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 live in the weeds.

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

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Our Latest Insights

Biden’s G20 China Play: Doubling Down on Infrastructure

Biden’s G20 China Play: Doubling Down on Infrastructure

September 18, 2023 By Daniel Silverberg, Co-head of Capstone’s National Security and Defense Practice  The Biden administration made its latest move last week in the great US-China global power game. The strategy: doubling down on infrastructure. Capstone has...