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Macro

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communication · sector mood
2004
year mood +0.12 · +0.00 to +0.20 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.25 -0.12 0 +0.12 +0.25 Jan Feb Mar Apr May Jun Jul Aug +0.20 Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.00+0.14+0.10+0.10+0.10+0.10+0.10+0.20+0.20+0.20+0.20+0.05

Google IPO, digital-ad era begins

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 11, 2026
Top communication stories of 2004
Feb
Cingular to acquire AT&T Wireless for $41 billion npr.org →

Cingular Wireless has acquired AT&T Wireless for $41 billion in cash, defeating rival bidder Vodafone. The deal creates the largest U.S. mobile carrier with 46 million customers, surpassing Verizon, and signals increased consolidation in the telecom sector with potential implications for competition and market dynamics.

Dec
Sprint and Nextel merge in $35 billion deal to form top 3 carrier nbcnews.com →

Sprint and Nextel agreed to a $35 billion merger of equals, forming Sprint Nextel, the third-largest U.S. wireless carrier with 35 million customers and $40 billion in combined revenue. The deal aims to cut $12 billion in costs but faces regulatory scrutiny from the FCC, with expected job reductions and network integration challenges. Market concentration will rise, with the top three carriers controlling 75% of traffic.