The latest in:
Bernstein Research
-
Premium Content
05/29/2025
Verizon Prepping for Convergence Combat
The thread connecting the recent flurry of M&A in telecommunications boils down to the pursuit of convergence. It’s something Verizon EVP and CEO of its consumer unit Sowmyanarayan Sampath is concentrated on.
-
Premium Content
01/07/2025
Digesting Fubo-Disney Deal
Public Knowledge is urging antitrust regulators to carefully scrutinize the Fubo-Hulu+Live TV transition to determine if its in the public’s interest.
-
Premium Content
12/09/2024
Bernstein Says Welcome to the Age of the Telcos
Bernstein Research is initiating coverage of AT&T, T-Mobile and Verizon, sounding a somewhat cautionary note for cable companies.
-
Premium Content
06/03/2024
Paramount Appears Ready to Boogie with Skydance
Paramount Global shares closed up about 7.5% on Monday after reports from The Wall Street Journal and CNBC that a deal with Skydance could be imminent.
-
Premium Content
02/27/2024
Charter-Altice Ponderings
Bernstein Research figures there are two possible reasons for the leak to Bloomberg that Charter’s kicking the tires on Altice USA.
-
Premium Content
08/02/2021
Bernstein Halting Media Coverage
Bernstein is temporarily suspending its coverage of U.S. media companies in light of senior analyst Todd Juenger’s sabbatical.