Research Library

Analysis of notable themes coming out of the 2020 Q2 earnings reports from companies across the TMT ecosystem, with a focus on key takeaways, important data points, and resonating quotes from senior management.

Brief overview of notable themes coming out of the 2020 Q1 earnings reports from companies across the TMT ecosystem, with a focus on key takeaways, important data points, and resonating quotes from senior management.

Brief overview of notable themes coming out of the 2019 Q4 earnings reports from companies across the TMT ecosystem, with a focus on key takeaways, important data points, and resonating quotes from senior management.

A collection of charts that highlight some of the trends happening across the sports, media, and entertainment industries over the past year, and the key questions executives and investors should be asking over the next 12 months.

A look back at the trends identified at the beginning of the year and an outline of some initial thoughts heading into 2020. 

An overview of the Podcast industry, examining the changing dynamics in the audio sector, factors that are driving the recent growth of podcasts, and how media companies are looking to capitalize on these tailwinds.

A collection of charts that highlight some of the trends happening across the sports, media, and entertainment industries over the past year, and the key questions executives and investors should be asking over the next 12 months.

Analysis of the video game industry's shift to digital sales and in-game transactions and its potential impact on the burgeoning Esports sector.

Analysis of the sports media industry and how the changing market conditions can support the growth of Esports viewership.

A collection of charts that highlight some of the trends happening across the sports, media, and entertainment industries over the past year, and the key questions executives and investors should be asking over the next 12 months.

Introduction to the Location Based VR Experience (LBVRE) sector and its growth outlook compared to the broader Virtual Reality segment.

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.

A closer look at how the recorded music industry is shifting from ownership of physical music (CDs) to access to digital music (streaming) and the ramifications for artists.

An overview of how professional sports teams and leagues are starting to incorporate technology and analytics into their business and the potential monetization opportunities as this adoption accelerates.

An analysis of the importance of animation content and how media companies are utilizing this type of content (and IP) to adopt to changing viewing behavior from younger audiences.

An overview of the Taiwan media industry, with a focus on how the television and telecom segments are adapting to the rising threat of OTT entrants.