- Communications & Media: Berlinale, BAFTA, 5G Moves - Feb 19Ericsson pushes for Nvidia‑free AI-RAN at MWC while Sony’s global rights wins and Berlinale buzz underline steady content demand. BAFTA, festival deals and legal headlines mean selective opportunity.
- Communications & Media Wrap - Feb 18Telecom infrastructure and 5G adoption drove today’s sector headlines, even as creative tensions at big studios and festival buzz shaped entertainment coverage. Read what to watch next and how you might position your portfolio.
- Communications & Media Momentum - Feb 18New show slates, distribution deals, festival programming and a German-Israeli production fund point to robust activity across film and TV. Investors should watch $SONY and $ITV as content and rights markets heat up.
- Communications & Media Wrap - Feb 17M&A drama at Warner Bros. Discovery, staff strikes at the WGA West, and steady tech wins from RADCOM and Calix set a mixed tone for media investors. Here’s what moved the sector and what you should watch next.
- Communications & Media: Mixed Signals - Feb 17Regulatory friction and production shakeups contrasted with infrastructure demand and programming momentum. Read how FCC, studio closures, and data-center growth may shape media and telecom plays today.
- Communications & Media Wrap - Feb 16Apple pushes video into Apple Podcasts while telecoms trade legal blows and Vecima forecasts a revenue surge from cable upgrades. Cultural headlines and reviews add a mixed backdrop for investors.
- Communications & Media Pulse - Feb 16Cable upgrades, new branded-content startups, and festival-driven deal flow set a constructive tone for communications and media. Vecima forecasts 20-30% revenue growth while industry markets and standards debates keep investors busy.
- Communications & Media Wrap - Feb 15Cable-equipment demand and music consumption are driving fresh upside in the Communications & Media complex. From Vecima's outsized revenue forecast to post-Super Bowl music gains, here's what you need to know heading into the next trading day.
- Communications & Media: Cable Upgrades, Berlin Buzz - Feb 15Cable-equipment maker Vecima projects 20%–30% revenue growth as operators accelerate HFC upgrades, while Deutsche Telekom and Synopsys push multi-orbit IoT and physical AI. Film festival headlines add dealflow and reputational noise heading into next week.
- Communications & Media Wrap - Feb 14Cable-equipment forecasts and multi-orbit IoT lead the headlines heading into the long weekend. Read how Vecima, Deutsche Telekom and AI networking advances set up potential upside for the sector.
- Communications & Media Rally on IP, AI & Networks - Feb 14Infrastructure upgrades, AI networking and content IP rollouts are the theme for Communications & Media heading into the long weekend. From Vecima's bullish revenue outlook to Netflix Japan's global hits, investors should focus on network-capex beneficiaries and cross‑platform content plays.
- Communications & Media Wrap - Feb 13Infrastructure and financing led the headlines as Vecima forecast a 20%–30% revenue jump and Vertical Bridge closed a $1.94B ABS. You should weigh capex tailwinds against rising labor and AI legal risks.
- Communications & Media Highlights - Feb 13Universal Music won EU approval for its Downtown deal, Hasbro launched a kids-ad JV, and industry leaders warned about streamer economics. Here’s what you need to know today.
- Communications & Media: Roku Rally Leads Feb 12Roku's return to profitability and a bullish 2026 revenue guide set the tone for communications and media on Feb 12. Telecom product launches, capex boosts and talent deals added momentum, even as Optimum faces subscriber pressure.
- Communications & Media Briefing - Feb 12Berlin Film Festival dominates headlines with new premieres, sales deals and a heated jury presser, while Telefónica showcases telco edge deployments that matter to streaming. Read what you should watch today.
- Communications & Media: Mixed Signals - Feb 11Ad-sales weakness at AMC weighed on content names while telecom and infrastructure stories drove upside potential. M&A, IoT rollouts and fiber expansion give investors mixed signals heading into earnings season.
- Communications & Media: Disney-Sky Deal Boost Feb 11Sky and Disney struck a multi-year U.K. and Ireland distribution deal that reshapes streaming bundles and could lift Comcast and Disney revenue. Festival calendar moves and Olympic tech wins add momentum for media and live-event infrastructure.
- Communications & Media Momentum - Feb 10Studios and streamers pushed growth today as Paramount expanded TMNT, Netflix filmed Broadway's Stranger Things and Britney sold her catalog. Production incentives and data center demand add tailwinds.
- Communications & Media Moves: Spotify in Focus - Feb 10Spotify delivered record MAU and 290M paid subscribers in Q4, strengthening the sector outlook. New content, production hires and MWC26 speaker lineups give investors catalysts to watch into March.
- Communications & Media: M&A and Ratings Lift - Feb 9Strong viewership gains, a high-profile M&A endorsement, and infrastructure moves set a constructive tone for communications and media stocks. Here’s what happened today and what you should watch.
- Communications & Media: Content Momentum - Feb 9Streaming and regional content drove the headlines as Netflix unveiled a heavy Southeast Asia slate and K-drama 'Cashero' reached No. 2 globally. Lower US tariffs also boost Indian telecom suppliers tied to AI data center demand.
- Communications & Media: France Lures Hollywood - Feb 8France's expanded tax rebate, Super Bowl trailers and strong indie box office set a constructive tone for media names heading into Monday. Read what you should watch and how content, production services and streaming may benefit.
- Communications & Media: Feb 8 Morning BriefInternational distribution deals, streaming awards and new network partnerships set a positive tone for media and telecom names heading into next week. Investors should watch $AMZN, $T, $TMUS, $NXST and $PARA for reactions when markets reopen.
- Communications & Media Wrap - Feb 7Telecom deals and Open RAN upgrades share the spotlight with renewed legal pressure on T-Mobile and a string of entertainment headlines. Heading into the long weekend, investors should pick their spots.
- Communications & Media: Streaming, 5G Deals Lead - Feb 7Telecom infrastructure deals and stronger Open RAN forecasts share the spotlight with streaming hits and live sports streaming. Heading into the long weekend, investors should watch telecom partnerships, content momentum, and legal risks.
- Communications & Media Wrap - Feb 6Today’s communications and media headlines ranged from Warner Bros. Discovery’s Alpine Olympics studios to rising Open RAN forecasts and NBC security measures tied to Savannah Guthrie’s family case. Read what moved the sector and what investors should watch next.
- Communications & Media Roundup - Feb 6AACTA awards and Berlinale activity drive content headlines while calls for Casey Wasserman to step down raise agency reputational risk. Read what you should watch today.
- Communications & Media Wrap - Feb 5Today brought a mixed bag for communications and media: Viavi beat guidance and live entertainment picked up steam, while tower pain at Crown Castle and a Verizon consumer shakeup add caution. Here’s what you need to know for tomorrow.
- Communications & Media Snapshot - Feb 5Sony lays out post-acquisition Peanuts strategy while indie films score festival deals and California considers postproduction tax credits. Deutsche Telekom's cloud pivot adds a tech sovereignty angle.
- Communications & Media: YouTube, Disney, Netflix - Feb 4YouTube posted record Q4 ad revenue but missed forecasts, Disney completed a CEO handoff, and Netflix saw a viewership surge for Michelle Obama's doc. Investors should weigh content winners against regulatory and scheduling headwinds as you position portfolios.
- Communications & Media — Feb 4 Morning BriefA landmark $5.1B data-center deal leads today’s headlines while Ericsson and Nokia report sharp China revenue weakness. Read what you should watch across M&A, geopolitics and content.
- Communications & Media Roundup - Feb 3EA posts a blockbuster quarter as 'Battlefield 6' drives $3B in sales and Disney names Josh D'Amaro CEO. Comcast expands Peacock 4K and Apple locks in Cosmere for TV+. What this means for your portfolio.
- Communications & Media Momentum, Risks — Feb 3Disney names Josh D'Amaro as CEO and Netflix inks creator deals while telecoms and cloud players push 5G and subsea capacity. Legal and content controversies at X and CBS add caution.
- Communications & Media Wrap - Feb 2Verizon succession chatter and SpaceX's bold FCC filing led a mixed day for communications and media. Content wins at $AAPL and box office momentum offset political noise and regulatory risk.
- Communications & Media Highlights - Feb 2Global distribution deals, a major music JV, and Grammys momentum set the tone for the communications and media sector today. Investors should watch licensing windows, China partnerships, and festival premieres.
- Communications & Media Wrap - Feb 1NBC revives Sunday Night Basketball, Amazon's MGM scores a $7.04M documentary debut, and Netflix previews February releases. Mixed signals on audience taste and ad upside head into Monday.
- Communications & Media Snapshot - Feb 1Cable and telco signs of stabilization, AI lift for test-equipment maker Advantest, and festival coverage that keeps content pipelines active. Read what to watch heading into Feb 2.
- Communications & Media Sector Wrap - Jan 31Telecoms showed signs of stabilization with subscriber gains and capex restraint, while content momentum from documentaries and festival buzz boosted outlooks. Here’s what you need to know heading into the long weekend.
- Communications & Media: Telecoms and Film Buzz - Jan 31Telecoms showed subscriber gains and cost cuts as AI demand lifted chip-test orders, while festival deals and content funding added momentum to media pipelines. Heading into the long weekend, investors should watch capex plans and upcoming distribution wins.
- Communications & Media Mixed Signals - Jan 30Subscriber gains at Verizon and Charter and industry M&A met creative wins in film and TV today, while Disney leadership uncertainty and a legal incident drew attention. Read what moved markets and what you should watch next.
- Communications & Media Roundup - Jan 30Independent film and distribution deals dominated overnight headlines, while Vodafone Idea announced a $4.89B network expansion after regulatory relief. Read what matters for content owners, distributors and telecom investors today.
- Communications & Media Wrap - Jan 29Cable carriers and adtech scored partnership wins while Amazon shuffled gaming leadership and satellite brightness raised concerns for astronomers. Read what moved the sector today and what to watch next.
- Communications & Media: Film Momentum and Telefónica Edge - Jan 29Japan's box office jumped 32% to $1.79B, Telefónica plans 17 edge nodes in 2026, and 25 films joined the National Film Registry. Read what you should watch today in media.
- Communications & Media: Streaming Momentum - Jan 28Netflix renewals and casting headlines led the day, while Comcast's RealTime4K push and telecom contracts reinforce distribution and infrastructure demand. Investors should watch upcoming streaming premieres and broadband capex signals.
- Communications & Media Brief - Jan 28Amazon's fresh 16,000-job cut colors a mixed morning for Communications & Media, even as Sony expands formats abroad and Apple TV and theaters push new content. Read what to watch today.
- Communications & Media Sector Wrap - Jan 27Live events, streaming expansion and large infrastructure deals set the tone today. Record presale demand, a $6B Corning-Meta pact and Netflix's Brazil push highlight growth opportunities for investors.
- Communications & Media Brief - Jan 27Today’s update covers Netflix’s biggest Japan slate yet, Berlinale sales activity, BAFTA nominations, and regulatory tension in Indian telecoms. What should you watch and which names matter?
- Communications & Media: Grammys, 5G Demos - Jan 26Talent moves and technical demos led today's Communications & Media headlines. Harry Styles and Richard Gere grabbed attention while 5G Broadcast and 10G pilots raised longer-term tech questions.
- Communications & Media: Theater, Super Bowl Ad, 6G - Jan 26New West End and Off Broadway productions, a star director tapped for a Super Bowl spot for $GRUB, and early conversation on 6G make the Communications & Media sector worth watching today. Read how content and infrastructure catalysts could move related stocks.
- Communications & Media: Sundance Sparks Debate - Jan 25Sundance-driven headlines ranged from celebrity-backed documentaries to outspoken talent and a divisive review, creating PR and content flow implications for media owners. Read what you should watch heading into Monday.