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

Wanna Bet? California’s High Stakes Ballot Initiative Battle

Wanna Bet? California’s High Stakes Ballot Initiative Battle

By: Keegan Ferguson May 15, 2022 — While more than 30 states have legalized some form of the booming sports gambling market, California—the potential crown jewel of state sports wagering—has yet to get in the game. That may change this fall when Californians head to...

FY22 Reconciliation Update: No News is Bad News

FY22 Reconciliation Update: No News is Bad News

By: Max Reale May 1, 2022 — With less than a dozen working weeks before the Senate departs for their August recess, Senate Democrats have failed to deliver the incremental progress we expected on a FY22 reconciliation package. Our initial cautious optimism that a deal...