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2 episodes with telecom analyst
4 episodes with telecom analyst
Morgan Stanley Research looks at how changes in demographics, ownership, and distribution can boost tech adoption to revolutionize the global sports industry. Read more insights from Morgan Stanley.----- Transcript -----Cesar Medina: Welcome to Thoughts on the Market. I'm Cesar Medina, Morgan Stanley's Latin America Technology, Media, and Telecom Analyst. Today – we discuss what's driving the digital revolution in global sports. And what it means for fans as well as investors. It's Monday, August 11th, at 10am in New York.These days, watching a sporting event at home usually means streaming the big game on a large 4K HDR screen. Maybe even 8K for premium events. You might access real time stats from a supporting app or social media on a secondary device. Maybe even have a group chat with friends. But imagine a game with real-time personalized stats. Immersive alternate camera angles. Or even experiencing the match from a player's perspective—all powered by AI. These innovations are already being tested and rolled out in select leagues. Global sports generates half a trillion dollars in annual revenues. Despite all that cash, until very recently the industry was slow to embrace digital technology, lagging behind movies and music. Now that's changing – and fast.So, what's driving this transformation? Three powerful forces are closing this digital gap. One – younger, tech-savvy audiences demanding more immersive and personalized experiences. Two – new distribution models, with digital platforms stepping into the arena. And three – institutional investment, bringing capital and a push for modernization. You might ask – what does this all mean for fans, investors, and the future of entertainment? Let's start with fans. Today's sports fans aren't just watching—they're interacting, betting, gaming, and sharing. And younger fans are leading the charge. They are spending more time online and expect hyper-personalized content. They're more interested in individual athletes than teams, and they engage through social media, fantasy sports, and interactive platforms. Surveys show that fans under 35 are significantly more likely to spend money on sports if the experience is digital-first. Some leagues have seen viewership jump by 40 percent after introducing interactive features. Others are using AI to personalize content, boosting engagement and revenue. Digital transformation isn't just about watching games though—it's about reimagining the entire ecosystem. When it comes to live events, smart venues are using AI to adjust ticket prices based on weather, opposing team, and demand. Some are even using facial recognition for faster entry and purchases. Streaming platforms are making broadcasts more interactive, while combating piracy with predictive tech. As for engagement, fantasy sports, esports, and betting are booming. AI-driven platforms are helping fans make smarter picks—and spend more. Altogether, these innovations could boost global sports revenues by over 25 percent, adding more than $130 billion in value. While North America leads in monetization, Emerging Markets are catching up fast. In India, Brazil, and the Middle East, for example, sports franchises are seeing double-digit growth in value—sometimes outpacing traditional media. And here's the kicker: many of these regions have younger populations and faster-growing digital adoption. That's a recipe for serious growth. Meanwhile, niche sports and women's leagues are also gaining global traction, expanding the definition of mainstream entertainment. Of course, this transformation of the sports industry faces real hurdles—technical expertise, budget constraints, and cultural resistance among coaches and athletes. But the incentives are clear. And as more capital flows into sports—from private equity to sovereign wealth funds—digital transformation is becoming a strategic priority. So, what's the biggest takeaway? Global sports is no longer just about what happens on the field. It's about how fans experience it—on their phones, in their homes, and in the stadiums of the future. So whether you're an investor, a fan, or just someone who loves a good underdog story, this is a game worth watching. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
On Episode 477 of The Core Report, financial journalist Govindraj Ethiraj talks to Tarun Pathak, Telecom Analyst and Research Director at Counterpoint Research. SHOW NOTES (00:00) Stories Of The Day (01:09) Markets are sliding away (06:50) The Indian mobile phone market has stagnated, thanks to which half the manufacturing capacity of 500 million phones is lying idle (18:02) RBI wants to improve its data forecasts. (20:55) 52 of 59 ultra luxury properties worth Rs 4,750 crore bought in India last year were in Mumbai as sales values keep rising (21:48) Mercedes has a record sales year in India. (22:49) Electric car maker BYD sells more hybrid cars than electric, did you know? Register for India Energy Week, Feb 11-14 Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
Jonathan Pingle, UBS Chief US Economist, says the guts of the US GDP report look weak. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, is more concerned about the next four quarters going further than today's GDP report. Walter Piecyk, LightShed Partners Technology, Media & Telecom Analyst and Partner, says he sees evidence of a weakening consumer. Jeanine Wai, Barclays Senior Oil & Gas Exploration & Production Analyst, discusses how investors are keeping Chevron in line. See omnystudio.com/listener for privacy information.
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the market will bottom once the number of coronavirus infections stabilizes. Walter Piecyk, Lightshed Technology, Media & Telecom Analyst and Partner, says the valuation of Apple is at a new realm and premium. Stephen Pagliuca, Bain Capital Co-Chairman & Boston Celtics Co-Owner, reflects on the life and legacy of Kobe Bryant. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says we cannot rely on central banks to keep the whole game going. Andrew Hollenhorst, Citigroup Global Markets Chief U.S. Economist, says there is so much uncertainty in the economy because of the coronavirus. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the market will bottom once the number of coronavirus infections stabilizes. Walter Piecyk, Lightshed Technology, Media & Telecom Analyst and Partner, says the valuation of Apple is at a new realm and premium. Stephen Pagliuca, Bain Capital Co-Chairman & Boston Celtics Co-Owner, reflects on the life and legacy of Kobe Bryant. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says we cannot rely on central banks to keep the whole game going. Andrew Hollenhorst, Citigroup Global Markets Chief U.S. Economist, says there is so much uncertainty in the economy because of the coronavirus.
July 20, 2019 - Dr. Cliff Redford, Owner and Veterinarian at Wellington Veterinary Hospital on animal health care companies/stocks and his work helping animals in distress. Robert Young, Managing Director and Technology, Media and Telecom Analyst at Canaccord Genuity on selling online, Tesla and autonomous driving, 5G and online video games discusses.
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says there's not a lot of inflation in the Fed data due to the impact of technology and globalization. Mary Lovely, Peterson Institute Senior Fellow, emphasizes that there is a will to get something done between the U.S. and China. Rich Greenfield, BTIG Technology, Media & Telecom Analyst, believes that Instagram will be a bigger business than Facebook in totality long-term. Chuck Leavell, Musician and Mother Nature Network Co-Founder, shares his experience working with music legends. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says there's not a lot of inflation in the Fed data due to the impact of technology and globalization. Mary Lovely, Peterson Institute Senior Fellow, emphasizes that there is a will to get something done between the U.S. and China. Rich Greenfield, BTIG Technology, Media & Telecom Analyst, believes that Instagram will be a bigger business than Facebook in totality long-term. Chuck Leavell, Musician and Mother Nature Network Co-Founder, shares his experience working with music legends.
January 19, 2019-John Johnson, Executive Vice President and Chief Strategist, Davis Rea on the strong start to 2019 and the cyclical nature of the market. Mike Walkley, Technology, Media and Telecom Analyst, Canaccord Genuity on 5G, Apple and driverless cars; Matt Bottomley, Cannabis Analyst, Canaccord Genuity on the big players in the sector and licensing in Ontario.
August 25, 2018- Amos Nadler, Assistant Professor of Finance, University of Western Ontario, on his course which covers behavioral finance. Derek Dley, Consumer Products Analyst, Canaccord Genuity, on millennial consumer trends. Michael Graham, Technology, Media and Telecom Analyst, Canaccord Genuity on blockchain and crypto assets and which companies are investing here. How Facebook is doing in light of recent challenges to the company.
July 14, 2018 - Joseph Farrell, Head of Research, Velocity Trade Capital, on global equity market and the mood right now and where he sees it going in the next 18-24 months. Bob Campbell, Sales and Marketing, Walker's Point Marina, Muskoka, Ontario on buying and selling recreational marine craft and tariffs being slapped on US made boats. Rob Young, Tech, Media and Telecom Analyst, Canaccord Genuity on Shopify, what it is and how it is doing in the market. Also discussed, on line gaming stocks.
Fletch talks to Daryl Branson, Sr. 911 Telecom Analyst with the Colorado PUC and former Executive Director of the Colorado Resource Center as he hands over the keys to the new Executive Director Bruce Romero. Bruce lays out his plans for action to continue to provide superior support to the 99 PSAPs across the 57 911 authorities in the State, as well as continue enhancing the excellent ENP resource center they maintain.
Fletch talks to Daryl Branson, Sr. 911 Telecom Analyst with the Colorado PUC and former Executive Director of the Colorado Resource Center as he hands over the keys to the new Executive Director Bruce Romero. Bruce lays out his plans for action to continue to provide superior support to the 99 PSAPs across the 57 911 authorities in the State, as well as continue enhancing the excellent ENP resource center they maintain.
In this episode, Black Hollywood Live hosts Jessica King, Nick Perdue and Megan Thomas interview special guest Thea Trinidad. Thea Megan Trinidad was born and raised in Queens, NY to Monique and Michael Angel Trinidad on December 27, 1990. As a child Thea religiously watched wrestling with her father and younger brother Timothy. Although her interest was primarily wrestling, Thea also enjoyed swimming and playing baseball with her grandfather Jose Padilla. On September 11, 2001 Thea's father Michael Angel Trinidad was tragically killed by the terrorist attacks on the World Trade Center where he worked for the firm Cantor Fitzgerald as a Telecom Analyst. Thea was 10 years old.The family then moved to Centereach, Long Island where Thea trained as a dancer, singer and actress. She participated in dance classes such as ballet, jazz, hip-hop, step, belly dancing and Zumba. In high school, Thea competed in step competitions and won 2nd place both years. Thea took acting classes as well as wo
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