Capstone Technology, Media & Telecommunications
What makes us different?
Capstone analyzes the evolving political landscape that shapes the technology, media, and telecommunications (TMT) sector to identify investment risks and opportunities. As the political and investment landscapes for companies such as Facebook, Amazon, Google, and Twitter evolve, we provide clients with a comprehensive and thorough analysis of the regulatory pressure, legislative trends, and policy catalysts that have massive implications for companies and investors alike.
We Predict Policy,
Quantify Impact, and Recommend Strategy.
Our analysts understand the value of both breadth and depth in the TMT space, as new issues are constantly rising amid an existing landscape that dominates markets. We conduct a rigorous review of the public records and hold conversations with relevant regulators, policymakers, and other stakeholders to assess the risks and opportunities for companies and investors in the industry.
We have cultivated strong relationships with major industry associations, such as the C-Band Alliance and the Internet Association, as well as with influential privacy groups, senior policymakers, and influential experts, to add value and identify opportunities for growth.
Selected Issues
- Fixed satellite services
- 5G and C-Band spectrum
- FCC rulemakings
- Data privacy and user tracking
- General Data Protection Regulation (GDPR)
- EU tax on digital companies
- Directive on copyright in the Digital Single Market
Case Studies
Capstone has a proven track record of providing in-depth analysis across a wide range of policy and regulatory issues. Our case studies demonstrate our TMT team’s ability to help clients navigate complex policy challenges and develop targeted revenue-driving strategies.
 Contact Us
Our Latest Tech Insights
Google Search Remedy: Data-Sharing Creates Opportunities for Rivals
September 16, 2025 By Ian Tang and Kate Lardner, TMT Analysts Capstone believes a federal court’s decision requiring Alphabet Inc.’s Google to share the index that powers its search engine with search engine rivals and generative artificial intelligence (GenAI)...
The Rule That Could Put Unconventional Driverless Cars on the Road and Shake Up Industry
August 25, 2025 A little-known federal rule, AV STEP, could transform the economics of autonomous vehicles by allowing cars without steering wheels or pedals to deploy at scale. Capstone believes it will be finalized by 2027, setting Tesla and Amazon’s Zoox up for...
FCC’s Years-long Deregulatory Push
June 30, 2025 By Matt Wiederrecht, Head of Capstone's Special Situations Team We believe the Federal Communications Commission (FCC) will kick off a two-year trend of deregulatory actions at its June open meeting. Broadcasters, such as Sinclair Broadcast Group (SBGI),...
