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
Selective Borders: Immigration Agenda Will Redraw Labor Markets and Talent Pools
January 6, 2025 By JB Ferguson, Head of Capstone's Tech, Media, and Telecom Team Capstone believes Trump will pursue his illegal immigration agenda immediately after taking office, leading to underappreciated labor availability woes and wage pressure challenges for...
Challenging the Giants: Big Tech’s Growing Antitrust Battles in Court
January 2, 2025 By Ian Tang, Capstone Tech, Media, and Telecommunications Analyst Capstone believes the executive and judicial branches will step up scrutiny of Big Tech platforms in 2025, including Alphabet Inc.’s Google, ByteDance Ltd.’s TikTok, and Live Nation...
Charting AI’s Course: Identifying the Accelerators and Roadblocks Ahead
January 2, 2025 By JB Ferguson, Head of Capstone's Tech, Media and Telecom Team The AI market will accelerate in 2025 in response to the US government’s efforts to build its AI infrastructure and roll back regulation. Amid this momentum, several dynamics will...
