- Communications & Media Brief - Aug 16Festival wins and studio headlines share the spotlight with regulatory and corporate risks. Read what matters heading into the long weekend and how it could shape media and telecoms next week.
- Communications & Media Wrap - Aug 15Mixed signals in communications and media heading into the long weekend: FCC broadband gains and Rogers emergency support offset an NYSE compliance notice for Optimum/Altice and Selena Gomez's legal fight over Wondermind. Read what matters for your positions.
- Communications & Media Wrap - Aug 14Broadband expansion and a 5G drone-tracking demo stood out amid entertainment headlines today. Analysts note mixed signals for broadcasters as scale battles heat up and policy choices loom.
- Communications & Media Mixed Signals - Aug 14Film-driven tourism and festival activity are boosting media momentum while telcos race to scale AI infrastructure. You should watch telco capex, supply constraints, and regulatory scrutiny on content.
- Communications & Media Wrap Aug 13Live TV expansions, a streaming viewing milestone and new AI and network deals set the tone for communications and media. Today's moves favor live content, AI-enabled tools and infrastructure upgrades.
- Communications & Media Brief - Aug 13AI-driven fiber hiring bumps against rural broadband goals while studio investments and festival lineups underline content demand. Read what matters today and what you should watch.
- Communications & Media Aug 12 WrapM&A drama at the center of today’s sector news as Paramount’s CNN plans surface and the Warner deal stalls in court. AI-driven telco investments and hit content provide counterbalance.
- Communications & Media Gains on Aug 12AI music maker Suno inks a licensing deal with BMG as broadcasters and festivals roll out fresh content. Openreach plans PSTN shutdown, creating transition risk for telcos and consumers.
- Communications & Media Wrap - Aug 11Streaming hits and telco deals tempered merger drama today in communications and media. From a Netflix breakout to a contentious Paramount-WBD sale debate, the sector showed mixed signals heading into tomorrow.
- Communications & Media Mixed Signals - Aug 11Streaming lifts RTL Group revenue while Fremantle and linear TV lag. Talent-driven indie and short-film activity keeps content pipelines busy. Rakuten faces rising 4G/5G costs after KDDI cuts roaming.
- Communications & Media Gains on Telecom Wins Aug 10Telecom regulatory shifts and Hutchison Hong Kong's strong results drove today's sector momentum, while AI music policy steps and influencer deals shaped the content side. Read what matters for your portfolio heading into tomorrow.
- Communications & Media: Film Buzz, Telecom Cuts - Aug 10Festival headliners, a Netflix sequel in production and provocative Venice and Locarno premieres set a busy week for media. Telecom headlines, including 4,500 T-Mobile job cuts, temper the optimism.
- Communications & Media Wins: Blockbusters & Hits - Aug 9A record domestic opening for 'Spider-Man' and Ariana Grande's No. 1 debut with 295,000 units underline robust consumer appetite for big content. Studios, labels and streamers look to benefit heading into next week.
- Communications & Media: Locarno Buzz, Telco AI Wins - Aug 9Locarno festival premieres and industry moves in AI and 5G took center stage, with auteur-backed films drawing attention and telcos partnering on AI-RAN, NTN and enterprise AI. Here’s what you need to know heading into the week.
- Communications & Media Wrap - Aug 8Last-minute festival and residency cancellations put a spotlight on live-event fragility, while telco and satellite players pushed AI and 5G NTN initiatives. Read what matters heading into the long weekend.
- Communications & Media: AI Telco Deals, Locarno Buzz - Aug 8Telco and satellite players pushed forward on AI and 5G NTN initiatives heading into the long weekend, while Locarno premieres kept content pipelines active. Here’s what you need to know as of Aug 8.
- Communications & Media: Telco AI and Film Buzz - Aug 7Telco AI pilots, satellite plays and festival buzz drove a broadly constructive day for Communications & Media. Partnerships from $NVDA to $ERIC and cultural events in Hollywood and Sarajevo set up near-term catalysts.
- Communications & Media Brief - Aug 7Festival honors, indie deals and a shifting telecom playbook set a mixed tone for media investors. Read a concise roundup of overnight film festival news and telecom strategy moves to watch today.
- Communications & Media - Aug 6 WrapRoku stunned with a heavy Q2 beat while regulators and infrastructure moves reshaped the competitive map. From the FCC's repeal of the 39% cap to Chunghwa's AI data center, momentum indicates a busy runway for media and communications.
- Communications & Media: Festival Buzz and Tech Note - Aug 6Festival season dominated overnight headlines as Locarno premieres and talent-driven podcasts grabbed attention, while a tech note on Arm-based virtual RAN hints at telecom competition. Read what matters for media investors today.
- Communications & Media Wrap - Aug 5SpaceX outlined an ambitious terrestrial mobile plan while analysts pushed back, SoftBank raised its AI outlook, and private mobile networks forecast strong growth. Content moderation and entertainment news kept the sector in focus.
- Communications & Media: Disney-TikTok Deal - Aug 5Disney struck a wide-ranging content-sharing pact with TikTok, a headline move for short-form strategy. Telecoms face AI-related scrutiny while new films and mixed TV reviews add nuance for media investors.
- Communications & Media Wrap - Aug 4Paramount's Q2 profit fell and an antitrust trial date for its Warner Bros. deal adds uncertainty, while live theatre, agency rulings and cloud AI expansion keep the sector active. Read what matters for your portfolio heading into tomorrow.
- Communications & Media: Spotify Hits 300M - Aug 4Spotify topped 300 million Premium subscribers and film markets buzzed at Locarno, while telco supply politics add caution. Read what moved the Communications & Media sector overnight and what to watch today.
- Communications & Media: Mixed Signals - Aug 3A blockbuster Spider-Man opening and new content deals buoy media sentiment, but Hughes Satellite’s Chapter 11 filing and 6G supply-chain doubts weigh on telecom names. Read what matters for your portfolio going into tomorrow.
- Communications & Media Snapshot - Aug 3Regional production hubs, festival buzz and telco AI moves mark today’s media landscape, while Zee’s capital raise is overshadowed by a regulator ban. Read what you should watch next.
- Communications & Media Wrap - Aug 2Pop-star visibility shifts, chart momentum and casting controversies set the tone for media investors heading into the long weekend. Read a concise take on implications for live events, streaming and content risk.
- Communications & Media Brief - Aug 2A mixed Sunday for media: merger legal risk clouds studio deals while telcos and satellite players push AI and D2C plans. Hasbro and franchise screenings keep consumer demand visible.
- Communications & Media Wrap - Aug 1Telcos signal infrastructure buildouts while festival disruptions and streaming lineups shape near-term content demand. Read a concise evening wrap that highlights what you should watch heading into the long weekend.
- Communications & Media Mixed Signals - Aug 1Streaming wins at Netflix and deep guest talent on HBO Max are balanced by a stalled Barbie sequel, regulatory incidents and telcos warning that AI capacity may outpace revenue. Heading into the long weekend, be selective and watch content deals, carrier metrics and infra spending.
- Communications & Media Wrap - Jul 30Infrastructure and AI-driven RAN developments steal the strategic spotlight while content churn and niche releases create mixed signals. Read what moved the sector today and what to watch next.
- Communications & Media: Content Gains, Telco Strain - Jul 30Big content news — from the Ramayana trailer to Armani and Nicholls series — is pushing momentum in media, while telcos face renewed job cuts and a FIFA rights spat. Read what you should watch today.
- Communications & Media Wrap - Jul 29AMC's Adam Aron publicly backed a Paramount-Warner Bros tie-up as cultural headlines dominated the day, from Amazon dropping a Sam Altman film to tributes for Glen Hansard. Read a concise summary of market reactions, key implications, and what to watch next.
- Communications & Media: Mixed Signals - Jul 29A blend of content catalysts and reputational risks left the Communications & Media sector in mixed territory this morning. From Banijay's post-merger revenue dip to Amazon's satellite push and high-profile controversies, here’s what you need to know.
- Communications & Media Wrap - Jul 28Blockbuster box office estimates and a Netflix series hitting the platform's all-time top 10 led a broadly constructive day for media and infrastructure. Regulatory relief for Starlink and planned satellite launches add upside for connectivity plays.
- Communications & Media: Films, Telco Signals - Jul 28Today’s Communications & Media briefing: major festival pickups and distribution deals, a buzzy Spider-Man premiere, and telco momentum as Verizon’s results reshape growth expectations. Read what you should watch in markets and which stocks are in focus.
- Communications & Media Roundup - Jul 27Big deals and strong box office set a constructive tone for communications and media stocks today. Major infrastructure pacts, satellite plans, and Nolan's blockbuster stood out amid merger and data-leak noise.
- Communications & Media Brief - Jul 27Prime Video India inks a 100+ title deal with CJ ENM while SK Telecom spins out an AI-infra unit. Mixed signals from content, telco infrastructure and regulatory fights shape today's tape.
- Communications & Media Roundup — Jul 26Strong box office and music sales drove the day’s headlines, while AT&T showcased 5G use cases that could reshape content delivery. Piracy and content scrutiny remain risks heading into Monday.
- Communications & Media: Deals & Comic-Con Buzz - Jul 26Verizon landed a $1B dark-fiber deal with Google while AT&T highlights network readiness for agentic AI. Comic-Con and local Emmy awards kept content demand front and center as legal and competitive risks linger.
- Communications & Media: AI Deals, Gaming Launch - Jul 25Telecom infrastructure deals and an imminent game launch set the tone for Communications & Media heading into the long weekend. Investors should watch AI data-center links, carrier capex, and consumer engagement around new content.
- Communications & Media Roundup - Jul 25Tech and content moved the headlines heading into the long weekend: Verizon landed a $1B connectivity deal, AT&T and Ericsson demoed drone detection, and HBO and Apple shows kept creative momentum. Read what you should watch next.
- Communications & Media Wrap Jul 24Today’s communications and media headlines mix merger delays and lawsuits with concrete commercial wins. Paramount pauses closing, WBD sues Amazon, and Verizon lands a $1B connectivity deal.
- Communications & Media Snapshot - Jul 24Content deals and festival sales highlight the morning, while telco strength and broadband architecture concerns temper enthusiasm. Read what you should watch next in media and telecom.
- Communications & Media Wrap, Jul 23Spectrum rules advance and AI is boosting network demand while production and creator-economy strains show. Read a concise wrap of today’s calls, risks, and what to track next.
- Communications & Media: Festival Buzz, Telco AI Build Jul 23Telco results and commentary reinforce fiber as the backbone for AI workloads, while Venice and festival filings deliver fresh content that could feed distributors and streamers into awards season. Here’s what you need to know before the market opens.
- Communications & Media Momentum Builds - Jul 22YouTube’s ad beat and telco product and network moves set a constructive tone for Communications & Media. New content, gaming marketing and regulatory tweaks give selective plays catalysts into Q3.
- Communications & Media: Venice, AI Film & UK Slate - Jul 22Venice Days highlights female-focused indie films while Elon Musk's Grok vows an AI-made Odyssey by year end. Warner Bros. Discovery U.K. rolls out comedy; broadcaster censorship sparks backlash.
- Communications & Media: Shows, Telecom Moves - Jul 21Streaming platforms rolled out trailers and doc series announcements while telecom vendors and operators made leadership and product moves. Mixed signals mean selectivity matters heading into earnings season.
- Communications & Media: AI Momentum and FAST Deals - Jul 21Policy, platforms and telcos took center stage overnight as the UK names its first AI minister and operator-focused analysis pegs agentic AI as a $60bn opportunity. Streaming FAST deals in India and Verizon's AI pivot keep you watching for monetization and regulatory moves.