Paolo’s TMT Picks

Paolo’s TMT Picks

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Analysis: Samsung Galaxy Unpacked July 2026
Samsung introduces a new wider Fold to broaden its portfolio, deepens its health ambitions and extends Galaxy into intelligent eyewear.
 • Paolo Pescatore
Analysis: Netflix 2Q 2026 Earnings
Robust Engagement and New Growth Engines Underline Netflix’s Strength as Expectations Rise
 • Paolo Pescatore
Analysis: Sky Buys ITV's M&E— The Battle for Britain’s TV Front Door
A defensive scale play that reshapes UK broadcasting and shifts the fight towards streaming, sport and the future of free-to-air TV.
 • Paolo Pescatore
Analysis: Comcast splits into two
A reset from convergence to clarity, with Sky-ITV showing that the next phase is as much about consolidation as it is about separation.
 • Paolo Pescatore
Analysis: BT and Verizon, a pragmatic global reset
BT gets cash, closure and a cleaner structure; Verizon gains reach and Global Fabric; and the wider market gets another sign that global enterprise…
 • Paolo Pescatore
DTW Ignite 2026: Key Themes
How AI, autonomous networks and enterprise reinvention are turning technology strategy into a business imperative.
 • Paolo Pescatore
StreamTV Show 2026: Key Themes and Takeaways
Aggregation, monetisation, live sport and new formats are reshaping streaming as the market moves from scale to deeper control of the viewer…
 • Paolo Pescatore
Paolo’s TMT Picks
Paolo’s TMT Picks
Curated picks covering telcos, media & technology markets, and key earnings from selected companies, as well as major events including CES, MWC, NAB, IFA, IBC and more. Contact me directly for pricing and bundles!

Paolo’s TMT Picks

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