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
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 29, 2021

Comcast: 2021 Q2 Earnings

Comcast Is Expanding Internationally Later This Year With The Introduction Of Peacock To Sky Customers

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

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 29, 2021

Comcast: 2021 Q1 Earnings

Comcast Is Becoming More Aggressive Towards The Sales And Promotion Of Their Wireless Offerings

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 28, 2021

Comcast: 2020 Q4 Earnings

Comcast Added A Record Number Of Broadband Subscribers As They Take Share In A Growing Market

Chart of the Week
November 11, 2020

Chart of the Week 11.11.20

A Multitude Of Unique Factors Led To A Significant Improvement In Cord-Cutting Trends In Q3

Chart of the Week
November 04, 2020

Chart of the Week 11.04.20

There Has Been An Acceleration In Broadband Adoption As More People Are Working From Home

Earnings Recaps
October 29, 2020

Comcast: 2020 Q3 Earnings

Comcast Added A Record Number Of Broadband Subscribers That They Can Upsell Into Additional Products