Conference Takeaways
September 24, 2021

Goldman Sachs 2021 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Cinemark, Comcast, Discovery, Disney, iHeartMedia, IMAX, Lionsgate, Live Nation, Roblox, SiriusXM, Snapchat, T-Mobile, Verizon, ViacomCBS, Warner Music Group

Conference Takeaways
September 17, 2021

Bank of America 2021 TMT Conference

Interviews with Senior Executives at AT&T, Charter, Comcast, Discovery, Fox, iHeartMedia, IMAX, Lionsgate, SiriusXM, Sony Pictures, Spotify, T-Mobile, Verizon, ViacomCBS, Warner Music Group

Chart of the Week
September 08, 2021

Chart of the Week 09.08.21

Summer Films Haven’t Come Close To The Heights Of A Typical Blockbuster Opening Weekend

Chart of the Week
September 01, 2021

Chart of the Week 09.01.21

Telcos Are Offering Free Entertainment Services To Entice Customer Upgrades To Unlimited Plans

Chart of the Week
August 11, 2021

Chart of the Week 08.11.21

While Ratings Continue To Deteriorate, The Pace Of Cord-Cutting Has Noticeably Slowed Down

Earnings Recaps
July 22, 2021

AT&T: 2021 Q2 Earnings

AT&T Is Capitalizing On Excess Capacity By Signing A Long-Term MNVO Agreement With DISH Network

Conference Takeaways
May 27, 2021

JPMorgan 2021 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Cinemark, Comcast, Discovery, Disney, Fox, Live Nation, The New York Times, Roku, Sinclair, SiriusXM, T-Mobile, Twitter, Verizon, ViacomCBS, Zynga

Chart of the Week
May 19, 2021

Chart of the Week 05.19.21

WarnerMedia – Discovery Merger Provides Necessary Scale To Compete In The Streaming Wars

M&A Synopsis
May 17, 2021

Discovery's Merger with WarnerMedia

A brief overview of the Discovery – WarnerMedia merger, including a summary of major talking points and key information from management.

Conference Takeaways
May 14, 2021

MoffettNathanson 2021 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, Discovery, Fox, Lionsgate, T-Mobile

Earnings Recaps
April 22, 2021

AT&T: 2021 Q1 Earnings

AT&T Is Preparing For The International Rollout Of HBO Max, Reaching 60 Additional Countries By Year-End

Investor Day Highlights
March 12, 2021

AT&T Investor Day 2021

A summary of AT&T’s Investor Day where they provided more insight into their recent purchase of C-band spectrum, updated projections for HBO Max, and 5G strategic priorities.

Conference Takeaways
March 04, 2021

Morgan Stanley 2021 TMT Conference

Interviews with Senior Executives at AT&T, Charter, Comcast, Disney, Facebook, Fox, Google, IMAX, Lionsgate, Live Nation, The New York Times, Netflix, SiriusXM, Snapchat, Spotify, Take-Two, Twitter, ViacomCBS, Warner Music Group, Zynga

Chart of the Week
February 24, 2021

Chart of the Week 02.24.21

As Streaming Services Proliferate, Over 18 Million Households Cut The Cord In The Last 5 Years

Earnings Recaps
January 27, 2021

AT&T: 2020 Q4 Earnings

AT&T Took A $15B Write-Down On DirecTV As They Begin To Manage The Asset On A Standalone Basis