Title
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Date
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Take-Two: It's Ready When It's Ready
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May 17, 2022
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Disney: Two Years Later and Two Years from Now
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May 12, 2022
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EA: Football is Life, Upgrading to Buy
|
May 11, 2022
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U.S. Data Centers: Implications of the Acquisition of Switch
|
May 11, 2022
|
U.S. Video Games: Zynga's Last Dance - May 10, 2022
|
May 10, 2022
|
Fox: Still a Good Place to Hide
|
May 10, 2022
|
DraftKings: Stuck in a Moment
|
May 9, 2022
|
Cinemark: Exhibitors’ Swagger Back?
|
May 9, 2022
|
Dish Network Q1 2022 Earnings: A Retail Report Card
|
May 6, 2022
|
Frontier Q1 2022 Earnings: What Does a Logo Tell Us?
|
May 6, 2022
|
U.S. Cable: Opportunity in the Aftermath
|
May 5, 2022
|
AMC Networks: Is A Different Business Model Enough?
|
May 5, 2022
|
Cable One Q1 2022 Earnings: How Safe Is Rural? (Part II)
|
May 5, 2022
|
Paramount: Sticking to the Plan
|
May 4, 2022
|
Lumen Q1 2022 Earnings: The Read Across
|
May 4, 2022
|
U.S. Media: The Point of No Return?
|
May 2, 2022
|
Roku: Now You Know What You Are Buying Here; Upgrade to Neutral
|
Apr 29, 2022
|
Interpublic: Safety in Ad Land
|
Apr 29, 2022
|
Charter Q1 2022 Earnings: Wireless versus Broadband
|
Apr 29, 2022
|
Cogent Q1 2022 Earnings: Don’t Let the Drive-By CFO Transition Overshadow Improving Financial Results
|
Apr 29, 2022
|
Meta: We're Not Dead Yet!
|
Apr 28, 2022
|
Comcast Q1 2022 Earnings: It’s the Subscribers, Stupid
|
Apr 28, 2022
|
Altice USA Q1 2022 Earnings: How Safe Is Rural?
|
Apr 28, 2022
|
Digital Realty Q1 2022 Earnings: The Land of Giants
|
Apr 28, 2022
|
Alphabet: Brace Yourself and Take a Breath
|
Apr 27, 2022
|
American Tower Q1 2022 Earnings: Germany on my Mind
|
Apr 27, 2022
|
T-Mobile Q1 2022 Earnings: Is that… ARPU Growth???
|
Apr 27, 2022
|
WPP: Agencies 1, All Other Advertising 0
|
Apr 27, 2022
|
Equinix Q1 2022 Earnings: All of Their Ducks in a Row
|
Apr 27, 2022
|
Activision: Biding Time
|
Apr 26, 2022
|
Warner Bros. Discovery: A New Journey Begins
|
Apr 26, 2022
|
Twitter: Run … To The Bank
|
Apr 25, 2022
|
SBA Q1 2022 Earnings: Solid Results plus an FX Tailwind
|
Apr 25, 2022
|
Snap: Spotlight on the Macro
|
Apr 22, 2022
|
Verizon Q1 2022 Earnings: Pity the Elder Statesman
|
Apr 22, 2022
|
AT&T Q1 2022 Earnings: Is there Really a Path to Better (Higher) Pricing?
|
Apr 21, 2022
|
Omnicom: A Brand New Day?
|
Apr 20, 2022
|
Netflix: Four Reasons Why… Cutting Price Target to $245
|
Apr 20, 2022
|
Crown Castle Q1 2022 Earnings: Exogenous Factors vs. Company-Specific Ones
|
Apr 20, 2022
|
It’s Time to Take Cable’s Wireless Business Seriously [Updated]
|
Apr 18, 2022
|
The Quarterly U.S. SVOD Tracker (1Q 2022)
|
Apr 18, 2022
|
Twitter: Take The Money … And Run
|
Apr 14, 2022
|
Roku: Three Key Things to Worry About
|
Apr 13, 2022
|
Fixed Wireless: Where the Subscribers Are Coming From
|
Apr 12, 2022
|
Towers & Data Centers: A Funny Thing Happened on the Way to Higher Rates... Downgrade SBA to Neutral
|
Apr 11, 2022
|
Warner Bros. Discovery: Contender or Pretender?
|
Apr 11, 2022
|
AT&T: Alone at Last… Moving to Our Post-Spin Target Price of $19
|
Apr 5, 2022
|
U.S. Video Games: PlayStation Plus Gets a Makeover
|
Mar 30, 2022
|
U.S. Cable and the Census: How Footprints Matter - March 29 2022
|
Mar 29, 2022
|
CyrusOne: Dropping Coverage
|
Mar 28, 2022
|
U.S. Media: The State of Linear Viewing (2021)
|
Mar 24, 2022
|
Frontier: A Fiber Expansion Progress Report; Returns Appear On Track, But Lower TP to $33 on Macro Factors
|
Mar 23, 2022
|
U.S. Advertising: Re-Examining Our Wide-Eyed Optimism
|
Mar 21, 2022
|
Wireless Q4 2021: The Industry Inflation Forgot
|
Mar 17, 2022
|
Netflix: A Simple Question, What Is The TAM?
|
Mar 15, 2022
|
Take-Two: A Look at New Take-Two
|
Mar 11, 2022
|
Cogent: Waiting for Godot, or Waiting for COVID to Go? Maintain Buy, Lower TP to $78
|
Mar 8, 2022
|
Disney: Dreams vs. Reality; What are Streaming Margins?
|
Mar 7, 2022
|
DraftKings: The Big TAM vs. Profit Debate Rages On
|
Mar 4, 2022
|
U.S. Broadband: Are We Witnessing a Fiber Bubble?
|
Mar 4, 2022
|
SBA Q4 2021 Earnings: Can the Guide Get the Stock Moving?
|
Feb 28, 2022
|
Crown Castle: Meeting with Dan Schlanger, CFO
|
Feb 25, 2022
|
WPP: Wait for It?
|
Feb 25, 2022
|
Cinemark: Box Office Beyond Masks & Capes?
|
Feb 25, 2022
|
Dish Network Q4’21 Earnings: What Kind of Story is This?
|
Feb 24, 2022
|
American Tower Q4 2021 Earnings: Evaluating CoreSite in the Context of 2022 and Long Term Guidance
|
Feb 24, 2022
|
Cogent Q4 2021 Earnings: Is a Post-Omicron Future Coming Into View?
|
Feb 24, 2022
|
Discovery: Can WBD Compete on Streaming Without Winning the Spending War?
|
Feb 24, 2022
|
Cable One Q4 2021 Earnings: Has CABO Finally Fallen to a Reasonable Valuation?
|
Feb 24, 2022
|
Frontier Q4 2021 Earnings: The Long View
|
Feb 23, 2022
|
DraftKings: Make the Money First, Then Get the Power
|
Feb 22, 2022
|
Netflix: Another Look at Netflix’s Content Amortization
|
Feb 22, 2022
|
Altice USA: Wrong Story, Wrong Time… Downgrading to Neutral, Target Price $15
|
Feb 18, 2022
|
Roku: Now You Know What You Have Bought Here
|
Feb 18, 2022
|
Meta: Is It Time to Throw in the Virtual Towel?
|
Feb 17, 2022
|
AMC Networks: Everything to Someone, Not Something for Everyone
|
Feb 17, 2022
|
Digital Realty Q4 2021 Earnings: Will the Benefits of Portfolio Changes and Record Leasing Pay Off?
|
Feb 17, 2022
|
Lumen: Time to Ease Off? Not Yet... Lower TP to $8, Maintain Sell Rating
|
Feb 16, 2022
|
Paramount: New Name, Same Questions
|
Feb 16, 2022
|
Altice USA Q4 2021 Earnings: Cable’s New Canary?
|
Feb 16, 2022
|
Equinix Q4 2021 Earnings: A Mixed Outlook Against a Challenging Macro Backdrop
|
Feb 16, 2022
|
CyrusOne Q4 2021 Earnings: Exiting on a High Note
|
Feb 16, 2022
|
U.S. Video Games: Axie Inevitable - February 15, 2022
|
Feb 15, 2022
|
Interpublic: Do You Believe In…The Guide?
|
Feb 11, 2022
|
Twitter: Stop Us If You Have Heard The One About…
|
Feb 11, 2022
|
AT&T: The After Math. Setting Our Post-Spin TP at $20
|
Feb 10, 2022
|
Disney: Meet the New Boss
|
Feb 10, 2022
|
Omnicom: Do You Believe In Re-Ratings?
|
Feb 9, 2022
|
Fox: A Better Way to Play Sports Betting?
|
Feb 9, 2022
|
Lumen Q4 2021 Earnings: Interpreting a Year of Investment
|
Feb 9, 2022
|
Take-Two: Opportunity Costs
|
Feb 8, 2022
|
Snap: Back To Reality
|
Feb 4, 2022
|
Activision: Cover Fire
|
Feb 4, 2022
|
Facebook: The Beginning of the End?
|
Feb 3, 2022
|
Alphabet: Thesis Confirming From A to Z
|
Feb 2, 2022
|
EA: Party of One?
|
Feb 2, 2022
|
T-Mobile Q4 2021 Earnings: The Valuation Conundrum
|
Feb 2, 2022
|
U.S. Media & Internet: What Should You Do Now?
|
Jan 31, 2022
|
Charter Q4’21 Earnings: Wireless Steps into the Spotlight
|
Jan 28, 2022
|
Comcast Q4 2021 Earnings: Five Questions… Three Answers
|
Jan 27, 2022
|
AT&T Q4 2021 Earnings: To Split or to Spin, That is the Question
|
Jan 26, 2022
|
Crown Castle Q4 2021 Earnings: Dawn of a New Era?
|
Jan 26, 2022
|
U.S. Online Gaming: A Sure Bet for the Media Industry, But Who Else? Lowering DKNG Price Target to $23
|
Jan 25, 2022
|
Verizon Q4 2021 Earnings: Is There a Growth Story Here?
|
Jan 25, 2022
|
Netflix: Did We Get Our Answer? Lower Target Price From $460 to $375
|
Jan 21, 2022
|
Activision: The Console Wars Go Meta, Downgrading to Neutral
|
Jan 19, 2022
|
Disney: Elvis Has Left the Building, What Should Bob C. Do Now?
|
Jan 18, 2022
|
Starlink: Go Big or Go Home – January 18, 2022
|
Jan 18, 2022
|
U.S. Data Centers: Assessing 2022 Outlooks and Digital Realty’s Actions in Singapore and Africa
|
Jan 13, 2022
|
Netflix & 4Q21 SVOD Tracker: “Don’t Look Up”; Cutting NFLX Price Target to $460
|
Jan 13, 2022
|
Take-Two: A Different Tune, Downgrading to Neutral
|
Jan 11, 2022
|
Fixed Wireless Access: Making Sense of the Capacity Challenge - January 11, 2022
|
Jan 11, 2022
|
Crown Castle and T-Mobile: Implications of Their Tower and Small Cell Agreement
|
Jan 7, 2022
|
U.S. Media: Will 2022 Be the Year When We Can Answer Our Simple Question?
|
Jan 5, 2022
|
Cord Cutting Monitor Q3 2021: Glueless?
|
Jan 4, 2022
|
CoreSite: Dropping Coverage
|
Jan 3, 2022
|
Communications Infrastructure: 2021 Review and 2022 Outlook
|
Dec 21, 2021
|
U.S. Telecom and Cable: A Year in Review, a Year in Preview - December 21, 2021
|
Dec 21, 2021
|
U.S. Video Games: 2021 in Review and Thoughts on 2022
|
Dec 21, 2021
|
U.S. Towers: Revisiting Tower/Data Center Convergence, and Assessing SBA’s New Markets
|
Dec 14, 2021
|
U.S. Online Gaming: What Are You Playing For? Initiating Coverage of DraftKings at Neutral
|
Dec 13, 2021
|
U.S. Media: Inside SVOD Usage – Our POMO Theory Revisited
|
Dec 9, 2021
|
Wireless Q3 2021: The One-Dimensional Industry; A Deep Dive into Mobile Pricing
|
Dec 8, 2021
|
Activision: Bottom Fishing
|
Dec 8, 2021
|
Lumen and Cogent: The Structural vs. The Temporal
|
Nov 30, 2021
|
U.S. Media & Pay TV: Revisiting the Bottom
|
Nov 30, 2021
|
U.S. Wireless: From Bad to Worse… A Proprietary Deep Dive into Black Friday Promotions
|
Nov 29, 2021
|
EA: Missed Opportunities
|
Nov 22, 2021
|
Warner Bros. Discovery: Key S-4 Takeaways – November 22, 2021
|
Nov 22, 2021
|
Broadband Q3 ’21: The Great Deceleration… Four Forces
|
Nov 18, 2021
|
Roku: What Are You Buying Here? Not What You Think! Downgrade to Sell
|
Nov 17, 2021
|
A Data Center Double Header: American Tower Buys CoreSite while KKR and GIP Buy CyrusOne
|
Nov 15, 2021
|
Data Centers and Towers: REITworld Takeaways and Thoughts on a Potential Acquisition of CoreSite
|
Nov 11, 2021
|
Disney: "This is the Business We've Chosen"
|
Nov 11, 2021
|
Cinemark: Is The Box Office Really Back?
|
Nov 8, 2021
|
Frontier: Meeting with Scott Beasley, CFO; Revise TP to $36 and Maintain Buy Rating
|
Nov 5, 2021
|
AMC Networks: The Beauty of Small Numbers
|
Nov 5, 2021
|
Fox: Many Ways to Keep Winning
|
Nov 4, 2021
|
Roku: It’s Not You, It’s Me
|
Nov 4, 2021
|
EA: The Virtues of Stability
|
Nov 4, 2021
|
Take-Two: Back to Normal
|
Nov 4, 2021
|
Dish Network Q3’ 21 Earnings: 5G Costs Come Into View
|
Nov 4, 2021
|
Cogent Q3 2021 Earnings: Are We There Yet?
|
Nov 4, 2021
|
ViacomCBS: The Cost of Streaming
|
Nov 4, 2021
|
Altice USA Q3 2021 Earnings: The End of the “Altice Way”?
|
Nov 4, 2021
|
Cable One Q3 2021 Earnings: Gimme Shelter?
|
Nov 4, 2021
|
Activision: Recalibrating Expectations
|
Nov 3, 2021
|
Frontier Q3 2021 Earnings: Do Earnings Matter?
|
Nov 3, 2021
|
Discovery: Stepping onto the Deleveraging Tightrope
|
Nov 3, 2021
|
Lumen Q3 2021 Earnings: The Growth Imperative
|
Nov 3, 2021
|
Equinix Q3 2021 Earnings: Electrifying
|
Nov 3, 2021
|
Meeting with Ronan Dunne, CEO of Verizon Consumer Group
|
Nov 2, 2021
|
T-Mobile Q3 2021 Earnings: Conflicting Narratives
|
Nov 2, 2021
|
Media & Internet Marketing Deck
|
Nov 1, 2021
|
U.S. Media: Next Up for Supply Chain Worries…TV?
|
Nov 1, 2021
|
SBA Q3 2021 Earnings: The Benefits of Simplicity
|
Nov 1, 2021
|
WPP: Who Do You Believe?
|
Oct 29, 2021
|
Charter Q3 2021 Earnings: A Little Perspective, Please?
|
Oct 29, 2021
|
Comcast Q3 2021 Earnings: The Moment of Truth
|
Oct 28, 2021
|
American Tower Q3 2021 Earnings: Tower Leasing Doesn’t Move in Lockstep, but it Rhymes
|
Oct 28, 2021
|
CoreSite Q3 2021 Earnings: Leasing Inching in the Right Direction
|
Oct 28, 2021
|
Alphabet and Twitter: Nothing to See Here
|
Oct 27, 2021
|
CyrusOne Q3 2021 Earnings: Relative Multiple
|
Oct 27, 2021
|
Facebook: R E L A X
|
Oct 26, 2021
|
Digital Realty Q3 2021 Earnings: Steady as She Goes
|
Oct 26, 2021
|
Internet Infrastructure Marketing Deck
|
Oct 22, 2021
|
Towers Marketing Deck
|
Oct 22, 2021
|
Data Center Marketing Deck
|
Oct 22, 2021
|
Snap: "The reality is we admire Apple"
|
Oct 22, 2021
|
Interpublic: Premium For A Reason
|
Oct 22, 2021
|
AT&T Q3 2021 Earnings: Strategy by Subtraction
|
Oct 21, 2021
|
EA: What's in a Name? - October 20, 2021
|
Oct 20, 2021
|
Omnicom: Supply Chains Supply Blame
|
Oct 20, 2021
|
Verizon Q3 2021 Earnings: The Next Chapter
|
Oct 20, 2021
|
Crown Castle Q3 2021 Earnings: Judging 2022 Guidance against a Backdrop of Elevated Expectations
|
Oct 20, 2021
|
Netflix: POMO (Positions of Maximum Opportunity)?
|
Oct 19, 2021
|
Data Centers: Should We Be Worried About Global Power Cost Increases?
|
Oct 18, 2021
|
Disney: Is It Time to Lower the DTC Subscriber Bar and Other Questions
|
Oct 18, 2021
|
Telecom and Cable & Satellite Marketing Deck
|
Oct 16, 2021
|
3Q21 SVOD Tracker: About That Pull Forward…
|
Oct 15, 2021
|
Convergence Apocalypse? - October 14, 2021
|
Oct 14, 2021
|
U.S. Towers: Trading Around the Edges, and Why We Still Prefer SBA
|
Oct 13, 2021
|
Activision: The Great Wall of Worry
|
Oct 12, 2021
|
Facebook: Is This Time Different?
|
Oct 11, 2021
|
AT&T: Finally Fairly Valued? Upgrading to Neutral
|
Oct 7, 2021
|
Data Centers: Assessing the Impact of Developments across the Interconnection Landscape
|
Oct 1, 2021
|
Comcast and Disney: Hulu Dancing
|
Sep 30, 2021
|
Roku: What Are You Really Buying Here?
|
Sep 28, 2021
|
U.S. Wireless: A Proprietary Deep Dive into iPhone 13 Promotions
|
Sep 28, 2021
|
U.S. Media: Who Wins from Football’s Ratings Strength? – September 24, 2021
|
Sep 24, 2021
|
Disney: Live by Sub Adds, Die by Sub Adds – September 22, 2021
|
Sep 22, 2021
|
U.S. Broadband: History Rhymes
|
Sep 21, 2021
|
U.S. Advertising: Can This Online Ad Feast Continue?
|
Sep 15, 2021
|
Commercial Wireline Services: The Anti-Cycle
|
Sep 14, 2021
|
Q2 2021 Cord-Cutting Monitor: Et Tu, Sports???
|
Sep 13, 2021
|
NFL: Will the Glue Continue To Be As Sticky?
|
Sep 10, 2021
|
Altice USA: Too Many Ways to Win… A Sum of the Parts View
|
Sep 8, 2021
|
QTS: Dropping Coverage
|
Sep 1, 2021
|
U.S. Video Games: Booster Shots
|
Aug 26, 2021
|
Wireless Q2 2021: When the Sugar High Fades
|
Aug 19, 2021
|
Frontier: A Clearer Path... Updating our Target Price and Assessing Operational Data, Supply Chain, and Comps
|
Aug 18, 2021
|
Disney: Earnings Recovery vs. Multiple Expansion
|
Aug 13, 2021
|
Snap: Can They Keep This Growth Up?
|
Aug 12, 2021
|
AMC Networks: Why the Secrecy?
|
Aug 9, 2021
|
Cinemark: Still Many More Questions Than Answers
|
Aug 9, 2021
|
Dish Q2 2021 Earnings: The Long Farewell (of a Hunger Strike)
|
Aug 9, 2021
|
Cable One Q2 2021 Earnings: The Canary Sings
|
Aug 9, 2021
|
ViacomCBS: Swimming in the Streaming Deep End
|
Aug 6, 2021
|
Roku: What Is the Revenue Model?
|
Aug 5, 2021
|
Fox: Playing a Different Game
|
Aug 5, 2021
|
EA: Flight to Safety?
|
Aug 5, 2021
|
Cogent Q2 2021 Earnings: The Twists and Turns on the Road to Normalcy
|
Aug 5, 2021
|
Frontier Q2 2021 Earnings and Analyst Day: Charting the Course Ahead (And it Looks Pretty Interesting)
|
Aug 5, 2021
|
WPP: Need A Little More Convincing
|
Aug 5, 2021
|
Discovery: What’s The Rush?
|
Aug 4, 2021
|
Activision: A Tough Test
|
Aug 4, 2021
|
QTS Q2 2021 Earnings: Running Through the Tape
|
Aug 3, 2021
|
Lumen Q2 2021 Earnings and Apollo ILEC Deal: Sales (Divestitures) vs. Sales (Revenue)
|
Aug 3, 2021
|
U.S. Media: The End of Those Easy Compares
|
Aug 2, 2021
|
SBA Q2 2021 Earnings: The Anticipation Builds
|
Aug 2, 2021
|
TTWO F1Q'22 Earnings: Simple, Not Easy
|
Aug 2, 2021
|
U.S. Media: Shouldn’t We Worry About the Box Office “Recovery”? - July 30, 2011
|
Jul 30, 2021
|
Charter Q2 2021: Thank Goodness for Simple Stories
|
Jul 30, 2021
|
Facebook: The Company You Keep?
|
Jul 29, 2021
|
American Tower Q2 2021 Earnings: The Portfolio Effect in Effect
|
Jul 29, 2021
|
Comcast Q2 2021: Where Will All the Cash Go?
|
Jul 29, 2021
|
CoreSite Q2 2021 Earnings: The Song Remains the Same
|
Jul 29, 2021
|
T-Mobile Q2 2021: The House or the Neighborhood?
|
Jul 29, 2021
|
Digital Realty Q2 2021 Earnings: The Fruits of its Labor?
|
Jul 29, 2021
|
Alphabet: All the Right Moves
|
Jul 28, 2021
|
Equinix Q2 2021 Earnings: What’s Left to Juice the Stock?
|
Jul 28, 2021
|
Altice USA Q2 2021: Choose Your Poison… Price or Volume?
|
Jul 28, 2021
|
CyrusOne Q2 2021 Earnings: Will a New CEO Merit a New Outlook?
|
Jul 28, 2021
|
Dish Network: The Worst Case Scenario is Off the Table; Upgrading to Neutral, TP $40
|
Jul 26, 2021
|
Lumen: Hasta La Vista, Baby... Implications of the Sale of its LatAm Unit
|
Jul 26, 2021
|
Snap and Twitter: For Once, Everyone Is a Winner
|
Jul 23, 2021
|
AT&T Q2 2021 Earnings: Timing is Everything
|
Jul 22, 2021
|
Netflix: What If Conventional Wisdom Is Wrong?
|
Jul 21, 2021
|
Verizon Q2 2021 Earnings: Good for Now… But Is It Sustainable?
|
Jul 21, 2021
|
Interpublic: The Point of Difference
|
Jul 21, 2021
|
Crown Castle Q2 2021 Earnings: The Small Cell Dilemma
|
Jul 21, 2021
|
Omnicom: Shedding an ICONic Business
|
Jul 20, 2021
|
AT&T and Dish: Be Careful What You Wish For
|
Jul 19, 2021
|
U.S. Towers and U.S. Data Centers: Judging Cross-Sector Valuations and Appeal
|
Jul 16, 2021
|
Disney: What Happens When One World Opens As Another Slows?
|
Jul 14, 2021
|
U.S. Cable: After the Gold Rush
|
Jul 13, 2021
|
U.S. Streaming Media: What Is Your RPU?
|
Jul 8, 2021
|
Cable Wireless: The Impact on TelCos
|
Jul 6, 2021
|
Netflix: Can Netflix Become Disney Faster than Disney Becomes Netflix?
|
Jun 29, 2021
|
U.S. Theaters: It’s All About The Windows
|
Jun 25, 2021
|
Takeaways from Equinix’s 2021 Analyst Day
|
Jun 24, 2021
|
Ready Player MN: Initiating Coverage of U.S. Video Game Publishers
|
Jun 24, 2021
|
U.S. Advertising: Did You Hear the One About the Upfront Going Away?
|
Jun 10, 2021
|
Highlights from REITweek 2021 Management Meetings
|
Jun 10, 2021
|
Cogent: Is an Inflection on the Horizon? Raise TP to $84, Maintain Buy Rating
|
Jun 7, 2021
|
Data Centers: What are the Takeaways from Blackstone’s Acquisition of QTS?
|
Jun 7, 2021
|
U.S. Broadband: The Headwind of Fiber Overbuilds and the Tailwind of Stimulus
|
Jun 3, 2021
|
Lumen: You Think I Ain’t Worth a Dollar, but I Feel Like a Millionaire... Raising TP to $10, Maintain Sell Rating
|
Jun 1, 2021
|
Q1 2021 Cord-Cutting Monitor: Meet the New Boss, Same as the Old Boss
|
May 27, 2021
|
Discovery: Stuck In A Moment; Downgrade to Neutral
|
May 24, 2021
|
Wireless Q1 2021: AT&T Unchained?
|
May 21, 2021
|
Discovery: Above the Globe…and Beyond!
|
May 18, 2021
|
T and DISCA: "News, Sports and Discovery"
|
May 17, 2021
|
Disney: A Long Time Ago in a Galaxy Far, Far Away
|
May 14, 2021
|
U.S. Media & Internet: What Happens When the World Reopens?
|
May 11, 2021
|
Cinemark: Deals in Hand, Problem Solved?
|
May 10, 2021
|
AMC Networks: Stop Us If You’ve Heard This One Before
|
May 10, 2021
|
ViacomCBS: The First Step Up The Mountain
|
May 7, 2021
|
Roku: Selling the Shovels
|
May 7, 2021
|
Fox: Thursday Night Lite
|
May 6, 2021
|
Cable One Q1 2021 Earnings: The Margin Story
|
May 6, 2021
|
Lumen Q1 2021 Earnings: What Went Wrong, and What Might Go Right
|
May 5, 2021
|
Frontier: Assigning Buy Rating and Target Price of $31
|
May 4, 2021
|
T-Mobile Q1 2021 Earnings: The Anxious Twilight of LTE
|
May 4, 2021
|
Twitter: The Math Doesn't Make Sense?
|
Apr 30, 2021
|
Charter Q1 2021 Earnings: A Return to First Principles?
|
Apr 30, 2021
|
Frontier Q1 2021 Earnings: Welcome Back
|
Apr 30, 2021
|
Discovery: Proving the Discovery Difference
|
Apr 29, 2021
|
Facebook: Do Not Track?
|
Apr 29, 2021
|
Interpublic and WPP: The V-Shaped Agency Recovery
|
Apr 29, 2021
|
Dish Network Q1’21 Earnings: About that Amazon Deal…
|
Apr 29, 2021
|
American Tower Q1 2021 Earnings: Chugging Along, with Drivers for the Future Falling into Place
|
Apr 29, 2021
|
Comcast Q1 2021 Earnings: Let's Get Stimulated!
|
Apr 29, 2021
|
CoreSite Q1 2021 Earnings: Not Yet Humming
|
Apr 29, 2021
|
Digital Realty Q1 2021 Earnings: Growth Cross-Currents
|
Apr 29, 2021
|
Alphabet: Two Years + Three Tailwinds = $2,800 PT
|
Apr 28, 2021
|
Altice USA Q1 2021 Earnings: Price versus Volume
|
Apr 28, 2021
|
Equinix Q1 2021 Earnings: Slower, but Sustainable?
|
Apr 28, 2021
|
Cogent Q1 2021 Earnings: Closer to a Turn?
|
Apr 28, 2021
|
CyrusOne Q1 2021 Earnings: Is the New Leadership Team Making Progress?
|
Apr 28, 2021
|
AT&T and Verizon: Holding Pattern? Downgrading Verizon to Neutral
|
Apr 27, 2021
|
QTS Q1 2021 Earnings: Can QTS Keep It Up?
|
Apr 27, 2021
|
U.S. Media: The Plot Twists Keep Coming! Upgrading ViacomCBS to Neutral
|
Apr 26, 2021
|
SBA Q1 2021 Earnings: All Eyes On 2022
|
Apr 26, 2021
|
Snap: And It Gets Better From Here
|
Apr 23, 2021
|
AT&T Q1'21 Earnings: A War on Three Fronts
|
Apr 22, 2021
|
Omnicom: The First of Many?
|
Apr 21, 2021
|
Netflix: Is Streaming a Good Business? (Part 2)
|
Apr 21, 2021
|
Verizon Q1’21 Earnings: Is Good Enough Good Enough?
|
Apr 21, 2021
|
Crown Castle Q1 2021 Earnings: Moving in the Right Direction
|
Apr 21, 2021
|
A Semi-Precious Stone in the Rough... Initiating Coverage of Frontier
|
Apr 19, 2021
|
Fox: Why We Remain Bullish
|
Apr 19, 2021
|
Altice USA: How Long is ATUS’s Broadband Runway? A Peek through the Lens of Proprietary Market Share Data
|
Apr 16, 2021
|
U.S. Media: Is Streaming a Good Business?
|
Apr 14, 2021
|
Dish Network: Revisiting the Logic of a Satellite Merger
|
Apr 13, 2021
|
U.S. Towers: Revisiting Key Growth Drivers and Reassessing Valuations
|
Apr 12, 2021
|
Is Starlink a Substitute for, or a Supplement to, Wired Broadband?
|
Apr 5, 2021
|
Data Centers: What Insights Can ROIC Reveal About Performance and Valuation?
|
Mar 31, 2021
|
U.S. Advertising: The Case for Our Wide-Eyed Optimism
|
Mar 31, 2021
|
U.S. Media: A Return of the “Haves” and “Have-Nots”; Downgrade VIAC to Sell
|
Mar 25, 2021
|
U.S. Sports: The NFL Spikes the Ball
|
Mar 19, 2021
|
U.S. Broadband: Stimulus to the Rescue?
|
Mar 16, 2021
|
U.S. Wireless: Seven Takeaways from Three Analyst Days
|
Mar 15, 2021
|
WPP: In the End, It Just Wasn’t That Bad
|
Mar 12, 2021
|
ViacomCBS: Climbing a Mountain of Worries
|
Mar 11, 2021
|
Disney: ESPN Lacing Up Their Skates Again – March 11, 2021
|
Mar 11, 2021
|
Commercial Wireline Services: Will the Recovery be Good, or Bad, for Incumbents?
|
Mar 9, 2021
|
Roku: Is It AOL or Is It Netflix?
|
Mar 8, 2021
|
Wireless Q4 2020: That Which is Unsustainable…
|
Mar 5, 2021
|
Q4 2020 Cord-Cutting Monitor: Revisiting the Value Chain
|
Mar 2, 2021
|
AMC Networks: Not The Walking Dead?
|
Mar 1, 2021
|
Cinemark: Will Share Gains Be Enough?
|
Mar 1, 2021
|
Twitter: They Are Not Who We Thought They Were
|
Feb 26, 2021
|
U.S. Telecom: Aftershocks from the C-Band Auction
|
Feb 25, 2021
|
ViacomCBS: Mission Impossible?
|
Feb 25, 2021
|
American Tower Q4 2020 Earnings: Looking Out Over the Sprint Churn Hump
|
Feb 25, 2021
|
Cogent Q4 2020 Earnings: Searching for a Bottom
|
Feb 25, 2021
|
Cable One Q4 2020 Earnings: The High Price of a High Valuation?
|
Feb 25, 2021
|
Snap: They Are Who We Thought They Were
|
Feb 24, 2021
|
Discovery: A New Growth Company?
|
Feb 23, 2021
|
Dish Network Q4 2020 Earnings: When Will We Learn about Financing?
|
Feb 22, 2021
|
SBA Q4 2020 Earnings: The Shape of the “U”
|
Feb 22, 2021
|
Roku: Hunting for Impressions
|
Feb 19, 2021
|
Omnicom: Easy Comps & Longer Term Challenges
|
Feb 18, 2021
|
Digital Advertising: Will Apple Be Poisonous?
|
Feb 17, 2021
|
CyrusOne Q4 2020 Earnings: A Good Q4... Whither 2021?
|
Feb 17, 2021
|
QTS Q4 2020 Earnings: Blowout*
|
Feb 16, 2021
|
Disney: Three Different Mice
|
Feb 12, 2021
|
Interpublic: Rather Be Early (Part 2)
|
Feb 11, 2021
|
Digital Realty Q4 2020 Earnings: The Repositioning Shining Through
|
Feb 11, 2021
|
Twitter: Signs of Green Shoots; Upgrade to Neutral
|
Feb 10, 2021
|
Altice USA Q4 ’20 Earnings: Same Debate, Different Day
|
Feb 10, 2021
|
Equinix Q4 2020 Earnings: Confidence vs. Caution
|
Feb 10, 2021
|
Lumen Q4 2020 Earnings: Focus on Fundamentals
|
Feb 10, 2021
|
Fox: Will Frustration Lead To More Action?
|
Feb 9, 2021
|
U.S. Media: Will Going OTT Burst The Sports Bubble?
|
Feb 8, 2021
|
Snap: Doubling Down on Growth
|
Feb 5, 2021
|
U.S. Media: Should We Worry About Sports Ratings?
|
Feb 4, 2021
|
CoreSite Q4 2020 Earnings: Slowly Gathering the Necessary Ingredients
|
Feb 4, 2021
|
T-Mobile Q4 2020 Earnings: Balance Sheet Wars?
|
Feb 4, 2021
|
Cogent: A Revenant, Not a Dead Man Walking... Upgrade to Buy, Target Price $69
|
Feb 3, 2021
|
Alphabet: Disclosing a Much Better Story
|
Feb 3, 2021
|
High Voltage: Some Thoughts on SBA’s Deal with PG&E
|
Feb 3, 2021
|
Charter Q4 2020 Earnings: Can Growth be Sustained?
|
Jan 29, 2021
|
Facebook: Exit Velocity
|
Jan 28, 2021
|
Comcast Q4 2020 Earnings: Flex versus Peacock
|
Jan 28, 2021
|
Discovery+: International Markets Are Complicated, but Represent a Vast Opportunity – January 27, 2021
|
Jan 27, 2021
|
AT&T Q4 2020 Earnings: Something's Gotta Give
|
Jan 27, 2021
|
Crown Castle Q4 2020 Earnings: Positioned to Lead in Tower Growth?
|
Jan 27, 2021
|
Verizon Q4 2020: After the Auction
|
Jan 26, 2021
|
4Q20 SVOD Tracker: I’ll Be Streaming for Christmas?
|
Jan 22, 2021
|
Dish Network: The U.S. Auction, and Lessons from Japan
|
Jan 20, 2021
|
Netflix: The Residue of Design
|
Jan 20, 2021
|
American Tower: Exploring Europe... What Should We Make of the Telxius Towers Acquisition?
|
Jan 19, 2021
|
U.S. Media & Internet: Blue Skies for Now; Upgrading Discovery and Snap to Buy
|
Jan 15, 2021
|
Data Centers: Positioning for 2021 and Beyond
|
Jan 14, 2021
|
Twitter: The Dark Side of the Trump Bump
|
Jan 11, 2021
|
The 5G Winner’s Curse (Part II): The Rhyme of History – January 11, 2021
|
Jan 11, 2021
|
U.S. Media: Our Virtual Visit to an Altered Universe
|
Jan 5, 2021
|
The 5G Winner’s Curse? - January 4, 2021
|
Jan 4, 2021
|
U.S. Cable & Satellite and Telecom: A Year in Review, and a Year in Preview
|
Dec 21, 2020
|
Communications Infrastructure: 2020 Review and 2021 Outlook
|
Dec 21, 2020
|
WPP: Turning It Around?
|
Dec 18, 2020
|
Broadband 2021: Where Are All the Subs Coming From?
|
Dec 16, 2020
|
Disney: “If It Was Easy, Everyone Would Do It”
|
Dec 11, 2020
|
RDOF Auction Results: Money for Nothing? Implications for Lumen, Charter, Satellite, Towers, and Others
|
Dec 8, 2020
|
The C-Band Auction: And So it Begins… - December 8, 2020
|
Dec 8, 2020
|
Disney: Do You Believe in Magic? (Act 2)
|
Dec 7, 2020
|
U.S. Towers: Taking a Fresh Look at 2021 and Beyond
|
Dec 4, 2020
|
AT&T & U.S. Theaters: Suicide Squad? – December 4, 2020
|
Dec 4, 2020
|
Discovery: Is discovery+ More Like CBS All Access or Disney+? – December 3, 2020
|
Dec 3, 2020
|
Wireless Q3 2020: The Spoils of a Three Player Market? Upgrading Verizon to Buy, Raising TP to $66
|
Dec 2, 2020
|
U.S. Advertising: That Was Unexpected!
|
Nov 24, 2020
|
U.S. Towers: What Should We Make of Crown Castle’s Deal with Dish Network?
|
Nov 23, 2020
|
5G Summit: The Road to Revolution - Key Takeaways
|
Nov 23, 2020
|
Q3 2020 Cord-Cutting Monitor: Are We Finding a Floor?
|
Nov 19, 2020
|
Takeaways from REITworld 2020 Management Meetings
|
Nov 19, 2020
|
U.S. Media: The Day the Windows Broke – An Update – November 17, 2020
|
Nov 17, 2020
|
Digital Advertising: It’s Good to Be Small & Medium
|
Nov 16, 2020
|
Disney: The Disney Rorschach Test
|
Nov 13, 2020
|
ViacomCBS: Walking the Transformation Tightrope
|
Nov 9, 2020
|
Discovery: The Discovery Difference?
|
Nov 6, 2020
|
Cinemark: Can Dynamic Windowing Be A Good Thing?
|
Nov 6, 2020
|
Roku: Stream On, Dream On
|
Nov 6, 2020
|
Dish Network Q3 2020 Earnings: What Have We Learned?
|
Nov 6, 2020
|
Cogent Q3 2020 Earnings: COVID Winner to COVID Loser to COVID What?
|
Nov 5, 2020
|
T-Mobile Q3 2020 Earnings: From 3G Worst to 5G First
|
Nov 5, 2020
|
Cable One Q3 2020 Earnings: Twin Pillars
|
Nov 5, 2020
|
Fox: Is the Trump News Network to Blame?
|
Nov 4, 2020
|
Lumen Q3 2020 Earnings: Hangin’ Tough
|
Nov 4, 2020
|
AMC Networks: Needing a Bigger “Life” Boat?
|
Nov 3, 2020
|
SBA Q3 2020 Earnings: The Last Best Hope
|
Nov 2, 2020
|
Online Advertising: Easy Money
|
Oct 30, 2020
|
Charter Q3 2020 Earnings: The Big Pull-Forward?
|
Oct 30, 2020
|
American Tower Q3 2020 Earnings: End of an Era?
|
Oct 29, 2020
|
Comcast Q3 2020 Earnings: Pet Rock
|
Oct 29, 2020
|
CoreSite Q3 2020 Earnings: A Return to Normalcy
|
Oct 29, 2020
|
WPP: Does the V Look Like a U for Now?
|
Oct 29, 2020
|
Altice USA Q3 2020 Earnings: The M&A Exit?
|
Oct 29, 2020
|
Digital Realty Q3 2020 Earnings: Portfolio Evolution
|
Oct 29, 2020
|
Omnicom: Enough Already, Upgrade to Neutral from Sell
|
Oct 28, 2020
|
Equinix Q3 2020 Earnings: What is an Unassailable Position Worth?
|
Oct 28, 2020
|
CyrusOne Q3 2020 Earnings: Ride ‘Em On Down
|
Oct 28, 2020
|
QTS Q3 2020 Earnings: Conditioning Investors
|
Oct 26, 2020
|
Interpublic: Rather Be Early Than Late; Upgrade to Buy
|
Oct 22, 2020
|
AT&T Q3 2020 Earnings: What Did AT&T See?
|
Oct 22, 2020
|
Netflix: Netflix and Chill
|
Oct 21, 2020
|
Snap: As If 2020 Never Happened
|
Oct 21, 2020
|
Verizon Q3 2020: The Many Riddles of 5G
|
Oct 21, 2020
|
Crown Castle Q3 2020 Earnings: Confirming Fears?
|
Oct 21, 2020
|
U.S. Media & Internet: Of Tailwinds & Bubbles?
|
Oct 19, 2020
|
MN 3Q20 SVOD & AVOD Tracker: The Afterglow?
|
Oct 14, 2020
|
The Incredible Shrinking AT&T... A Sum of the Parts View
|
Oct 13, 2020
|
U.S. Data Centers: What Risks Should We be Focused On?
|
Oct 13, 2020
|
5G is Here… Sort of: Takeaways from Apple’s iPhone 12 Launch - October 13, 2020
|
Oct 13, 2020
|
Disney: Reorganizing and Accelerating Pivot to Direct-to-Consumer – October 13, 2020
|
Oct 13, 2020
|
U.S. Theaters: Unten(et)able?
|
Oct 9, 2020
|
Spectrum, the Swamp, and Chaos in Washington: Your Tax Dollars at Work - October 7, 2020
|
Oct 7, 2020
|
Finally, a Good Valuation Comp for Cogent?
|
Oct 6, 2020
|
Dish Network: The Wholesale versus Retail Dilemma
|
Oct 1, 2020
|
Disney: A Lifeboat, But At What Price?
|
Oct 1, 2020
|
U.S. Digital Advertising: Are Even the Bulls Too Low?
|
Sep 29, 2020
|
Roku: Is the +20% Move Justified Post the NBCU Deal?
|
Sep 23, 2020
|
American Tower and T-Mobile: Understanding the MLA, and Trimming Tower Forecasts to Account for It
|
Sep 21, 2020
|
U.S. Media: Too Much Of A Good Thing? – September 17, 2020
|
Sep 17, 2020
|
U.S. Media and Internet: Capital Markets 101?
|
Sep 16, 2020
|
Verizon Enters (and Tracfone Exits) the Pre-paid Market: Takeaways from Our Conversation with CFO Matt Ellis
|
Sep 14, 2020
|
Some Thoughts on CenturyLink Rebranding as Lumen
|
Sep 14, 2020
|
Q2 2020 Broadband: The Footprint Expansion Game
|
Sep 10, 2020
|
U.S. Media: An NFL Season Like No Other!
|
Sep 10, 2020
|
U.S. Towers: Returning to Returns... How Do Crown Castle and its Fiber Business Stack Up?
|
Sep 2, 2020
|
U.S. Advertising: Explaining the Inexplicable
|
Aug 31, 2020
|
WPP: Time Now to Compare and Contrast
|
Aug 28, 2020
|
Fox: Is It Time to Sell the Broadcast Assets?
|
Aug 24, 2020
|
Commercial Wireline Services: Has the Worst Passed, or is This the Calm Before the Storm?
|
Aug 21, 2020
|
Wireless Q2 2020: Chasing T-Mobile
|
Aug 19, 2020
|
Cogent: A Disappointing Q2, But Not the End of the Story... Upgrading to Neutral
|
Aug 16, 2020
|
U.S. Media & Internet: A Tale of Two Tales
|
Aug 13, 2020
|
Q2 2020 Cord-Cutting Monitor: The Second Cycle
|
Aug 12, 2020
|
ViacomCBS: Can They Get To The Other Side?
|
Aug 7, 2020
|
Dish Network Q2 2020 Earnings: How Safe is Dish’s Rural Stronghold?
|
Aug 7, 2020
|
Roku: Feels Like the First Time
|
Aug 6, 2020
|
Cogent Q2 2020 Earnings: First Look Post-COVID
|
Aug 6, 2020
|
T-Mobile Q2 2020 Earnings: Come On In, the Water’s Fine
|
Aug 6, 2020
|
Cable One Q2 2020 Earnings: Closing the Gap
|
Aug 6, 2020
|
Disney and Fox: What’s My Narrative?
|
Aug 5, 2020
|
AMC Networks: Summing Up A Quarter
|
Aug 5, 2020
|
Discovery: Can the SUV Float?
|
Aug 5, 2020
|
CenturyLink Q2 2020 Earnings: COVID Cross-Currents
|
Aug 5, 2020
|
Cinemark: Can PVOD Terms Still Improve?
|
Aug 4, 2020
|
SBA Q2 2020 Earnings: How Similar to its Peers?
|
Aug 3, 2020
|
Alphabet and Facebook: Letting the Numbers Do the Talking
|
Jul 31, 2020
|
Charter Q2 2020 Earnings: De-risking Broadband
|
Jul 31, 2020
|
Comcast Q2 2020 Earnings: Growth versus Value
|
Jul 30, 2020
|
American Tower Q2 2020 Earnings: Mid-Year Checkup
|
Jul 30, 2020
|
CoreSite Q2 2020 Earnings: Mojo on the Horizon?
|
Jul 30, 2020
|
Altice USA Q2 2020 Earnings: The “Can It Grow” Debate
|
Jul 30, 2020
|
Digital Realty Q2 2020 Earnings: Strutting its Stuff
|
Jul 30, 2020
|
Interpublic: Crisis Management
|
Jul 29, 2020
|
Equinix Q2 2020 Earnings: Powering Ahead
|
Jul 29, 2020
|
Crown Castle Q2 2020 Earnings: What Happens Next?
|
Jul 29, 2020
|
CyrusOne Q2 2020 Earnings: Swimming with the Tide?
|
Jul 29, 2020
|
U.S. Media: The Day the Windows Broke – July 29, 2020
|
Jul 29, 2020
|
U.S Media & Internet: As Clear As Mud!
|
Jul 28, 2020
|
Omnicom: OMG, OMC
|
Jul 28, 2020
|
QTS Q2 2020 Earnings: So, Just How Good?
|
Jul 27, 2020
|
Verizon Q2 2020 Earnings: Strategy versus Execution
|
Jul 24, 2020
|
AT&T Q2 2020 Earnings: Fewer Degrees of Freedom
|
Jul 23, 2020
|
Twitter: Playing in Traffic
|
Jul 23, 2020
|
Snap: The Data Doesn't Fit the Narrative
|
Jul 22, 2020
|
U.S. Data Centers: Is Past Prologue? A Close Look at AFFO per Share Trends
|
Jul 21, 2020
|
Green Lights and Yellow Flags: Initiating Coverage of Roku at Neutral
|
Jul 20, 2020
|
Netflix: Pull Forward & Wait
|
Jul 17, 2020
|
The Fallacy of Marginal Cost Advantage: Part II - July 15, 2020
|
Jul 15, 2020
|
MN Quarterly SVOD Tracker: From War to Peace?
|
Jul 14, 2020
|
U.S. Media: Say Goodbye to Those Empty vMVPD Calories
|
Jul 13, 2020
|
Charter Enters the Rural Subsidies Game… Winners and Losers - July 13, 2020
|
Jul 13, 2020
|
Some Thoughts on Crown Castle’s Fiber Segment
|
Jul 7, 2020
|
Cable and the Democrats: What Are We Afraid Of? - July 7, 2020
|
Jul 7, 2020
|
The Fallacy of Marginal Cost Advantage - July 1, 2020
|
Jul 1, 2020
|
Comcast: Sky Diving
|
Jun 29, 2020
|
Cogent: Still a Sell?
|
Jun 26, 2020
|
U.S. Media: The Thrill of Victory or The Agony of Defeat? – June 26, 2020
|
Jun 26, 2020
|
U.S. Media: 2Q U.S. Ad Trends Not As Bad As Feared
|
Jun 18, 2020
|
U.S. Towers: The Most Important Risks
|
Jun 15, 2020
|
Dish Network and T-Mobile: What Is Charlie Up To? - June 15, 2020
|
Jun 15, 2020
|
U.S. Media: TV Ratings – Back Down to Earth? – June 12, 2020
|
Jun 12, 2020
|
U.S. Video Consumer Spend: The Great Deflation Debate
|
Jun 11, 2020
|
Wireless Q1 2020: Can We Avoid Another Price War?
|
Jun 8, 2020
|
Cinemark: Doing What They Can
|
Jun 4, 2020
|
Takeaways from REITweek 2020 Management Meetings
|
Jun 4, 2020
|
Starry: 5G Fixed Wireless Broadband in the Age of Coronavirus – June 2, 2020
|
Jun 2, 2020
|
U.S. Media: Broken Windows & Empty Seats: The Future of the Film Industry?
|
Jun 1, 2020
|
CenturyLink: The Risks of Even a Brief Recession... Lowering TP to $7, Maintain Sell
|
May 28, 2020
|
Broadband Q1 2020: Broadband in the Era of COVID-19; A Proprietary Peek at Market Share Trend Data
|
May 27, 2020
|
U.S. Advertising: The Shape of Recovery
|
May 26, 2020
|
Cable One Q1 2020 Earnings: Still Searching for Theories
|
May 11, 2020
|
Q1 2020 Cord-Cutting Monitor: Pay TV Catches COVID
|
May 8, 2020
|
ViacomCBS: Pull in the Reins
|
May 8, 2020
|
Fox and Discovery: Can Opposites Be Attractive?
|
May 7, 2020
|
Dish Network Q1 2020 Earnings: An Inconvenient Truth
|
May 7, 2020
|
Cogent Q1 2020 Earnings: Backdoor Netflix?
|
May 7, 2020
|
Digital Realty Q1 2020 Earnings: The New Digital Realty
|
May 7, 2020
|
AMC Networks: Our Song Remains The Same
|
May 6, 2020
|
Disney: Fast-Forward to FY2022
|
May 6, 2020
|
T-Mobile Q1 2020 Earnings: UFO or Murder Hornet?
|
May 6, 2020
|
CenturyLink Q1 2020 Earnings: How Cyclical?
|
May 6, 2020
|
Equinix Q1 2020 Earnings: Positioned for the Crisis and Beyond
|
May 6, 2020
|
SBA Q1 2020 Earnings: WACC vs. Growth
|
May 5, 2020
|
Disney: A Long and Winding Road; Downgrade to Neutral
|
May 4, 2020
|
CenturyLink: Revising Model to Account for Change in USF Accounting and Customer Assignments
|
May 1, 2020
|
Charter Q1 2020 Earnings: Asymptomatic… or Better?
|
May 1, 2020
|
Facebook: More of the Same
|
Apr 30, 2020
|
WPP: What is “Normal”?
|
Apr 30, 2020
|
CoreSite Q1 2020 Earnings: Weathering the Storm
|
Apr 30, 2020
|
Comcast Q1 2020 Earnings: Winners, Losers, and Comcast
|
Apr 30, 2020
|
Twitter: Really?
|
Apr 30, 2020
|
Altice USA Q1 2020 Earnings: Epicentricity
|
Apr 30, 2020
|
Alphabet: Curb Your Enthusiasm?
|
Apr 29, 2020
|
American Tower Q1 2020 Earnings: Mostly Quarantined
|
Apr 29, 2020
|
Crown Castle Q1 2020 Earnings: Holding the Line
|
Apr 29, 2020
|
CyrusOne Q1 2020 Earnings: A Texas Twang Mixed with a European Accent
|
Apr 29, 2020
|
Omnicom: Waiting for the Smoke to Clear (Version 2)
|
Apr 28, 2020
|
U.S. Media: What Are We Watching Now? – April 28, 2020
|
Apr 28, 2020
|
QTS Q1 2020 Earnings: Vaccinated
|
Apr 27, 2020
|
U.S. Media: Say Goodbye to Hollywood
|
Apr 24, 2020
|
Verizon Q1 2020 Earnings: The "V" in MANCAVE
|
Apr 24, 2020
|
Snap: The Shape of Things To Come?
|
Apr 22, 2020
|
Netflix: The Perfect Storm Redux
|
Apr 22, 2020
|
AT&T Q1 2020 Earnings: Testing, Testing, Testing
|
Apr 22, 2020
|
Interpublic: Waiting for the Smoke to Clear
|
Apr 22, 2020
|
Ad Agencies: Prepare Yourself. This Will Be Bumpy.
|
Apr 21, 2020
|
Comcast: The Trouble With Complicated Stories
|
Apr 20, 2020
|
U.S. Data Centers: Interpreting Current Valuations, and Implications of the Pandemic
|
Apr 20, 2020
|
MN Quarterly SVOD Tracker: The Perfect Storm
|
Apr 17, 2020
|
Online Advertising: It’s All Relative Now!
|
Apr 16, 2020
|
Dish Network: Petri Dish… Cutting TP to $15
|
Apr 14, 2020
|
Charter (CHTR): It’s Good to Be Cable; Our COVID-19 Recession Model
|
Apr 9, 2020
|
U.S. Towers: Recalibrating Multiples and Forecasts... Upgrade SBAC to Buy, Maintain AMT and CCI at Neutral
|
Apr 7, 2020
|
U.S. Sports: The Cost of Everything and the Value of… Everything
|
Apr 6, 2020
|
AT&T: How Safe is the Dividend?
|
Apr 3, 2020
|
Sprint: Discontinuing Coverage
|
Apr 2, 2020
|
U.S. Media: How Deep? How Long?
|
Apr 1, 2020
|
ViacomCBS: Maybe It’s Time to Let the Old Ways Die?
|
Mar 27, 2020
|
Commercial Wireline Services: Staring into the Abyss
|
Mar 25, 2020
|
Disney: Sizing the Disney+ International Opportunity
|
Mar 24, 2020
|
Twitter: The First of Many
|
Mar 24, 2020
|
New T-Mobile: First Among Equals? Our Pro Forma Model for the Age of Coronavirus and Recession
|
Mar 23, 2020
|
Cinemark: Swimming Naked?
|
Mar 20, 2020
|
Telecom, Cable, & Satellite: A COVID-19 Scorecard
|
Mar 19, 2020
|
Disney: From Great to Good to Bad to Ugly
|
Mar 17, 2020
|
SpaceX/Starlink and RDOF: A Match Made in the Heavens?
|
Mar 13, 2020
|
U.S. Media & Internet: Assessing the Recession Risk
|
Mar 12, 2020
|
U.S. Media: The NBA Calls Time Out
|
Mar 12, 2020
|
Wireless Q4 2019: The New T-Mobile, the State of the Industry, and the 5G “White Space”
|
Mar 9, 2020
|
Zayo: Dropping Coverage
|
Mar 9, 2020
|
U.S. Theaters: Answering Some Outstanding Coronavirus Questions – March 6, 2020
|
Mar 6, 2020
|
U.S. Media: Watching the Slow Death of Linear TV… Live (2019 Edition)
|
Mar 3, 2020
|
Coronavirus, Bernie Sanders, and the Curious Case of Clarence Thomas
|
Mar 3, 2020
|
Broadband Q4 2019: A Deep Dive into Alternative Fixed Wireless Broadband Architectures
|
Mar 2, 2020
|
Crown Castle: How Does Its New Accounting Work, and What Does It Mean?
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Mar 2, 2020
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WPP: WTF WPP?
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Mar 2, 2020
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Discovery: The Start of the Second Act?
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Feb 28, 2020
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AMC Networks: Where Are We Headed?
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Feb 27, 2020
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Cogent Q4 2019 Earnings: Past the Growth Bottom?
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Feb 27, 2020
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Cable One Q4 2019 Earnings: How to Explain the Inexplicable?
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Feb 27, 2020
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Crown Castle Q4 2019 Earnings: Silly Accountants...
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Feb 26, 2020
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American Tower Q4 2019 Earnings: Two Key Topics
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Feb 25, 2020
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Cinemark: What Is Now Priced In?
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Feb 24, 2020
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Will the Rollback of Section 230 Kill Ad-Supported Internet Stocks? – February 24, 2020
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Feb 24, 2020
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ViacomCBS: A House Built On Sand?
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Feb 21, 2020
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SBA Q4 2019 Earnings: A Look at the New Tower Leasing Landscape
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Feb 20, 2020
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Dish Q4 2019 Earnings: Now Comes the Hard Part
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Feb 19, 2020
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Q4 2019 Cord-Cutting Monitor: The Great Unwind
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Feb 19, 2020
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CyrusOne Q4 2019 Earnings: M&A Whiplash
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Feb 19, 2020
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Netflix: Conquering the World, But At What Cost?
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Feb 18, 2020
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CenturyLink: Aligning Our Rating with the Fundamentals... Downgrade to Sell, TP $10
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Feb 18, 2020
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QTS Q4 2019 Earnings: Both Sides of the Coin
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Feb 18, 2020
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Digital Realty Q4 2019 Earnings: Slimming Down and Bulking Up
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Feb 13, 2020
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Interpublic: Safety in Numbers?
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Feb 12, 2020
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Altice USA Q4 2019 Earnings: Altice’s Wireless Strategy Just Got a Lot More Interesting
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Feb 12, 2020
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CenturyLink Q4 2019 Earnings: Better Off Waiting?
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Feb 12, 2020
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Equinix Q4 2019 Earnings: PMs vs. Analysts
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Feb 12, 2020
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Omnicom: Same As It Ever Was
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Feb 11, 2020
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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
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Feb 11, 2020
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Fox: The Page Has Been Turned
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Feb 6, 2020
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CoreSite Q4 2019 Earnings: Is the Turn Finally Coming?
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Feb 6, 2020
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Twitter: Numbers Get Cut As Stock Races Up!
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Feb 6, 2020
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T-Mobile Q4 2019 Earnings: Heads-I-Win/Tails-I-Win, Redux
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Feb 6, 2020
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Disney: The Disney Difference
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Feb 5, 2020
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Snap: Closing the Monetization Gap
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Feb 5, 2020
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Comcast: Less than Zero? Upgrading To Buy
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Feb 4, 2020
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Alphabet: To Be Real
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Feb 4, 2020
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Zayo: Q2 F2020 Earnings: Good Night, and Good Luck
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Feb 4, 2020
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U.S. Media: Get Those Lifeboats Ready
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Feb 3, 2020
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Charter Q4 2019 Earnings: Wireless Manifest Destiny
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Jan 31, 2020
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Cogent: What a Difference Six Weeks Makes… Downgrading to Sell, TP $56
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Jan 30, 2020
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Facebook: The Long & Winding Road Up and to the Right
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Jan 30, 2020
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Verizon Q4 2019 Earnings: Bucking Some Trends… Getting Bucked by Others
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Jan 30, 2020
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Sprint CQ4 2019 Earnings: What’s Left to Say?
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Jan 27, 2020
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AT&T Q4 2019 Earnings: Two Clocks
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Jan 27, 2020
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CenturyLink: Understanding the Pros and Cons of RDOF… Mostly Cons but With a Nice $500M Win
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Jan 23, 2020
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Comcast Q4 2019 Earnings: Proud as a Peacock
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Jan 23, 2020
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U.S. Towers: The Case for Crown Castle?
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Jan 21, 2020
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MN Quarterly SVOD Tracker: The First Battle
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Jan 17, 2020
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AT&T: How Bad Could It Get for WarnerMedia?
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Jan 16, 2020
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U.S. Media: 20-20 Vision, This Time is Different
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Jan 15, 2020
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ViacomCBS: Stuck In The Middle? Initiate at Neutral
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Jan 15, 2020
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Altice USA: Is Altice USA Still a Buy?
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Jan 7, 2020
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Communications Infrastructure: 2019 Review and 2020 Outlook - December 20, 2019
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Dec 20, 2019
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