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Macro

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communication · sector mood
2001
year mood -0.36 · -0.60 to +0.11 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.75 -0.38 0 +0.38 +0.75 Jan Feb Mar Apr May Jun Jul Aug Sep -0.60 Oct Nov Dec +0.11
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
-0.40-0.40-0.40-0.50-0.50-0.05-0.04-0.50-0.60-0.50-0.50+0.11

9/11 freezes ad spending on top of the telecom bust

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 06, 2026
Top communication stories of 2001
Jun
Nortel forecasts $19.2B loss, cuts 10,000 jobs amid telecom downturn baltimoresun.com →

Nortel Networks expects a record $19.2 billion quarterly loss due to devalued acquisitions and reduced customer spending, prompting 10,000 additional job cuts and dividend suspension. The telecom giant's collapse shakes the sector, dragging down rivals' stocks and signaling broader industry contraction amid declining internet traffic growth and eroding market confidence.

Jun
Nokia warning sinks shares 23%, flattens telecom sector theregister.com →

The world's top handset maker slashed growth forecasts, erasing tens of billions in market value across European tech. The warning confirmed the slowdown had spread from infrastructure to consumer devices.

Dec
Comcast acquires AT&T Broadband in $72 billion merger corporate.comcast.com →

Comcast and AT&T have agreed to merge AT&T Broadband with Comcast in a $72 billion tax-free transaction, creating AT&T Comcast Corporation, a leading broadband and media company with 22 million subscribers. The combined entity, majority-owned by AT&T shareholders, will expand broadband, voice, and data services across 41 states, with significant implications for competition in telecommunications and media markets.