A laser-focused source of financial intelligence for the Tech, Media & Telecom professional community.
M&A
+5
Nov 1, 2026
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5 min read
Televisa is paying the largest price in its history with the smallest check it has ever written. The check is the number to read.
Strategy
+3
Aug 16, 2026
6 min read
Starlink is a telco partner only until it gets spectrum.
Jun 2, 2026
The margin lever is not where everyone is looking.
May 19, 2026
Growth, profitability, cash, customers. Everything else is noise.
Apr 29, 2026
A template, a five-question audit, and four lines to say in your next board meeting.
Apr 7, 2026
13 min read
An upcoming IPO could be 10x larger than Alibaba's all-time record.
Mar 17, 2026
9 min read
Who leads, who follows, and where the next shifts may emerge.
Feb 24, 2026
8 min read
One chart shows the bridge, not just the result
Feb 18, 2026
Convergence is no longer a bundle. It’s churn insurance.
Feb 10, 2026
4 min read
One chart flips Netflix’s growth narrative
Feb 2, 2026
A strategic map of where space data centers fit
Oct 31, 2025
The day Amazon shook global platforms
Oct 14, 2025
12 min read
Rewriting the Churn Playbook
Oct 7, 2025
7 min read
How AI and IoT are converging into the next global operations platform
Sep 30, 2025
2 min read
How antitrust pressure is forcing Meta, Google, and Amazon to defend their empires.
Mar 13, 2025
Entre la resiliencia financiera y la crisis de suscriptores.
Mar 4, 2025
Impulsando la banda ancha en el hub tecnológico de México.
Feb 28, 2025
La empresa que le dijo NO a Televisa.
Feb 21, 2025
11 min read
Nearshoring, Tech y el boom de la fibra en México.
Feb 11, 2025
10 min read
¿Modelo en crisis o evolución natural?
Jan 30, 2025
Cómo gestionar la volatilidad cambiaria.
Jan 24, 2025
Netflix, Verizon y Ericsson en la lupa.
Jan 16, 2025
Cómo evaluar la fortaleza de cualquier empresa.
Jan 9, 2025
Drama, transformación y capital.
Dec 30, 2024
Perspectivas financieras y estratégicas para el sector TMT.
