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.
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Our Latest Tech Insights
Too Big to Hide: Why Big Tech Platforms Will Face Continued Scrutiny
Capstone expects regulators to take an increasingly multifaceted approach to curbing harmful activity on platforms operated by Alphabet Inc.’s Google, Meta Platforms Inc., Apple Inc., and Roblox Corp. Age verification requirements, children’s safety litigation, and...
The Great Chip Chase: Implications of the Trump Administration’s Strategy to Win the AI Chip Race with China “
Capstone expects the Trump administration to maintain a pro–artificial intelligence, hands-off regulatory posture in 2026, with states and courts stepping in to fill the gap through targeted restrictions and case-by-case rulings. We also anticipate a transactional...
The Banks Strike Back: Traditional Finance Muscles into Crypto
Capstone believes regulatory frameworks established by the GENIUS Act, the CLARITY Act, and Securities and Exchange Commission (SEC) actions will usher traditional banks and securities trading platforms into digital-asset markets, creating competition for incumbent...
