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

Exploring a Biden Sequel

Exploring a Biden Sequel

February 26, 2024 By Thomas Dee, Capstone’s Head of Research & Strategy Much of the political buzz recently has been about former President Trump—whether it’s been his $355 million civil fraud verdict, his criminal trial set for March, or his clean sweep of the...

2024 Preview: Biden’s Battles Before the War

2024 Preview: Biden’s Battles Before the War

By Thomas Dee, CFA, Capstone’s Head of Research and Strategy Two policy stories will dominate 2024.  The first, of course, is that 2024 is an election year.  Biden will end 2023 with an average approval rating of 39%, the lowest of any of the last seven...