- Communications & Media: Mixed Signals - Sep 10Streaming and content deals led headlines as Peacock and HBO greenlit new series, while $TMUS pushed aggressive home internet promos. Regulatory friction over UK fiber and telco competition kept volatility on the table.
- Communications & Media Brief - Sep 10Today’s Communications & Media briefing covers optical networking advances, regulatory-driven distribution shifts at ABC, BBC content cuts, Balkan production expansion, and Kyivstar’s Starlink integration. Read on for what you should monitor and the catalysts that could move names like $DIS, $NFLX and $VEON.
- Communications & Media Wrap - Sep 9Comcast unveiled a multi-billion cost transformation as IMAX benefits from Nolan's box office draw and Warner Bros TV keeps adding projects. Emmys presenters and global residencies add short-term demand signals.
- Communications & Media: Content, AI, Telecoms - Sep 9Today's briefing covers fresh content pipelines from global festivals and franchises, a major music-AI licensing tie-up, and renewed regulatory tensions as Spanish telcos stick with Huawei. Read on for what you need to watch today.
- Communications & Media Wrap - Sep 8Verizon inks a multibillion fiber deal, Dell'Oro flags a PON spending surge, and Prime Video expands Australian originals. TuneCore will now distribute AI-generated music, marking broader industry acceptance.
- Communications & Media Brief - Sep 8Festival buzz and new projects clash with industry headwinds today. France TV exports plunged 21.6% and Nokia faces Bell Labs cuts, while new films and immersive work drive content momentum.
- Communications & Media Box Office Boom — Sep 7The summer box office hit a record $4.76B and the Motion Picture Association signed global anti-piracy declarations, while a Telstra outage review highlights telecom risk. Read what this means for media investors heading into the long weekend.
- Communications & Media Momentum - Sep 7France's Lumiere Summit set industry rules on AI, piracy and sustainability while high-profile content and casting news from Amazon MGM and AMC+ drive creative momentum. Heading into the long weekend, investors should watch regulatory clarity and new content pipelines.
- Communications & Media: Controversy & Festival Buzz - Sep 6A weekend of mixed headlines left the media sector with reputational risks from concert and influencer controversies, offset by strong festival buzz and awards chatter. Heading into the long weekend, select content plays and live-event names warrant close watching.
- Communications & Media Briefing - Sep 6Festival buzz from Venice, Macron's call for a new creative multilateralism, and telecom headlines set a mixed tone heading into the long weekend. Read what matters for media and network names.
- Communications & Media Wrap - Sep 5Mixed signals in communications and media heading into the long weekend: strong demand for networking gear and telco investment contrast with supply constraints and PR friction in entertainment. Read what matters for you before markets reopen on Sep 8.
- Communications & Media Weekend Brief - Sep 5Festival buzz from Venice, Telluride and Telluride-driven awards chatter is colliding with corporate moves in telco and networking. Heading into the long weekend, distribution deals, supply-chain limits at $CIEN and T-Mobile succession are the top items for media and communications investors to watch.
- Communications & Media Mixed Signals - Sep 4A day of mixed headlines for communications and media: strong infrastructure commitments and a major CFO transition contrast with supply constraints and copyright noise. Read what you should watch next.
- Communications & Media: Festival Buzz Sep 4Venice and Sitges headlines put creative choices and international sales in focus. AI use in filmmaking sparks debate while critics and buyers shape early distribution momentum.
- Communications & Media: Festival Buzz, Game Release - Sep 3Film festival acclaim and awards buzz dominated headlines while gaming and infrastructure deals added commercial momentum. Read why these developments matter for media and telecom stocks heading into awards season and holiday game cycles.
- Communications & Media Sep 3: Venice Buzz, DT CTOVenice festival premieres and studio deals are creating early-season momentum for content makers while Jeff Goldblum’s SNL U.K. booking and Deutsche Telekom’s CTO hire add tech and distribution interest. Read what to watch and where you may want to focus your attention today.
- Communications & Media: Fiber Deals, AI & Drama - Sep 2Today’s Communications & Media wrap covers fiber rollups, Comcast’s VideoAI push, theme-park expansion and newsroom turmoil. Mixed signals leave room for selective plays and caution.
- Communications & Media Brief - Sep 2Today's briefing covers major festival lineups and premieres at the BFI London Film Festival, animation market moves at Cartoon Forum, and telecom infrastructure wins and sustainability concerns. Read what these developments mean for content licensing, tech suppliers, and near-term catalysts.
- Communications & Media Wrap - Sep 1Federal film tax incentive momentum and studio casting news were balanced by an AI music lawsuit and a major cable CFO departure. Read what moved the sector today and what to watch next.
- Communications & Media: Festivals, M&A, Telco Notes - Sep 1Today’s media briefing covers star-studded film festival programming, a scripted series sale to HBO Max partners, and Vicon’s acquisition of a facial-capture specialist. You’ll also want to watch telco regulatory chatter from Deutsche Telekom for broader sector implications.
- Communications & Media — Aug 31 WrapHBO Max's planned October rollout on Prime Video and Hulu Japan led today's biggest industry headline, while Huawei's profit squeeze and a string of entertainment and brand stories kept sentiment mixed. Read what matters for the sector and what you should watch next.
- Communications & Media: Festivals, IP & Ads - Aug 31Morning briefing on Aug 31: DraftKings launches a celebrity road‑trip ad, TIFF and Busan spotlight new films and animation, and a Pokémon movie is set for 2027. Read what to watch today.
- Communications & Media Wrap - Aug 30Big entertainment headlines dominated Sunday, from Olivia Rodrigo’s charity-packed festival to Warner Bros. sequel teases and a Dolly Parton tribute. Political pressure on broadcasters adds regulatory risk heading into Monday.
- Communications & Media Momentum - Aug 30Global content wins and infrastructure builds set a constructive tone for communications and media heading into the long weekend. Watch CJ ENM's K-drama lift, festival philanthropy, and broadband expansions as near-term catalysts.
- Communications & Media Sector Wrap - Aug 29Infra and studio headlines balanced out cultural and event setbacks in media today. Read a concise wrap of the Venice presser change, Paramount's sequel, SK Telecom's spin, broadband builds, and what you should watch heading into Monday.
- Communications & Media Roundup - Aug 29Broadband and AI-data center moves balance a busy entertainment news cycle as markets head into the long weekend. Read what matters heading into next week and which catalysts to watch.
- Communications & Media: Disney+ Deal, TIFF Cuts - Aug 28Disney+ locks a global Pokémon distribution deal while Netflix drops its September lineup and TIFF host notes tighter studio budgets. Mixed signals leave selective opportunities for investors.
- Communications & Media: Festival Buzz, AI Fight - Aug 28Festival momentum and fresh productions dominate headlines, from Nordic arthouse wins to new shoots in Amsterdam. At the same time, an industry campaign against AI voice cloning and cuts at Bell Labs add regulatory and infrastructure risk for media investors.
- Communications & Media Wrap — Aug 27Today brought big content wins and audience engagement, from Netflix's 27-minute GTA 6 preview to Hulu's renewal success, while telecom and device data flagged headwinds. Read what it means for your exposure to streaming, gaming, and network services.
- Communications & Media: West End, 5G Pressure - Aug 27Emma Thompson’s Nanny McPhee musical and Venice festival premieres brighten the cultural slate, while Ericsson and Nokia face a multibeam challenge and Singtel eyes satellite entry in India. Mixed signals leave selectivity important today.
- Communications & Media Momentum - Aug 26Streaming and content deals led the headlines while network providers pushed expansion. Lumen broadened cloud reach to 10M US business locations and Peacock secured another season of a hit format.
- Communications & Media Snapshot - Aug 26TV renewals, festival acquisitions and star-studded trailers headline the morning. Telecoms raise technical and strategic questions, leaving a mixed picture for media investors.
- Communications & Media Momentum - Aug 25Broadband policy hits a milestone with NTIA signing off on Illinois' BEAD plan, while content and product deals from Disney to Starz keep consumer momentum alive. Read what matters for your media exposure tomorrow.
- Communications & Media: Festival Buzz and New Series - Aug 25Festival acquisitions and high-profile casting are driving momentum across the Communications & Media sector this morning. From Venice and Toronto sales to Netflix Oscar plans, content demand is front and center.
- Communications & Media: Content, AI and M&A - Aug 24Verizon inks a Google Cloud AI deal, Paramount develops a sequel and Big Brother hits 1,000 episodes. Funding and M&A activity add momentum across media and telecoms.
- Communications & Media: Festivals, Deal Risk - Aug 24Film festivals and fresh content keep media names in the spotlight, but California's cancellation of settlement talks over the $111B Warner Bros. Discovery bid raises M&A uncertainty. Here’s what you need to know today.
- Communications & Media Wrap - Aug 23Casting and festival pickups keep content momentum alive while network and satellite stories underscore infrastructure constraints and legal risk. Ahead of Monday, weigh growth in streaming and connectivity against permitting and copyright headlines.
- Communications & Media Wrap - Aug 22Legal fights and talent controversies dominated headlines while satellite advances and AI network constraints reshaped industry priorities. Heading into the long weekend, select media and telecom names face short-term scrutiny.
- Communications & Media Weekend Brief - Aug 22A busy weekend in media: festival releases and film awards hit headlines while a high-profile abuse claim and telecom infrastructure constraints temper optimism. Satellite D2D tests advance.
- Communications & Media Wrap, Aug 21TikTok agreed to a $400M COPPA settlement as regulators step up enforcement, even as Amazon pushes creator services and satellite and network tests hint at infrastructure shifts. Mixed signals leave room for selectivity tomorrow.
- Communications & Media Briefing - Aug 215G network moves and fresh content successes set the tone for media distribution, while rights and geopolitical controversies add caution. Read what you should watch today.
- Communications & Media Wrap: Charter Deal & AI - Aug 20A major Charter-Cox close reshapes cable scale while Netflix and AMC launch a co-production and Apple Music mandates AI labels. Read what the moves mean for media investors and what to watch next.
- Communications & Media Brief - Aug 20HBO Max taps 12 European writers and festivals ramp up fall premieres, while a Light Reading piece highlights pressure on European telecom vendors. Read what you should watch today in content and infrastructure.
- Communications & Media Wrap - Aug 19Amazon's 5,000-plus LEO plan cleared an FCC procedural milestone and FX ordered a high-profile 'Sons of Anarchy' spinoff, while Peacock raised prices. Here's what you need to know for tomorrow.
- Communications & Media: Beatles Deal, Festivals Heat Up Aug 19Universal inks a wide Beatles licensing and merch pact while film festivals and Amazon MGM releases add content momentum. Satellite spectrum dealmaking and 6G fragmentation reshape telecoms.
- Communications & Media Wrap - Aug 18Broadband deals and product launches set a measured industry tone while high-profile deaths and personal stories dominated headlines. Read what moved the sector today and what to watch next.
- Communications & Media Pulse - Aug 18Today's briefing covers fresh series greenlights and international co-productions, industry tributes after Hayden Panettiere's death, and fresh skepticism over SpaceX's small-cell plan. Read what you should watch next.
- Communications & Media Wrap - Aug 17Deal-making and product rollouts drove the Communications & Media beat today, from Paramount-Skydance activity at $WBD to SpaceX's Starlink launch in Vietnam and $DIS movie scheduling. Leadership moves at $IHRT and capacity deals in mobile and MVNOs add operational upside.
- Communications & Media Morning Brief - Aug 17Satellite consolidation, APAC localization deals and high-profile content rollouts set the morning tone for Communications & Media on Aug 17. Read why these moves matter for sector momentum and what you should watch today.
- Communications & Media Wrap - Aug 16Music and live events delivered upbeat headlines while regulatory and corporate warning signs reminded investors to be selective. Heading into Monday, watch broadband policy and company-specific risks.