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AT&T Inc
Communication Services
AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communicat… more
Conversation Volume
Last 60 days
There is not enough conversation volume about this stock
Key Opinion Leaders
Strongest 30-day focus on $T by total mentions
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Commentary, Price Action & Conversation Volume
60-day T price action alongside trader commentary
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There is not enough conversation volume about this stock
Real-time Chart
Price Chart for $T
🤔 Insider Trades
$T trades made by insiders of the company, Past 60 days. PRO TIP: Click+Drag your mouse to ZOOM IN!
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Date Name Role Type Security Name Amount or # of Shares
Jan. 26, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Buy
Restricted Stock Units (2023) 206,250
Jan. 26, 2023 Lee Lori M Other: Voluntary
Buy
Restricted Stock Units (2023) 64,063
Jan. 26, 2023 Huntley David S. Officer: Chief Compliance Officer
Buy
Restricted Stock Units (2023) 20,000
Jan. 26, 2023 Dial Debra L. Director
Buy
Restricted Stock Units (2023) 22,875
Jan. 26, 2023 Smith Kenny Kellyn Director
Buy
Restricted Stock Units (2023) 27,500
Jan. 26, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Buy
Restricted Stock Units (2023) 31,250
Jan. 26, 2023 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Buy
Restricted Stock Units (2023) 40,938
Jan. 26, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Buy
Restricted Stock Units (2023) 112,500
Jan. 26, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Buy
Restricted Stock Units (2023) 87,500
Jan. 26, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Buy
Restricted Stock Units (2023) 42,500
Jan. 26, 2023 Desroches Pascal Officer: Sr. Exec Vp And Cfo
Buy
Restricted Stock Units (2023) 93,750
Jan. 26, 2023 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Sell
Common Stock 17,338
Jan. 26, 2023 Lee Lori M Other: Voluntary
Sell
Common Stock 18,927
Jan. 26, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Sell
Common Stock 30,706
Jan. 26, 2023 Dial Debra L. Director
Sell
Common Stock 5,051
Jan. 26, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Buy
Restricted Stock Units (2023) 40,625
Jan. 26, 2023 Smith Kenny Kellyn Director
Sell
Common Stock 9,541
Jan. 26, 2023 Huntley David S. Officer: Chief Compliance Officer
Sell
Common Stock 9,127
Jan. 26, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Sell
Common Stock 9,784
Jan. 26, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Sell
Common Stock 28,324
Jan. 26, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Sell
Common Stock 13,472
Jan. 26, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Common Stock 76,516
Jan. 26, 2023 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Sell
Common Stock 33,658
Jan. 26, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Sell
Common Stock 26,154
Jan. 26, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Common Stock 148,532
Jan. 26, 2023 Huntley David S. Officer: Chief Compliance Officer
Sell
Common Stock 17,717
Jan. 26, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Sell
Common Stock 54,982
Jan. 26, 2023 Dial Debra L. Director
Sell
Common Stock 9,807
Jan. 26, 2023 Lee Lori M Other: Voluntary
Sell
Common Stock 36,741
Jan. 26, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Sell
Common Stock 59,608
Jan. 26, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Sell
Common Stock 18,993
Jan. 26, 2023 Smith Kenny Kellyn Director
Sell
Common Stock 18,522
Jan. 26, 2023 Lee Lori M Other: Voluntary
Sell
Common Stock 36,117
Jan. 26, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Sell
Common Stock 24,718
Jan. 26, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Sell
Common Stock 12,301
Jan. 26, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Sell
Common Stock 58,596
Jan. 26, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Sell
Common Stock 54,049
Jan. 26, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Common Stock 146,012
Jan. 26, 2023 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Sell
Common Stock 33,086
Jan. 26, 2023 Smith Kenny Kellyn Director
Sell
Common Stock 11,042
Jan. 26, 2023 Dial Debra L. Director
Sell
Common Stock 4,782
Jan. 26, 2023 Huntley David S. Officer: Chief Compliance Officer
Sell
Common Stock 12,950
Jan. 26, 2023 Huntley David S. Officer: Chief Compliance Officer
Buy
Common Stock 39,795
Jan. 26, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Buy
Common Stock 371,060
Jan. 26, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Buy
Common Stock 41,079
Jan. 26, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Buy
Common Stock 137,356
Jan. 26, 2023 Dial Debra L. Director
Buy
Common Stock 19,641
Jan. 26, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Buy
Common Stock 64,345
Jan. 26, 2023 Lee Lori M Other: Voluntary
Buy
Common Stock 91,785
Jan. 26, 2023 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Buy
Common Stock 84,082
Jan. 26, 2023 Smith Kenny Kellyn Director
Buy
Common Stock 39,105
Jan. 26, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Buy
Common Stock 148,911
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Restricted Stock Units (2022) 54,793
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Restricted Stock Units (2021) 45,891
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Restricted Stock Units (2019) 15,511
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Restricted Stock Units (2019) 73,277
Jan. 13, 2023 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Sell
Restricted Stock Units (2022) 26,585
Jan. 13, 2023 Huntley David S. Officer: Chief Compliance Officer
Sell
Restricted Stock Units (2022) 12,582
Jan. 13, 2023 Lee Lori M Other: Voluntary
Sell
Restricted Stock Units (2022) 22,424
Jan. 13, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Sell
Restricted Stock Units (2022) 14,756
Jan. 13, 2023 Dial Debra L. Director
Sell
Restricted Stock Units (2022) 7,427
Jan. 13, 2023 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Sell
Restricted Stock Units (2021) 22,266
Jan. 13, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Sell
Restricted Stock Units (2022) 40,587
Jan. 13, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Sell
Restricted Stock Units (2022) 28,880
Jan. 13, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Sell
Restricted Stock Units (2022) 16,021
Jan. 13, 2023 Lee Lori M Other: Voluntary
Sell
Restricted Stock Units (2021) 13,682
Jan. 13, 2023 Smith Kenny Kellyn Director
Sell
Restricted Stock Units (2022) 11,806
Jan. 13, 2023 Huntley David S. Officer: Chief Compliance Officer
Sell
Restricted Stock Units (2021) 5,439
Jan. 13, 2023 Dial Debra L. Director
Sell
Restricted Stock Units (2021) 6,268
Jan. 13, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Sell
Restricted Stock Units (2022) 4,520
Jan. 13, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Sell
Restricted Stock Units (2021) 18,891
Jan. 13, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Sell
Restricted Stock Units (2021) 28,895
Jan. 13, 2023 Huntley David S. Officer: Chief Compliance Officer
Sell
Restricted Stock Units (2019) 14,656
Jan. 13, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Sell
Restricted Stock Units (2021) 7,062
Jan. 13, 2023 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Sell
Restricted Stock Units (2019) 31,999
Jan. 13, 2023 Lee Lori M Other: Voluntary
Sell
Restricted Stock Units (2019) 33,952
Jan. 13, 2023 Smith Kenny Kellyn Director
Sell
Restricted Stock Units (2022) 1,232
Jan. 13, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Sell
Restricted Stock Units (2019) 2,987
Jan. 13, 2023 Dial Debra L. Director
Sell
Restricted Stock Units (2019) 6,349
Jan. 13, 2023 Smith Kenny Kellyn Director
Sell
Restricted Stock Units (2021) 8,474
Jan. 13, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Sell
Restricted Stock Units (2021) 11,299
Jan. 13, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Sell
Restricted Stock Units (2019) 50,744
Jan. 13, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Sell
Restricted Stock Units (2019) 32,304
Jan. 13, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Sell
Restricted Stock Units (2022) 14,756
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Common Stock 20,274
Jan. 13, 2023 Desroches Pascal Officer: Sr. Exec Vp And Cfo
Sell
Restricted Stock Units (2022) 30,441
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Buy
Common Stock 54,793
Jan. 13, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Sell
Restricted Stock Units (2021) 7,062
Jan. 13, 2023 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Sell
Common Stock 9,837
Jan. 13, 2023 Desroches Pascal Officer: Sr. Exec Vp And Cfo
Sell
Restricted Stock Units (2021) 20,548
Jan. 13, 2023 Lee Lori M Other: Voluntary
Sell
Common Stock 7,778
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Common Stock 16,980
Jan. 13, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Sell
Common Stock 3,594
Jan. 13, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Sell
Common Stock 15,018
Jan. 13, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Sell
Common Stock 11,365
Jan. 13, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Sell
Common Stock 4,823
Jan. 13, 2023 Smith Kenny Kellyn Director
Sell
Common Stock 2,875
Jan. 13, 2023 Huntley David S. Officer: Chief Compliance Officer
Sell
Common Stock 2,769
Jan. 13, 2023 Dial Debra L. Director
Sell
Common Stock 1,634
Jan. 13, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Buy
Common Stock 28,880
Jan. 13, 2023 Smith Kenny Kellyn Director
Buy
Common Stock 11,806
Jan. 13, 2023 Dial Debra L. Director
Buy
Common Stock 7,427
Jan. 13, 2023 Lee Lori M Other: Voluntary
Buy
Common Stock 22,424
Jan. 13, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Buy
Common Stock 40,587
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Buy
Common Stock 45,891
Jan. 13, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Buy
Common Stock 14,756
Jan. 13, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Buy
Common Stock 16,021
Jan. 13, 2023 Huntley David S. Officer: Chief Compliance Officer
Buy
Common Stock 12,582
Jan. 13, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Sell
Common Stock 7,872
Jan. 13, 2023 Huntley David S. Officer: Chief Compliance Officer
Sell
Common Stock 1,197
Jan. 13, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Sell
Common Stock 1,361
Jan. 13, 2023 Smith Kenny Kellyn Director
Sell
Common Stock 299
Jan. 13, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Sell
Common Stock 4,427
Jan. 13, 2023 Dial Debra L. Director
Sell
Common Stock 1,379
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Common Stock 5,740
Jan. 13, 2023 Desroches Pascal Officer: Sr. Exec Vp And Cfo
Sell
Common Stock 6,698
Jan. 13, 2023 Lee Lori M Other: Voluntary
Sell
Common Stock 3,011
Jan. 13, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Sell
Common Stock 7,381
Jan. 13, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Sell
Common Stock 1,872
Jan. 13, 2023 Huntley David S. Officer: Chief Compliance Officer
Buy
Common Stock 5,439
Jan. 13, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Buy
Common Stock 28,895
Jan. 13, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Buy
Common Stock 18,891
Jan. 13, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Buy
Common Stock 14,756
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Buy
Common Stock 15,511
Jan. 13, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Buy
Common Stock 4,520
Jan. 13, 2023 Desroches Pascal Officer: Sr. Exec Vp And Cfo
Buy
Common Stock 30,441
Jan. 13, 2023 Smith Kenny Kellyn Director
Buy
Common Stock 1,232
Jan. 13, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Buy
Common Stock 7,062
Jan. 13, 2023 Dial Debra L. Director
Buy
Common Stock 6,268
Jan. 13, 2023 Lee Lori M Other: Voluntary
Buy
Common Stock 13,682
Jan. 13, 2023 Huntley David S. Officer: Chief Compliance Officer
Sell
Common Stock 3,225
Jan. 13, 2023 Dial Debra L. Director
Sell
Common Stock 1,397
Jan. 13, 2023 Desroches Pascal Officer: Sr. Exec Vp And Cfo
Sell
Common Stock 4,521
Jan. 13, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Sell
Common Stock 2,480
Jan. 13, 2023 Smith Kenny Kellyn Director
Sell
Common Stock 2,394
Jan. 13, 2023 Lee Lori M Other: Voluntary
Sell
Common Stock 7,470
Jan. 13, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Sell
Common Stock 3,714
Jan. 13, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Sell
Common Stock 12,625
Jan. 13, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Sell
Common Stock 7,108
Jan. 13, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Sell
Common Stock 886
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Sell
Common Stock 19,456
Jan. 13, 2023 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Buy
Common Stock 50,744
Jan. 13, 2023 Santone Angela Officer: Sr. Exec Vp-Human Resources
Buy
Common Stock 2,987
Jan. 13, 2023 Lee Lori M Other: Voluntary
Buy
Common Stock 33,952
Jan. 13, 2023 Smith Kenny Kellyn Director
Buy
Common Stock 8,474
Jan. 13, 2023 Dial Debra L. Director
Buy
Common Stock 6,349
Jan. 13, 2023 Stankey John T Officer: Sr. Exec. Vp And Cio
Buy
Common Stock 73,277
Jan. 13, 2023 Huntley David S. Officer: Chief Compliance Officer
Buy
Common Stock 14,656
Jan. 13, 2023 Gillespie Edward W Officer: Srevp-Ext & Legis Affairs
Buy
Common Stock 7,062
Jan. 13, 2023 Desroches Pascal Officer: Sr. Exec Vp And Cfo
Buy
Common Stock 20,548
Jan. 13, 2023 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Buy
Common Stock 32,304
Jan. 13, 2023 Legg Jeremy Alan Officer: Chief Technology Officer
Buy
Common Stock 11,299
Dec. 30, 2022 Dial Debra L. Director
Buy
Common Stock 869
Dec. 30, 2022 Smith Kenny Kellyn Director
Buy
Common Stock 848
Dec. 30, 2022 Arroyo F. Thaddeus Officer: Ceo - Bus. Solutions And Int'l
Buy
Common Stock 1,173
Dec. 30, 2022 Huntley David S. Officer: Chief Compliance Officer
Buy
Common Stock 605
Dec. 30, 2022 Lee Lori M Other: Voluntary
Buy
Common Stock 407
Dec. 30, 2022 Legg Jeremy Alan Officer: Chief Technology Officer
Buy
Common Stock 1,751
Dec. 30, 2022 Mcatee David R Ii Officer: Sr. Exec. Vp And Gen. Counsel
Buy
Common Stock 2,400
Dec. 30, 2022 Desroches Pascal Officer: Sr. Exec Vp And Cfo
Buy
Common Stock 2,433
Dec. 30, 2022 Mcelfresh Jeffery S. Officer: Ceo, At&T Communications, Llc
Buy
Common Stock 1,303
Dec. 30, 2022 Santone Angela Officer: Sr. Exec Vp-Human Resources
Buy
Common Stock 578
🇺🇸 Congressional Trades
$T trades made by members of the US Congress, Past 120 days
Representative Committees Disclosed Transaction Date Details Type Stock
Virginia Foxx
Republican, House
Education And Labor
Oversight And Reform
Dec. 6, 2022
(34 days after trade)
Nov. 2, 2022
small
$1,001 - $15,000
Buy
$T
Virginia Foxx
Republican, House
Education And Labor
Oversight And Reform
Dec. 6, 2022
(34 days after trade)
Nov. 2, 2022
small
$1,001 - $15,000
Buy
$T
Kathy E. Manning
Democrat, House
Education And Labor
Foreign Affairs
Nov. 10, 2022
(29 days after trade)
Oct. 12, 2022
small
$1,001 - $15,000
Sell (Partial)
$T
Kathy E. Manning
Democrat, House
Education And Labor
Foreign Affairs
Nov. 10, 2022
(29 days after trade)
Oct. 12, 2022
small
$1,001 - $15,000
Sell (Partial)
$T
Earl Blumenauer
Democrat, House
Ways And Means
Nov. 10, 2022
(36 days after trade)
Oct. 5, 2022
small
$1,001 - $15,000
Sell (Full)
$T
Earl Blumenauer
Democrat, House
Ways And Means
Nov. 10, 2022
(36 days after trade)
Oct. 5, 2022
small
$1,001 - $15,000
Sell (Full)
$T
Recent Captain Alerts (Last 5)
Alerts are triggered when we detect unusually high conversation volume for $T. Want real-time alerts? Use our Alerts Gadget.
Alert Date Alert Algorithm Price At Alert Recent Price Conversation Volume Change Analysts that triggered alert
1674652806
[See Details]
Analyst A.I. $19.16 $20.18 (+5.3%) +168%
1674587050
[See Details]
Analyst A.I. $19.24 $20.18 (+4.9%) +331%
1674519730
[See Details]
Analyst A.I. $19.10 $20.18 (+5.7%) +258%
1673280730
[See Details]
Analyst A.I. $19.16 $20.18 (+5.3%) +309%
1673039891
[See Details]
Analyst A.I. $19.53 $20.18 (+3.3%) +270%
There is not enough conversation volume about this stock
Fundamentals
Company and fundamental data for T
Conviction History
Bullish vs Bearish Conviction over the last 30 days.
This color denotes Market Hours (US/Eastern)
There is not enough conversation volume about this stock
Popular Stocks in this Sector
10 most popular stocks in the communication services sector last 7 days
This ticker might not have a related sector if it's an ETF or Index.
Looking Glass - Expert Opinions
Looking Glass offers longer form premium content from experts in the industry to give you different perspectives
Published Author Title Symbols
May 18, 2021, 5:03 p.m.
Andrew Rosen
Questions about the WarnerMedia-Discovery Merger

Thesis

Applying the Co-opetition framework to the new Google-Roku standoff helps to explain why neither company is incentivized to cooperate towards a resolution, and why Roku’s “win-win” business logic may not be the best model for working with tech giants in streaming.

 

DISCA
T
April 28, 2021, 5:39 p.m.
Andrew Rosen
Churn and the Netflix and AT&T Q1 earnings calls

Thesis

Q1 streaming audiences numbers suggest Netflix and HBO both navigated similarly flat demand for streaming services, and the only difference between Netflix and HBO Max data in Q1 2021 was audience demand for HBO Max tentpoles.

Research

The Netflix Q1 earnings and AT&T Q1 earnings last…

NFLX
T
April 15, 2021, 12:37 a.m.
Andrew Rosen
A Short Essay on Two New, Competing Dynamics In The Streaming Marketplace

Thesis

The “pull-forward impact” of the pandemic is a dynamic is playing out at different services across the streaming marketplace. Signs of a “content drought” - a shortage of content due to productions impacted by the pandemic - are also playing out at different services…

NFLX
ROKU
VIAC
AMZN
T
CMCSA
April 6, 2021, 6:41 p.m.
Andrew Rosen
A Short Essay on “Genre Wars” & AMC’s "Boutique" Streaming Plan

Thesis

The economics of a niche streaming strategy at AMC Networks in this moment of cord-cutting reflects more risks than CEO Josh Sapan is letting on to investors.

Research

This week a public relations blitz in The Hollywood Reporter from AMC Networks offered new insight into what I have defin…

NFLX
DIS
AMZN
T
CMCSA
AMC
April 1, 2021, 9:51 p.m.
Andrew Rosen
Amazon Advertising and the NFL Deal

Thesis

Why are the big media companies betting $1B to $2B per year with the NFL, despite their still-unproven ability to capture cord-cutters and cord-nevers for sports streaming at scale?

Addressable advertising.

Research

The best article I read on the newly announced $100B+ in NFL broadcast r…

VIAC
AMZN
T
FOX
CHTR
CMCSA
April 1, 2021, 8:56 p.m.
Andrew Rosen
A Short Essay on NBCU’s Possible New Streaming Service

Thesis

Recent reporting from Business Insider and The Information suggesting Peacock is at a crossroads raises two questions:

  1. NBCU and Comcast are re-evaluating its business objectives for Peacock 
  2. Comcast executives may be more incentivized to solve for the business objectives of Peacock…
NFLX
DIS
AMZN
T
CMCSA
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