- Communications & Media Brief - May 30A mix of tech and culture headlines shapes the communications and media landscape heading into the long weekend. From Blue Origin's New Glenn test failure to new free-space optics and festival buzz, here's what you need to know.
- Communications & Media Mixed Signals - May 29A federal judge ordered the Kennedy Center to remove Trump’s name and paused its renovation plan, while indie films and telecom tech show momentum. Here’s what moved the sector and what to watch into the weekend.
- Communications & Media: Festivals, Deals, Webtoons - May 29Global festivals, a Korean theatrical-window committee, and new content launches keep momentum in the communications and media sector. Read what you need to know for today’s trading and upcoming catalysts.
- Communications & Media Wrap - May 28Infrastructure upgrades and content wins faced regulatory and security headwinds today. Read how telecom 5G builds, festival deals, and an FCC dispute with ABC could shape sector moves tomorrow.
- Communications & Media: Content, Deals Drive May 28Major festival premieres, new scripted deals and a sports-agency acquisition set the tone for the media world, while telecom partners plan a Philippine smart city study and Vodafone reports workforce cuts. Read what you should watch today.
- Communications & Media Hits: Content, Tech - May 27Today’s wrap covers streaming premieres and a modest Broadway uptick, plus infrastructure wins from SoftBank, Broadcom and regional ISPs. Read what these developments signal for media platforms and network suppliers.
- Communications & Media Brief - May 27Telecoms push 5G network slicing in India gains rival backing while Apple revives a World Cup podcast. Film festival moves and mixed reviews for A24's Backrooms round out a busy media morning.
- Communications & Media Momentum Builds - May 26Today’s Communications & Media news mixes blockbuster content anticipation, streaming wins and infrastructure investment. From House of the Dragon buzz to Starlink installs on $AAL jets, momentum indicates growing demand across content and networks.
- Communications & Media Momentum May 26Festival honors, new scripted projects and live-show demand lead today’s communications and media briefing. You’ll find what’s moving the sector and the near-term catalysts to watch.
- Communications & Media Wrap - May 25Live music and awards momentum meets regulatory pressure in the media world. Canada’s move on a streaming levy and representation studies create a mixed landscape for $NFLX, $DIS and $LYV heading into next week.
- Communications & Media: Cannes, JioStar, Anime - May 25JioStar warns cricket rights may be overheating even as platforms keep spending, Cannes spotlights indie distributors and new film slates, and anime fan engagement surges with 73 million votes. Heading into the long weekend, these developments underscore robust demand for premium content and fresh distribution bets.
- Communications & Media Rally on Box Office Wins - May 24Big entertainment wins headline the long weekend: Drake claims the top three album slots while blockbuster films post major grosses. Studios and streaming platforms may see momentum heading into next week.
- Communications & Media Roundup - May 24Streaming rights for major sports, World Cup merch deals, anime awards and telco 5G advances headline a busy weekend for Communications & Media. Here’s what you need to know heading into the long weekend.
- Communications & Media: Cannes, 5G Moves - May 23Cannes headlines the weekend as Neon scores a seventh Palme d’Or while telecom and cloud activity accelerates. Here’s what you need to know heading into the long weekend.
- Communications & Media: Telco Wins, New Shows — May 23Sovereign-cloud contracts and 5G product launches set the tone for communications infrastructure, while new streaming shorts and festival film reviews keep content chatter lively. Heading into the long weekend, the sector shows mixed signals.
- Communications & Media Wrap - May 22Festival wins at Cannes and fresh festival lineups are energizing media buzz, while telecom and cloud vendors scored tangible contracts and product launches. You’ll want to watch the next festivals and sovereign cloud timelines.
- Communications & Media: Cannes, AI, Data - May 22Cannes headlines, telecom AI trials and a $575M data-center financing set the tone for Communications & Media on May 22. Content IP and infrastructure moves could shape revenue pools this year.
- Communications & Media Update - May 21Telecom infrastructure growth and a SpaceX IPO filing headline a mixed day for Communications & Media. AT&T's new $15 'Build-A-Plan' and Cannes festival buzz contrast with Optus losses and casting controversies.
- Communications & Media Brief - May 21Regulatory pressure on the $111B Paramount-WBD merger dominates today’s headlines while Airtel rolls out consumer 5G slicing and Cannes activity fuels content pipelines. Read what to watch.
- Communications & Media Momentum - May 20Studios, streamers and network operators posted wins today as a Michael Jackson biopic crossed $700M, Netflix lands an IMAX window and carriers accelerate AI and quantum-safe upgrades. Read what that means for your media exposure and upcoming catalysts.
- Communications & Media Roundup - May 20Embracer moves key franchises into a new public holding while Cannes drives fresh festival buzz and deal flow. Telecoms face supplier limits and experiment with AI tokens, creating mixed implications for investors.
- Communications & Media: Content Buzz and Capex - May 19A flurry of content launches, festival acclaim and network investments defined May 19. From Tom Brady’s YouTube premiere to a $250M dark fiber facility, the sector shows momentum.
- Communications & Media Brief - May 19Cannes deal activity and content launches sit alongside telco security collaborations and a serious Channel 4 welfare review. Read what these mixed signals mean for you and your watchlist.
- Communications & Media Roundup - May 18Content momentum at Cannes and fresh content deals met steady network and broadband upgrades today. From FX series orders to Charter's low-latency rollout, the sector shows growth and resilience.
- Communications & Media: Cannes, 5G and BBC Shifts - May 18Cannes-driven momentum for Brazilian film meets industry-wide technical and cost questions. Airtel ramps edge capacity while Qualcomm stalls a satellite 5G feature and the BBC braces for cuts.
- Communications & Media Wrap - May 17A mix of cultural highlights and a corporate controversy shaped the media beat Sunday. From Cannes premieres and ACM prep to Canal+ tensions and defense comms timelines, here’s what you need to know heading into May 18.
- Communications & Media: Cannes, Telcos, AI - May 17Cannes headlines, studio star power, and telco infrastructure deals dominated weekend headlines. Regulators and indie market pressures keep risks elevated heading into May 18.
- Communications & Media: Cannes, AI & Telcos - May 16Cannes chatter over AI and starry film deals shared the spotlight with major telco moves and a Foxconn-led AI data center push for the Global South. Regulatory risk and festival buzz leave the sector with mixed signals heading into Monday.
- Communications & Media Brief - May 16Heading into the long weekend, telecoms push shared satellite-enabled mobile coverage while AI infrastructure deals target the Global South. Cannes film buzz and an FCC inquiry give the sector mixed signals for investors.
- Communications & Media Wrap - May 15A mix of Hollywood premieres, reviews and tributes dominated entertainment coverage while telecoms pushed satellite-enabled mobile and AI infrastructure plans. Regulators and awards deadlines add near-term focus.
- Communications & Media: Cannes Buzz, Saudi Boost - May 15Cannes festival wins and fresh indie co-productions add content momentum, Saudi Arabia raises film incentives to 60 percent, and telco moves from CityFibre and SKT signal investment in networks and AI. Read what matters for media investors today.
- Communications & Media Wrap May 14Content production picked up steam, telcos formed a satellite JV and Nokia rolled out agentic AI, all pointing to infrastructure and content growth. Read what matters for your watchlist.
- Communications & Media: Cannes Momentum - May 14Cannes activity fuels a stronger content pipeline, with Catalonia emerging as a production hub and new projects from Peter Jackson and Marco Perego drawing attention. Analysts note channel friction in SMB Wi-Fi as hardware vendors adapt.
- Communications & Media: Netflix Upfronts, Cannes Buzz - May 13Netflix dominated headlines with upfronts and a KPop tour announcement while Cannes premieres generated strong festival buzz. Telecom hardware updates and a Starlink study added mixed signals for operators and vendors.
- Communications & Media Update - May 13Cannes programming, new film deals and immersive theatre highlight content momentum, while telecoms face a tradeoff between slowing buildouts and network efficiency gains. Here’s what you need to know today.
- Communications & Media: Cannes, AI, Telus Moves - May 12A mixed day for Communications & Media: Cannes reviews cooled festival buzz while telcos and AI infrastructure showed momentum. Netflix casting and film financing activity keep industry pipelines busy.
- Communications & Media Momentum - May 12Netflix touts a multibillion-dollar economic impact while landing new content deals, Cannes sales climb and Verizon accelerates network builds. Read what you should watch today in media and telecom.
- Communications & Media Wrap - May 11Cable gear and tower plans point to infrastructure spending, while EchoStar's big pay-TV losses and a €475bn EU gap temper the outlook. Entertainment coverage is lively but mixed for investors.
- Communications & Media Brief - May 11Today’s media roundup: a major indie hire at Lucky Red after Canal+ acquisition, a surprise box office leader in Korea, telcos pushing cloud AI plans, and a new global crew training initiative. Read on for what you should watch today.
- Communications & Media Wrap - May 10Writers Guild West staff strike ends with an 89% ratification, easing a key production overhang. Celebrity legal and human-interest stories dominate the weekend headlines, leaving mixed signals for media investors.
- Communications & Media: 6G, Streaming Wins - May 10Telecoms push spectrum and sovereign cloud plans while streaming and film awards drive content momentum. Read what matters heading into the next trading day and which catalysts to watch.
- Communications & Media Wrap - May 9Progress on 6G spectrum, sovereign cloud rollouts and 5G FWA advances led the communications narrative, while entertainment headlines kept streaming and culture in focus. Read what matters heading into May 11.
- Communications & Media: Film, Telco Moves - May 9Film deals at Cannes and studio casting headlines meet telecoms advancing 5G, sovereign cloud and customer perks. Heading into the long weekend, momentum looks constructive for select media and telco names.
- Communications & Media: Deals, 6G and Upfronts - May 8Major catalog and studio settlements, telco moves into sovereign cloud and 5G uplink gains set the tone for Communications & Media. Upfronts and live-event disruptions add mixed signals for investors.
- Communications & Media: Substack & Satellite Push - May 8Substack passes 500,000 UK paid subscriptions as film and TV dealflow heats up and Reliance explores LEO satellites. Read what drove overnight headlines and what you should watch today.
- Communications & Media Wrap - May 7Deals and content renewals drove headline activity while earnings and reputational risks kept a lid on enthusiasm. Today’s news shows growth in distribution and AI services, but select names face near-term pressure.
- Communications & Media Roundup - May 7Festival announcements and high-profile film launches dominate Cannes coverage, while Sky confirms a second season of SNL U.K. Telecoms grab attention as Deutsche Telekom shifts 5G workloads from $ERIC to $MVNR. Read what you should watch today.
- Communications & Media: WBD Loss, NVDA Deals - May 6WBD reported a large March-quarter loss tied to a breakup fee while studios and streaming showed strength. Meanwhile, Nvidia-backed infrastructure moves, Apple TV content picks and telecom AI plans kept the sector active.
- Communications & Media: Cannes, Telecom Tensions - May 6Cannes market activity and festival program expansions are driving content pre-sales and project pitching, while telecoms face regulatory friction and security debates. Read what you should watch today.
- Communications & Media Wrap - May 5From casting wins and festival lineups to Verizon capacity builds and T-Mobile disclosure questions, today's Communications & Media news is a mixed bag for investors. Read key moves, market reactions, and what to watch next.