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Macro

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communication · sector mood
2009
year mood -0.15 · -0.40 to +0.14 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan -0.40 Feb Mar Apr May Jun Jul Aug +0.14 Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
-0.40-0.40-0.40-0.30-0.20-0.10-0.10+0.14+0.00+0.00+0.00-0.06

Ad markets and equities bottomed in March in the worst ad year on record, then recovered, with Comcast's NBCUniversal deal reviving media consolidation. From trough toward neutral.

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 2009
Aug
Disney Acquires Marvel for $4 Billion in Strategic Expansion techcrunch.com →

The Walt Disney Company is acquiring Marvel Entertainment for approximately $4 billion in a stock and cash deal, gaining rights to over 5,000 characters including Spider-Man and Iron Man. The move aims to boost Disney's content and licensing reach, with Marvel's CEO overseeing integration; Marvel stock surged 27% while Disney's dipped slightly.

Dec
Comcast acquires 51% of NBC Universal in $30B deal hollywoodreporter.com →

Comcast has secured a 51% stake in NBC Universal through a $30 billion joint venture with General Electric, combining Comcast's cable networks and digital assets with NBCU's content. The deal, expected to create a media giant with $51 billion in revenue, positions Comcast to expand multiplatform content and accelerate digital services, while GE retains a 49% stake with plans to sell in stages. Regulatory scrutiny is anticipated, but the merger aims to enhance shareholder value and target key audience segments.