 11, 2021
The 5G Winner’s Curse (Part II): The Rhyme of History – January 11, 2021	Jan 11, 2021
U.S. Media: Our Virtual Visit to an Altered Universe	Jan 5, 2021
The 5G Winner’s Curse? - January 4, 2021	Jan 4, 2021
U.S. Cable & Satellite and Telecom: A Year in Review, and a Year in Preview	Dec 21, 2020
Communications Infrastructure: 2020 Review and 2021 Outlook	Dec 21, 2020
WPP: Turning It Around?	Dec 18, 2020
Broadband 2021: Where Are All the Subs Coming From?	Dec 16, 2020
Disney: “If It Was Easy, Everyone Would Do It”	Dec 11, 2020
RDOF Auction Results: Money for Nothing? Implications for Lumen, Charter, Satellite, Towers, and Others	Dec 8, 2020
The C-Band Auction: And So it Begins… - December 8, 2020	Dec 8, 2020
Disney: Do You Believe in Magic? (Act 2)	Dec 7, 2020
AT&T & U.S. Theaters: Suicide Squad? – December 4, 2020	Dec 4, 2020
U.S. Towers: Taking a Fresh Look at 2021 and Beyond	Dec 4, 2020
Discovery: Is discovery+ More Like CBS All Access or Disney+? – December 3, 2020	Dec 3, 2020
Wireless Q3 2020: The Spoils of a Three Player Market? Upgrading Verizon to Buy, Raising TP to $66	Dec 2, 2020
U.S. Advertising: That Was Unexpected!	Nov 24, 2020
5G Summit: The Road to Revolution - Key Takeaways	Nov 23, 2020
U.S. Towers: What Should We Make of Crown Castle’s Deal with Dish Network?	Nov 23, 2020
Q3 2020 Cord-Cutting Monitor: Are We Finding a Floor?	Nov 19, 2020
Takeaways from REITworld 2020 Management Meetings	Nov 19, 2020
U.S. Media: The Day the Windows Broke – An Update – November 17, 2020	Nov 17, 2020
Digital Advertising: It’s Good to Be Small & Medium	Nov 16, 2020
Disney: The Disney Rorschach Test	Nov 13, 2020
ViacomCBS: Walking the Transformation Tightrope	Nov 9, 2020
Cinemark: Can Dynamic Windowing Be A Good Thing?	Nov 6, 2020
Roku: Stream On, Dream On	Nov 6, 2020
Discovery: The Discovery Difference?	Nov 6, 2020
Dish Network Q3 2020 Earnings: What Have We Learned?	Nov 6, 2020
Cogent Q3 2020 Earnings: COVID Winner to COVID Loser to COVID What?	Nov 5, 2020
T-Mobile Q3 2020 Earnings: From 3G Worst to 5G First	Nov 5, 2020
Cable One Q3 2020 Earnings: Twin Pillars	Nov 5, 2020
Fox: Is the Trump News Network to Blame?	Nov 4, 2020
Lumen Q3 2020 Earnings: Hangin’ Tough	Nov 4, 2020
AMC Networks: Needing a Bigger “Life” Boat?	Nov 3, 2020
SBA Q3 2020 Earnings: The Last Best Hope	Nov 2, 2020
Charter Q3 2020 Earnings: The Big Pull-Forward?	Oct 30, 2020
Online Advertising: Easy Money	Oct 30, 2020
Comcast Q3 2020 Earnings: Pet Rock	Oct 29, 2020
WPP: Does the V Look Like a U for Now?	Oct 29, 2020
American Tower Q3 2020 Earnings: End of an Era?	Oct 29, 2020
Altice USA Q3 2020 Earnings: The M&A Exit?	Oct 29, 2020
Digital Realty Q3 2020 Earnings: Portfolio Evolution	Oct 29, 2020
CoreSite Q3 2020 Earnings: A Return to Normalcy	Oct 29, 2020
Omnicom: Enough Already, Upgrade to Neutral from Sell	Oct 28, 2020
CyrusOne Q3 2020 Earnings: Ride ‘Em On Down	Oct 28, 2020
Equinix Q3 2020 Earnings: What is an Unassailable Position Worth?	Oct 28, 2020
QTS Q3 2020 Earnings: Conditioning Investors	Oct 26, 2020
Interpublic: Rather Be Early Than Late; Upgrade to Buy	Oct 22, 2020
AT&T Q3 2020 Earnings: What Did AT&T See?	Oct 22, 2020
Snap: As If 2020 Never Happened	Oct 21, 2020
Crown Castle Q3 2020 Earnings: Confirming Fears?	Oct 21, 2020
Verizon Q3 2020: The Many Riddles of 5G	Oct 21, 2020
Netflix: Netflix and Chill	Oct 21, 2020
U.S. Media & Internet: Of Tailwinds & Bubbles?	Oct 19, 2020
MN 3Q20 SVOD & AVOD Tracker: The Afterglow?	Oct 14, 2020
The Incredible Shrinking AT&T... A Sum of the Parts View	Oct 13, 2020
U.S. Data Centers: What Risks Should We be Focused On?	Oct 13, 2020
5G is Here… Sort of: Takeaways from Apple’s iPhone 12 Launch - October 13, 2020	Oct 13, 2020
Disney: Reorganizing and Accelerating Pivot to Direct-to-Consumer – October 13, 2020	Oct 13, 2020
U.S. Theaters: Unten(et)able?	Oct 9, 2020
Spectrum, the Swamp, and Chaos in Washington: Your Tax Dollars at Work - October 7, 2020	Oct 7, 2020
Finally, a Good Valuation Comp for Cogent?	Oct 6, 2020
Dish Network: The Wholesale versus Retail Dilemma	Oct 1, 2020
Disney: A Lifeboat, But At What Price?	Oct 1, 2020
U.S. Digital Advertising: Are Even the Bulls Too Low?	Sep 29, 2020
Roku: Is the +20% Move Justified Post the NBCU Deal?	Sep 23, 2020
American Tower and T-Mobile: Understanding the MLA, and Trimming Tower Forecasts to Account for It	Sep 21, 2020
U.S. Media: Too Much Of A Good Thing? – September 17, 2020	Sep 17, 2020
U.S. Media and Internet: Capital Markets 101?	Sep 16, 2020
Verizon Enters (and Tracfone Exits) the Pre-paid Market: Takeaways from Our Conversation with CFO Matt Ellis	Sep 14, 2020
Some Thoughts on CenturyLink Rebranding as Lumen	Sep 14, 2020
U.S. Media: An NFL Season Like No Other!	Sep 10, 2020
Q2 2020 Broadband: The Footprint Expansion Game	Sep 10, 2020
U.S. Towers: Returning to Returns... How Do Crown Castle and its Fiber Business Stack Up?	Sep 2, 2020
U.S. Advertising: Explaining the Inexplicable	Aug 31, 2020
WPP: Time Now to Compare and Contrast	Aug 28, 2020
Fox: Is It Time to Sell the Broadcast Assets?	Aug 24, 2020
Commercial Wireline Services: Has the Worst Passed, or is This the Calm Before the Storm?	Aug 21, 2020
Wireless Q2 2020: Chasing T-Mobile	Aug 19, 2020
Cogent: A Disappointing Q2, But Not the End of the Story... Upgrading to Neutral	Aug 16, 2020
U.S. Media & Internet: A Tale of Two Tales	Aug 13, 2020
Q2 2020 Cord-Cutting Monitor: The Second Cycle	Aug 12, 2020
ViacomCBS: Can They Get To The Other Side?	Aug 7, 2020
Dish Network Q2 2020 Earnings: How Safe is Dish’s Rural Stronghold?	Aug 7, 2020
Cogent Q2 2020 Earnings: First Look Post-COVID	Aug 6, 2020
T-Mobile Q2 2020 Earnings: Come On In, the Water’s Fine	Aug 6, 2020
Roku: Feels Like the First Time	Aug 6, 2020
Cable One Q2 2020 Earnings: Closing the Gap	Aug 6, 2020
AMC Networks: Summing Up A Quarter	Aug 5, 2020
CenturyLink Q2 2020 Earnings: COVID Cross-Currents	Aug 5, 2020
Disney and Fox: What’s My Narrative?	Aug 5, 2020
Discovery: Can the SUV Float?	Aug 5, 2020
Cinemark: Can PVOD Terms Still Improve?	Aug 4, 2020
SBA Q2 2020 Earnings: How Similar to its Peers?	Aug 3, 2020
Alphabet and Facebook: Letting the Numbers Do the Talking	Jul 31, 2020
Charter Q2 2020 Earnings: De-risking Broadband	Jul 31, 2020
American Tower Q2 2020 Earnings: Mid-Year Checkup	Jul 30, 2020
CoreSite Q2 2020 Earnings: Mojo on the Horizon?	Jul 30, 2020
Digital Realty Q2 2020 Earnings: Strutting its Stuff	Jul 30, 2020
Comcast Q2 2020 Earnings: Growth versus Value	Jul 30, 2020
Altice USA Q2 2020 Earnings: The “Can It Grow” Debate	Jul 30, 2020
Equinix Q2 2020 Earnings: Powering Ahead	Jul 29, 2020
Crown Castle Q2 2020 Earnings: What Happens Next?	Jul 29, 2020
Interpublic: Crisis Management	Jul 29, 2020
CyrusOne Q2 2020 Earnings: Swimming with the Tide?	Jul 29, 2020
U.S. Media: The Day the Windows Broke – July 29, 2020	Jul 29, 2020
Omnicom: OMG, OMC	Jul 28, 2020
U.S Media & Internet: As Clear As Mud!	Jul 28, 2020
QTS Q2 2020 Earnings: So, Just How Good?	Jul 27, 2020
Verizon Q2 2020 Earnings: Strategy versus Execution	Jul 24, 2020
AT&T Q2 2020 Earnings: Fewer Degrees of Freedom	Jul 23, 2020
Twitter: Playing in Traffic	Jul 23, 2020
Snap: The Data Doesn't Fit the Narrative	Jul 22, 2020
U.S. Data Centers: Is Past Prologue? A Close Look at AFFO per Share Trends	Jul 21, 2020
Green Lights and Yellow Flags: Initiating Coverage of Roku at Neutral	Jul 20, 2020
Netflix: Pull Forward & Wait	Jul 17, 2020
The Fallacy of Marginal Cost Advantage: Part II - July 15, 2020	Jul 15, 2020
MN Quarterly SVOD Tracker: From War to Peace?	Jul 14, 2020
U.S. Media: Say Goodbye to Those Empty vMVPD Calories	Jul 13, 2020
Charter Enters the Rural Subsidies Game… Winners and Losers - July 13, 2020	Jul 13, 2020
Some Thoughts on Crown Castle’s Fiber Segment	Jul 7, 2020
Cable and the Democrats: What Are We Afraid Of? - July 7, 2020	Jul 7, 2020
The Fallacy of Marginal Cost Advantage - July 1, 2020	Jul 1, 2020
Comcast: Sky Diving	Jun 29, 2020
Cogent: Still a Sell?	Jun 26, 2020
U.S. Media: The Thrill of Victory or The Agony of Defeat? – June 26, 2020	Jun 26, 2020
U.S. Media: 2Q U.S. Ad Trends Not As Bad As Feared	Jun 18, 2020
U.S. Towers: The Most Important Risks	Jun 15, 2020
Dish Network and T-Mobile: What Is Charlie Up To? - June 15, 2020	Jun 15, 2020
U.S. Media: TV Ratings – Back Down to Earth? – June 12, 2020	Jun 12, 2020
U.S. Video Consumer Spend: The Great Deflation Debate	Jun 11, 2020
Wireless Q1 2020: Can We Avoid Another Price War?	Jun 8, 2020
Cinemark: Doing What They Can	Jun 4, 2020
Takeaways from REITweek 2020 Management Meetings	Jun 4, 2020
Starry: 5G Fixed Wireless Broadband in the Age of Coronavirus – June 2, 2020	Jun 2, 2020
U.S. Media: Broken Windows & Empty Seats: The Future of the Film Industry?	Jun 1, 2020
CenturyLink: The Risks of Even a Brief Recession... Lowering TP to $7, Maintain Sell	May 28, 2020
Broadband Q1 2020: Broadband in the Era of COVID-19; A Proprietary Peek at Market Share Trend Data	May 27, 2020
U.S. Advertising: The Shape of Recovery	May 26, 2020
Cable One Q1 2020 Earnings: Still Searching for Theories	May 11, 2020
ViacomCBS: Pull in the Reins	May 8, 2020
Q1 2020 Cord-Cutting Monitor: Pay TV Catches COVID	May 8, 2020
Fox and Discovery: Can Opposites Be Attractive?	May 7, 2020
Dish Network Q1 2020 Earnings: An Inconvenient Truth	May 7, 2020
Cogent Q1 2020 Earnings: Backdoor Netflix?	May 7, 2020
Digital Realty Q1 2020 Earnings: The New Digital Realty	May 7, 2020
Disney: Fast-Forward to FY2022	May 6, 2020
Equinix Q1 2020 Earnings: Positioned for the Crisis and Beyond	May 6, 2020
T-Mobile Q1 2020 Earnings: UFO or Murder Hornet?	May 6, 2020
CenturyLink Q1 2020 Earnings: How Cyclical?	May 6, 2020
AMC Networks: Our Song Remains The Same	May 6, 2020
SBA Q1 2020 Earnings: WACC vs. Growth	May 5, 2020
Disney: A Long and Winding Road; Downgrade to Neutral	May 4, 2020
CenturyLink: Revising Model to Account for Change in USF Accounting and Customer Assignments	May 1, 2020
Charter Q1 2020 Earnings: Asymptomatic… or Better?	May 1, 2020
Facebook: More of the Same	Apr 30, 2020
WPP: What is “Normal”?	Apr 30, 2020
Twitter: Really?	Apr 30, 2020
Altice USA Q1 2020 Earnings: Epicentricity	Apr 30, 2020
CoreSite Q1 2020 Earnings: Weathering the Storm	Apr 30, 2020
Comcast Q1 2020 Earnings: Winners, Losers, and Comcast	Apr 30, 2020
American Tower Q1 2020 Earnings: Mostly Quarantined	Apr 29, 2020
CyrusOne Q1 2020 Earnings: A Texas Twang Mixed with a European Accent	Apr 29, 2020
Crown Castle Q1 2020 Earnings: Holding the Line	Apr 29, 2020
Alphabet: Curb Your Enthusiasm?	Apr 29, 2020
Omnicom: Waiting for the Smoke to Clear (Version 2)	Apr 28, 2020
U.S. Media: What Are We Watching Now? – April 28, 2020	Apr 28, 2020
QTS Q1 2020 Earnings: Vaccinated	Apr 27, 2020
Verizon Q1 2020 Earnings: The "V" in MANCAVE	Apr 24, 2020
U.S. Media: Say Goodbye to Hollywood	Apr 24, 2020
Snap: The Shape of Things To Come?	Apr 22, 2020
Netflix: The Perfect Storm Redux	Apr 22, 2020
AT&T Q1 2020 Earnings: Testing, Testing, Testing	Apr 22, 2020
Interpublic: Waiting for the Smoke to Clear	Apr 22, 2020
Ad Agencies: Prepare Yourself. This Will Be Bumpy.	Apr 21, 2020
U.S. Data Centers: Interpreting Current Valuations, and Implications of the Pandemic	Apr 20, 2020
Comcast: The Trouble With Complicated Stories	Apr 20, 2020
MN Quarterly SVOD Tracker: The Perfect Storm	Apr 17, 2020
Online Advertising: It’s All Relative Now!	Apr 16, 2020
Dish Network: Petri Dish… Cutting TP to $15	Apr 14, 2020
Charter (CHTR): It’s Good to Be Cable; Our COVID-19 Recession Model	Apr 9, 2020
U.S. Towers: Recalibrating Multiples and Forecasts... Upgrade SBAC to Buy, Maintain AMT and CCI at Neutral	Apr 7, 2020
U.S. Sports: The Cost of Everything and the Value of… Everything	Apr 6, 2020
AT&T: How Safe is the Dividend?	Apr 3, 2020
Sprint: Discontinuing Coverage	Apr 2, 2020
U.S. Media: How Deep? How Long?	Apr 1, 2020
ViacomCBS: Maybe It’s Time to Let the Old Ways Die?	Mar 27, 2020
Commercial Wireline Services: Staring into the Abyss	Mar 25, 2020
Twitter: The First of Many	Mar 24, 2020
Disney: Sizing the Disney+ International Opportunity	Mar 24, 2020
New T-Mobile: First Among Equals? Our Pro Forma Model for the Age of Coronavirus and Recession	Mar 23, 2020
Cinemark: Swimming Naked?	Mar 20, 2020
Telecom, Cable, & Satellite: A COVID-19 Scorecard	Mar 19, 2020
Disney: From Great to Good to Bad to Ugly	Mar 17, 2020
SpaceX/Starlink and RDOF: A Match Made in the Heavens?	Mar 13, 2020
U.S. Media & Internet: Assessing the Recession Risk	Mar 12, 2020
U.S. Media: The NBA Calls Time Out	Mar 12, 2020
Zayo: Dropping Coverage	Mar 9, 2020
Wireless Q4 2019: The New T-Mobile, the State of the Industry, and the 5G “White Space”	Mar 9, 2020
U.S. Theaters: Answering Some Outstanding Coronavirus Questions – March 6, 2020	Mar 6, 2020
U.S. Media: Watching the Slow Death of Linear TV… Live (2019 Edition)	Mar 3, 2020
Coronavirus, Bernie Sanders, and the Curious Case of Clarence Thomas	Mar 3, 2020
Crown Castle: How Does Its New Accounting Work, and What Does It Mean?	Mar 2, 2020
WPP: WTF WPP?	Mar 2, 2020
Broadband Q4 2019: A Deep Dive into Alternative Fixed Wireless Broadband Architectures	Mar 2, 2020
Discovery: The Start of the Second Act?	Feb 28, 2020
Cable One Q4 2019 Earnings: How to Explain the Inexplicable?	Feb 27, 2020
Cogent Q4 2019 Earnings: Past the Growth Bottom?	Feb 27, 2020
AMC Networks: Where Are We Headed?	Feb 27, 2020
Crown Castle Q4 2019 Earnings: Silly Accountants...	Feb 26, 2020
American Tower Q4 2019 Earnings: Two Key Topics	Feb 25, 2020
Cinemark: What Is Now Priced In?	Feb 24, 2020
Will the Rollback of Section 230 Kill Ad-Supported Internet Stocks? – February 24, 2020	Feb 24, 2020
ViacomCBS: A House Built On Sand?	Feb 21, 2020
SBA Q4 2019 Earnings: A Look at the New Tower Leasing Landscape	Feb 20, 2020
CyrusOne Q4 2019 Earnings: M&A Whiplash	Feb 19, 2020
Q4 2019 Cord-Cutting Monitor: The Great Unwind	Feb 19, 2020
Dish Q4 2019 Earnings: Now Comes the Hard Part	Feb 19, 2020
Netflix: Conquering the World, But At What Cost?	Feb 18, 2020
QTS Q4 2019 Earnings: Both Sides of the Coin	Feb 18, 2020
CenturyLink: Aligning Our Rating with the Fundamentals... Downgrade to Sell, TP $10	Feb 18, 2020
Digital Realty Q4 2019 Earnings: Slimming Down and Bulking Up	Feb 13, 2020
Interpublic: Safety in Numbers?	Feb 12, 2020
Altice USA Q4 2019 Earnings: Altice’s Wireless Strategy Just Got a Lot More Interesting	Feb 12, 2020
Equinix Q4 2019 Earnings: PMs vs. Analysts	Feb 12, 2020
CenturyLink Q4 2019 Earnings: Better Off Waiting?	Feb 12, 2020
Omnicom: Same As It Ever Was	Feb 11, 2020
T-Mobile and Sprint: And Then There Were Three… or Four. What the Deal Means for T-Mobile, Dish Network, Verizon and AT&T, the Towers, and Cable	Feb 11, 2020
Fox: The Page Has Been Turned	Feb 6, 2020
CoreSite Q4 2019 Earnings: Is the Turn Finally Coming?	Feb 6, 2020
Twitter: Numbers Get Cut As Stock Races Up!	Feb 6, 2020
T-Mobile Q4 2019 Earnings: Heads-I-Win/Tails-I-Win, Redux	Feb 6, 2020
Disney: The Disney Difference	Feb 5, 2020
Snap: Closing the Monetization Gap	Feb 5, 2020
Alphabet: To Be Real	Feb 4, 2020
Comcast: Less than Zero? Upgrading To Buy	Feb 4, 2020
Zayo: Q2 F2020 Earnings: Good Night, and Good Luck	Feb 4, 2020
U.S. Media: Get Those Lifeboats Ready	Feb 3, 2020
Charter Q4 2019 Earnings: Wireless Manifest Destiny	Jan 31, 2020
Cogent: What a Difference Six Weeks Makes… Downgrading to Sell, TP $56	Jan 30, 2020
Facebook: The Long & Winding Road Up and to the Right	Jan 30, 2020
Verizon Q4 2019 Earnings: Bucking Some Trends… Getting Bucked by Others	Jan 30, 2020
AT&T Q4 2019 Earnings: Two Clocks	Jan 27, 2020
Sprint CQ4 2019 Earnings: What’s Left to Say?	Jan 27, 2020
CenturyLink: Understanding the Pros and Cons of RDOF… Mostly Cons but With a Nice $500M Win	Jan 23, 2020
Comcast Q4 2019 Earnings: Proud as a Peacock	Jan 23, 2020
U.S. Towers: The Case for Crown Castle?	Jan 21, 2020
MN Quarterly SVOD Tracker: The First Battle	Jan 17, 2020
AT&T: How Bad Could It Get for WarnerMedia?	Jan 16, 2020
U.S. Media: 20-20 Vision, This Time is Different	Jan 15, 2020
ViacomCBS: Stuck In The Middle? Initiate at Neutral	Jan 15, 2020
Altice USA: Is Altice USA Still a Buy?	Jan 7, 2020
Communications Infrastructure: 2019 Review and 2020 Outlook - December 20, 2019	Dec 20, 2019
Cable & Satellite and Telecom: A Year in Review, and a Year in Preview - December 20, 2019	Dec 20, 2019
U.S. Media: Life During Wartime	Dec 19, 2019
Cogent: What Should We Make of This Extremophile?	Dec 16, 2019
Broadband Q3 2019: Revisiting Competitive Dynamics	Dec 16, 2019
U.S. Advertising: Past the Tipping Point	Dec 13, 2019
Data Centers: 2020 Outlooks and the Search for Edge	Dec 9, 2019
Wireless Q3 2019: Cable Starts to Matter	Dec 4, 2019
U.S. Pay TV and U.S. Media: Cord-Cutting Summit 2019 Takeaways	Dec 2, 2019
CenturyLink: Definitely Maybe	Nov 25, 2019
Online Advertising: Screw DAUs, Follow the Money	Nov 25, 2019
AT&T: What Do You Have to Believe? Downgrading to Sell, Target Price $30	Nov 19, 2019
U.S. Media: Are Studios Going To Buy Exhibitors? Looking To Clarify Some Misconceptions Around Paramount Decrees Termination – November 19, 2019	Nov 19, 2019
Lessons from the C-Band: The C is for “Caveat Emptor” - November 19, 2019	Nov 19, 2019
HBO Max: The Big Bang or “A Show About Nothing”?	Nov 18, 2019
Viacom: Less Drama, More Answers	Nov 15, 2019
Q3 2019 Cord-Cutting Monitor: Live Is Dead	Nov 13, 2019
CBS: The Good Fight	Nov 13, 2019
FB, PYPL, Square: Facebook Pay – Good for Facebook, Good and Could Be Better for PayPal, Non-Event for Square	Nov 13, 2019
Disney: It Just Doesn't Matter	Nov 8, 2019
Discovery: Moving On To What Comes Next	Nov 7, 2019
Fox: Please Keep Turning the Page	Nov 7, 2019
Cogent Q3 2019 Earnings: Revenue vs. Margins	Nov 7, 2019
Cable One Q3 2019 Earnings: What's Embedded in CABO's 16x (16x!) EBITDA Multiple?	Nov 7, 2019
Dish Q3 2019 Earnings: The Pay TV Rorschach Test	Nov 7, 2019
CenturyLink Q3 2019 Earnings: Upside Surprise?	Nov 6, 2019
Zayo Q1 F2020 Earnings: A Walk Down Memory Lane	Nov 6, 2019
Cinemark: Is It Time to Worry About Streaming Yet?	Nov 6, 2019
Altice USA Q3 2019 Earnings: What Could Derail the Rally? Could This?	Nov 5, 2019
Sprint CQ3 2019 Earnings: The SoftBank Problem	Nov 4, 2019
CenturyLink: Watch for These Two Items in Q3 2019 Earnings	Nov 4, 2019
QTS Q3 2019 Earnings: Mr. Consistent	Nov 4, 2019
AMCX: No Man’s Land (Redux)	Nov 1, 2019
Giving Apple Some Credit: The Apple Card, and What It Means for Verizon and AT&T - November 1, 2019	Nov 1, 2019
CoreSite Q3 2019 Earnings: Like it Never Even Happened	Oct 31, 2019
Facebook: Is it $10 for ’20?	Oct 31, 2019
American Tower Q3 2019 Earnings: Reading the Tea Leaves	Oct 31, 2019
U.S. Media: What’s Even Worse Than “Freaking Ugly”?	Oct 30, 2019
Equinix Q3 2019 Earnings: Valuation and Operations	Oct 30, 2019
CyrusOne Q3 2019 Earnings: One Year Later	Oct 30, 2019
Alphabet: Hello World	Oct 29, 2019
Digital Realty Q3 2019 Earnings: Doubling Down on Europe by Acquiring Interxion	Oct 29, 2019
AT&T Q3 2019 Earnings: Hope Is Not a Strategy	Oct 28, 2019
SBA Q3 2019 Earnings: Tower Preppers	Oct 28, 2019
T-Mobile Q3 2019 Earnings: The Very Real Cost of Waiting... And Waiting... And Waiting	Oct 28, 2019
WPP: Better Than Zero	Oct 28, 2019
Charter Q3 2019 Earnings: Is Charter’s New Pricing a One-Timer, or a Sign of a Change in Strategy?	Oct 25, 2019
Verizon Q3 2019 Earnings: Is This as Good as It Gets?	Oct 25, 2019
Twitter: A Vote of No Confidence; Maintain Sell, new PT	Oct 24, 2019
Comcast Q3 2019 Earnings: A Divergence of Fortunes	Oct 24, 2019
Interpublic: Managing Through the Losses?	Oct 23, 2019
Snap: The Shock Factor is Wearing Off	Oct 23, 2019
Disney: Why So Complicated – Part II	Oct 23, 2019
Online Advertising: Like a Knife Through Butter	Oct 21, 2019
ViacomCBS: Can’t Believe the S-4	Oct 18, 2019
U.S. Wireless: The 5G Elephant in the Room	Oct 17, 2019
Netflix: Look Down, Look Down	Oct 17, 2019
Crown Castle: Dimensioning a Possible Restatement	Oct 17, 2019
Crown Castle Q3 2019 Earnings: Did We Already Get Guidance?	Oct 16, 2019
Omnicom: Winning Is Everything?	Oct 16, 2019
Data Centers: Love Is in the Air… Musings on M&A	Oct 15, 2019
MN Quarterly SVOD Tracker: The Calm Before the Storm	Oct 14, 2019
Advertising Agencies: Mind the Gap...Part II	Oct 11, 2019
NFL Ratings: A Fan Favorite - October 10, 2019	Oct 10, 2019
FOXA: Please Turn the Page	Oct 7, 2019
Musings About Cable and Telecom Under an Elizabeth Warren Presidency - October 7, 2019	Oct 7, 2019
Towers ROIC: Scouring the Globe for Insights and Opportunities	Oct 3, 2019
U.S. Cable: It’s Time to Factor in Higher Margins; Raising Estimates and TPs for CHTR, ATUS, CMCSA, and CABO	Oct 2, 2019
Snap: Can Lightning Strike Twice? Part II, It's Complicated.	Oct 2, 2019
The Libra Litmus Test – Can Facebook Keep Visa, Mastercard, and PayPal on Board? - October 2, 2019	Oct 2, 2019
Snap: Can Lightning Strike Twice?	Oct 1, 2019
Dish Network: Revisiting the Short (or Long?) Thesis	Sep 27, 2019
Sports in the U.S.: Where Will This Obsession Lead Us?	Sep 23, 2019
U.S. Media: The Paradox of Agencies and Advertising	Sep 17, 2019
Wireless Q2 2019: TINA Loves Telecom. So Does Elliott.	Sep 10, 2019
ViacomCBS: The Hate You Give	Sep 9, 2019
U.S. Media: Ready or Not, Here Comes the NFL!	Sep 5, 2019
Internet Infrastructure: Hard Knock Life… What Can ROIC Teach Us About Value Creation in Tough Times?	Sep 4, 2019
U.S. Advertising: Same Question, Same Answer	Sep 3, 2019
Broadband: The Growth Rate Just Accelerated… Sort of	Sep 3, 2019
Zayo Q4 F2019 Earnings: What’s the Read Across?	Aug 21, 2019
The Incongruous Apple Card - most concerning to PayPal, Square, and...AT&T/Verizon?	Aug 21, 2019
Alphabet: What Lies Beneath the Clouds	Aug 19, 2019
Q2 2019 Cord-Cutting Monitor: The Case for Things Getting Better (Yes, Better) from Here	Aug 15, 2019
CBS & Viacom: Didn’t See That Coming!	Aug 14, 2019
July C3 Ratings – Another Slow Summer	Aug 13, 2019
WPP: One Step at a Time	Aug 12, 2019
CBS & Viacom: The Last Waltz	Aug 9, 2019
Fox: Here's to the First of Many	Aug 8, 2019
Cogent Q2 2019 Earnings: Widows and Orphans	Aug 8, 2019
Disney: Channeling Our Inner Avril Lavigne	Aug 7, 2019
Cable One Q2 2019 Earnings: 50% Margins Are Beginning to Look More Like a Floor than a Ceiling	Aug 7, 2019
CenturyLink Q2 2019 Earnings: The Storm Before the Calm?	Aug 7, 2019
Discovery: Two Years Later	Aug 6, 2019
Cinemark: Got To Give Credit Where It’s Due	Aug 2, 2019
Sprint Q2 2019 Earnings: What the State AGs See	Aug 2, 2019
Verizon Q2 2019 Earnings: What’s Left of the Bull Case?	Aug 1, 2019
Equinix Q2 2019 Earnings: A Different List of Items to Focus On Than Others	Jul 31, 2019
AMCX: No Man’s Land, Tough Trends in the Price	Jul 31, 2019
Altice USA Q2 2019 Earnings: The Margin Story Keeps Getting Better and Better	Jul 31, 2019
CyrusOne Q2 2019 Earnings: Siamese Dream	Jul 31, 2019
American Tower Q2 2019 Earnings: Can Anything Stop American Tower?	Jul 31, 2019
Digital Realty Q2 2019 Earnings: Home and Abroad, Puts and Takes	Jul 30, 2019
Twitter: Same Growth, Twice the Price	Jul 29, 2019
SBA Q2 2019 Earnings: Will They or Won’t They?	Jul 29, 2019
U.S. Media: Man the Lifeboats	Jul 29, 2019
QTS Q2 2019 Earnings: Marching to the Beat of a Different Drummer?	Jul 29, 2019
Dish Network Q2 ’19 Earnings: Has the Satellite Business Finally Found a Bottom? And Would Anyone Care?	Jul 29, 2019
Charter Q2 2019 Earnings: The Trouble with Simple Stories	Jul 26, 2019
Alphabet: Winning by TKO	Jul 26, 2019
Sprint/T-Mobile/Dish: The Deal Is Done! (Just Kidding… No It Isn’t) - July 26, 2019	Jul 26, 2019
Facebook: What a Difference a Year Makes	Jul 25, 2019
Winners and Losers in the T-Mobile/Sprint/Dish Deal: A Summary. Downgrading DISH to Sell; Target Price $30	Jul 25, 2019
T-Mobile Q2 2019 Earnings: Wait, What? Earnings?	Jul 25, 2019
Comcast Q2 2019 Earnings: On the One Hand… On the Other Hand	Jul 25, 2019
CoreSite Q2 2019 Earnings: The Light at the End of the Tunnel?	Jul 24, 2019
Snap: Living Up to the Hype	Jul 24, 2019
Interpublic: Gearing Up For 2020?	Jul 24, 2019
AT&T Q2 2019 Earnings: The Uneasy Equilibrium	Jul 24, 2019
Data Centers: Implications of the Hyperscale Leasing Slowdown and a Close Look at Valuation	Jul 22, 2019
Online Advertising: Bringing the Heat	Jul 22, 2019
T-Mobile: Is “Standalone TMUS” Now the Best Case Scenario?	Jul 19, 2019
Omnicom: Are They Verizon and Everyone Else AT&T?	Jul 18, 2019
Netflix: Doubters of the World Unite!	Jul 18, 2019
Crown Castle Q2 2019 Earnings: A Messy Beat and Raise	Jul 17, 2019
CBS & Viacom: How's Your Summer Going?	Jul 16, 2019
FB, V, MA, PYPL: Libra, Libra, Libra – Answers to Your Top 25 FAQs	Jul 16, 2019
MN Quarterly SVOD Tracker: Is It Too Late?	Jul 15, 2019
Advertising Agencies: Putting a Price on Data	Jul 15, 2019
Disney: Circle Of Life	Jul 9, 2019
U.S. Cable: Could Video Subscriber Losses Eventually Push Cable Margins Up to 50%?	Jul 9, 2019
U.S. Towers: Valuation Ruminations… Increasing Target Prices, But Downgrading SBA to Neutral	Jul 8, 2019
Snap: As Smooth as a Baby’s Face?	Jul 1, 2019
U.S. Telecommunications: Does 5G Put Verizon’s “Nation’s Best Network” Positioning at Risk?	Jun 27, 2019
Alphabet: On Shakier Ground?	Jun 24, 2019
Netflix: The Great International RPU Debate	Jun 20, 2019
FB, V, MA, PYPL: Libra Unveiled – Big Day for Crypto, Nice-To-Have for FB, Important Experiment for Payments	Jun 19, 2019
Sprint and T-Mobile: Crazy Town Part II - June 15, 2019	Jun 15, 2019
Twitter: A Problem of Its Own Making	Jun 13, 2019
CenturyLink: Ignore the Shiny New Objects	Jun 12, 2019
Facebook: Friending Facebook Again, Upgrade to Buy	Jun 11, 2019
U.S. Advertising: The One Exception?	Jun 6, 2019
U.S. Broadband: Where Are AT&T Fiber’s Subscriber Gains Coming From?	Jun 4, 2019
Fox: Fox Goes to Hollywood	Jun 4, 2019
U.S. Antitrust Update: Here Come The Feds – June 3, 2019	Jun 3, 2019
Sprint and T-Mobile: Welcome to Crazy Town - May 31, 2019	May 31, 2019
U.S. Media: To Each Their Own?	May 30, 2019
WarnerMedia: Raising the Curtain on Their DTC Plans	May 29, 2019
Sprint & T-Mobile: The Long and Winding Road - May 21, 2019	May 21, 2019
Social Media Focus Group: SNAP Can’t Grow Up!	May 13, 2019
Viacom: Read the Fine Print	May 13, 2019
FB, V, MA, PYPL: Facebook’s Cryptocurrency Project Libra – How it Could Matter	May 10, 2019
Disney: A Changing Narrative	May 9, 2019
Cable One Q1 2019 Earnings: How Much Runway Is Left?	May 9, 2019
Social Media Survey: What Are Users Saying?	May 8, 2019
Zayo Q3 F2019 Earnings: Finding Mr. Right	May 8, 2019
CenturyLink Q1 2019 Earnings: Enough to Offset the Top Line?	May 8, 2019
Q1 2019 Cord-Cutting Monitor: About that Lifeboat…	May 7, 2019
Sprint CQ1 2019 Earnings: What’s the Backup Plan?	May 7, 2019
Cinemark: What Will Disney Do With Its Box Office Clout?	May 7, 2019
American Tower Q1 2019 Earnings: Solid Results, But Will the Halo Effect Persist?	May 3, 2019
CBS: New CEO…New Disclosure?	May 3, 2019
Dish Network Q1’19 Earnings: The Outlook is Brightening for Mid-Band… but the Road Ahead Remains Long	May 3, 2019
Discovery: A Year Later	May 2, 2019
Cogent Q1 2019 Earnings: Assessing All-Time Highs	May 2, 2019
Altice USA Q1 2019 Earnings: Still More Room to Run?	May 2, 2019
Equinix Q1 2019 Earnings: Is Being Different Enough?	May 1, 2019
CyrusOne Q1 2019 Earnings: Managing Through Feast and Famine	May 1, 2019
AMC Networks: How Much Longer Does This Balancing Act Last?	May 1, 2019
Charter Q1 2019 Earnings: Margins are the Next Leg of the Story	Apr 30, 2019
Alphabet: Deceleration Detective Service	Apr 30, 2019
QTS Q1 2019 Earnings: Thinking About Returns	Apr 30, 2019
U.S. Media: Let The Good Times Stream?	Apr 29, 2019
WPP and Interpublic: Yin and Yang	Apr 29, 2019
SBA Q1 2019 Earnings: Contemplating What Happens if the Deal is No More	Apr 29, 2019
Fox - In Case You Missed It...	Apr 26, 2019
Facebook: Checking Off The Concerns	Apr 25, 2019
Comcast Q1 2019 Earnings: Life after Disney	Apr 25, 2019
T-Mobile Q1 2019 Earnings: Can the Merger be Saved?	Apr 25, 2019
Digital Realty Q1 2019 Earnings: Searching for Clues	Apr 25, 2019
AT&T Q1 2019 Earnings: Searching for a Unifying Theory	Apr 24, 2019
CoreSite Q1 2019 Earnings: Can It Stay at the Top of the ROIC Class?	Apr 24, 2019
Twitter: “So we've got lots of game(s) left to play”	Apr 24, 2019
Snap: A Cinderella Story	Apr 24, 2019
Verizon Q1 2019 Earnings: Has Verizon Bet on the Wrong (Spectrum) Horse?	Apr 23, 2019
Online Advertising: In Search Of A Second Or Third Act?	Apr 22, 2019
Google Cloud Next 2019: Key Takeaways – April 18, 2019	Apr 18, 2019
Omnicom: Better Value Elsewhere	Apr 17, 2019
Crown Castle Q1 2019 Earnings: Valuation Triangulation	Apr 17, 2019
Netflix: How Disney’s Entry Impacts the SVOD Market?	Apr 17, 2019
Disney: Worth the Wait	Apr 12, 2019
U.S. Cable and U.S. Wireless: Convergence End-Games - April 11, 2019	Apr 11, 2019
Disney: Getting Closer to Breaking Through	Apr 9, 2019
Data Centers: Which Operators are Converting Growth into Value? Examining ROIC and Property-Level Yields	Apr 8, 2019
Netflix Survey: The Walmart of SVOD for a Reason	Apr 8, 2019
U.S. Advertising: A False Dichotomy?	Apr 5, 2019
Film Studios: Having Their Cake And Eating It Too?	Apr 4, 2019
U.S. Cable: What Would Happen in a Recession?	Apr 3, 2019
U.S. Media: The Value of Libraries, or in Other Words, What Ted Sarandos Knew	Apr 2, 2019
T-Mobile and Sprint: Time to Lower the Odds - April 2, 2019	Apr 2, 2019
U.S. Communications Infrastructure, Telecom, & Cable: Add Macro and Margins to the List of Worries	Mar 25, 2019
Viacom: Been Here Before	Mar 25, 2019
Fixed Wireless Broadband: A Peek Behind the Curtain of Verizon’s 5G Rollout	Mar 20, 2019
Fox: Key Takeaways from the 10-Q and Day 1 Trading	Mar 19, 2019
The Small Cell Report (Part III): Taking a Look Under the Hood	Mar 18, 2019
Online Regulatory Outlook: The Unlikeliest Of Bedfellows	Mar 18, 2019
New Fox Initiation: Clever As a Fox, Buy, Price Target $51	Mar 15, 2019
Video Cord-Cutting: Standing at the Crossroads (and I Believe I’m Sinkin’ Down)	Mar 13, 2019
Alphabet: Money for Nothing? A Dive Into CAPEX Trends	Mar 7, 2019
Broadband Q4 2018: Broadband Growth Bounces Back… with Thanks to New Household Formation	Mar 6, 2019
U.S. Media & Internet: Now Everyone Is A Winner?	Mar 4, 2019
WPP: WPP Giveth, Competition Taketh	Mar 4, 2019
Zayo: Plan A, Version 2.0… A Closer Look at zColo	Mar 4, 2019
AT&T and Time Warner: Strategy (and Debt) versus Culture - March 4, 2019	Mar 4, 2019
AMC Networks: Not Walking Dead Yet	Mar 1, 2019
Cable One Q4 2018 Earnings: What are the Right Metrics for a Post-Video Cable MSO?	Feb 27, 2019
American Tower Q4 2018 Earnings: Can AMT Repeat?	Feb 27, 2019
U.S. Telecommunications: The Mystery Deepens	Feb 26, 2019
Discovery: Talking Less, Doing More	Feb 26, 2019
QTS Q4 2018 Earnings: Risk Reallocation	Feb 25, 2019
Q4 2018 Cord-Cutting Monitor: Is It Time to Panic Yet?	Feb 22, 2019
Cinemark: Looking Beyond The Volatility	Feb 22, 2019
U.S. Media: Watching the Slow Death of Linear TV…Live	Feb 21, 2019
Altice USA Q4 2018 Earnings: Showing Up	Feb 21, 2019
Cogent Q4 2018 Earnings: Mulling Over Margins	Feb 21, 2019
SBA Q4 2018 Earnings: Let the Good Times Roll	Feb 21, 2019
CyrusOne Q4 2018 Earnings: Fueling Fears?	Feb 20, 2019
Facebook: How’d They Do That?	Feb 19, 2019
CenturyLink: Don't Fear the Reaper... Upgrading to Neutral, Lowering TP to $12	Feb 19, 2019
CBS: Joining the Arms Race	Feb 15, 2019
Interpublic: Winning The Zero Sum Game in 2018	Feb 14, 2019
Omnicom: The Calm Before The Storm?	Feb 13, 2019
CenturyLink Q4 2018 Earnings: Are Low Expectations the Key to Happiness?	Feb 13, 2019
Dish Q4 2018 Earnings: Snakes or Alligators?	Feb 13, 2019
Equinix Q4 2018 Earnings: Steady as She Goes	Feb 13, 2019
U.S. Media – Weekly Ratings: 2/4-2/10	Feb 12, 2019
January C3 Ratings – Weak Start to the New Year	Feb 11, 2019
Twitter: Breaking Out The Checkbook	Feb 8, 2019
T-Mobile Q4 2018 Earnings: Time to Consider Plan B?	Feb 7, 2019
Zayo Q2 F2019 Earnings: Under the Gun	Feb 7, 2019
CoreSite Q4 2018 Earnings: What Happens on the Other Side of the Hump?	Feb 6, 2019
Disney: Do The Right Thing	Feb 6, 2019
Snap: A CFO’s Parting Gift	Feb 6, 2019
21 Century Fox: A Step Closer To Breaking Out	Feb 6, 2019
Viacom: Two Questions, Please	Feb 5, 2019
Alphabet: Playing To Script	Feb 5, 2019
Digital Realty Q4 2018 Earnings: What’s the Disconnect?	Feb 5, 2019
Sprint CQ4 2018 Earnings: Do Politics Matter?	Jan 31, 2019
Charter Q4 2018 Earnings: Good Things Come to Those Who Wait	Jan 31, 2019
Facebook: Coal, More Like Gold	Jan 31, 2019
AT&T Q4 2018 Earnings: Is Achieving “Flat EBITDA” in the Entertainment Group Enough?	Jan 30, 2019
U.S. Media – AT&T’s 4Q Media Read Through… So Much For Stability!	Jan 30, 2019
Verizon Q4 2018 Earnings: Is It Enough to Just NOT Be AT&T?	Jan 29, 2019
Online Advertising: A Lump of Coal for Christmas?	Jan 29, 2019
U.S. Media: Key Takeaways from NATPE 2019	Jan 28, 2019
Some Thoughts on Recent Zayo Take-Out Reports - January 27, 2019	Jan 27, 2019
U.S. Media: Will The Current Stability Last?	Jan 25, 2019
Comcast Q4 2018 Earnings: The Bull Bear Debate	Jan 23, 2019
Crown Castle Q4 2018 Earnings: Recession Resistant?	Jan 23, 2019
Telecom and Cable Capital Spending Outlook, 2019	Jan 18, 2019
Netflix: UNCH	Jan 18, 2019
CBS & VIAB: What's the Downside? Upgrade CBS to Buy	Jan 17, 2019
Snap: Flanked On All Sides	Jan 16, 2019
Comcast Finally Goes OTT… Sort Of - January 15, 2019	Jan 15, 2019