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

Trade Policy’s Coming Bipartisan Moment

Trade Policy’s Coming Bipartisan Moment

By: Andrew Gier, Capstone Energy and Trade Analyst November 20, 2022 - For much of this year, congressional Democrats and staff worked furiously on a reconciliation package incorporating a long wish list of healthcare, climate, and tax provisions. The pressure to pass...

What a Republican-led House Would Mean for US Foreign Policy

What a Republican-led House Would Mean for US Foreign Policy

By: Daniel Silverberg, Head of Capstone's Corporate Practice and National Security Team November 13, 2022 - The surprising election result this past week could signal a repudiation of former President Trump’s influence in the Republican party, which would have a...

The Double-Edged Sword of Pandemic Mortgage Market Relief

The Double-Edged Sword of Pandemic Mortgage Market Relief

By: Makenzy Mohrman, Capstone Financial Services Analyst November 6, 2022 - Nothing in life is free, a lesson we expect the mortgage industry will learn following government intervention during the pandemic.  At the end of March 2020, Congress signed into law the...