Earnings Recaps
July 23, 2020

AT&T: 2020 Q2 Earnings

AT&T Successfully Launched HBO Max Last Month, But It Is Still Not Distributed On Amazon Or Roku

Chart of the Week
July 15, 2020

Chart of the Week 07.15.20

At Launch, Peacock And HBO Max Were Not Available On The 2 Largest Connected TV Providers

Chart of the Week
June 03, 2020

Chart of the Week 06.03.20

The HBO Max Launch Has Underscored The Difficulties Of Transitioning A Linear Channel To DTC

Conference Takeaways
May 15, 2020

JPMorgan 2020 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, The New York Times, Sinclair, Snapchat, Twitter, Verizon, Zynga

Chart of the Week
May 13, 2020

Chart of the Week 05.13.20

Continual Price Increases Have Caused A Decline In Virtual MVPD Subscribers For The First Time

Conference Takeaways
May 13, 2020

MoffettNathanson 2020 TMT Conference

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

Earnings Recaps
April 22, 2020

AT&T: 2020 Q1 Earnings

AT&T Is Aggressively Marketing The May 27th Launch Of HBO Max As People Are Confined To Their Homes

Conference Takeaways
March 10, 2020

Morgan Stanley 2020 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, Google, Liberty Media, Lionsgate, Live Nation, The New York Times, Netflix, Roku, SiriusXM, Snapchat, Spotify, Take-Two, Twitter, Verizon, ViacomCBS, Zynga

Chart of the Week
March 04, 2020

Chart of the Week 03.04.20

AT&T Has Rolled Out Another New Video Service As It Continues To Reposition Its TV Offering

Earnings Recaps
January 29, 2020

AT&T: 2019 Q4 Earnings

AT&T Is Planning To Bundle HBO Max Across All Business Lines As They Look To Quickly Gain Scale

Conference Takeaways
January 09, 2020

Citi 2020 TMT Conference

Interviews with Senior Executives at AMC Entertainment, AT&T, Discovery, Lionsgate, Sinclair, T-Mobile, Verizon, WWE

Conference Takeaways
December 12, 2019

UBS 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Comcast, Fox, Netflix, New York Times, T-Mobile, Verizon, ViacomCBS, WWE

Chart of the Week
November 20, 2019

Chart of the Week 11.20.19

Subscriber Growth Has Slowed Down As Virtual MVPDs Are Frequently Increasing Their Prices

Investor Day Highlights
October 29, 2019

WarnerMedia (AT&T) Investor Day

A summary of WarnerMedia’s Investor Day yesterday where they provided more insight into their DTC strategy, including details on HBO Max. 

Earnings Recaps
October 28, 2019

AT&T: 2019 Q3 Earnings

AT&T Is Reorganizing Their Video Business Around 2 Main Platforms, HBO MAX And AT&T TV

Chart of the Week
October 23, 2019

Chart of the Week 10.23.19

Several New OTT Services Are Partnering With Mobile Distributors To Quickly Gain Subscribers

Conference Takeaways
September 18, 2019

Goldman Sachs 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Cinemark, Comcast, Discovery, Fox, IMAX, Lionsgate, Live Nation, SiriusXM, Snapchat, Spotify, Take-Two, T-Mobile, Verizon, Viacom, Zynga

Conference Takeaways
September 11, 2019

Bank of America 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Entertainment, AT&T, CBS, Charter, Discovery, Fox, IMAX, Lionsgate, NBC Universal, Roku, SiriusXM, Twitter, Verizon, Viacom

Chart of the Week
August 14, 2019

Chart of the Week 08.14.19

There Has Been A Wave Of Consolidation Across The Media Industry Over The Last Few Years

Chart of the Week
August 07, 2019

Chart of the Week 08.07.19

In Q2, DirecTV Lost More Linear Subscribers Than The Other Five Major MVPDs Combined

Chart of the Week
July 31, 2019

Chart of the Week 07.31.19

T-Mobile Is Merging With Sprint To Become A Scaled Competitor In The Race To Build 5G Services

Earnings Recaps
July 24, 2019

AT&T: 2019 Q2 Earnings

AT&T Is Rolling Off Their Promotional Subscriber Base As It Readies New Video Platforms For 2020 Launch

Conference Takeaways
May 15, 2019

JPMorgan 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Cinemark, Comcast, Discovery, Fox, The New York Times, Twitter, Verizon, Viacom, WWE, Zynga

Conference Takeaways
May 14, 2019

MoffettNathanson 2019 TMT Conference

Interviews with Senior Executives at AMC Networks, AT&T, CBS, Charter, Cinemark, Discovery, Disney, FOX, Viacom

Chart of the Week
May 08, 2019

Chart of the Week 05.08.19

Cord-Cutting Has Been Driven By Satellite Operators Without The Ability To Bundle Broadband

Earnings Recaps
April 24, 2019

AT&T: 2019 Q1 Earnings

AT&T Is Raising Prices Across Their Video Products As They Focus On Higher Lifetime Value Customers

Chart of the Week
April 10, 2019

Chart of the Week 04.10.19

There Is A Rapidly Growing Selection Of SVOD Platforms With A Variety Of Different Features

Chart of the Week
March 13, 2019

Chart of the Week 03.13.19

DirecTV Now Has Raised Prices For Legacy Subscribers As They Introduce 2 New Packages

Conference Takeaways
February 27, 2019

Morgan Stanley 2019 TMT Conference

Interviews with Senior Executives at AT&T, Charter, Cinemark, Comcast, Facebook, Glu Mobile, Google, Lionsgate, The New York Times, SiriusXM, Snapchat, Spotify, Twitter, Verizon, Viacom, WWE, Zynga

Earnings Recaps
January 30, 2019

AT&T: 2018 Q4 Earnings

AT&T Is Focusing On Developing A High Quality Customer Base Across All Business Lines

Chart of the Week
January 16, 2019

Chart of the Week 01.16.19

Netflix Has Raised Prices, But Remains An Affordable Content Option Compared To The Bundle

Conference Takeaways
January 09, 2019

Citi 2019 TMT Conference

Interviews with Senior Executives at AMC Entertainment, AT&T, Discovery, SiriusXM, T-Mobile, Verizon, Viacom, WWE

Investor Day Highlights
November 29, 2018

AT&T Investor Day

A summary of AT&T’s Investor Day, including major talking points and key data from management presentations.

Conference Takeaways
November 14, 2018

Morgan Stanley 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Discovery, T-Mobile, Verizon

Earnings Recaps
October 24, 2018

AT&T: 2018 Q3 Earnings

AT&T Is Beginning To Integrate The Warner Media Assets To Deepen Their Relationship With Subscribers

Conference Takeaways
September 13, 2018

Goldman Sachs 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Cinemark, Comcast, Discovery, IMAX, Lionsgate, Live Nation, Pandora, Spotify, Sprint, Take-Two, T-Mobile, 21st Century Fox, Verizon, Viacom

Conference Takeaways
September 06, 2018

Bank of America 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Lionsgate, NBC Universal, Pandora, Roku, 21st Century, Fox, Verizon, Viacom

Earnings Recaps
July 24, 2018

AT&T: 2018 Q2 Earnings

The Acquisition Of TimeWarner Transforms AT&T Into A Modern, Vertically Integrated Media Company

Earnings Recaps
April 25, 2018

AT&T: 2018 Q1 Earnings

The DOJ Decision Will Have A Major Impact On AT&T’s Strategy As Well As The Media Industry As A Whole

Earnings Recaps
January 31, 2018

AT&T: 2017 Q4 Earnings

AT&T Remains Focused On Bundling Products To Reduce Churn And Improve Margins

Deep Dive Reports
March 20, 2017

Wireless Telcom Overview

An in-depth look at the history of the wireless telecom industry, from the initial adoption of cell phones, to the use of data plans, to the rise of smartphones, and examining the potential for mobile applications as the transition from 4G to 5G begins.