- Communications & Media Wrap - Jul 20Private 5G momentum, FCC spectrum moves and a SenseTime-backed space AI project led media headlines today, while Netflix data raised fresh questions about content concentration. Entertainment casting and festival coverage rounded out a mixed day for the sector.
- Communications & Media: Festival Buzz, Box Office Hits - Jul 20Global studio moves and a China box office surge set the tone for media investors today. Festival premieres and auteur honors add prestige that can lift content valuations and distribution opportunities.
- Communications & Media Wrap - Jul 19Weekend roundup: MIFFest opens with ASEAN recognition, telco players push AI-RAN and private 5G, SpaceX test scrub dents sentiment. Read what investors should watch heading into July 20.
- Communications & Media: Odyssey, 5G Wins - Jul 18A strong box office launch for Christopher Nolan's The Odyssey and new franchise and telco deals set a constructive tone for communications and media. Read what matters heading into the long weekend and what to watch on Monday.
- Communications & Media Update - Jul 18Telco deals and content eventification lead this weekend’s media roundup. From private 5G wins and AI-RAN roadmaps to fandom-driven releases and product tie-ins, the sector shows a mixed bag of strategic shifts and short-term risks.
- Communications & Media Wrap - Jul 17Today’s Communications & Media headlines were mixed: telco vendors scored big defense and AI-RAN wins while the Paramount-WBD merger faced courtroom uncertainty. You’ll want to track legal rulings, World Cup viewership, and private 5G deployments.
- Communications & Media: Global Releases, Legal Moves - Jul 17Studios ramp global rollouts while legal and telco headwinds keep the sector balanced. Read what you should watch today from releases, festivals and litigation.
- Communications & Media Wrap - Jul 16Netflix delivered in-line Q2 results but shares slipped as engagement concerns linger. Verizon announced store sales and layoffs while Paramount fights antitrust suits over the $111B Warner merger. Regulators and content trends will shape near-term performance.
- Communications & Media Brief - Jul 16Cricket viewership data fuels streaming engagement in India while Netflix executive honors and Vodafone AI progress underscore content and tech momentum. Regulators and satellite rules remain a wild card.
- Communications & Media Wrap - Jul 15Today brought a mix of regulatory moves, legal drama and tech funding across media and communications. From Washington's strict anti-scalping law to FCC consolidation risk and AI-RAN funding, here’s what you need to know.
- Communications & Media Brief - Jul 15UK social-media curfew puts pressure on platforms while telecom partnerships and 6G talks boost infrastructure names. Festivals and new series add steady content momentum.
- Communications & Media: Jul 14 Evening WrapA mix of big-content starts, casting wins and telco tech pilots met a major legal blow to the Paramount-WBD merger today. Read how these developments could shape media M&A, studio pipelines and telecom margins.
- Communications & Media Highlights - Jul 14Content deals and festival honors dominate today's media headlines, while a CTIA spectrum report reignites infrastructure debates. Read what you should monitor in media, streaming, and wireless.
- Communications & Media Mixed Signals - Jul 13Today’s Communications & Media headlines were a mixed bag as streaming eventizing and new merch drove consumer stories while $NFLX faces a critical Q2 report on July 16. Telecoms’ AI pushes and cybersecurity tie-ups give the sector structural themes to watch.
- Communications & Media Morning Brief - Jul 13Big-studio premieres, a streaming renewal and high-profile live events underscore healthy consumer demand, while telecoms reshape priorities. Read what you should watch today in media and operators.
- Communications & Media Wrap - Jul 12A mixed weekend for media: Madonna returned with 134,000 album units while Disney faced a costly 'Moana' flop as $DIS watches global box office recovery. Read key takeaways and what you should watch heading into next week.
- Communications & Media Rundown - Jul 12Broadband headwinds at Cable One and a $5.9bn stake trade that reshuffles Vodafone ownership lead a mixed Communications & Media story set on Jul 12. Read on for what to watch heading into the July 13 session.
- Communications & Media Wrap - Jul 11Vodafone's ownership shakeup and a $5.9bn stake move lead sector headlines, while U.S. broadband weakness from Cable One raises near-term concerns. Film festival reviews and industry obituaries round out a mixed read heading into the long weekend.
- Communications & Media Mixed Signals - Jul 10Entertainment headlines kept audiences engaged while telecoms delivered uneven news. Cable sub losses weighed on broadband names, even as Vodafone saw a strategic shareholder shift.
- Communications & Media Highlights, Jul 10Telco AI and defense contracts are driving infrastructure investment while studios and producers keep a packed release slate. Read what moved the sector overnight and what to watch today.
- Communications & Media Wrap - Jul 9Deals, franchise rollouts and major infrastructure wins dominated the Communications & Media sector on Jul 9. From Hunger Games re-releases to DOCSIS upgrades and a 111.2 Tbit/s AI supercluster, momentum is building even as political risk surfaces in film funding.
- Communications & Media: Mixed Signals - Jul 9TF1 says its new Netflix deal is already driving record streaming activity while UK 5G lags after the VodafoneThree merger. Film industry buzz from Dune 3 and festival lineups adds a different kind of momentum.
- Communications & Media Jul 8 WrapToday’s media headlines mix franchise revivals and big-event music bookings with telecom moves that raise policy questions. Read what moved the sector and what you should watch next.
- Communications & Media: Netflix, Film, Ericsson - Jul 8Film festival wins and new releases keep creative content in the spotlight as Netflix greenlights a fried-chicken doc and Stephen Dubner launches an indie talk show. Telecom investor focus shifts to Ericsson's RAN chip advantage.
- Communications & Media Wrap - Jul 7TV and film headlines led the tape today as Fox's World Cup telecast hit 30 million viewers and A24's Backrooms cleared $350M globally. Telecoms had regulatory and leadership moves that temper the upbeat entertainment story.
- Communications & Media News - Jul 7AI music start-up Suno hires ex-Atlantic and YouTube executives as studios report solid box office and festivals push theatrical releases. Ookla warns U.S. 5G needs upgrades for AI services.
- Communications & Media Wrap - Jul 6Sky's acquisition of ITV Media, Amazon Leo's launch timeline, Optimum stock tender and a string of casting and series updates drove a mixed day for media and telecom names. Read today's implications and what to watch next.
- Communications & Media: Festival Buzz, Network Wins - Jul 6Festival-season content and experiential cinema are drawing strong demand while telecoms report measurable AI performance gains. Today watch festival rollouts, box-office pre-sales, and carrier network deployments.
- Communications & Media Wrap - Jul 5K-pop physical sales and an AI RAN trial headline a mixed day for Communications & Media. Read how Ateez's chart-topping release and Samsung-KDDI trial could shape revenue and network capacity heading into July 6.
- Communications & Media Highlights - Jul 5Telecom trials and submarine cable plans share the spotlight with Karlovy Vary film buzz and a Beyoncé teaser. Infrastructure advances and cultural releases give investors mixed signals heading into July.
- Communications & Media Wrap - Jul 4Star-studded wedding coverage and a Netflix hit drove massive engagement this holiday weekend even as telecom wins and a safety setback create mixed signals. Read what you should watch heading into July 6.
- Communications & Media Brief - Jul 4A mixed set of headlines heads into the long holiday weekend: AI RAN trials and a new India-Singapore subsea cable bolster telecom infrastructure, while a China crash clouds drone ambitions and film festivals provide cultural momentum. Read on for what you should watch next.
- Communications & Media Wrap - Jul 3Live events and immersive AI art dominated headlines as broadcasters and venues jockey for attention heading into the long weekend. Regulatory and safety concerns in China add a note of caution for drone-related media and logistics businesses.
- Communications & Media Highlights - Jul 3A mix of cultural momentum, indie distribution deals and platform risk shaped the Communications & Media landscape on Jul 3. From Rosalía’s sold-out run to the U.K. culture secretary leaving X, here’s what you need to know heading into the long weekend.
- Communications & Media: Spectrum Deals, New Shows - Jul 2Telecom regulators and carriers dominated headlines as the FCC and T‑Mobile cleared key moves while 5G networks and AI plans accelerated globally. Content stayed active with new releases and high‑profile talent moves.
- Communications & Media: Mixed Signals - Jul 2Today's communications and media roundup shows strain in film production and exhibition alongside tech-side wins in 6G and cloud. Read what you should watch and the implications for media exposure.
- Communications & Media Wrap - Jul 1Box office rebounds, TV franchise returns and telecom shifts marked today's media landscape. You’ll find how content momentum and corporate moves could shape near-term sector activity.
- Communications & Media: Festivals, Streaming, 5G Talk - Jul 1Film festivals, Netflix's July slate and telecom sustainability headlines set the tone for Communications & Media on Jul 1. Read what you should watch today in content, festivals and 5G infrastructure.
- Communications & Media: Momentum Builds - Jun 30Box office optimism for 'Minions & Monsters' and telco product and regulatory wins set a constructive tone for the Communications & Media sector today. Talent moves and content drops add fresh catalysts.
- Communications & Media Snapshot - Jun 30Toy Story 5's U.K. strength and fresh Netflix casting underline content demand, while China Tower's digital push and InterDigital's 6G focus point to infrastructure tailwinds. Here's what you should watch today.
- Communications & Media Mixed Signals - Jun 29Deals in satellite and AI data centers weighed against creative controversies and content criticism today. Read a balanced wrap-up of M&A, lawsuits, creator headlines, and what could move stocks tomorrow.
- Communications & Media: Comcast Split, Jun 29Comcast's planned spin-off of NBCUniversal is the top overnight development, with leadership named and a clear strategic rewind for the sector. Content wins at festivals and telco interest in digital sovereignty add momentum for media and infrastructure players.
- Communications & Media: Mixed Film Signals - Jun 28Streaming hits and awards-season momentum coexist with a softer superhero debut at the box office. Heading into the Monday session, you should watch studio revenue mixes, streaming engagement, and legal or PR risks.
- Communications & Media Brief - Jun 28A mix of content wins, infrastructure bets and governance headlines set the tone for the Communications & Media sector heading into the long weekend. Read what you should watch as markets reopen on Monday.
- Communications & Media Wrap - Jun 27Spectrum wins for major carriers, Ericsson's AI push, and SK Telecom's US AI investment set a constructive tone for telecom and media. Festivals and box office news add cultural momentum.
- Communications & Media Brief - Jun 27Warner Bros. doubles down on adult animation at Annecy while telecom firms and SpaceX score AWS-3 spectrum wins. Regulatory moves at the FCC and SK Telecom's US AI push add complexity heading into the long weekend.
- Communications & Media: Content and Spectrum Wins - Jun 26Telecoms and studios pushed the sector forward today as AWS-3 auction wins and fresh content deals set the tone. You’ll want to watch FCC rulemaking and deployment plans tomorrow.
- Communications & Media: Festival Buzz & Greenlights Jun 26Netflix greenlit a new Stefano Sollima installment and Disney unveiled a new Stitch short at Annecy, while festival politics and tech headlines add mixed signals. Here’s what you need to know for today’s trade.
- Communications & Media Roundup - Jun 25 WrapA new California ad-volume law, a niche horror streamer launching July 1, and exec moves at NBCU set the tone in Communications & Media today. Read what those developments mean for content, platforms and infrastructure.
- Communications & Media: Content, AI, Distribution - Jun 25Today’s briefing highlights Netflix buzz around Ricky Gervais’ new animated sitcom, Tubi’s push onto Amazon Fire TV, and AI moves in music and events. Mixed tech risks around IoT and 6G keep the tone balanced for media investors.