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Macro

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communication · sector mood
2011
year mood +0.18 · -0.15 to +0.30 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.30 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec -0.15
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.30+0.30+0.30+0.30+0.30+0.30+0.20+0.00+0.10+0.00+0.20-0.15

The smartphone-data boom kept revenue strong, but the August downgrade/euro turmoil rattled markets and AT&T's blocked $39B T-Mobile deal (with a $4B breakup fee) was a growth setback. Positive but choppy.

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 2011
Oct
Netflix kills Qwikster rebrand after subscriber backlash npr.org →

Netflix reversed its plan to split DVD and streaming services into separate brands, scrapping the unpopular Qwikster initiative following a massive customer backlash and a sharp stock decline. Although the unified service remains, the controversial 60% price hike stays, with implications for subscriber retention and competitive positioning in the streaming market.

Dec
AT&T drops $39B T-Mobile deal after antitrust pushback engadget.com →

AT&T abandoned its $39 billion acquisition of T-Mobile USA following opposition from the DOJ and FCC, citing harm to competition and spectrum availability. The failed merger costs AT&T $4 billion, while T-Mobile gains spectrum and a 7-year roaming deal. The decision preserves a competitive wireless market, benefiting consumers and rivals like Sprint and Verizon.