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

The Deindustrialization of Europe 

The Deindustrialization of Europe 

By David Barrosse, Capstone CEO March 13, 2023 — At the peak of the energy crisis in Europe, scores of industries such as cement, glass, and petrochemicals were at 50% capacity or shuttered altogether. These companies could not operate in an environment where natural...

The Inevitable Decoupling of Medicare Advantage and Medicare

The Inevitable Decoupling of Medicare Advantage and Medicare

By Grace Totman, Capstone healthcare analyst March 1, 2023 - Nearly half of all seniors are now enrolled in Medicare Advantage (MA), the private alternative to traditional Medicare. MA attempts to both reduce costs and improve healthcare by paying private insurers a...