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
The Consumers Strike Back: Corporate America’s AI-Driven Conundrum
The rapid advancement of AI and its near ubiquity will have underappreciated consequences for consumer-facing regulated businesses—developments the industry may not be ready for. Already, ChatGPT, Claude, and other large language models (LLMs) reduce not...
Growing Regulatory Risks for AI-Driven Human Capital Management Platforms
Capstone believes that AI-based human capital management (HCM) platforms face growing liability risks under US employment discrimination laws and a patchwork of regulations, including state AI employment laws and the EU AI Act. These changes will increase litigation...
Google Search Remedy: Data-Sharing Creates Opportunities for Rivals
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) companies will create tailwinds for non-traditional...
