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Bernstein Research
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Premium Content
09/22/2025
T-Mobile Taps Gopalan as CEO
T-Mobile’s anticipated succession plan became official Monday.
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Premium Content
09/15/2025
Paramount-WBD Merger Rumblings are Talk of Town
Paramount Skydance was the talk of the media world once again last week after it was reported that the newly-merged company was preparing a bid to buy Warner Bros. Discovery.
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Premium Content
09/08/2025
The Ergen-Musk Spectrum Chess Match
EchoStar shares closed up 20% on Monday to $80.67/share after it revealed that SpaceX would shell out $19 billion for its AWS-4 and H-block spectrum.
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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.
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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.
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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.