Communications Breakdown

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Mobile tower in the style of Dali

Telecoms, Internet, Media

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Amazon Prime Video and exclusive live sports

Amazon Prime Video and the NFL: Content deal with NFL : $13b over 11 yr for Thursday Night Football (TNF) games, starts 220915 Offers deals ...

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Ericsson Mobility Report #20

Ericsson Mobility Report , focus on 5G, traffic, FWA, IoT 5G will become the fastest adopted mobile generation (>580m subs YE 2021E, 3.5b i...

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Vodafone Technology - investor briefing

Vodafone Technology Investor Briefing ( Vodafone Business was presented March 18, Digital Services & Experiences will follow September 29....

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RTL and Bouygues to merge their M6 and TF1 units in France

Plans to merge M6 with TF1 (= Bouygues), presentation here : To carve out non-broadcasting activities of M6 into M6 Services, broadcasting...

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NENT Group to expand Viaplay to The Netherlands 22Q1 as SVOD

NENT Group plans to launch Viaplay in NL 22Q1 ( press release , presentation , virtual analyst meeting ). Competes head-on with Netflix, wit...

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RTL and Bouygues to merge their M6 and TF1 units in France

Plans to merge M6 with TF1 (= Bouygues), presentation here : To carve out non-broadcasting activities of M6 into M6 Services, broadcasting...

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WarnerMedia to merge into Discovery

All documents here . To merge WarnerMedia with Discovery in all-stock, Reverse Morris Trust transaction To transfer WarnerMedia to Magallan...

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Netflix 21Q1

21Q1 net additions 21H1 slow due to pull forward and delayed slate dynamics plus typical seasonality biggest competitors linear TV & YouTube...

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Netflix 21Q1

21Q1 net additions 21H1 slow due to pull forward and delayed slate dynamics plus typical seasonality biggest competitors linear TV & YouTube...