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Talkin’ Telco and Media

Summary

Tune in as host Winnie Cisar and analyst Davis Hebert explore the pivotal trends in the media and telecom sectors as we advance into 2024. Hebert discusses broadband competition, adaptive strategies in video services, and the evolving ad spend landscape. The episode also sheds light on sports viewership trends and addresses tactical debt management within high-yield sectors. A compact yet comprehensive listen for those tracking the pulse of media and telecom developments.

Analysts

Winnie Cisar
Global Head of Strategy

Davis Hebert
Head of Telecom/Media

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